Make It Your Own
Adapt the agent for your own product and explore what it can do.
Overview
Freeform time. Take what you’ve built and make it relevant to your product — there’s no right answer, just experimentation.
Part 1 — Rewrite the Agent Instructions
Open your agent in the Designer
Go to the Agents (preview) page and open your agent from Stage 2 in the Agent Designer.
Rewrite the instructions for your product
Replace the placeholder instructions with something meaningful to your scenario. Think about:
- What business process does your product support?
- What should the agent be good at? What should it avoid?
- What tone or persona fits your product?
The more context you give it, the better it performs.
Run a task that makes sense for your scenario
Give it a task that reflects a real workflow from your product. Watch how it reasons through it.
Part 2 — Install Your App and Extend the Agent (Optional)
Install your app from AppSource
Go to Extension Management and install your app, or search for it in AppSource via Microsoft AppSource in the Business Central marketplace.
Update the agent instructions to reference your app
Add context to the instructions so the agent knows your app exists and what it does. For example:
"This company uses [Your App Name] for [purpose]. When a user asks about [topic], navigate to [page] in [Your App Name] to find the answer."
Give the agent a task that touches your app
Give it something that touches a page from your app. Check the task log (Stage 4) to see how it got there.
- Ask the agent to summarise data from a custom list page in your app
- Ask it to create a record using your app's data entry page
- Ask it something it can't do — then use the profile customisation from Stage 3 to restrict it further
- Compare log entries between a task that succeeded and one that failed