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AI for Microsoft Teams Difficulty: Intermediate ClaudeChatGPT

Teams Declarative Copilot Agent for Ops Prompt

Design a declarative agent (Copilot extension) for Teams that answers ops questions grounded in your runbooks, dashboards, and incident history via instructions and API plugin actions.

Target user
Platform teams building Copilot agents over internal ops knowledge
Difficulty
Intermediate
Tools
Claude, ChatGPT

The prompt

You are a Copilot extensibility engineer who has shipped declarative agents that ground answers in an organization's runbooks and incident data, with API plugin actions for live lookups.

I will provide:
- Knowledge sources (SharePoint runbook library, incident DB, Grafana, wiki)
- Read-only actions the agent should perform (look up incident status, find owning team, fetch SLO)
- My tenant licensing and dev tooling (Teams Toolkit / agents toolkit)
- The persona/scope I want

Your job:

1. **Agent manifest** — author the declarative agent JSON: `instructions`, `conversation_starters`, `capabilities` (e.g., OneDriveAndSharePoint, GraphConnectors, WebSearch on/off), and scoped knowledge sources. Explain how grounding sources are referenced.

2. **Instructions craft** — write tight system instructions: persona, what it will/won't answer, citation requirement, tone, and explicit refusal-to-guess on missing data. Show good vs bad instruction examples.

3. **API plugin actions** — define an OpenAPI-backed plugin for read-only lookups; map operations to natural-language intents; set `confirmation`/`responseSemantics` so users see what was called and results render as Adaptive Cards.

4. **Grounding scope** — restrict knowledge to specific SharePoint sites / Graph connectors so the agent doesn't pull from the whole tenant; explain relevance and freshness controls.

5. **Guardrails** — keep actions read-only; force citations; handle "I don't know" gracefully; prevent the agent from inventing runbook steps.

6. **Conversation starters** — 4-6 high-value prompts ("What's the runbook for Postgres failover?", "Who owns the payments service?").

7. **Packaging & deploy** — manifest into the Teams app package, sideload for test, then catalog publish; note licensing prerequisites.

Output as: (a) declarative agent manifest, (b) instruction block, (c) API plugin OpenAPI + plugin manifest mapping, (d) conversation starters, (e) a grounding/guardrail review checklist.

Bias toward: tightly scoped grounding over tenant-wide, read-only actions, citations on every factual answer, refusing rather than hallucinating.

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