A practical guide to setting up your Confluence copilot in 2026

If your company uses Confluence, you know it’s a goldmine of information. Project plans, technical docs, meeting notes, and HR policies are all stored in this mature, reliable platform, serving as your single source of truth. Because Confluence holds so much valuable data, finding the specific detail you need quickly is the next logical step in your team's productivity journey.

This is the whole idea behind a Confluence copilot: an AI assistant that can instantly search, pull together, and answer questions using your company’s knowledge.

The thing is, not all copilots are built the same. Different options involve various setup procedures and security considerations. This guide will walk you through what's out there, explain the standard technical requirements, and show you a straightforward and secure way to enhance your Confluence experience.

What is a Confluence copilot?

A Confluence copilot isn't a specific brand name, but a type of tool that connects an AI-powered chatbot to all your Confluence pages and spaces. The goal is simple: let your team ask questions in plain English, like "What's our policy on parental leave?" or "Give me the highlights from the Q3 project retro," and get immediate answers pulled directly from your documents.

It is designed to make your documented information even more accessible. Instead of manually searching through spaces and pages, your team can get answers sent right to the apps they already use every day, like Slack or Microsoft Teams.

The main options you'll see are Atlassian's own AI, Rovo, and connectors for big platforms like Microsoft 365 Copilot. They are all powerful in their own right, and each is tailored for different team workflows and technical environments.

Setting up a Confluence copilot: Standard methods and setup considerations

Hooking up your Confluence knowledge to an AI is a great way to unlock more value from your documentation. Let's break down the most common approach and the technical considerations that come with it.

The Microsoft 365 Copilot connector approach

Microsoft provides a Graph Connector that can index your Confluence content (both Cloud and On-premises) to feed it into Microsoft 365 Copilot. This is an excellent way to bring your wiki into the Microsoft ecosystem.

Because this is an enterprise-grade integration, it involves a few detailed steps for your administrators:

• You need to be a full Microsoft 365 admin to initiate the setup.

• If your Confluence is on-premise, you will install and configure a Graph Connector Agent (GCA) on a local server.

• You will set up authentication using protocols like OAuth 2.0, managing application links and credentials between Atlassian and Microsoft.

While this requires some administrative focus, it provides a very deep connection for companies heavily invested in the Microsoft suite.

This video shows how you can set up the connection between Confluence and Microsoft 365 Copilot.

Important considerations: Permission syncing and security

One key consideration with enterprise connectors is how they manage permissions. In some configurations, the connector manages content indexing using administrative permissions, rather than individual user permissions.

This is a technical nuance to be aware of: it is important to ensure that any AI tool you use respects the strict page and space restrictions you have already set up in Confluence. Additionally, some connectors update permission changes during a scheduled crawl, which means there can be a short period before new access rights are reflected. Choosing a tool that prioritizes real-time permission syncing ensures your data remains visible only to those authorized to see it.

A simpler, secure solution

For teams looking for a highly secure and quick setup, specialized tools like eesel AI offer a great complementary approach. eesel AI was designed to be both simple to deploy and inherently secure.

Instead of a multi-day administrative project, eesel offers a one-click Confluence integration. It is a self-serve option that allows you to connect your knowledge and have an AI assistant ready in a very short time.

More importantly, eesel AI is built to respect your existing Confluence permissions natively. It understands and enforces page and space restrictions for every single user, ensuring that people only get answers from content they already have permission to view. This maintains the high security standards of your Confluence setup while making information more accessible to your team.

Key features to look for in a Confluence copilot

When you are looking at different tools to turn your Confluence wiki into an AI knowledge source, there are a few features that ensure the tool is effective and secure.

Granular permission handling and security

As mentioned, this is essential. Your AI tool should ideally mirror Confluence's robust user-level permissions.

Feature	Microsoft Copilot Connector	eesel AI
Permission Model	Often indexes based on an admin account, requiring careful configuration.	Natively respects user-level space and page restrictions for secure data access.
Permission Sync Speed	Updates typically happen during scheduled full crawls.	Permissions are handled in real-time for immediate access control.
Setup Security	Involves broad permission granting between major platforms.	Uses a secure, streamlined OAuth flow with tightly scoped permissions.

Seamless integrations with your entire tech stack

A Confluence copilot is most effective when it is available where your team works. The best tools bring Confluence knowledge into your daily workflow, answering questions directly in Slack or Microsoft Teams. They can also support agents with instant answers inside help desks like Zendesk or Jira Service Management. These tools work as a complementary layer, often pulling in knowledge from other places like Google Docs and Notion to create a unified knowledge center alongside Confluence.

The power to test with confidence

Before deploying a tool company-wide, it is helpful to verify its performance. A simulation mode is a valuable feature for this.

eesel AI provides a simulation environment to test your setup on historical data. You can see how the AI answers past questions, measure its accuracy, and refine its behavior before your team starts using it. This approach ensures a smooth launch and helps build team confidence in the new assistant.

The Confluence copilot landscape: Pricing and platform considerations

The cost and integration for a Confluence copilot depend on which ecosystem best fits your company's needs.

Atlassian Rovo: A pricing breakdown

Atlassian’s built-in AI solution, Rovo, is an excellent choice for teams already using Confluence. It is available with various paid plans, offering a native experience.

Here is a quick breakdown of Confluence Cloud's pricing:

Plan	Price (per user/month, annual)	Key AI Features
Free	$0 (up to 10 users)	None
Standard	$5.16	Rovo Search, Chat, and Agents (with usage limits)
Premium	$9.73	More Rovo AI credits and indexed objects per user
Enterprise	Contact Sales	Highest Rovo AI credits and indexed objects per user

Pricing is based on information from Atlassian's pricing page and may change.

Rovo is designed to provide a streamlined experience within the Atlassian ecosystem, making it a very efficient choice for teams that spend most of their time in Confluence and Jira.

Investment in Microsoft 365 Copilot

The Microsoft Confluence connector is part of the Microsoft 365 ecosystem. Using it requires a license for Microsoft 365 Copilot, which is a premium investment of $30 per user, per month, in addition to your standard Microsoft 365 subscription. This reflects the powerful, broad-reaching capabilities of Microsoft's AI platform.

eesel AI: Transparent and predictable pricing

In contrast, eesel AI offers a simple, all-inclusive pricing model. All integrations, including the one for Confluence, are part of every plan. You pay a flat fee based on usage, providing a predictable cost structure.

This model is easy to budget and scale. It offers the flexibility of monthly plans, making it an excellent complementary option for teams that want to enhance their Confluence setup with additional AI capabilities.

Choose a Confluence copilot that's simple, secure, and flexible

A Confluence copilot can transform how your team uses information, helping everyone work faster and smarter. Confluence is already a powerful platform, and adding an AI layer makes it even more capable.

You can have both powerful AI and high data security. A modern solution should be easy to set up, respect your existing Confluence permissions, and fit seamlessly with the tools your team already uses.

By prioritizing a secure setup and platform flexibility, you can roll out an AI assistant that serves as a valuable addition to your Confluence workspace.

Ready to enhance your Confluence knowledge the easy and secure way? Get started with eesel AI for free and you can have your first AI assistant running in minutes.

---