Build and operate reusable AI helpers
This is advanced material for people building agents that others will rely on. It covers knowledge grounding, actions, identity, publishing, testing and operation.
Typical products and features
- Copilot Studio
- Agent Builder
- Knowledge sources
- Actions
- Connectors
- Computer use
- Teams or web deployment
Best-fit users
- Makers, IT-supported innovation teams and service owners
Extra cost risk: Higher; licensing, Copilot Credits and operational support may apply
Watch-outs
- Start with a clear purpose and a deliberately scoped source set.
- Shared or action-taking agents need ownership, testing and lifecycle management.
- Use human approval for consequential actions where appropriate.
Example use cases (7)
Use Computer use where no connector exists
Use an agent to navigate a legacy interface for repetitive work when a suitable API or connector is unavailable.
Where: Copilot Studio / Agent Builder
Build a public FAQ agent
Create an agent that answers common questions from a deliberately limited set of approved public information.
Where: Copilot Studio / Agent Builder
Build an internal support agent
Create an internal agent that answers repeatable staff questions and can hand off to a person or support process when needed.
Where: Copilot Studio / Agent Builder
Build a process-guidance agent
Create an agent that helps users follow a defined process, gathers the right information and prepares the next step.
Where: Copilot Studio / Agent Builder
Build a change-impact agent
Create an agent that helps identify which documents, processes or teams may be affected when a source changes.
Where: Copilot Studio / Agent Builder
Build a public-information agent
Create an agent grounded only on selected public sources for consistent public answers.
Where: Copilot Studio / Agent Builder
Operate a shared agent responsibly
Define owners, sources, testing, publishing, monitoring and review for an agent that other people rely on.
Where: Copilot Studio / Agent Builder