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Under review. This entry has not yet passed all eight gates of Methodology 1.0. It is a contextual editorial recommendation.

Under review conditional

Build an internal staff help agent over IT how-to docs

Configures a retrieval agent over published IT knowledge base articles that answers staff questions with article links and escalates to a ticket when unsure.

Human in the loop: IT owns the knowledge base and reviews escalations. Limits: Stale articles; must not take account actions. Methodology 1.0: Hold.

How to run: Build an internal staff help agent over IT how-to docs

  1. Configures a retrieval agent over published IT knowledge base articles that answers staff questions with article links and escalates to a ticket when unsure.
  2. IT owns the knowledge base and reviews escalations.
  3. Stale articles; must not take account actions.
Sources: Microsoft Learn: Copilot Studio overview ↗Anthropic docs: Tool use with Claude ↗ (Snapshot pending)

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