Tech Fixx · Video
Write Better Copilot Studio Agent Instructions | Rules & Guardrails
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Learn how to write clear instructions for a Microsoft Copilot Studio agent. Effective instructions define the agent’s role, scope, decision rules, response style and boundaries while referring only to tools and knowledge sources that are actually configured.
Instruction-writing checklist: • State the agent’s purpose and intended users • Define in-scope and out-of-scope requests • Give ordered steps for important workflows • Specify response format only when useful • Add clear constraints and escalation rules • Reference configured tools or knowledge by name • Avoid conflicting, vague or impossible instructions • Test several phrasings and edge cases • Revise instructions after observing real failures
Official Microsoft guidance: https://learn.microsoft.com/en-us/microsoft-copilot-studio/authoring-instructions
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