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Operations agents in Fabric Real-Time Intelligence help organizations turn real-time data into immediate, actionable decisions. Instead of relying on manual monitoring and intervention, use agents to track key metrics continuously, surface insights, and recommend targeted actions. They enable teams to respond quickly and optimize operations at scale. Each operations agent is a dedicated Fabric item, designed for a specific business process.
By configuring agents with clear goals, instructions, and data sources, you can deploy multiple agents as virtual experts across your organization. This modular approach ensures that every critical process is monitored and dynamically improved, with recommended actions always aligned to your strategic objectives.
In this article, you learn how to create and use an AI operations agent in Real-Time Intelligence. The operations agent is designed to monitor real-time data and suggest actionable decisions.
Important
This feature is in preview.
Prerequisites
A workspace with a Microsoft Fabric-enabled capacity. Trial capacities aren't supported.
An eventhouse or ontology in your workspace.
A KQL database in your eventhouse, if you're using an eventhouse.
A Microsoft Teams account.
Fabric admin permissions enabled for operations agent preview, and Microsoft Copilot and Azure OpenAI.
The cross-geo processing and storage for AI as per data agent tenant settings. This prerequisite only applies if your Fabric capacity isn't provisioned in US or EU regions.
Create an operations agent
On the Fabric home page, select the ellipsis (...) icon, and then select Create.
On Create, go to the Real-Time Intelligence section, and select Operations agent.
On New Operations agent, enter a name for your agent and select the workspace where you want to create it.
Select Create to create the operations agent.
Configure an operations agent
On Agent setup, configure the operations agent and adjust it to your data by providing the following information:
Define the business goals that the agent should focus on. This information helps the agent understand the context and objectives of your operations.
Provide specific instructions to guide the agent's behavior and decision-making process. For example, you can tell the agent to send you an alert when it detects a condition that matches your business goals.
Choose a relevant data source that the agent can analyze and monitor. This choice ensures the agent has access to accurate and up-to-date information for generating insights.
Define the actions that the agent can take based on the insights it generates. Name the action and provide a description to clarify its purpose. Optionally, list the parameters that the action requires, such as a specific value. The agent can always send you notifications in Teams without defining additional actions.
After you create an action, configure it:
Select the action you want to configure.
On Configure custom action, select the workspace and the activator item, and then create a connection.
Select Copy to copy the connection string, and select Open flow builder to create a flow that gets triggered by the action.
In the Flow builder, paste the connection string in the Connection string field and select Save.
To use the values passed through the parameters to the flow, access them through dynamic content as described in Trigger custom actions (Power Automate flows).
When you finish the configuration, save the agent to generate its playbook. The playbook outlines the goals, instructions, data, and actions you defined, providing the agent with a clear understanding of its tasks.
You can see properties and the fields that they're mapped to from the underlying data. When you review the rules, you might see it refer to the name of the property rather than the underlying column. Take care to confirm the model and rules match your requirements.
The playbook displays the concepts the agent monitors and the rules or conditions it evaluates. To adjust the agent's behavior, update the goals or instructions and save the agent again. When you're satisfied with the configuration, select Start in the toolbar to start the agent. Select Stop to stop it.
Important
The agent operates by using the delegated identity and permissions of its creator. When a recipient approves a recommendation, the agent executes the action on behalf of the creator, using the creator's permissions.
Receive messages from an operations agent
After you start the agent, it monitors the data covered by its playbook and rules.