{How to} Request Information from humans in the loop in Copilot Studio Agent flows

Today I am going to share my thoughts on how to request information from humans in the loop in Copilot Studio Agent flows.

Let's get started.

In the agent flows in Microsoft Copilot Studio, you can request information from a human (human in the loop) when the agent cannot complete a task automatically. This is usually done by sending a request to a person through approval, email, or Teams using Microsoft Power Automate.

Below are the simple steps.

Step 1: Create or Open an Agent Flow

1. Go to Copilot Studio

2. Open your Copilot Agent

3. Navigate to Agent Flows

4. Click New flow.

Step 2:  Add a Trigger

Choose a trigger such as:

1. When an agent calls the flow

2. When a topic triggers the flow

This allows the agent to start the flow when needed.

Step 3: Add a Human Approval Step

In the flow designer:

1. Click + New step

2. Select Approvals

3. Choose Start and wait for an approval

This sends a request  to a human (manager, support agent, etc)

Example:

The agent asks a human to approve a refund.

Step 4: Send the Request to a Person

Configure the approval:

Example: 

Customer requested refund of £50.

Approve or reject?

You can send it via:

Step 5: Wait for the Human Response

The flow pauses until the human responds.

Possible responses:

Step 6: Return the Result to the Agent

Add a Condition step:

Example response to the user:

Example Use Cases

Furthermore: You can also create a human escalation where the agent hands the conversation to live support person in Teams or a helpdesk system.

That's it for today.

I hope this helps.

Malla Reddy Gurram aka @UK365GUY