The Human Success Agent

Introduction

The Human Success Score (HSS) is a composite metric that measures learning progress across the organization, helping to track employee skill development, departmental progress, and areas needing improvement. For detailed information about the Human Success Score, see this article.

The Human Success Agent enables organization employees to view the Human Success Score for their organization or department, request detailed, actionable insight, as well as visualize key data and trends as charts within the Microsoft Teams chat or the Copilot interface.

Prerequisites

The Human Success Agent is a free add-on for the Human Success Platform. To use the agent, at least Learn365 must be installed on your Microsoft 365 tenant.

Install the agent

Required role: Microsoft365 global admin must approve the agent to install it organization-wide. Users can then create an individual instance of the agent for themselves.

To install the Human Success Agent:

1. Go to the Human Success Agent page on Microsoft Marketplace.

2. Select Get it now.

3. When prompted, Sign in to Microsoft Marketplace with your Microsoft365 global admin account to approve installation for the organization.

4. Follow the on-screen prompts to complete the installation. To install the agent, you must accept the required permissions.

Create an instance of an agent

Once the Microsoft365 global admin has approved and installed the agent for the organization, individual users can create their own instances of the agent.

1. In Microsoft Teams, select Apps. The Do More in Teams window opens on the Agents and Apps tab.

2. In the search bar, enter Human Success Agent.

3. Select the search result to open the agent’s page.

4. Select Create instance. 

5. Enter the required information, such as the agent name and email address, and select Create.

Once an instance is created, the agent is displayed as the user’s direct report, visible in the organization chart. The agent becomes available on the Microsoft Teams > Chat tab, as well as inside Copilot. It sends a welcome message to the Teams chat. For more information about creating an agent instance, see this Microsoft article.

Start the conversation with the agent

Open the chat with the agent. To start a conversation with the agent, you can enter Hello or directly ask a question. For example:

• What is the Human Success Platform?
• What’s our latest Human Success Score and how is it trending?
• Which departments have the highest scores?
• What should we do to improve our learning score?
• Show our Human Success Score for the last 12 months in a table

Ask follow-up questions or send requests

When the agent responds to your question, it might offer follow-up options, such as generating detailed plans or reports based on your original question. 

You can ask the agent follow-up questions based on the information it has presented. For example, you can ask for suggestions about how to increase the Human Success Score, or ask for an interactive chart or graph with the data from the response. 

The agent responds with insights derived from the available, live data.

The following chart shows the Human Success Score from the last 6 months. You can hover over the bars to see the score for each month. Below the chart, the agent generates a table with brief trend analysis.

Data protection and privacy

For information about data, privacy, and security in Microsoft Copilot, see this Microsoft article. 

For information about Zensai’s AI data usage and privacy, see this article in the Zensai Trust Center.