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Power Platform Community / Forums / Copilot Studio / Sales Qualification Ag...
Copilot Studio
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Sales Qualification Agent

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Posted on by 9
Hi everyone,
We've just activated the Sales Qualification Agent (the leads agent) in Dynamics 365 Sales, and we're struggling to figure out how to monitor what it's actually doing.
We've gone into the agent's admin panel and we can see that it has generated 2 leads, but we can't see their names or any details that would tell us whether the agent is qualifying them correctly. Basically, we have no visibility into the agent's output beyond the count.
A few questions in case anyone has been through this:
- Where exactly should we be looking to review the leads the agent has produced (names, qualification status, reasoning, etc.)?
- Is there a specific view, dashboard, or report in Sales Hub where the agent's activity is logged?
- Are there any permissions or settings we might be missing that would explain why we only see counts and not details?
Any pointers, screenshots, or documentation links would be hugely appreciated. Thanks in advance!
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  • Suggested answer
    Beyond The Platforms Profile Picture
    215 on at
    This is a known behavior in Copilot Studio and is related to how conversation state and context are handled across topics and turns.
     
    What you are seeing typically happens because the agent is not consistently preserving or reusing the expected context (variables, memory, or previous outputs) when moving between turns or topics.
     
    In Copilot Studio:
    - Each topic execution has its own scope
    - Variables are not always automatically persisted across different conversation paths unless explicitly handled
    - Generative answers rely on current context + system instructions, not full conversation history unless properly managed
     
    Common causes of the issue:
    - The value you expect to reuse is stored in a variable that is out of scope or overwritten
    - The agent re-enters a topic without the original context
    - The generative node (Search/Answer/Prompt) is not receiving all the required inputs again
    - Conversation memory is not explicitly reinforced in instructions
     
    Recommended approach:
     
    1) Make context explicit
    Do not rely on implicit memory. Always pass required values explicitly into prompts or actions.
    For example:
    “Using the following context: {{your_variable}}, perform …”
     
    2) Use global variables when needed
    If the data must persist across multiple turns/topics:
    - Store it in a global variable
    - Avoid local-only variables for cross-topic scenarios
     
    3) Rehydrate context on each turn
    For critical scenarios, rebuild the context each time:
    - Retrieve required data again (Dataverse, SharePoint, etc.)
    - Pass it explicitly into the prompt
     
    4) Strengthen system instructions
    Guide the agent clearly, for example:
    “Always use previously captured information stored in variables when generating responses. Do not ignore available context.”
     
    5) Control topic transitions
    Ensure that:
    - Topics are not restarting unexpectedly
    - Trigger phrases or generative routing are not causing context loss
     
    Key takeaway:
    Copilot Studio does not guarantee implicit context persistence across turns or topics. Reliable behavior requires explicitly managing and passing context (variables or retrieved data) at each step.
     
    Once you design for explicit context handling, this issue is typically resolved.
     
    Hope this helps!
    Paolo


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  • Suggested answer
    Valantis Profile Picture
    5,312 on at
     
    The previous reply doesn't apply to your question. Here's where to actually find this in Dynamics 365 Sales.
    To see the leads the agent is working on with names and details:
     
    1. Go to Sales Hub > Leads
    2. Use the View dropdown and look for agent-specific views like "Leads handled by agent" or "Agent leads". These views are added when the Sales Qualification Agent is activated. If you don't see them, your admin needs to add those views to the Lead entity.
     
    To see the agent's activity, reasoning, and qualification insights per lead:
    1. Open an individual lead record
    2. Look for the agent activity section or the Copilot research summary panel on the lead form. This shows what the agent researched, the fit score (High/Medium/Low against your target customer profile), and the outreach it generated.
     
    For the overall monitoring dashboard:
    1. In Sales Hub, go to the App Settings or the AI hub
    2. Navigate to Settings > Dynamics 365 AI Hub > See insights
    3. The Agent insights page shows activity across all agent-handled leads with filters for time period
     
    For permissions: the user needs access to the Dynamics 365 AI Hub. If the insights page isn't visible, your admin needs to grant access to that area.
     

     

    Best regards,

    Valantis

     

    ✅ If this helped solve your issue, please Accept as Solution so others can find it quickly.

    ❤️ If it didn’t fully solve it but was still useful, please click “Yes” on “Was this reply helpful?” or leave a Like :).

    🏷️ For follow-ups  @Valantis.

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  • JesusAlonso Profile Picture
    9 on at
    Hi Paolo and Valantis,
    Thank you both for taking the time to reply.
    We've already explored the agent insights section you mentioned (Dynamics 365 AI Hub > See insights), as well as the Leads views in Sales Hub, but we're still unable to see any names of the leads the agent has found. The panel shows the count (2 leads) and some general activity, but no actual lead names or details are visible anywhere.
    Is there a specific permission, view, or configuration step we might be missing for the lead names to actually show up? Has anyone else run into this and found a way to make the lead details visible?
    Thanks again for your help!
     
  • Suggested answer
    Valantis Profile Picture
    5,312 on at
     
    Two confirmed causes from Microsoft docs for why you see counts but not lead names.
     
    1. Agent-specific views not added to your app. Microsoft docs confirm: the leads views added by the Sales Qualification Agent ("Leads handled by agent", "Agent leads") are not automatically added to the Sales Hub app in all configurations. Your admin needs to explicitly add these views to the Lead entity in the app. Go to Sales Hub > App Settings > App Designer, find the Lead entity, and add the agent-specific views.
     
    2. Missing permissions on the security role. Microsoft docs confirm: if you're using custom security roles, users need agent-specific privileges to see lead details in the AI Hub. Standard Salesperson and Sales Manager roles have these by default, but custom roles don't. Go to Settings > Security > Security Roles, open the role, and check the privileges under the Leads/Agent sections. The docs reference a specific "Grant permissions to sellers to work on leads handed over by agent" step that may not have been completed during setup.
     
     
     

     

    Best regards,

    Valantis

     

    ✅ If this helped solve your issue, please Accept as Solution so others can find it quickly.

    ❤️ If it didn’t fully solve it but was still useful, please click “Yes” on “Was this reply helpful?” or leave a Like :).

    🏷️ For follow-ups  @Valantis.

    📝 https://valantisond365.com/

    💼 LinkedIn

    ▶️ YouTube

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