Build a controlled HR agent in the new Copilot Studio
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Disable default web search, require source-based answers, test with credits in Preview, and roll out a Teams agent gradually.
TL;DR
For an HR agent in the new Copilot Studio, upload the approved handbook under Knowledge and remove the default Search all websites source. Set instructions to cite handbook chapters, never guess, and route gaps to the correct contact. Preview test chats consume credits before publication, so use a development environment with a small credit allocation and publish privately in Teams before sharing broadly.
Original by Anders Jensen, on andersjensenorg. Read the original
This is our own summary, not a republication or full translation.
Governance takeaway
- Makers: Remove Search all websites and instruct the agent to cite the handbook, never guess, and ask for missing values so policy responses stay verifiable.
- Admins/CoE: Use a development environment with a small credit allocation because Preview test chats consume credits before publication.
- Leadership/Business: Keep the Teams agent private initially, test it in the user channel, then share it with the organisation to limit the impact of instruction errors.
Frequently asked questions
Which setting should I switch off first when building a document-based agent in the new Copilot Studio?
Search all websites. It is enabled by default, and the author calls turning it off the most important single click of the guide.
Do tests in Preview cost credits before an agent is published?
Yes. Every test chat consumes credits even before publication, while manual configuration is free.
Should an internal HR agent go live company-wide on day one?
The author advises against it: publishing to everyone on day one is the fastest way for a typo in your instructions to become the whole company's problem.