Domain 1 of 3

Plan and configure agent solutions

Domain · 30–35% of the AB-620 exam

Generative orchestration decides everything you leave undecided

A user asks the HR agent to cancel a leave request and it just does it: no confirmation, no approver, no durable record of who authorised the change. Nothing malfunctioned. Generative orchestration picked a tool it was allowed to pick, at a moment nobody had pinned down, because it selects tools, knowledge sources and wording from names, descriptions and conversation context (Microsoft calls the deciding side the planner; this guide says the orchestrator). That is the shape of most failures in this domain, and it gives you the one rule the whole domain hangs on: a requirement only exists at runtime if it lands on a configuration surface, a named setting, node or page you can point at and set. The trap is the requirement written as words instead: a disclaimer buried in agent instructions, a prohibited connector listed in a project wiki, an endpoint identifier mentioned in a tool description. Instructions shape behaviour; they never enforce it.

The domain unfolds in three phases: plan the solution, build the agent flows, configure the topics

At 30–35% this is the middle of AB-620's three domains by weight, and the only one that starts before anything exists in the product. Plan the solution (seven subtopics) settles the constraints everything else inherits: which tool mechanism reaches each enterprise system, whose identity runs each call, which channels carry the agent, what responsible AI and governance controls apply, what gets factored into reusable modules, and whether the audience is internal or external. Build the agent flows (six subtopics) is where deterministic work lives, because an agent flow runs authored actions along rule-based paths behind a declared agent-facing contract: creating one, pausing it for a human checkpoint, wiring connector operations, declaring inputs and outputs, handling failure, and monitoring runs afterwards. Configure the topics (nine subtopics) is the conversation itself, the authored call sites where you fix the exact step, wording and rendering, from flows and tools on the canvas through response formatting, custom prompts, custom knowledge, HTTP calls, generative answers, Adaptive Cards and variables. The table places every subtopic in its phase; the tree after it answers a different question, routing a requirement to where it belongs: environment governance, an agent flow, a topic, or agent-level configuration. The sibling domains take over where this one stops, with Integrate and extend agents in Copilot Studio reaching outward to enterprise data, protocols and other agents, and Test and manage agents evaluating and releasing what you built here.

When two configurations both work, the narrower and more explicit one is the answer

Copilot Studio usually offers the same outcome at more than one level, and the tighter fit is the default this exam rewards: a topic-level tool over an agent-level tool when the moment is fixed, a structured status output over prose the topic has to interpret, a pinned input value over a hint in a description, node-level knowledge over the agent's whole set, a Power Platform data policy over a documented convention, and End user credentials over Maker-provided credentials unless the resource is deliberately shared. Two questions resolve most of these on sight: who picks the moment this runs, an authored call site or the orchestrator, and whose identity the call runs as. Then check the two facts that hold in every phase, because they decide whether your correct configuration is actually the one in front of users: nothing you change is live until you publish, and the tightest limit anywhere in the runtime path is what the user experiences.

What each phase of the build decides, and where the decision is enforced

PhaseWhat you decideWhere it is enforcedDrill into
Plan the solutionWhich tool mechanism reaches each enterprise systemThe tool type chosen on the Add tool panel to reach that system: connector, agent flow, REST API or Model Context Protocol (MCP) serverPlan integration with enterprise systems
Plan the solutionWho the user is, and whose credentials each call runs asSettings > Security > Authentication, plus each tool's credential modePlan identity strategy
Plan the solutionWhich channels carry the agent, and which clients may connectThe Channels page, and Require secured access on the web channelPlan channels and deployment
Plan the solutionDisclosure, grounding, human review and traceabilityThe Conversation Start topic, Allow ungrounded responses, moderation level, approval stagesPlan responsible AI strategy
Plan the solutionWhat may be built here, and who may reach itPower Platform data policy, environment strategy, Entra groups, sharing rolesEvaluate security and governance considerations
Plan the solutionWhat becomes a reusable module, and how far it travelsThe module contract, and the component collection or solution that carries itPlan reuseable agent components
Plan the solutionIdentity, reach, content and recovery for this audienceThe authentication option, the channel set, and the fallback and handoff pathsDesign agents for internal or external audiences
Build the agent flowsWhich work must run the same way every timeThe When an agent calls the flow trigger and the Respond to the agent actionCreate an agent flow
Build the agent flowsWhere a person must decide before the action commitsAn approval action placed ahead of the protected side effectCreate a human-in-the-loop agent flow
Build the agent flowsWhich connector operation runs, and on whose connectionThe action's operation choice and its run-only settingsConfigure actions and connectors
Build the agent flowsWhich surface answers the question you are askingThe agent flow Activity tab and Analytics tab, and the agent-side activity mapMonitor agent flows
Build the agent flowsWhat crosses the agent-facing contract, in both directionsTrigger input parameters, and the outputs mapped on Respond to the agentAdd input and output parameters
Build the agent flowsWhat the agent gets back when an action failsRun after settings, Try and Catch scopes, the retry policy, and TerminateImplement error handling in agent flows
Configure the topicsThe exact step at which the flow runsAn Action node at that call site on the topic canvasAdd agent flows to a topic
Configure the topicsWhether the wording is authored or generatedMessage and Question nodes, message variations, and the speech overrideConfigure agent response formatting
Configure the topicsWhether the orchestrator or the canvas picks the momentTool placement, description, credential mode and completion settingAdd tools to a topic
Configure the topicsWhich single task gets its own model and instructionPrompt builder: inputs, model and generation settings, output formatConfigure advanced agent responses with custom prompts
Configure the topicsWhat the agent may ground on, and as whomEach source's retrieval scope, content path, identity and selection metadataConfigure advanced agent responses with custom knowledge sources
Configure the topicsThe one-off REST call no other component needsThe Send HTTP request node: method, headers, body, response schema, error handling modeConfigure advanced agent responses with API and Send HTTP requests
Configure the topicsWhich sources answer this turn, and what happens if none doSearch only selected sources, the moderation setting, and the authored fallback pathConfigure generative answers node
Configure the topicsWhether the card informs or collects an answerThe Ask with Adaptive Card node, the card payload, and the host's schema versionConfigure adaptive cards
Configure the topicsWho else can see a value, and how long it livesVariable scope and base type, and read-only environment variablesManage variables

Decision tree

Must it hold for every agent in theenvironment, whatever a maker builds?YesEnvironment governancedata policy, environment, Entra groupsNoMust the same steps run in the sameorder every time?YesAgent flowhuman checkpoint before aprotected side effectNoMust it run at one exact step,with wording you control?YesTopicAction node at that call siteNoAgent-level configurationthe orchestrator picks the momentWhatever you chose: settle agent authentication and tool credential mode,then publish before you test in the channel

Subtopics in this domain