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Copy file name to clipboardExpand all lines: copilot/employee-self-service/customize.md
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@@ -226,25 +226,24 @@ The Employee Self-Service agent starter is "Consulting with a professional is th
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The triggers are:
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**This topic should only trigger** when users mention **explicitly sensitive, confidential, or legal concerns** such as **harassment**, **abuse**, **discrimination**, **unethical behavior**, or **retaliation** in the work place. It activates in situations involving:
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**This topic should only trigger** when users mention **explicitly sensitive, confidential, or legal concerns** such as **harassment**, **abuse**, **discrimination**, **unethical behavior**, or **retaliation** in the work place. It activates in situations involving:
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- Requests for **HR consultation** relating to sensitive matters
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-**Privacy concerns**
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-**Hostile work environments**
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-**Workplace violence**
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-**Legal action**
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- Reporting of **severe misconduct**
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- Requests for **HR consultation** relating to sensitive matters
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-**Privacy concerns**
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-**Hostile work environments**
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-**Workplace violence**
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-**Legal action**
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- Reporting of **severe misconduct**
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**Important: **
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This topic **must not ** trigger for **general HR-related inquiries ** such as:
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- Accessing **benefits information ** such as W2 forms and health benefits
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-**Routine workplace questions **
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-**Performance concerns
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- Other **non-sensitive ** matters
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> [!IMPORTANT]
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> This topic **must not** trigger for **general HR-related inquiries** such as:
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>
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> - Accessing **benefits information** such as W2 forms and health benefits
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> -**Routine workplace questions**
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> -**Performance concerns**
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> - Other **non-sensitive** matters
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**It should only activate** when explicit terms like **harassment**, **discrimination**, **retaliation**, **workplace violence**, or **legal support** are mentioned.
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**It should only activate** when explicit terms like **harassment**, **discrimination**, **retaliation**, **workplace violence**, or **legal support** are mentioned.
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**Maker - What to customize**
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@@ -408,11 +407,11 @@ For information on SharePoint knowledge filtering, see [SharePoint Advanced Filt
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**Starter prompts** help you roll out the Employee Self-Service agent efficiently to your organization. With starter prompts, users already have a few ready-to-go prompts to use. Creating starter prompts helps your organization decrease the time to value.
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>[!TIP]
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>Identify the most asked questions by your users to form the base of your starter prompts. Identifying the most accurate answers to these questions helps build trust with your users.
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>[!TIP]
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>Identify the most asked questions by your users to form the base of your starter prompts. Identifying the most accurate answers to these questions helps build trust with your users.
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1. Open the **Employee Self-Service** agent in Copilot Studio and navigate to the **Overview** page.
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1. Select the **Edit** button in **Starter prompts.**
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1. Select the **Edit** button in **Starter prompts**.
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1. Add prompts categorized by **Title**.
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1.**Save** your changes.
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1. The starter prompts you created display in the **Starter prompts** section.
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- Organize starter prompts into categories so employees can quickly find what they need.
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- Surface quick links to important resources.
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> **Note**
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> If you don’t configure these settings:
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> - Starter prompts fall back to Copilot Studio configuration
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> - Default Copilot accent colors are used
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> - No quick links are shown
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> [!NOTE]
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> If you don't configure these settings:
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> - Starter prompts fall back to Copilot Studio configuration.
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> - Default Copilot accent colors are used.
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> - No quick links are shown.
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Changes saved for a deployed agent are reflected for users within a few hours.
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@@ -442,6 +441,7 @@ Changes saved for a deployed agent are reflected for users within a few hours.
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Categorized starter prompts help users understand what the ESS agent can do and guide them into the right scenarios.
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**Rules and limits**
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- Up to **10 categories**
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- Category name limit: **35 characters**
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- Up to **12 starter prompts per category**
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Accent colors control the visual styling used across the ESS experience, including buttons, links, chat bubbles, and loading indicators.
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**Accessibility guidance**
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- Recommended contrast ratio: **4.5:1**
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- If a color doesn’t meet the ratio, a warning is shown but you can still save it
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