Agent Kit

Agent Kit helps teams turn agentic AI ideas into scoped, governed, and measurable business solutions. The kit is built for internal initiatives and client engagements where sponsors, business owners, architects, data teams, security, compliance, and operations need a shared process before committing to a pilot, production rollout, or broader adoption.

Use it to identify the right opportunities, choose the appropriate Microsoft-aligned platform path, define the required controls, and produce the artifacts needed to move from discovery to a scale decision.

The guidance is designed for Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry, Power Platform, Dynamics 365, Azure, Microsoft Purview, Microsoft Defender, Microsoft Sentinel, and related Microsoft governance and observability services.

Choose What You Need

You want to	Start here
Learn the kit through one guided pass	Get started
Run the work from intake to scale decision	How to run an agentic AI engagement
Facilitate the four workshops	How to facilitate workshops
Assess a request to chat with documents	How to assess a document chat use case
Classify, score, and route AI ideas	How to select and prioritize use cases
Look up lifecycle decisions and controls	Agent lifecycle roadmap
Fill delivery artifacts	Template index
Understand the operating logic	Outcome-first agent adoption

Adoption Flow

Stage	Workshops or reviews	Primary outputs
Strategy	Workshop 1: Strategy and use-case selection	Opportunity brief, outcome map, KPI baseline, use-case inventory, decision log, pilot shortlist
Data and architecture	Workshop 2: Data and architecture	Data readiness assessment, grounding strategy, retrieval/API/MCP decisions, platform selection, target architecture
Governance and risk	Workshop 3: Governance and risk	Operating model, RACI, agent registry model, governance policy set, responsible AI assessment, threat model, control mapping
Pilot design	Workshop 4: Pilot design	Agent charter, validation criteria, test set, red-team plan, ALM/environment strategy, rollout/change plan, observability specification
Implementation follow-up	Prototype, validate, operate, scale	Working prototype, validated controls, telemetry, feedback backlog, lifecycle review cadence

Artifact Index

Artifact	Purpose
Engagement guide	End-to-end phase-gate process and deliverables
Agent lifecycle roadmap	When to use Microsoft agent, automation, data, governance, build, validation, and operations capabilities
Workshop runbook	Agendas, participants, facilitation guidance, and outputs
Document chat assessment guide	Intake, corpus assessment, grounding, governance, and pilot planning for document chat requests
Use-case selection guide	Agent fit, prioritization, platform selection, and go/no-go logic
Templates	Delivery artifacts for planning, workshops, governance, validation, rollout, and operations
Raw research source	Exact source files preserved from .research