int-patterns

Copilot Studio Pattern Library

Only read the pattern file relevant to the current task — do NOT read all files.

How to use patterns

Patterns are recommendations, not requirements. How you present them depends on your role:

If you are the Advisor agent:

• Present each pattern as a suggestion — explain the challenge it solves and why it's relevant
• Use status-appropriate language:
  • proven: "This is a proven pattern used in production — consider it for…"
  • recommended: "A recommended approach that works well — consider it for…"
  • experimental: "This is an experimental approach, not yet fully validated — you may want to test thoroughly before adopting"
• Always say "you could consider…" or "a common approach is…", never "you must…"
• Let the user decide — do NOT auto-apply patterns without confirmation

If you are the Author agent:

• When implementing a pattern the user or Advisor has already chosen, read the relevant pattern file for the correct YAML structure
• Do NOT suggest patterns yourself — that is the Advisor's role
• Use the YAML examples as reference for the correct kinds, fields, and structure

Pattern Index

JIT Glossary → jit-glossary.md

Loads customer-specific acronyms into a global variable on first message so the orchestrator can expand them before searching knowledge sources.

Read this pattern when:

• The user wants to add a glossary, acronym list, or terminology table
• Knowledge search quality is poor because the agent doesn't understand internal abbreviations
• The user asks about loading CSV/text data into a variable at conversation start

JIT User Context → jit-user-context.md

Loads the current user's M365 profile (country, department) into global variables for personalized answers.

Read this pattern when:

• The user wants country-aware, department-aware, or role-aware answers
• The agent needs to call the M365 Users connector
• The user asks about personalizing responses based on who is chatting