Azure AI Foundry Agent Setup Worksheet

Worksheet --Azure AI Foundry

Agent Setup Worksheet

Capture every detail needed to plan, configure, and deploy an agent in Microsoft Azure AI Foundry. Complete each section before beginning deployment.

01 Project & Agent Identity

Agent Name *

Display name in AI Foundry portal

Agent Purpose / Description *

Project Owner / Requestor

Business Unit / Team

Target Environment *

Development Test / QA Production

Target Go-Live Date

02 Azure Subscription & Resources

All resources must be in the same region to avoid cross-region data transfer costs and latency.

Azure Subscription Name *

Subscription ID *

Resource Group *

Azure Region *

AI Foundry Hub Name *

New or existing hub --must be unique in subscription

AI Foundry Project Name *

Storage Account (for artifacts)

Key Vault (for secrets)

03 Model Selection & Deployment

Model Family *

Model Version / Variant

Leave blank for latest available

Deployment Name *

Used to reference this deployment in API calls

Deployment Type *

TPM Quota Needed (Tokens Per Minute)

Estimate based on expected concurrent users × avg request size

PTU Units (if Provisioned)

Only applicable for PTU deployment type

04 Agent Behavior & Instructions

System Prompt / Instructions *

Temperature

Lower = more deterministic; Higher = more creative

Max Response Tokens

Maximum tokens the agent may generate per response

Conversation History / Memory

Response Language

Topics / Behaviors to Restrict

05 Tools & Capabilities

Check all tools this agent will use. Each checked item requires additional configuration in the sections below.

06 Knowledge Base & File Search

Complete this section only if File Search or Azure AI Search is enabled in Section 5.

Vector Store / AI Search Index Name

Azure AI Search Service Name

Leave blank if using built-in vector store

Documents / Data Sources to Index

Document Refresh Schedule

Chunking Strategy

Number of Retrieved Chunks (Top-K)

Minimum Relevance Score Threshold

07 Custom Functions & API Tools

Complete this section if Function Calling or external API tools are enabled. Add one row per custom function/tool.

08 Authentication & Access Control

Authentication Method for Application *

App Registration Name (if applicable)

Client / Application ID

Tenant ID

Required Azure RBAC Roles

Role	Scope (Resource / Group / Subscription)	Assigned To (User / SPN / MI)	Confirmed?

Portal Access (AI Foundry Users)

Name / Group	Email / Object ID	Role in Project	Access Granted?

09 Networking & Security

Network Access Model *

Virtual Network Name (if applicable)

Private Endpoint Subnet

DNS / Private DNS Zone

Allowed IP Ranges / Firewall Rules

Data Residency Requirement

Customer-Managed Keys (CMK)?

Yes No (Microsoft-managed keys)

10 Integration & Deployment Target

Integration Method *

Target Application / Platform

Agent Endpoint URL

API Version to Use

Integration Notes / Dependencies

11 Content Safety & Compliance

12 Monitoring & Observability

13 Testing & Acceptance Criteria

Test Scenarios (list at least 5 representative prompts)

Minimum Acceptable Accuracy / Groundedness

Maximum Acceptable Response Time

Pre-Launch Checklist

14 Notes & Sign-Off

Additional Notes / Open Questions

Approvals

Role	Name	Date	Signature / Approval Method

Function Name	Description (what it does)	Endpoint / System	Auth Method	Tested?

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Agent Setup Worksheet