Hello Everyone,
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:
Assigned to: email or user
Title: Request from Copilot Agent
Details: Information the human needs.
Example:
Customer requested refund of £50.
Approve or reject?
You can send it via:
Microsoft Teams
Email
Power Automate approvals portal
Step 5: Wait for the Human Response
The flow pauses until the human responds.
Possible responses:
Approve
Reject
Provide additional input
Step 6: Return the Result to the Agent
Add a Condition step:
If Approved -> continue the process.
If Rejected -> inform the user
Example response to the user:
“Your request has been approved.”
“Your request requires further review.”
Example Use Cases
Approving refunds
Escalating to a manager
Verifying sensitive data
Manual renewal of AI decisions
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