Skip to content

Add mcs policy agent cea #170

Draft
keshavk-msft wants to merge 3 commits into
pnp:mainfrom
keshavk-msft:add-mcs-policy-agent-cea
Draft

Add mcs policy agent cea #170
keshavk-msft wants to merge 3 commits into
pnp:mainfrom
keshavk-msft:add-mcs-policy-agent-cea

Conversation

@keshavk-msft

Copy link
Copy Markdown

What's in this PR

Adds a new sample: samples/mcs-policy-agent-cea — Policy Agent (Custom Engine Agent with Escalation) for Microsoft Copilot Studio.

A Custom Engine Agent that answers HR / IT / Finance policy questions from a SharePoint knowledge source, and escalates detailed clause-level requests to Salesforce through an Agent Flow — keeping the conversation in one place.

Contents

  • README.md — problem statement, architecture, sample prompts, deployment steps
  • assets/sample.json — PnP sample gallery metadata (with demo video thumbnail)
  • src/ — Copilot Studio agent source (.mcs.yml):
    • agent.mcs.yml, settings.mcs.yml
    • knowledge/ — SharePoint knowledge source
    • topics/ — full topic set (Greeting, Fallback, Escalate, Search, Signin, …)
    • actions/SalesforceFlow.mcs.yml — declarative action calling the escalation flow
    • workflows/SalesforceFlow-…/ — Agent Flow that talks to Salesforce

Notes

  • Sample was exported from Copilot Studio using the VS Code extension (.mcs.yml source format).
  • All tenant-specific values (SharePoint host, Salesforce Consumer Key / Secret / Username / Security Token, org instance URL) are replaced with <YOUR_…> / contoso.sharepoint.com placeholders — reviewers can confirm via the diff.
  • Demo video is embedded in the README via a GitHub user-attachments URL.
  • I have signed the Microsoft CLA.

Checklist

  • One sample per PR (per CONTRIBUTING.md)
  • README.md present at sample root
  • assets/sample.json present
  • No secrets or tenant-specific values committed
  • Static screenshot in assets/to be added; demo video link included in the meantime

@keshavk-msft keshavk-msft marked this pull request as draft June 26, 2026 12:46
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant