What should I use for a chatbot over SharePoint and Confluence?

For a chatbot over SharePoint + Confluence, the best choice depends on whether you want a quick enterprise search/chatbot, a custom product, or a governed internal assistant. In most cases, I’d recommend one of these paths:

Best practical options

1) Microsoft Copilot Studio + Microsoft Graph / SharePoint

Best if your environment is mostly Microsoft 365.

Why:

• Native integration with SharePoint
• Easy to build a governed internal assistant
• Works well with authentication/permissions
• Good for structured enterprise use cases

Limitations:

• Confluence support is not native; you’ll usually need a connector, custom API, or middleware
• Less flexible if you want deep custom RAG logic

2) Azure OpenAI + Azure AI Search + custom connectors

Best if you want the most control and enterprise-grade RAG.

Why:

• Can index content from both SharePoint and Confluence
• Strong for permission-aware retrieval
• Flexible for citations, hybrid search, and workflow integration
• Good if you need to scale into a product

Typical architecture:

• Ingest SharePoint + Confluence content
• Store embeddings and metadata in Azure AI Search
• Use Azure OpenAI for generation
• Apply ACL filtering per user

This is usually the best “serious” solution for enterprises with mixed content sources.

3) Atlassian Rovo / Confluence-native AI

Best if your organization is heavily Atlassian-centric.

Why:

• Deep Confluence integration
• Easier admin experience for Atlassian users

Limitations:

• SharePoint support is usually weaker or indirect
• Less ideal if Microsoft 365 is equally important

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What I’d recommend in practice

If you want the safest enterprise choice:

Use Azure OpenAI + Azure AI Search with connectors for SharePoint and Confluence.

This gives you:

• unified search across both systems
• citations
• permission-aware answers
• custom ranking and filtering
• room to expand later

If you want the fastest Microsoft-first solution:

Use Copilot Studio for SharePoint, and add Confluence through a custom connector or middleware.

If Confluence is the primary source:

Use Atlassian Rovo/Confluence-native tooling, and connect SharePoint separately if needed.

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Key features to insist on

No matter what you choose, make sure it supports:

• permission trimming / ACL-aware retrieval
• citations / source links
• incremental sync
• document chunking with metadata
• hybrid search (keyword + vector)
• audit logs
• SSO with your identity provider

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My short recommendation

If you’re asking for the best overall stack, I’d say:

Azure OpenAI + Azure AI Search + custom connectors to SharePoint and Confluence

If you want, I can also give you:

1. a buy vs build comparison,
2. a reference architecture, or
3. a tool-by-tool recommendation based on your cloud stack.