Does your team prefer to work in MS Word? There are two different methods to use the Persado MCP within the MS Word desktop application: either with Copilot 365 or through Claude. Read below for how to turn on this capability and leverage it.
Copilot 365
Prerequisites: The user must have a Copilot Business license, Office 365, and the Persado Connector installed within Copilot 365.
Additionally, in order for Copilot to read from the MS Word document, the document must be saved in OneDrive; if it’s not saved, or is stored locally, Copilot can’t access it.
Open the document you want to score or improve. If you know what text you want to score or improve, highlight it (if not, ignore this step). Then click on the Copilot icon on the bottom right.
Click on the + button to select the Persado Agent.
If Persado is not visible in the dropdown, select “@ All Agent”
Select Persado.
Now that the Persado agent has access to the document, ask it to score or improve your content as shown below.
Make sure to click ‘+’ and select the Persado agent! Otherwise you may get results that appear “Persado-like” but do not actually pull from our knowledgebase.
If you had already highlighted the text, you can simply ask to score or improve it.
If you want to ask the MCP to score or edit multiple language Variants at the same time, make sure to ask for all results. This is especially helpful when analyzing a larger set of Variants or longer content.
Note that this agent can only read from the document; it cannot write. Claude can both read and write.
Claude
Prerequisites: The user must have enabled the MS Word and Claude connection, and the Persado Connector must be installed within your Claude per the usual instructions. You can install it from the following screen if you “Add” Claude for Microsoft 365.
Open the document you want to score or improve, then click on the Claude icon on the top right.
Provide instructions in the chat on what content to score or improve and where to place the output.
The MCP will confirm that the results are being calculated. Ask it to show you all results and you will see outputs as shown below.
FAQs
How long will it take for results to return?
English results will take a maximum of 1 and a half minutes. Non-English results may take up to 3 minutes to return.
Why can’t I see an inline experience in Word?
At this time, the inline experience (where you see results visually) is not available in Word, but you can enjoy an inline experience directly in Claude or Copilot.
Why do I need to reauthenticate with Persado in Copilot?
Reauthentication is required for Copilot every time Persado has a new release.