Wellness Check
Publisher: Microsoft
Wellness Check is a helpful tool to assist employees in Teams with advice and inspiration to add more healthy routines to their workday. By default, the copilot references data from the Centers for Disease Control (CDC) and National Health Institute (NIH), and can be supplemented with other reference knowledge sources. Employees can ask questions or select prompts and let the copilot introduce good habits and ideas to provide balance to each workday.
Employees can add these friendly personal check-in times to their weekly routines by opting in to status notifications, customized to the day and time of their choosing. The check-in supports sending messages on multiple days of the week at a specified time. In addition, the messages that are sent are varied and make recommendations to help keep wellness in check.
Whether looking for a breathing exercise to manage stress, a journaling prompt to gain insights, or just to take a moment for yourself, Wellness Check provides the necessary tools to start feeling better.
Note
Templates are currently available in English only. Additionally, templates should be limited to internal use within your organization.
Watch this video to get an overview of how to use the Wellness Check copilot:
Capabilities
Users can ask the copilot wellness related questions.
Users can choose wellness advice prompts from copilot to explore healthy habits.
Users can get tips on how to write and achieve wellness goals.
Users can opt in to receive routine invitations to perform a personal check-in.
Use cases
An employee feels overwhelmed with their workload and asks the copilot for a quick breathing exercise. The copilot provides a guided 5-minute breathing session.
An employee wants to add some healthy habits to their routine, but is unsure where to start. The copilot provides multiple starter prompts to inspire the conversation.
An employee has many meetings during their workday and it's starting to affect their health—physically and mentally. They schedule wellness checks for every Wednesday at noon to ensure they take a break and do some self-care.
Extension opportunities
Connect custom knowledge sources to make data more relevant and robust.
Get the copilot to understand your questions and context on its own by turning on the generative AI feature. Enabling this feature allows your copilot to use generative AI to identify the most appropriate combination of actions and topics to respond to a user.
For more information about custom knowledge sources, see Knowledge in Copilot Studio.
Limitations
AI-generated content can have mistakes, so don't forget to make sure it's accurate and appropriate. Review the Supplemental Terms.
Wellness Check solution components
One copilot: Wellness Check is the copilot where users can:
- Get healthy inspiration and advice from the knowledge sources.
- Schedule weekly wellness prompts to get reminders.
Two Power Automate flows:
- Wellness-Handle Opt In allows users to manage their Wellness Check reminder preferences.
- Wellness-Send Daily Reminder sends the reminder from the Wellness Check copilot based on the user’s opt-in settings.
Two Dataverse tables:
- Wellness Opt In stores a user’s preference as to whether or not they want to be notified daily for a wellness check
- User contains more relationships to the Wellness Opt In table
One security role:
- Wellness Copilot User
Two connection references:
Two knowledge sources:
Install and set up the Wellness Check copilot template
To install and set up the Wellness Check template, follow the steps outlined in this article.
Step 1: Review prerequisites
Review the requirements, identify opportunities, and develop a plan of action that suits your organization's needs.
Confirm licensing
Microsoft 365 Business or Enterprise plan with Teams
Microsoft Copilot Studio (free license that must be assigned to your developers)
Microsoft Copilot Studio message capacity
Power Automate Premium or per flow plan
Set up environments and data policies
It's important to have a cohesive environment and data policy strategy for enterprise templates. To successfully install and manage the Wellness Check template, confirm these resources and practices are in place.
Administrators—Be sure admins with the necessary privileges are available to coordinate to assign licensing and create environments. You need:
- A Microsoft Entra ID global or tenant user administrator to assign Copilot Studio and Power Automate licensing.
- A Power Platform Administrator to create environments and assign Microsoft Copilot Studio message capacity.
- For more information, see Microsoft Power Platform admin.
Environments—Follow application lifecycle management (ALM) best practices in creating and managing environments. Also consider:
- A Power Platform environment is set up with a Dataverse database.
- Environment maker security role privileges, at a minimum, are assigned to the user who installs the solutions in that environment.
- For more information, see Environments overview.
Data loss prevention policies—Ensure the environment has access to the connectors used by the Wellness Check template:
- Microsoft Dataverse connector.
- Microsoft Teams connector.
- For more information, see Data loss prevention policies.
Allocate environment capacity—The Wellness Check copilot requires Microsoft Copilot Studio message capacity in the production environment where the copilot is deployed.
Go to Power Platform admin center.
Expand Resources on the left pane and select Capacity.
Select Add-ons.
Select Assign to an environment.
Search for the environment where the Wellness Check Copilot solution is deployed.
Allocate Microsoft Copilot Studio messages to the environment.
For more information, see Microsoft Copilot Studio messages and capacity management.
Step 2: Create connections
Cloud flows need specific connection references to work correctly. Connection references are included in the solution, but connectors often need to be manually set up.
The installation requires you to set up three new connections. It's best to create connections before importing the solution to make the import smoother. If you create the connections during import, you must jump between browser windows.
To create the connections in advance, take these steps:
Go to Power Apps.
Go to Connections and select + New Connection to create new connections with each of these connectors:
Step 3: Install solution files
There are two solution installation options available for you to consider:
You can select the Get it now button on the template's AppSource offer page, and it automatically takes you to an install window in the Power Platform admin center and installs managed versions of the template.
You can download either a managed or an unmanaged version of the solution files and manually import them into your environment according to your organization's requirements.
Install from AppSource
You can access and install the Wellness Check template from AppSource, a Microsoft digital storefront. Take these steps to go through the AppSource install process:
Go to the Wellness Check template in AppSource and select Get it now, which takes you to the Install Wellness Check Template window in the Power Platform admin center.
Select the environment that you prepared for the template.
Agree to the Terms and Privacy statements by selecting the boxes.
Select Install. Once the installation is complete, the status shows as Installed.
Download and manually install solution files
You can also download either managed or unmanaged solution files to manually install into your prepared environment according to your organization's requirements. Skip this step if you previously installed from Microsoft AppSource:
Download the following managed or unmanaged solution files:
Go to Power Apps and select the environment you prepared for the solution.
Select Solutions on the left pane.
Select Import solution.
Browse for and select either the managed or unmanaged version of the mpa_Wellness file downloaded in the previous step.
Select Next.
Review the Details and confirm Enable Plugin steps and flows included in the solutions remains checked, and then select Next.
For each of the connections listed, select the existing connection created in the previous step. If you didn't create the connections in advance, create them now.
Select Import to start the import process of the Wellness Check solution. Once the import is complete, you receive a notification with a Success message.
For more information, see Solution concepts.
Step 4: Assign security roles
The solution includes one new security role that governs access to data stored in Dataverse:
- Wellness Copilot User
- An employee can create and update their Wellness Opt In preferences.
- Assign this role to regular users who access the Wellness Check copilot.
- Wellness Copilot Users can subscribe to receive regular copilot reminders with helpful wellbeing tips.
Roles can be assigned from the Power Platform admin center.
Go to Power Platform admin center.
Select Environment on the left pane and then select the environment where the solution was installed.
Select Users > See all.
Select one or more users.
Select Manage security roles, and then select the Wellness Copilot User role.
Select Save.
Tip
For large organizations, create a Microsoft Entra security group containing all targeted users for the Wellness Copilot and associate it to a new Microsoft Entra ID Security Dataverse Team created via the Power Platform admin center. Then assign the Wellness Copilot User role to this Dataverse team.
Tip
If your organization requires access to manage wellness opt-in notification settings on the user’s behalf, create a new Wellness Copilot Admin User security role and grant organizational privilege to the Wellness Opt In entity. Then create a simple model-driven Power App to support that administrator if you have access to Power Apps premium licensing.
Step 5: Ensure cloud flows are On
Open the newly installed Wellness solution and verify that the two cloud flows are set to the on status. If they aren't, turn them on.
Select Solutions on the left pane.
Select the Wellness solution from the list.
Select Cloud flows (2) on the left pane.
Select each of the two flows in the list and verify that each one is turned on.
Select Turn on in the command bar if the flow isn't already set to on.
Step 6: Share the AI Prompt
Go to Power Apps in the same environment where you installed the Wellness Check solution previously.
Select AI Hub from the left navigation.
Note
If AI Hub isn't visible in the left navigation, select More to view additional navigation options.
On the Goal Writing Tips AI Prompt, select the More button and then select Share.
Enter the individual users and security groups who have access to the Wellness Check copilot.
Select Share.
Step 7: Publish to Teams
In Copilot Studio, select the same environment where you previously installed the Wellness Check copilot solution.
Select Copilots to review the list of copilots in this environment.
Open Wellness Check copilot.
Select Publish to publish the current copilot configuration so it can be deployed to channels.
Select Channels and then select Microsoft Teams.
Note
Wellness Check Copilot is designed for a Microsoft Teams experience, and the default authentication has been configured to Authenticate with Microsoft. For more information, see Add user authentication to topics.
Select Turn on Teams to add the Microsoft Teams channel.
Select Edit details. Review the information and make any desired changes to the icon, descriptions, and developer information for the Wellness Check copilot. When finished, select Save.
Select Availability options. The Wellness Check copilot can be shared in several ways, including share via link, deploy to the Teams app store, or distribute as a custom app file. Choose your deployment method.
If deploying to the Teams app store, you must also decide how broadly to share the Wellness Check copilot.
Select Show to everyone in my org to deploy the Wellness Check copilot to everyone in your organization, which submits the copilot in the Microsoft Teams admin center for approval by Global Administrators and Teams Administrators. After approval, it appears in the Built for my org area of the Teams app catalog. For more information, see Manage your apps in the Microsoft Teams admin center.
Select Show to my teammates and shared users to deploy the Wellness Check copilot to a more limited audience. Here, you can select both security groups and individual users. When finished with selections, select Share to save changes to the copilot permissions.
For more information, see Connect and configure a copilot for Microsoft Teams.