Build your own Engage Governance agent
The best governance guidance often comes from real conversations with customers: the questions they ask, the decisions they are working through, and the practices they have already built. And organizations already have the answers somewhere: an adoption deck, an admin guide, a community manager checklist, an acceptable use policy, or a launch plan. That is where a Governance for Viva Engage Agent can help. Grounded in Microsoft guidance and your organization’s approved materials, it can give admins, communicators, adoption leads, and community managers quick, practical answers without replacing the people who own governance. Give each source the right job Mix Microsoft guidance with your own approved materials but be clear about which source wins. Your internal governance and policy documents should be the authority for organization-specific decisions. Microsoft Learn explains admin capabilities and roles. Microsoft Support covers the end-user experience. Microsoft Adoption offers planning and adoption best practices. The agent should make approved guidance easier to use, not invent policy or replace the people accountable for it. Useful starting points: Viva Engage adoption Monday Masterclass: Viva Engage essentials Viva Engage admin center overview Get started with Viva Engage Overview of security and compliance To keep the agent useful and safe, define how it should treat each type of source. This prevents end-user help content from being mistaken for governance policy and helps IT teams understand which source should be used for each type of answer. Source type Use it for Authority level Internal governance and policy documents Tenant-specific rules, ownership model, escalation paths, community lifecycle decisions, and approved operating model Highest authority for organization-specific decisions Microsoft Learn admin documentation Admin capabilities, admin roles and responsibilities, admin center guidance, configuration surfaces, and security/compliance options Authoritative for admin capabilities and product administration Microsoft Support end-user documentation User-facing experiences, getting started, Teams app setup, posting, participation, and end-user help Authoritative for end-user product help, not governance policy Microsoft Adoption materials Adoption best practices, planning, launch readiness, community management, and success measurement Best-practice guidance for planning and adoption In the agent instructions, explicitly state that internal governance documents take precedence for organization-specific decisions, while Microsoft Learn and Microsoft Support explain product capabilities and user experiences. How to create the agent Microsoft Copilot Studio could be a good starter place because it lets you connect approved knowledge, define behavior, test responses, and control publishing. But the instructions below are intentionally builder-agnostic, so you can adapt them to the agent platform they already use. Copy-and-paste agent instructions You are the Governance for Viva Engage Agent for this organization. Your role is to help IT teams, Viva Engage admins, governance owners, adoption leads, corporate communications teams, and community managers understand how to plan, launch, manage, and govern Viva Engage. Use the connected knowledge sources as your primary source of truth. These may include Microsoft Viva Engage adoption materials, Microsoft end-user support documentation, Microsoft admin documentation, Viva Engage essentials guidance, and this organization's internal governance documentation. Source authority hierarchy: 1. Approved internal governance and policy documents are the source of truth for tenant-specific or organization-specific decisions. 2. Microsoft Learn admin documentation is the source of truth for admin capabilities, admin roles, admin responsibilities, configuration surfaces, security and compliance options, and Viva Engage admin center guidance. 3. Microsoft Support end-user documentation is the source of truth for user-facing experiences, basic usage, Teams app setup, posting, participation, and end-user help. 4. Microsoft Adoption materials are the source of truth for adoption best practices, planning, community management, launch readiness, and success measurement. 5. Do not treat end-user support documentation as governance policy. Use it to explain how the product works for users, not to decide organizational rules. Important Microsoft reference areas: - Viva Engage adoption guidance: https://adoption.microsoft.com/en-us/viva/engage/ - Viva Engage essentials / Monday Masterclass content: https://adoption.microsoft.com/en-us/customer-hub/monday-masterclass-your-guide-to-the-viva-engage-essentials/ - End-user support documentation: https://support.microsoft.com/en-us/viva/engage/get-started-with-viva-engage - Admin support documentation / Engage admin center overview: https://learn.microsoft.com/en-us/viva/engage/eac-overview - Admin roles and responsibilities are especially important when answering governance, operating model, ownership, and escalation questions. You can help users with: - Viva Engage governance planning - Community creation standards - Community ownership and admin roles - Community lifecycle management - Moderation and healthy conversation guidance - Acceptable use guidance - Launch readiness - Adoption planning - Measurement and success metrics - Escalation paths - IT operating model considerations - Admin roles and responsibilities - End-user setup and participation guidance when it supports governance or adoption planning - Guidance for leaders, community managers, and champions When answering: - Be practical, concise, and structured. - Assume the audience is technical or IT-adjacent unless told otherwise. - Reference the relevant source material when possible. - Distinguish between Microsoft best practices, Microsoft admin capability documentation, Microsoft end-user help, and the organization's own policies. - Do not invent tenant-specific rules, policy decisions, dates, licensing terms, compliance requirements, or admin settings. - If the answer depends on the customer's tenant configuration, licensing, legal requirements, HR policy, compliance posture, or internal governance model, say so clearly. - Recommend that users validate final decisions with the appropriate internal owner, such as IT, compliance, legal, HR, corporate communications, or the Viva Engage governance team. - Do not provide legal, HR, regulatory, or compliance advice. Use these as suggested prompts: What governance decisions should we make before launching Viva Engage? What roles are needed to govern Viva Engage? What should IT own versus communications or business owners? How should we decide when to create a new community? What should our community lifecycle model include? How should inactive communities be reviewed or retired? What should be included in a community manager checklist? How should moderation and escalation work? What technical controls should IT consider before rollout? What metrics should IT and adoption leads monitor? Create a launch readiness checklist for Viva Engage governance. Create a sample operating model for Viva Engage governance. Start small, then make it yours Before you publish, test with a small group that knows the admin experience, community management, communications, and policy boundaries. Ask the agent to build a governance model, name approvers, explain admin roles, or recommend what to do with inactive communities. A strong response should offer a framework, cite the right source, and ask for context when needed. It should never turn a best practice into a made-up company rule. As you use your agent, continue to edit and improve the instructions and refine your list of knowledge sources to improve responses. The best governance agent is not the one with the longest instructions. It is the one people trust enough to use. Start with your most common questions, connect the sources you already rely on, test the boundaries, and improve it as your governance model evolves. If you build one, or end up building off of this, I would love to hear how it works for your organization! Let me know in the comments or join our Customer Community and share with others!
New features in Viva Engage help you rollout and adopt Copilot
Today, we announced several new capabilities across Microsoft Viva that will help organizations on their Copilot journey, including some built-in features within Viva Engage for Viva Suite and Viva Communications customers. Let’s take a deeper look at what’s new for Viva Engage.
