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README.md

Product support declarative agent

Summary

This sample demonstrates how to extend Microsoft 365 Copilot with a declarative agent to help with product support scenarios. The agent is designed to assist customer support employees by answering questions related to a range of products.

It uses content from the product's documentation stored in Microsoft 365 to provide accurate and relevant answers.

Product support declarative agent

Contributors

Version history

Version Date Comments
1.1 June 10, 2025 Maintenance release
1.0 April 16, 2025 Initial release

Prerequisites

Minimal path to awesome

1. Setup document repository

  1. Go to OneDrive
  2. Go to My files
  3. Create a new folder called Products
  4. Upload documents from the docs folder in this repository to the Products folder
  5. Navigate to the Products folder
  6. Expand the Details tab on the right
  7. Expand the More details tab
  8. Copy the Path to the Products folder using the Copy button

2. Provision agent

  1. Open the project in Visual Studio Code
  2. Open env/.env.dev
  3. Set the value of the DOCUMENTS_URL variable to the path you copied from OneDrive.
  4. On the primary sidebar, select the Microsoft 365 Agents Toolkit icon
  5. In the LIFECYCLE section, select Provision
  6. If prompted, sign in with your Microsoft 365 account
  7. Wait for the provisioning to complete

3. Test the agent

  1. Press F5 to launch a browser that navigates that opens the declarative agent in Microsoft 365 Copilot. If prompted, sign in with your Microsoft 365 account.

Try the following prompts:

  • What can you do?
  • Tell me about Eagle Air?
  • Recommend a product for a farmer.
  • What is the difference between Eagle Air and Contoso Quad? Show your answer in a table.

Troubleshooting and feature requests

We do not support samples, but this community is always willing to help, and we want to improve these samples. We use GitHub to track issues, which makes it easy for community members to volunteer their time and help resolve issues.

You can try looking at issues related to this sample to see if anybody else is having the same issues.

If you encounter any issues using this sample, create a new issue.

Finally, if you have an idea for improvement, make a suggestion.

Disclaimer

THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.