What does the work look like?

Fixed steps and rules, the same every time Answering questions from a known set of documents Several steps that need judgment, several tools, or messy input

Does a Microsoft agent already do this?

For example Researcher or Analyst in Microsoft Copilot, a Fabric data agent, a Dynamics 365 agent or a Security Copilot agent.

Yes Partly No Not sure

Where will people use it?

In Microsoft Copilot or Teams, by our own staff In Teams channels or meetings, with several people at once On our own website, app or customer channel On the user's own device, possibly offline In several of these places

Who will build it?

Business users, without code Makers comfortable with low-code and Power Platform Professional developers

What must it be able to do?

Answer from Microsoft 365 content only Also read data from outside Microsoft 365 Also take actions in other systems (APIs, workflows, tools)

How much control over the AI model do you need?

Microsoft's default models are fine We must choose or fine-tune the model, or use a specific provider We must run our own model weights

What isolation do you need?

Standard Microsoft cloud controls Private networking Full control of the whole stack

Do the people who will use it have Microsoft Copilot licenses?

All of them Some, or only Copilot Chat They are customers or partners without Microsoft 365

Who is it for?

Our own organization Other organizations: we want to sell it

How will you manage changes?

Quick and simple is fine Source control, environments, CI/CD and evaluations

Where should you build your AI agent?

Your result

Was this page useful?

Suggest a correction

Thank you. Your correction was sent.

Your result

Was this page useful?

Suggest a correction

Thank you. Your correction was sent.

Fill out the form below to request your copy.