Onboarding assistant
New staff ask about organisational process and terminology
Where the action happens
Teams
Product or feature needed
M365 Copilot agent
AI required
Yes
Extra credits
Depends on licensing and metering
Technical skill
Medium
Risk level
Medium
Watch-outs for Richer Agents
- Start with narrow, approved sources rather than broad organisational grounding.
- Sharing an Agent does not guarantee every recipient has the licence or permissions needed to use all of its capabilities.
- Add co-ownership, a source list, intended users and a review date before a personal experiment becomes team capability.
- Test with real target users because their source permissions may differ from the Agent owner's.
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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