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eval-guide

microsoft / eval-guide

A plugin for AI agent evaluation. Plan evals, generate test cases, interpret results for Copilot Studio agents. Grounded in Microsoft's Eval Scenario Library & Triage Playbook.

70 13 Language: HTML License: MIT Updated: 20h ago

README

eval-guide

AI agent evaluation toolkit for Copilot Studio. Plan evals, generate test cases, interpret results, and triage failures โ€” from Claude Code or GitHub Copilot.

Grounded in Microsoft's Eval Scenario Library, Triage & Improvement Playbook, Common Evaluation Approaches, and MS Learn agent evaluation documentation.

Install

Claude Code

claude plugin marketplace add microsoft/eval-guide
claude plugin install eval-guide@eval-guide

GitHub Copilot

npx skills add microsoft/eval-guide

Skills

Skill Command What it does
Eval Guide /eval-guide Full eval lifecycle โ€” discover, plan, generate, run, interpret. Start here.
Eval Suite Planner /eval-suite-planner Populated Eval Suite Template workbook plus an interactive HTML review page for eval sets, methods, gates, human inputs, and grader-validation notes
Eval Generator /eval-generator Test cases for single-response and conversation (multi-turn) evaluation modes
Eval Result Interpreter /eval-result-interpreter SHIP / ITERATE / BLOCK verdict with root cause classification
Eval Triage & Improvement /eval-triage-and-improvement Interactive diagnosis and remediation for failing evals
Eval FAQ /eval-faq Methodology questions answered from Microsoft's eval ecosystem

Quick start

> /eval-guide

Tell me about your agent โ€” what does it do, who uses it, and what does "good" look like?

Works the same in both Claude Code and GitHub Copilot.

The toolkit walks you through five operational stages over Microsoft's Practical Guidance on Agent Evaluation โ€” 10-step playbook (the canonical methodology spine, in skills/eval-guide/playbook.md):

Stage What happens Playbook steps Works without a running agent?
0. Discover Articulate what the agent does, what success looks like, the eval objective, the agent's risk tier (5 factors), and the owner Step 1 Yes
1. Plan Scope eval depth by agent architecture; plan capability vs trust & safety eval sets; set pass-rate targets and hard/soft gates; specify human inputs + sourceโ†’ground-truth map Steps 1, 4, 5 Yes
2. Generate & Baseline Produce capability and trust & safety test-case CSVs (single-response) or conversation blueprints (multi-turn) importable into Copilot Studio; design the regression partition Steps 2, 3, 8 (design) Yes
3. Run Execute the baseline against a live agent Step 6 Needs running agent
4. Interpret & Improve Triage results, classify each failure (eval-setup vs agent-quality), gate-based verdict, design the optimization loop, flag reusable assets Steps 7, 9, 10 Needs eval results

Stages 0-2 work from just an agent description โ€” no running agent required.

Interactive dashboard review

Each stage generates an interactive HTML dashboard served locally in your browser. You review, edit inline, and confirm before the AI proceeds โ€” no more back-and-forth in chat to fix test cases.

Stage complete โ†’ Dashboard opens โ†’ You review & edit โ†’ Confirm โ†’ Final artifacts generated
Stage What you review in the dashboard What you can edit
0. Discover Agent Vision (purpose, users, knowledge, capabilities, boundaries, success criteria) All fields inline, add/remove list items
1. Plan Populated Eval Suite Template workbook plus HTML review page Edit workbook cells without changing template structure; use the page to review summary, filters, TBDs, and checklist
2. Generate Test cases per eval set Edit expected responses, questions, methods, add/remove cases
4. Interpret Verdict, failure triage, root causes, actions Reclassify root causes, add comments

Final deliverables (.docx reports, .csv test sets) are only generated after you confirm via the dashboard.

The dashboard is a standalone HTML file generated by skills/eval-guide/dashboard/serve.py (zero dependencies) and opened directly in your browser โ€” no server required. Feedback auto-saves as you edit via localStorage โ€” if the browser closes, your work is preserved.

Architecture-aware eval scoping

The toolkit automatically scopes evaluation depth based on your agent's architecture:

Architecture What gets tested
Prompt-level (simple Q&A, no knowledge sources) Response quality, tone, boundaries, refusal behavior
RAG / Knowledge-grounded (has knowledge sources, no tools) All of the above + retrieval accuracy, grounding, hallucination prevention
Agentic (multi-step, tool use, orchestration) All of the above + tool selection, action correctness, error recovery, task completion

A simple FAQ bot doesn't need tool-routing tests. A multi-step workflow agent does. The toolkit handles this so you test what actually matters.

Single-response and conversation evaluation

The eval generator supports both modes:

  • Single-response โ€” one input, one output. Produces a CSV importable directly into Copilot Studio. Supports all 7 test methods (General Quality, Compare Meaning, Keyword Match, Text Similarity, Exact Match, Capability Use, Custom).
  • Conversation (multi-turn) โ€” multi-turn dialogues for agents that handle context-dependent, multi-step tasks. Produces a structured blueprint for creating conversation test sets in Copilot Studio. Supports General Quality, Keyword Match, Capability Use, and Custom.

The skill detects which mode fits your agent and recommends accordingly.

Test data generation strategies

The planner recommends the right test data approach based on agent complexity:

Approach Best for
Echo Single-turn Q&A, regression testing, deterministic checks
Historical replay Model change comparisons, per-turn divergence analysis
Synthesized personas Multi-step workflows, persona-dependent behavior, complex scenarios

Most agents benefit from a hybrid: Echo for fast regression, Synthesized personas for realistic coverage.

What each skill produces

Skill Artifacts
/eval-guide Workbook review plus Generate/Interpret dashboards, populated eval-suite workbook (.xlsx), test case CSVs, triage report (.docx)
/eval-suite-planner Populated Eval Suite Template workbook plus interactive HTML review page with registry, gates, TBDs, baseline placeholders, and reusable candidates
/eval-generator Copilot Studio-importable CSV (single-response) or conversation blueprint + .docx report
/eval-result-interpreter SHIP/ITERATE/BLOCK verdict with root cause analysis and pattern detection
/eval-triage-and-improvement Interactive remediation guidance with specific fixes per eval-set failure pattern
/eval-faq Answers grounded in MS Learn, Eval Scenario Library, Triage Playbook

Enhanced experience with Copilot Studio plugin (Claude Code)

For the full experience โ€” connecting to a live agent, pulling its configuration, and running tests against it โ€” also install the Copilot Studio plugin:

claude plugin marketplace add microsoft/skills-for-copilot-studio
claude plugin install skills-for-copilot-studio@skills-for-copilot-studio

When both plugins are installed, /eval-guide can:

  • Connect to your Copilot Studio agent via /clone-agent and pull its real topics, knowledge sources, and configuration
  • Run test cases against the live agent via /chat-with-agent
  • Ground the eval plan in what the agent actually does, not just what you describe

Without the Copilot Studio plugin (or when using GitHub Copilot), all skills work in description-based mode โ€” you describe your agent and the skills generate plans and test cases from that description.

Example workflows

"I have an idea for an agent and want to know how to evaluate it"

/eval-guide I'm building an HR policy bot that answers employee questions from our SharePoint knowledge base

"I have a plan and need test cases"

/eval-suite-planner Customer support agent handling refund requests, order tracking, and escalation to human agents
/eval-generator

"My evals came back and I need to interpret them"

/eval-result-interpreter
> [paste CSV results or attach file]

"Some tests are failing and I don't know why"

/eval-triage-and-improvement
> My agent scores 40% on knowledge grounding tests but 90% on general quality

"Quick methodology question"

/eval-faq How is evaluating a multi-step workflow different from a simple Q&A agent?

Repository structure

eval-guide/
โ”œโ”€โ”€ .claude-plugin/           # Claude Code plugin configuration
โ”‚   โ”œโ”€โ”€ plugin.json
โ”‚   โ””โ”€โ”€ marketplace.json
โ”œโ”€โ”€ .github/
โ”‚   โ”œโ”€โ”€ copilot-instructions.md   # GitHub Copilot always-on instructions
โ”‚   โ””โ”€โ”€ prompts/                  # GitHub Copilot prompt files
โ”‚       โ”œโ”€โ”€ eval-guide.prompt.md
โ”‚       โ”œโ”€โ”€ eval-suite-planner.prompt.md
โ”‚       โ”œโ”€โ”€ eval-generator.prompt.md
โ”‚       โ”œโ”€โ”€ eval-result-interpreter.prompt.md
โ”‚       โ”œโ”€โ”€ eval-triage-and-improvement.prompt.md
โ”‚       โ””โ”€โ”€ eval-faq.prompt.md
โ”œโ”€โ”€ bin/                      # CLI utilities
โ”‚   โ”œโ”€โ”€ eval-guide-update-check   # Version check (local vs GitHub remote)
โ”‚   โ”œโ”€โ”€ eval-guide-update-snooze  # Snooze upgrade reminders
โ”‚   โ””โ”€โ”€ eval-guide-update-config  # Read/write ~/.eval-guide/config.yaml
โ”œโ”€โ”€ skills/                   # Claude Code skills (SKILL.md format)
โ”‚   โ”œโ”€โ”€ eval-guide/
โ”‚   โ”‚   โ”œโ”€โ”€ SKILL.md
โ”‚   โ”‚   โ”œโ”€โ”€ scripts/
โ”‚   โ”‚   โ”‚   โ””โ”€โ”€ eval-runner.js    # Run evals via DirectLine API
โ”‚   โ”‚   โ””โ”€โ”€ dashboard/            # Interactive review dashboards
โ”‚   โ”‚       โ”œโ”€โ”€ serve.py          # Python server (zero dependencies)
โ”‚   โ”‚       โ””โ”€โ”€ templates/        # Stage-specific HTML templates
โ”‚   โ”‚           โ”œโ”€โ”€ base.html     # Shared layout, CSS, feedback JS
โ”‚   โ”‚           โ”œโ”€โ”€ discover.html # Stage 0: Agent Vision review
โ”‚   โ”‚           โ”œโ”€โ”€ plan.html     # Stage 1: Eval plan review
โ”‚   โ”‚           โ”œโ”€โ”€ generate.html # Stage 2: Test cases (editable)
โ”‚   โ”‚           โ””โ”€โ”€ interpret.html# Stage 4: Triage report review
โ”‚   โ”œโ”€โ”€ eval-suite-planner/
โ”‚   โ”œโ”€โ”€ eval-generator/
โ”‚   โ”œโ”€โ”€ eval-result-interpreter/
โ”‚   โ”œโ”€โ”€ eval-triage-and-improvement/
โ”‚   โ””โ”€โ”€ eval-faq/
โ”œโ”€โ”€ AGENTS.md                 # Agent instructions (GitHub Copilot agent mode + other AI tools)
โ”œโ”€โ”€ CLAUDE.md                 # Claude Code project instructions
โ”œโ”€โ”€ README.md
โ””โ”€โ”€ VERSION                   # Current release version (semver)

Methodology

This toolkit is grounded in Microsoft's Practical Guidance on Agent Evaluation โ€” a 10-step playbook. The canonical spine lives in skills/eval-guide/playbook.md: plan the effort (risk tier) โ†’ build capability eval sets โ†’ build trust & safety eval sets โ†’ set pass-rate targets & gates โ†’ specify human inputs โ†’ run the baseline โ†’ iterate to diagnose โ†’ regression suite โ†’ optimization loop โ†’ save reusable assets. Supporting Microsoft sources:

Contributing

This project welcomes contributions and suggestions. See CONTRIBUTING.md for details.

License

MIT

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