Lab 09 - Design and test an agent with Copilot Studio
| Item | Detail |
|---|---|
| Level | 100 |
| Duration | 40 minutes |
| Apps | Microsoft Copilot Studio |
| Sample files | 07_Mock_Copilot_Studio_Use_Case_Spec.docx, 11_Mock_Agent_Test_Questions.csv |
[!IMPORTANT] These labs use synthetic mock content only. Do not use real BP confidential information, employee data, supplier records, operational procedures, or restricted business data in prompts.
Scenario
You will design a Procurement Support Agent based on a mock use case specification. The goal is to practise agent scope, knowledge grounding, test cases, fallback behavior, and governance thinking.
Exercise 1 - Review the use case
Summarize /07_Mock_Copilot_Studio_Use_Case_Spec.docx.
Extract:
- Agent purpose
- Intended users
- Supported scenarios
- Out-of-scope scenarios
- Knowledge requirements
- Governance requirements
Exercise 2 - Draft agent instructions
Create draft instructions for a Procurement Support Agent.
The instructions must include:
- What the agent should do
- What the agent must not do
- How to handle unsupported requests
- How to respond when source information is missing
- When to recommend escalation
Exercise 3 - Configure the agent in Copilot Studio
- Open Copilot Studio.
- Create a new agent named Procurement Support Agent.
- Use the agent purpose and instructions created in Exercise 2.
- Add the use case specification as a knowledge source if the environment supports file knowledge.
- Save the agent draft.
Exercise 4 - Run test cases
- Open 11_Mock_Agent_Test_Questions.csv.
- Run each test question against the agent.
- Record whether each response passed or failed.
- Record the issue if a response fails.
| Test result field | What to record |
|---|---|
| Question | Copy the exact test question used. |
| Actual response | Summarize the response generated by the agent. |
| Pass or fail | Mark whether the answer met the expected behavior. |
| Improvement needed | Write the instruction or knowledge update required. |
Exercise 5 - Improve the agent design
Based on the test results, recommend improvements to the Procurement Support Agent.
Return a table with:
- Test ID
- Weakness found
- Recommended change
- Expected benefit
[!WARNING] This exercise is for mock training only. Do not connect the agent to real procurement, legal, HR, supplier, financial, or operational systems during the class unless the environment has been formally approved.