BMY · Copilot Chat SessionPrepared by ESP Computer Consulting

Agents and skills: useful, with boundaries

Once people are comfortable with Copilot Chat, the next step is shared skills (approved, reusable instructions for common tasks) and agents (purpose-built assistants for a defined job). Both are most valuable when BMY decides the rules first.

Skills

Reusable, approved instructions

A vetted prompt for a recurring task — a customer reply in BMY's tone, a meeting summary format, a policy-check checklist. Everyone gets consistent output without reinventing prompts.

Agents

Purpose-built assistants

An assistant scoped to one job and one set of approved sources, such as an HR policy helper or a proposal drafter. Narrow by design, so it stays accurate and safe.

Proposed boundaries

BoundaryProposed rule
Who can buildA small group of named builders; everyone else uses approved agents and skills.
Data scopeEach agent is limited to specific approved sources. No agent gets broad access to mail, files or customer data by default.
Sensitive dataDefined "never paste or connect" list (customer PII, financials, credentials, legal matters) agreed with leadership.
ActionsStart read-only and draft-only. Anything that sends, deletes or changes records needs a human to approve it.
OwnershipEvery agent has a named business owner, a purpose statement, and a review date.
ApprovalLightweight review before an agent is shared: purpose, sources, risks, test results.
AccountsBMY sign-in only. Business-tier versions of other tools only for approved exceptions.
Review & retireQuarterly review of usage and accuracy; retire agents nobody owns or uses.

Suggested rollout

  1. NowEveryone on Copilot Chat with BMY sign-in; survey results identify power users
  2. NextAgree the boundaries above; publish 3–5 approved skills for common tasks
  3. ThenPilot one or two agents with named owners; review results before widening