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Microsoft AB-620 Exam Syllabus Topics:

SectionWeightObjectives
Plan and configure agent solutions30–35%- Plan an agent solution
  • 1. Plan channels and deployment options
  • 2. Define responsible AI and governance strategy
  • 3. Evaluate security, compliance, and data privacy considerations
  • 4. Identify business requirements and use cases
- Configure agent foundations
  • 1. Define topics, triggers, and conversation flows
  • 2. Set up environment variables and configuration settings
  • 3. Design agent identity, personality, and instructions
  • 4. Configure knowledge sources and data connections
Build and extend agents in Copilot Studio40–45%- Implement advanced capabilities
  • 1. Configure retrieval-augmented generation (RAG)
  • 2. Implement computer-use and advanced action agents
  • 3. Customize models and prompt engineering
  • 4. Add tools, actions, and automation
- Develop agent flows and logic
  • 1. Design adaptive cards and user interfaces
  • 2. Implement conditional logic and branching
  • 3. Use Power Fx expressions and functions
  • 4. Create and modify conversation flows
- Integrate with services and systems
  • 1. Integrate with Microsoft Foundry and MCP servers
  • 2. Connect to APIs, custom connectors, and Dataverse
  • 3. Implement multi-agent solutions and orchestration
  • 4. Connect to Microsoft 365, Azure, and external enterprise systems
Test, deploy, and manage agents20–25%- Deploy and manage agent lifecycle
  • 1. Implement application lifecycle management (ALM)
  • 2. Prepare solutions for deployment
  • 3. Monitor usage, performance, and health
  • 4. Update, version, and retire agents
- Test and validate agent performance
  • 1. Debug and resolve errors or unexpected behavior
  • 2. Measure accuracy, relevance, and safety
  • 3. Create test cases and evaluation datasets

Microsoft Designing and Building Integrated AI Agent Solutions in Copilot Studio Sample Questions:

1. A company is building an agent in Copilot Studio.
The agent must meet the following requirements:
- Responses must be grounded in approved internal content.
- The agent must be able to retrieve information from configured data
sources in a topic.
You need to configure the agent so that topic responses are grounded from custom data sources.
What should you configure?

A) Enable analytics to review which topics users trigger most often.
B) Increase the response length limit to improve answer completeness.
C) Configure knowledge sources in a generative answers node.
D) Add a custom prompt that tells the agent to answer only from company data.
E) Add SharePoint as a knowledge source only at the agent level.


2. Case Study 1 - Blue Yonder Airlines
Background
Blue Yonder Airlines is a global carrier headquartered in Los Angeles, California, operating domestic and international flights. The company serves millions of passengers annually through its website, mobile app, and call centers. To improve customer service efficiency and reduce call center volume, Blue Yonder is deploying an AI agent in Microsoft Copilot Studio.
The agent will handle customer inquiries across multiple channels - web chat, mobile app, and Microsoft Teams (for internal support staff). It will answer questions, retrieve data from enterprise systems, and escalate to human agents when needed.
The project is led by a cross-function team:
- Product manager: Defines requirements and success metrics.
- Lead agent author: Designs topics, intents, and generative behavior.
- Flow designers: Build agent flows and integrations.
- IT/security and compliance: Oversees identity, data protection, and Responsible AI (RAI) compliance.
Current environment
Channels
Public website: Embedded web chat
Mobile app: In-app chatbot
Microsoft Teams: Internal support agent access
Identity and access
Customers: Anonymous access for general inquiries (e.g., flight status, baggage policy).
Authentication is required for personal data access (e.g., bookings, loyalty points).
Internal staff: Authenticate via Microsoft Entra ID.
Data sources
Reservation and Ticketing System (internal): REST API, no prebuilt connector with custom enterprise database.
Flight Status and Weather APIs (external): REST APIs with API keys.
Customer Support Knowledge Base: SharePoint library with PDFs and policy documents.
Loyalty Program Data: Stored in Dynamics 365 and Dataverse.
Travel Advisory Content: Uses REST API with partner services.
Integration mechanisms
Custom connectors must be used for internal APIs that lack prebuilt connectors.
HTTP request nodes may be used for lightweight external APIs.
Knowledge sources must be used for unstructured content.
Agent flows must be used to encapsulate reusable logic (e.g., rebooking).
Business requirements
Omnichannel support
Deploy the agent across web, mobile, and Teams with a consistent user experience. The Teams deployment must also support internal staff.
Self-service capabilities
The agent must handle common inquiries such as:
- Flight status
- Booking and rebooking
- Loyalty program questions
- Travel policies and baggage rules
Human escalation
If the agent cannot resolve an issue or the user requests help, it must:
- Escalate to a human agent.
- Transfer the conversation transcript and relevant context.
- Redact any sensitive personal data before escalation.
Knowledge integration
The agent must use scalable methods for knowledge integration and must not rely on manually authored Q&A topics for each document.
Performance metrics
First-contact resolution: +25%
Tier-1 call deflection: ≥20%
Response time: 90% of queries answered within 30 seconds
Accuracy: ≥95% for known FAQs
CSAT: ≥85% for AI-handled interactions
Technical requirements
Platform constraints
No custom code is permitted; only Copilot Studio's built-in tools may be used.
All backend logic must be implemented using agent flows.
Markdown must be used for formatting (e.g., bold, bullet points); HTML is not supported.
Authentication
Sign-in is required for personal data access.
Anonymous access is allowed for general inquiries.
User identity must be used for data access; shared or builder credentials must not be used.
Compliance and security
Power Platform DLP policies must be enforced to block unauthorized data flows.
Responsible AI content moderation filters must be enabled.
Prompt modifications must be added to enforce tone, disclaimers, and refusal behavior.
Disclaimers must be applied consistently across all generative responses. Manual edits to individual topics must be avoided.
Monitoring and maintenance
All conversations and actions must be logged for auditing.
Weekly reviews of transcripts and metrics must be conducted.
Topics, flows, and knowledge sources must be updated as policies or systems evolve.
Issues and constraints
API rate limits: External APIs (e.g., flight status) have usage limits. Agent flows must handle retries and caching to avoid exceeding quotas.
Knowledge base limits: Copilot Studio has limits on the number and size of indexed documents.
Large files must be split or summarized.
Generative answer risks: Generative responses must be constrained to avoid policy violations.
Prompt modifications and filters must be used to enforce tone, safety, and compliance.
User input variability: Users phrase questions in diverse ways. Topics must include varied trigger phrases and fallback handling.
Authentication UX: The agent must clearly explain when sign-in is required and handle transitions smoothly across channels.
Problem statement
Blue Yonder Airlines must deploy a secure, scalable, and policy-compliant AI agent using Microsoft Copilot Studio. The agent must deliver accurate, helpful, and safe responses across multiple channels, integrate with enterprise systems, and support both anonymous and authenticated users. It must adhere to strict data protection and Responsible AI standards while improving customer service efficiency and satisfaction.
You need to configure the Blue Yonder Copilot agent's responses in accordance with the company's content control and platform requirements.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A) Add required disclaimer text inside each individual topic.
B) Configure prompt instructions that include disclaimer text.
C) Duplicate disclaimer text across reusable topics.
D) Use Markdown syntax within response content.
E) Insert HTML formatting directly into topic responses.


3. An agent must escalate to a live human agent when it cannot resolve a customer issue, and hand off full conversation context. Which node should you add to the topic?

A) End of conversation node
B) Redirect to another topic node
C) Adaptive card node
D) Escalate to a live agent (handoff) node


4. An agent's generative answers responses sometimes include information not present in any configured knowledge source. What should you do to reduce this behavior?

A) Enable strict grounding / restrict responses to knowledge sources only
B) Increase the model's max token output
C) Disable all topics
D) Add more trigger phrases


5. A team is standardizing ALM for agents in Copilot Studio.
The team requires a custom solution that includes agents. The solution must support ALM scenarios, such as managing and transporting agent assets across environments and pipeline deployments.
You need to create an ALM-ready custom solution in Copilot Studio.
What should you do?

A) Publish the agent to a channel and use that channel configuration as the ALM container.
B) Export the agent directly and then import it into another environment.
C) Export the custom solution as a managed solution and import it into production.
D) Create a new custom solution from the Solutions area.


Solutions:

Question # 1
Answer: C
Question # 2
Answer: B,D
Question # 3
Answer: D
Question # 4
Answer: A
Question # 5
Answer: D

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