Copilot Studio Best Practices

Only read the file relevant to the current task — do NOT read all files.

JIT Glossary → jit-glossary.md

Automatically loads a CSV of customer-specific acronyms and terminology into a global variable (Global.Glossary) on the first user message. The orchestrator uses it to silently expand acronyms before searching knowledge sources — improving retrieval quality without the user having to explain internal jargon.

Read this best-practice when:

• The user wants to add a glossary, acronym list, or terminology table
• Knowledge search quality is poor because the agent doesn't understand internal abbreviations
• The user asks about loading CSV/text data from SharePoint into a variable at conversation start

JIT User Context → jit-user-context.md

Loads the current user's Microsoft 365 profile (country, department, display name, etc.) into global variables on the first user message. The orchestrator uses these to personalize answers — e.g., returning the correct country-specific WFH policy without asking the user where they are.

Read best-practice this when:

• The user wants country-aware, department-aware, or role-aware answers