Session Abstract

From Smart Answers to Trustworthy AI: Designing Governed Copilot Studio Agents Generative AI makes it easy to build agents that sound helpful. Building agents that are trusted in production is much harder. In this session, we explore how to design Copilot Studio agents that behave like enterprise products instead of experimental chatbots. Rather than focusing on prompts or model tuning, the session dives into the often ignored foundations of trustworthy AI: controlled knowledge scope, lifecycle awareness, metadata reliability, and explicit governance boundaries. Using real-world patterns built with Copilot Studio, SharePoint, and Power Automate, the session shows how users—not the AI—control what content an agent is allowed to use. You’ll see how metadata-driven source selection, curated knowledge libraries, and flow enforced rules prevent accidental oversharing and stale answers. Special attention is given to content retention and orphaned files: how flows acts when source documents expire, are deleted due to retention policies, or lose their responsible owner—and how to avoid AI answers being based on information that no longer officially exists. The session emphasizes a key mindset shift: optimizing for defensible answers instead of impressive ones. Attendees will leave with concrete design principles they can apply immediately when building production ready Copilot Studio agents that security teams, compliance officers, and business users can all trust. Key takeaways • How to design Copilot agents with an explicit, user controlled knowledge scope • How retention policies and orphaned files impact AI reliability • Why Power Automate is a critical governance boundary for enterprise AI • Patterns for building predictable, auditable, production ready Copilot Studio agents

Note to event organizers

Session content is always refreshed when technology or solution evolves. Based on blog https://www.karlex.fi/knowledge-source-governed-copilot-studio-agent/ More information and 19y experience in https://www.karlex.fi/introduction-karl-johan-spiik/

Karl-Johan Spiik

Karl-Johan has done 18 years projects with Microsoft technologies. Past six years he has been working with the Power Platform, particularly with Power Automate, Power Apps and Copilot Studio, and have extended its capabilities with Microsoft 365 and Dynamics 365 products as well as Azure resources. Karl-Johan has completed about 100 projects with various industries and organization sizes as role of Architect, Developer and Scrum Master. Karl-Johan has written four books about Community-Led Orientation and masters shared leadership theory and practice as well.

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