Microsoft Copilot Studio：企业级 Agent 构建平台

┌─────────────────────────────────────────────┐
│           Copilot Studio Portal             │
├─────────────┬──────────────┬───────────────┤
│  Low-Code   │  Pro-Code    │  Admin Center │
│  Builder    │  Extension   │  & Governance │
├─────────────┴──────────────┴───────────────┤
│            Orchestration Layer              │
│  ┌─────────┐ ┌──────────┐ ┌─────────────┐  │
│  │ Planner │ │ RAG      │ │ Tool Router │  │
│  │ Engine  │ │ Engine   │ │             │  │
│  └─────────┘ └──────────┘ └─────────────┘  │
├─────────────────────────────────────────────┤
│          AI Model Layer                     │
│  GPT-5 │ Azure OpenAI │ Small Models      │
├─────────────────────────────────────────────┤
│        Connector & Integration Layer        │
│  M365 │ Dynamics │ Power Automate │ Custom │
└─────────────────────────────────────────────┘

// 使用 Copilot Studio SDK (C#)
using Microsoft.Copilot Studio;
using Microsoft.Copilot Studio.Models;

var builder = CopilotAgentBuilder.Create("enterprise-assistant");

// 配置 Agent 基础属性
builder
    .WithDescription("企业内部助手，帮助员工查询信息和处理流程")
    .WithModel("gpt-5")
    .WithSystemPrompt("""
        你是企业内部助手。你可以：
        1. 查询员工信息
        2. 提交审批申请
        3. 搜索内部知识库
        4. 创建会议邀请
        
        请始终使用专业、简洁的语言。
    """)
    .WithLanguage(["zh-CN", "en-US"]);

// 添加知识源
builder.AddKnowledge(kb => kb
    .AddSharePointSite("https://company.sharepoint.com/knowledge")
    .AddWebsite("https://wiki.company.com", depth: 2)
    .AddDocuments("./docs/*.pdf")
    .AddDataverseTable("kb_articles", vectorSearch: true)
);

// 配置工具
builder.AddTool("query_employee", new ToolConfig {
    Description = "查询员工信息",
    Parameters = new {
        employee_id = new { type = "string", description = "员工工号" }
    },
    Handler = async (args) => {
        var employee = await hrService.GetEmployee(args.employee_id);
        return new {
            name = employee.Name,
            department = employee.Department,
            title = employee.Title,
            email = employee.Email
        };
    }
});

builder.AddTool("submit_approval", new ToolConfig {
    Description = "提交审批申请",
    Parameters = new {
        approval_type = new { type = "string", enum = ["leave", "expense", "procurement"] },
        details = new { type = "object" }
    },
    RequireConfirmation = true,  // 需要用户确认
    Handler = async (args) => {
        var result = await approvalService.Submit(args);
        return new { approval_id = result.Id, status = "submitted" };
    }
});

// 构建并部署
var agent = builder.Build();
await agent.DeployAsync(environment: "production");

# 使用 Copilot Studio API 配置 RAG
import requests

api_url = "https://api.copilotstudio.microsoft.com/v1/agents"
headers = {"Authorization": "Bearer YOUR_TOKEN"}

agent_config = {
    "name": "knowledge-assistant",
    "rag_config": {
        # 向量化配置
        "embedding": {
            "model": "text-embedding-3-large",
            "dimensions": 3072,
            "batch_size": 100,
        },
        
        # 分块策略
        "chunking": {
            "strategy": "semantic",       # fixed | semantic | recursive
            "chunk_size": 512,
            "overlap": 50,
            "min_chunk_size": 100,
        },
        
        # 检索配置
        "retrieval": {
            "top_k": 10,
            "rerank": True,
            "rerank_model": "azure-rerank-v1",
            "score_threshold": 0.7,
            "hybrid_search": True,        # 向量 + 关键词混合
        },
        
        # 引用配置
        "citation": {
            "enabled": True,
            "format": "inline",
            "include_source_url": True,
        }
    },
    
    # 知识源
    "knowledge_sources": [
        {
            "type": "sharepoint",
            "url": "https://company.sharepoint.com/docs",
            "sync_frequency": "hourly",
        },
        {
            "type": "website",
            "url": "https://wiki.company.com",
            "crawl_depth": 3,
            "exclude_patterns": ["/private/*", "/draft/*"],
        },
        {
            "type": "dataverse",
            "table": "kb_articles",
            "filter": "status eq 'published'",
        }
    ]
}

response = requests.post(api_url, json=agent_config, headers=headers)

# Power Automate Flow 作为 Agent 工具
name: ProcessExpenseReport
trigger:
  type: CopilotRequest
  parameters:
    amount: number
    category: string
    description: string
steps:
  - action: ValidateAmount
    inputs:
      amount: "@triggerBody().amount"
      limit: 5000
  
  - action: CreateRecord
    connector: Dataverse
    table: expense_reports
    data:
      amount: "@triggerBody().amount"
      category: "@triggerBody().category"
      description: "@triggerBody().description"
      status: "pending_approval"
      submitted_by: "@user().email"
      submitted_date: "@utcNow()"
  
  - action: SendApproval
    connector: Outlook
    to: "@variables('manager_email')"
    subject: "费用审批请求"
    body: |
      金额：@{triggerBody().amount}
      类别：@{triggerBody().category}
      说明：@{triggerBody().description}
  
  - action: RespondToCopilot
    output:
      status: "submitted"
      record_id: "@outputs('CreateRecord').body.id"

// TypeScript: 自定义工具插件
import { Tool, ToolContext } from "@microsoft/copilot-studio-sdk";

@Tool({
    name: "inventory_check",
    description: "查询库存信息",
    parameters: {
        product_sku: { type: "string", description: "产品SKU" },
        warehouse: { type: "string", description: "仓库ID（可选）" }
    }
})
export class InventoryCheckTool {
    async execute(params: any, context: ToolContext) {
        // 验证用户权限
        if (!context.user.hasPermission("inventory:read")) {
            return { error: "权限不足" };
        }
        
        // 调用 ERP 系统
        const inventory = await context.connectors.erp.query(
            "SELECT * FROM inventory WHERE sku = ? AND warehouse = ?",
            [params.product_sku, params.warehouse || "default"]
        );
        
        return {
            product: inventory.name,
            stock: inventory.quantity,
            warehouse: inventory.location,
            last_updated: inventory.updated_at,
        };
    }
}

# 企业权限配置示例
governance_config = {
    "roles": {
        "admin": {
            "permissions": ["*"],
            "can_create_agents": True,
            "can_publish": True,
            "can_view_analytics": True,
        },
        "builder": {
            "permissions": ["create", "edit", "test"],
            "can_create_agents": True,
            "can_publish": False,  # 需要审批
            "can_view_analytics": True,
        },
        "reviewer": {
            "permissions": ["review", "approve", "reject"],
            "can_publish": True,  # 审批后发布
            "can_view_analytics": True,
        },
        "end_user": {
            "permissions": ["use"],
            "can_create_agents": False,
            "can_publish": False,
            "can_view_analytics": False,
        }
    },
    
    "compliance": {
        "data_residency": "china-east-2",  # 数据驻留区域
        "audit_log": True,
        "audit_retention": "365days",
        "pii_detection": True,
        "content_filter": {
            "hate": "block",
            "violence": "warn",
            "self_harm": "block",
            "sexual": "block",
        }
    },
    
    "rate_limits": {
        "per_user": {"requests_per_minute": 60, "requests_per_day": 1000},
        "per_agent": {"requests_per_minute": 200, "requests_per_day": 5000},
    }
}

# CI/CD 配置 (Azure DevOps)
trigger:
  branches:
    include: [main, develop]

stages:
  - stage: Build
    jobs:
      - job: PackageAgent
        steps:
          - task: CopilotStudioPack@1
            inputs:
              solution: 'EnterpriseAssistant'
              output: '$(Build.ArtifactStagingDirectory)'
  
  - stage: Test
    jobs:
      - job: DeployTest
        steps:
          - task: CopilotStudioDeploy@1
            inputs:
              environment: 'test'
              package: '$(Build.ArtifactStagingDirectory)/EnterpriseAssistant.zip'
          - task: CopilotStudioTest@1
            inputs:
              test_suite: 'regression'
              environment: 'test'
  
  - stage: Production
    condition: and(succeeded(), eq(variables['Build.SourceBranch'], 'refs/heads/main'))
    jobs:
      - job: DeployProd
        steps:
          - task: CopilotStudioDeploy@1
            inputs:
              environment: 'production'
              package: '$(Build.ArtifactStagingDirectory)/EnterpriseAssistant.zip'
              approval_required: true

# 使用 Copilot Studio Analytics API
import requests
from datetime import datetime, timedelta

def get_agent_metrics(agent_id: str, days: int = 7):
    end_date = datetime.now()
    start_date = end_date - timedelta(days=days)
    
    response = requests.get(
        f"https://api.copilotstudio.microsoft.com/v1/agents/{agent_id}/analytics",
        headers={"Authorization": "Bearer YOUR_TOKEN"},
        params={
            "start_date": start_date.isoformat(),
            "end_date": end_date.isoformat(),
            "metrics": [
                "total_conversations",
                "avg_resolution_time",
                "user_satisfaction",
                "tool_call_success_rate",
                "escalation_rate",
                "cost_per_conversation",
            ]
        }
    )
    
    return response.json()

# 输出示例
metrics_example = {
    "total_conversations": 15420,
    "avg_resolution_time": "2m 34s",
    "user_satisfaction": 4.3,  # 1-5 分
    "tool_call_success_rate": 0.94,
    "escalation_rate": 0.08,   # 转人工率
    "cost_per_conversation": 0.12,  # 美元
}