Product Onboarding Checklist: Microsoft 365 Agents Toolkit

# PM Agent Onboarding Checklist

## Authentication and Authorization Setup

- [ ] Allow PM agent to access your product telemetry
- If your ADX is in MSFT tenant (72f988bf-86f1-41af-91ab-2d7cd011db47), run the follow command in ADX

```kusto
.add database Samples viewers ('aadapp=2edc5bb8-8658-4c23-b808-b7fda3be7428')
```

- Otherwise, if your ADX is NOT in MSFT tenant
- [Allow cross-tenant](https://learn.microsoft.com/en-us/azure/data-explorer/cross-tenant-query-and-commands?tabs=portal)
- run the follow command in ADX

```kusto
.add database Samples viewers ('aadapp=2edc5bb8-8658-4c23-b808-b7fda3be7428;72f988bf-86f1-41af-91ab-2d7cd011db47')

- [ ] Share your security groups with the PM Agent team to control which teams can access your product telemetry through PM Agent. To share your security groups, add a new comment with security groups to this issue and mention `zackliu` or `JialinXin`.

> [!IMPORTANT]
> By default, if no specific security group is configured, all PM Agent users will have access to your product telemetry.

## Setup PM Agent in Microsoft Teams

- [ ] Setup PM Agent in Microsoft Teams

- Download the app package from [PM Agent Dogfood and Support](https://microsoftapc-my.sharepoint.com/:u:/g/personal/yajin1_microsoft_com/EX5WJtjlusJNpaypoo0S-98BUxoHY_ETRbZYZl4q6aiMOA?e=NA2Acp).
- Launch Microsoft Teams.
- Go to Apps -> Managed your apps -> Upload an app -> Upload a custom app.


- Choose the app package and install it.


- Launch PM agent in Microsoft Teams.


## Build Product (or Domain) Knowledge

- [ ] Create a [GitHub issue](https://github.com/Azure/PMAgent-onboarding/issues/new?template=pm-agent-queries-template.md) to upload the resources you prepared, and copy the URL of this issue.

- [ ] Go to PM agent and send following message to PM agent to generate product knowledge. PM agent will help you create a PR for initial product knowledge.

```
#onboard [URL of GitHb issue comment for product resources]
```

- [ ] Review and submit the product knowledge PR.

- Complete all **[TODO]Data_Engineer** actions for data engineering.
- Update **data hygiene** as the PR guidance, if necessary.
- Review the initial product knowledge and update it if necessary.

- [ ] Try PM Agent with newly created knowledge.

```
#load [URL of GitHub PR]
```
After you've seen the successful knowledge load. Try with the some questions.

- [ ] Continue opimizing your product knowledge with PRs in future, if there is any new changes of telemetry.
- You can manually update the knowledge file or you can use the following command to let PM Agent help you to optimize
```
#onboard help me to improve the knowledge [PR URL] about [some topic]. The ground truth of query should be xxx but currently it's yyy.
```
- You can also add more knowledge to existing knowledge
```
#onboard help me to add more knowledge of [PR URL] from [GitHub Comment with more raw knowledge]. This part is about xxx
```

- After knowledge is updated, you shall clear and re-load new knowledge
```
clear
```
Then
```
#load [URL of GitHub PR]
```

- If you have some problem during query, you can use debug to generate an `id` can contact the PM Agent team
```
debug
```