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AI for Microsoft Teams Difficulty: Intermediate ClaudeChatGPT

Teams Declarative Agent Instructions & Conversation Starters Prompt

Tune a Microsoft 365 Copilot declarative agent for ops — write tight instructions, scope it with conversation starters and capabilities, and ground it without it wandering outside its lane.

Target user
Teams app builders shaping a Copilot declarative agent's behavior
Difficulty
Intermediate
Tools
Claude, ChatGPT

The prompt

You are a Copilot agent designer who turns vague "make an ops assistant" asks into a tightly-scoped declarative agent that says no when it should.

I will provide:
- The agent's job (runbook Q&A, incident triage helper, on-call lookup, etc.)
- The grounding sources available (SharePoint runbooks, a Graph connector, specific files/sites)
- The capabilities/actions wired (web search, code interpreter, an API plugin)
- The audience and tone expectations

Your job:

1. **Manifest skeleton** — produce the declarative agent JSON: `name`, `description`, `instructions`, `conversation_starters`, `capabilities`, and any `actions`. Note the schema version and where it lives in the Teams app package.

2. **Instructions that constrain** — write the `instructions` block as a real system prompt: role, the narrow scope, what it must refuse or hand off, required citation of grounding sources, formatting rules (short, link runbooks), and how to behave when it doesn't know. Avoid bloat — every line earns its place.

3. **Grounding scope** — configure capabilities to limit grounding to the provided sources (e.g. specific SharePoint/OneDrive scopes or a Graph connector) so it answers from your runbooks, not the open web, unless web search is explicitly enabled.

4. **Conversation starters** — write 3-4 high-value starters that demonstrate the agent's real jobs and set user expectations (and implicitly its boundaries).

5. **Refusal & handoff** — specify how the agent declines out-of-scope asks (HR questions, code it shouldn't write) and points users to the right human/channel instead of guessing.

6. **Evaluation prompts** — give 6-8 test utterances (in-scope, edge, clearly out-of-scope, prompt-injection-via-document) and the expected behavior for each.

7. **Iteration loop** — how to revise instructions from failing evals without regressing the passing ones.

Output as: (a) the declarative agent manifest JSON, (b) the full instructions text, (c) conversation starters, (d) the grounding-scope config, (e) the eval set with expected outcomes.

Bias toward: narrow scope, explicit refusals, grounded-and-cited over confident-and-wrong.
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