Microsoft Copilot Studio guidance documentation
Microsoft Copilot Studio guidance documentation provides best practices, implementation, and architecture guidance information from the team that works with our enterprise customers.
Plan
Get started
- Overview
- Plan projects with iterative, user‑focused methods
- Define project objectives and success criteria
- Prioritize risks and identify workarounds
- Provision for rate limits
- Measure the return on investment and business value of your agents
- Choose the right platform
- Define your solution architecture
- Apply responsible AI principles
Architecture
How-To Guide
Implement
Concept
- Overview
- Explore AI capabilities in Copilot Studio
- Enhance AI responses with Retrieval Augmented Generation
- Apply generative orchestration capabilities
- Plan and design integration strategies
- Use agent tools to extend, automate, and enhance agents
- Publish agents to channels and clients
How-To Guide
Manage
Concept
- Overview
- Capture governance requirements
- Implement a zoned governance strategy
- Secure your Copilot Studio projects
- Design a testing strategy
- Establish an application lifecycle management strategy
- Monitor operations, compliance, and capacity
- Manage the AI model lifecycle for agents