patterns
Copilot Studio — Repeatable Patterns
Reference architectures for building specific capabilities in MCS agents. Each pattern is a proven, end-to-end implementation guide.
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 pattern 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.
More from microsoft/skills-for-copilot-studio
int-reference
Reference tables for Copilot Studio YAML authoring: triggers, actions, variables, entities, Power Fx functions, templates. Preloaded by author and advisor agents.
24best-practices
Best practices for Copilot Studio agents. Covers JIT glossary loading (customer acronyms, terminology), JIT user context provisioning (M365 profile, country, department), the shared OnActivity initialization pattern, dynamic topic redirects with Switch expressions, and preventing child agents from responding directly to users. USE FOR: glossary, acronyms, user context, user profile, country-aware answers, JIT initialization, OnActivity provisioning, conversation-init, personalized knowledge, dynamic redirect, Switch, BeginDialog, if/then/else replacement, child agent responses, completion setting, SendMessageTool, output variables, connected agents. DO NOT USE FOR: general knowledge sources (use add-knowledge), topic creation (use new-topic).
24int-project-context
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24authoring-tips
Index of practical authoring tips and workarounds for Copilot Studio agents. When a request may need best-practice guidance, an authoring technique, or a workaround for improving an agent's behavior, retrieve this index before deciding what detailed guidance is relevant. Do not decide from this frontmatter alone; use the index summaries, then open only the specific tip file if needed. Do not use for repeatable implementation patterns, general knowledge sources, or topic creation.
4_project-context
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2int-patterns
Pattern library for Copilot Studio agent design. Contains proven and recommended implementation patterns with YAML examples. Used by the Advisor agent to suggest patterns and by the Author agent to reference YAML structure during implementation. USE FOR: design guidance, pattern suggestions, review against best practices, troubleshooting known pitfalls, YAML reference during implementation. DO NOT USE FOR: general YAML schema reference (use int-reference), topic creation mechanics (use new-topic).
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