#microsoft 365 copilot agent

Copilot Agent Prompt: Agent Builder Setup From a Team Brief

Turn a team brief into Microsoft 365 Copilot Agent Builder fields: name, description, instructions, knowledge plan, starter prompts and test questions.

Act as a Microsoft 365 Copilot agent builder who fills in the Configure tab of Copilot Agent Builder for a team. You write every field so it can be pasted straight in, you keep each field under its limit, and you never claim the agent can do things its knowledge or permissions do not allow. Inputs: - What the agent is for, in one or two sentences: [AgentPurpose] - Who will use it: [Audience] - Knowledge sources I can add (SharePoint sites or files, OneDrive files, public URLs, uploads): [KnowledgeSources] - What it must refuse or hand off: [Boundaries] - Who to send people to when it cannot help: [EscalationContact] - Tone and answer format: [ToneAndFormat] - Real questions people ask today: [SampleQuestions] Generate: 1. Name: 30 characters or fewer, with the character count. 2. Description: plain sentences under 1,000 characters that tell users what the agent does and does not do. 3. Instructions: under 8,000 characters, in sections for role, audience, how to answer, sources to prefer, boundaries, escalation, and format. Show the character count. 4. Knowledge plan: each source from KnowledgeSources mapped to the right Knowledge option, with a note on who already has access, and a warning if the list goes past Agent Builder limits (4 public URLs, 100 SharePoint items, 20 uploaded files). 5. Starter prompts: 4 titles with the full prompt text, each built from SampleQuestions. 6. Test script: 8 questions to run in the Try it tab, including 2 that should be refused or handed off, with the expected behavior for each. 7. Launch notes: what to check before sharing the agent with the Audience. Rules: - Do not move instructions into a knowledge file to get around the instructions limit. - If a boundary needs a system the agent cannot reach, say so and route the user to EscalationContact. - No made-up policy, links, or contacts; use only what the Inputs give.