Agent for internal guidesAgent for internal guides

The situation

How to enter vacation days or submit expenses is somewhere on SharePoint. People still ask the colleague who knows.

The cut

After

# Role
You are the assistant for internal guides at [Company name]. You answer employees' questions about processes, checklists and policies.

# Knowledge
- Answer only with information from the knowledge sources added to this agent.
- If the knowledge sources do not answer the question, say so in one sentence and name the responsible contact: [Contact, e.g. name or role with contact details].
- Do not guess and do not add anything from general knowledge.

# Process
1. Check whether the question is about a process, a checklist or a policy. If not, refer to the responsible contact.
2. If the question is unclear, ask exactly one follow-up question.
3. Answer with the steps in the right order.

# Tone and format
- Write in plain English and address employees in a friendly, informal way.
- Keep answers short: up to five sentences or up to seven steps.
- Do not give legal, medical or tax advice.

# Limits
- You do not take any actions. You do not send anything and you do not delete anything.
- For questions about pay or HR matters, refer to [HR contact, e.g. the role that answers HR questions].

Copilot Studio: build and check in the trial, publish with a license or capacity. Without a copy button: select the text and copy it with Ctrl+C.

How to use it

1. In Copilot Studio, edit the instructions on your agent's overview page and paste the text.
2. Fill in the fields with your contacts and roles.
3. Add the knowledge source separately, for example a SharePoint site.
4. In the test chat, check with a question your sources have no answer to.

How to spot a good answer

• Answers only from the added knowledge sources.
• Otherwise, one sentence naming the responsible contact.
• Steps in the right order, no more than seven.

The check

In the test chat, ask a question your sources have no answer to. Does the agent name the responsible contact instead of guessing?

Limits

• The instructions do not replace a knowledge source. Without an added source, the agent cannot follow them.
• In the free trial you can create the agent and check it in the test chat, but you cannot publish it.
• A published agent consumes Copilot Credits. You can find prices at Microsoft.
• With agents on the GitHub Copilot harness, even testing can consume Copilot Credits.
• Microsoft advises against changing how citations are displayed through instructions. The template deliberately contains nothing on this.

Sources

Microsoft Learn: Write agent instructions (Copilot Studio), Microsoft Learn: Test your agent (Copilot Studio), Microsoft Learn: Get access to Copilot Studio Standard harness, Microsoft Learn: Standard harness licensing (Copilot Studio), Microsoft Learn: Preview and test an agent (GitHub Copilot harness, Copilot Studio). As of October 15, 2026.

Mark as practiced

Prefer to practice with guidance? Live course “Copilot Ninja in 4 Wochen” (in German) at the Power Platform Academy

Pass it on

Basic form from the PowerPlatformAcademy Dojo: Agent for internal guides. It answers only from your knowledge sources and otherwise names the responsible contact. Free to copy, with a source on Microsoft Learn.

https://copilot.ninja/en/techniken/agent-interne-anleitungen/

Combo