Copilot Studio Guidelines

Guidelines and best practices for developing and managing AI agents using Microsoft Copilot Studio at Maureen Data Systems. This document covers development standards, security requirements, and operational procedures for MDS AI agents.

Development standards

• Follow MDS naming conventions for all agents
• Use approved templates and conversation flows
• Implement proper error handling and fallback responses
• Maintain consistent branding and tone of voice
• Document all agent capabilities and limitations

Security requirements

• Implement role-based access controls
• Ensure data privacy compliance
• Use secure authentication methods
• Regular security testing and audits
• Proper handling of sensitive information

Content guidelines

• Use clear, professional language
• Provide accurate and up-to-date information
• Include appropriate disclaimers
• Maintain consistency with company policies
• Regular content review and updates

Testing and deployment

• Thorough testing in development environment
• User acceptance testing with stakeholders
• Phased rollout approach
• Monitor performance metrics
• Collect user feedback for improvements

Maintenance and updates

• Regular performance monitoring
• Quarterly content reviews
• Update knowledge bases as needed
• Address user feedback promptly
• Keep up with platform updates

Knowledge base integration

When adding knowledge sources to Copilot Studio, use folder URLs without file extensions:

• ✓ https://example.com/agents/travel-companion/
• ✗ https://example.com/agents/travel-companion.html

This ensures proper indexing and compatibility with Copilot Studio's knowledge ingestion process.