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Building Copilot Agents and Controlling them with Rencore Governance

3 min read
Building Copilot Agents and Controlling them with Rencore Governance _hero_banner
3 min read

Microsoft Copilot wave 2 was announced just over a week ago and part of that release was Copilot Agent Builder. Powered by Copilot Studio, it makes it even easier for business users to automate and execute business processes on your behalf merging Copilot for M365 and Copilot Studio.



In this blog post, we will explore how Microsoft’s new Agent Builder simplifies the creation of Copilot agents (custom copilots) and how Rencore Governance provides essential governance solutions to manage these agents effectively.
Intext1_M365 Copilot vs Copilot Studio

The Power of Copilot Agents

What are Copilot Agents? 

Copilot agents are AI-driven assistants designed to automate complex business processes, making daily tasks easier and more efficient. With the introduction of the Agent Builder in BizChat, users can create custom agents tailored to their specific needs without requiring extensive technical knowledge..

Creating Copilot Agents with Agent Builder 

The Agent Builder features an intuitive interface that enables users of all skill levels to create a Copilot agent with just a few clicks. For example, if you wish to develop an onboarding agent, you only need to outline its intended functions—such as retrieving product information or delivering real-time guidance—and the agent will be set up in seconds. Additionally, you can enhance its capabilities by incorporating information from SharePoint or other data sources.

Benefits of Using Copilot Agents

Enhanced Efficiency: Automating routine tasks allows employees to focus on higher-value work.

Scalability: Custom agents can be easily modified as business needs evolve.

Real-Time Assistance: Agents provide immediate support, which is invaluable for teams needing quick access to information.

 

The Need for Governance

Intext2_M365 Copilot vs Copilot Studio

Challenges of Managing Custom Copilot Agents 

While the ease of creating custom agents is a significant advantage, it also presents governance challenges. Organizations must ensure that these tools are used responsibly and comply with regulatory requirements. Key challenges include: 

Control and Compliance:
Ensuring that AI tools are used in accordance with established policies. 

Security: Protecting sensitive data from unauthorized access.

Oversight: Maintaining visibility over the creation and usage of AI assistants to prevent misuse.

How Rencore Governance keeps Copilot Agents under control

Comprehensive Insights and Reporting 

Rencore Governance provides detailed insights into the usage of Copilot Studio, the power behind the agent builder, enabling organizations to monitor who is creating custom copilot agents and when. This visibility is crucial for maintaining compliance and security.

Copilot Studio Dashboard

Prebuilt Policies for Compliance

Rencore’s prebuilt policies help organizations scan for publicly available custom copilot agents that may pose security risks. By enforcing data access rules, Rencore ensures that sensitive information is protected while allowing teams to leverage AI effectively. For example, making sure no custom copilot agents is connecting to external websites or sensitive internal documents unknowingly.

Policy Library Copilot Studio

Streamlining Operations with Rencore Governance 

Lifecycle Management of Custom Copilot agents

With Rencore Governance, organizations can manage the lifecycle of their custom copilot agents, ensuring that only active and necessary agents are maintained. This reduces clutter and enhances operational efficiency. 

Unused Custom Copilots

Enhancing Security and Compliance

By automating governance processes, Rencore helps organizations minimize human error and maintain compliance with established rules. For example, automating the resolution of unwanted public access agents and making sure their knowledge base is from a correct source.
Custom Copilot without Authentication

In summary 

The combination of Microsoft’s Agent Builder for creating custom Copilot agents and Rencore Governance for managing them creates a powerful solution for organizations looking to enhance productivity while ensuring compliance and security. By empowering users to build tailored AI solutions while maintaining oversight through robust governance practices, businesses can fully leverage the potential of AI tools. 

For organizations considering adopting these AI solutions, exploring Rencore Governance is essential for ensuring effective management and compliance.

Over to you

Are you ready to integrate custom copilot agents into your operations? Download our latest Copilot whitepaper to make sure you have the best practices before doing so!

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