Plan and configure agent solutions
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
| Phase | What you decide | Where it is enforced | Drill into |
|---|---|---|---|
| Plan the solution | Which tool mechanism reaches each enterprise system | The tool type chosen on the Add tool panel to reach that system: connector, agent flow, REST API or Model Context Protocol (MCP) server | Plan integration with enterprise systems |
| Plan the solution | Who the user is, and whose credentials each call runs as | Settings > Security > Authentication, plus each tool's credential mode | Plan identity strategy |
| Plan the solution | Which channels carry the agent, and which clients may connect | The Channels page, and Require secured access on the web channel | Plan channels and deployment |
| Plan the solution | Disclosure, grounding, human review and traceability | The Conversation Start topic, Allow ungrounded responses, moderation level, approval stages | Plan responsible AI strategy |
| Plan the solution | What may be built here, and who may reach it | Power Platform data policy, environment strategy, Entra groups, sharing roles | Evaluate security and governance considerations |
| Plan the solution | What becomes a reusable module, and how far it travels | The module contract, and the component collection or solution that carries it | Plan reuseable agent components |
| Plan the solution | Identity, reach, content and recovery for this audience | The authentication option, the channel set, and the fallback and handoff paths | Design agents for internal or external audiences |
| Build the agent flows | Which work must run the same way every time | The When an agent calls the flow trigger and the Respond to the agent action | Create an agent flow |
| Build the agent flows | Where a person must decide before the action commits | An approval action placed ahead of the protected side effect | Create a human-in-the-loop agent flow |
| Build the agent flows | Which connector operation runs, and on whose connection | The action's operation choice and its run-only settings | Configure actions and connectors |
| Build the agent flows | Which surface answers the question you are asking | The agent flow Activity tab and Analytics tab, and the agent-side activity map | Monitor agent flows |
| Build the agent flows | What crosses the agent-facing contract, in both directions | Trigger input parameters, and the outputs mapped on Respond to the agent | Add input and output parameters |
| Build the agent flows | What the agent gets back when an action fails | Run after settings, Try and Catch scopes, the retry policy, and Terminate | Implement error handling in agent flows |
| Configure the topics | The exact step at which the flow runs | An Action node at that call site on the topic canvas | Add agent flows to a topic |
| Configure the topics | Whether the wording is authored or generated | Message and Question nodes, message variations, and the speech override | Configure agent response formatting |
| Configure the topics | Whether the orchestrator or the canvas picks the moment | Tool placement, description, credential mode and completion setting | Add tools to a topic |
| Configure the topics | Which single task gets its own model and instruction | Prompt builder: inputs, model and generation settings, output format | Configure advanced agent responses with custom prompts |
| Configure the topics | What the agent may ground on, and as whom | Each source's retrieval scope, content path, identity and selection metadata | Configure advanced agent responses with custom knowledge sources |
| Configure the topics | The one-off REST call no other component needs | The Send HTTP request node: method, headers, body, response schema, error handling mode | Configure advanced agent responses with API and Send HTTP requests |
| Configure the topics | Which sources answer this turn, and what happens if none do | Search only selected sources, the moderation setting, and the authored fallback path | Configure generative answers node |
| Configure the topics | Whether the card informs or collects an answer | The Ask with Adaptive Card node, the card payload, and the host's schema version | Configure adaptive cards |
| Configure the topics | Who else can see a value, and how long it lives | Variable scope and base type, and read-only environment variables | Manage variables |
Decision tree
Subtopics in this domain
- Plan integration with enterprise systems
- Plan identity strategy
- Plan channels and deployment
- Plan responsible AI strategy
- Evaluate security and governance considerations
- Plan reuseable agent components
- Design agents for internal or external audiences
- Create an agent flow
- Create a human-in-the-loop agent flow
- Configure actions and connectors
- Monitor agent flows
- Add input and output parameters
- Implement error handling in agent flows
- Add agent flows to a topic
- Configure agent response formatting
- Add tools to a topic
- Configure advanced agent responses with custom prompts
- Configure advanced agent responses with custom knowledge sources
- Configure advanced agent responses with API and Send HTTP requests
- Configure generative answers node
- Configure adaptive cards
- Manage variables