Copilot Studio: Your UI for AI

1.  

   Provide a Detailed Business Overview

   Comprehensive overview of your organization and target business unit for the agent.

2.  

   Define Agent Purpose

   Business challenges, purpose, main features and end-users of the agent.

3.  

   Identify Key Stakeholders

   Internal team, product team and the partner implementation teams.

4.  

   Share the Project Roadmap

   Detailed timeline with key milestones and planned go-live dates.

5.  

   Define Success Criteria

   Various performance metrics and any expected ROI.

1.  

   Solution Modelling

   Solution Modelling involves designing technical implementation blueprint and architecture, conversation flows, volumes, license capacity, backend actions, data sources, and deployment channels.

2.  

   Conversation design and volumes

   Smart adaptive cards, leverage platform’s language understanding & Gen-AI orchestration for dialog management and take actions.

1.  

   Integration and Deployment Channels

   Integrations through connectors: Leverage the highly extensible integration framework of the platform with 1400+ connectors and custom Direct Line APIs for more complex integrations, to build powerful AI agent.

2.  

   Customized handovers

   Leverage Azure services for customized deployment channels and handover scenarios like hand-off to a live agent in Dynamics 365 etc.

Leverage Copilot Studio’s robust security framework, which includes the following key capabilities:

1.  

   Comprehensive Data Loss Prevention (DLP) Policies

   At the tenant, environment, and agent levels to enforce critical security controls such as authentication requirements, channel restrictions, and limitations on knowledge sources and connectors.

2.  

   Strict Role-Based Access Control (RBAC)

   Manage all access permissions through security groups.

3.  

   Compliance Configuration

   Address client-specific regulatory requirements—such as GDPR, data residency, and data retention policies.

1.  

   Deeper insights are needed advanced performance measurement against target KPIs and continuous optimization and reliability of AI agent operations.

2.  

   Integrate Application Insights to capture detailed telemetry such as user activities, errors, custom events, and generative answer metrics.

Leverage in-built CoE Starter Kit and Copilot Studio Starter Kit for

1.  

   Monitoring licensing, consumption. and Capacity.

2.  

   For source control and automated deployments using Azure Dev Ops in development, QA and production.

3.  

   Automating bulk testing.