Centre guidance drafting helper
Agent follows AO tone-of-voice instructions
Where the action happens
Copilot Chat / Agent Builder
Product or feature needed
Instruction-based agent
AI required
Yes
Extra credits
Usually no
Technical skill
Low
Risk level
Medium
Watch-outs for Personal Agents
- Do not overstate what a basic Agent can do: it is often closer to a reusable helper than an autonomous system.
- Basic Agents do not automatically gain broad access to organisational work data.
- If the Agent needs SharePoint, Microsoft Graph, connectors or broader work grounding, check licensing, admin controls and permissions.
- Shared Agents should have an owner, purpose, scope and review date.
Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.
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