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Bluestone AssurancexCopilot

Customer success portal

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Elena Ruiz

Senior Director of Engineering

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Setup guide

The admin and security steps that matter for Bluestone Assurance, built around the questions your team raised.

For admins

Seats, policies, and settings.

Keep the public code filter on

Why this matters for you: Security resolved this during the deal. Keep it documented so it stays that way.

  1. Confirm suggestions matching public code is set to Blocked in your Copilot policies
  2. Note the setting in your security documentation

Read the docs

  • Managing policies and features for GitHub Copilot in your enterprisedocs.github.com
  • Finding public code that matches GitHub Copilot suggestionsdocs.github.com

Review inactive seats

Why this matters for you: Inactive seats are the first thing finance asks about before renewal.

  1. List seats with no activity in the last 30 days
  2. Ask team leads to follow up before removing anyone
  3. Reassign unused seats to teams that need them

Read the docs

  • Reminding inactive users to use their GitHub Copilot licensedocs.github.com
  • GitHub Copilot seat assignmentdocs.github.com

Check AI credit budgets

Why this matters for you: AI credits power Chat, agent mode, and the cloud agent. A budget set too low can quietly block teams that want to use them.

  1. Review AI credit usage by team in billing
  2. Make sure budgets aren't blocking teams that want to use agent mode

Read the docs

  • Budgets for usage-based billingdocs.github.com
  • Usage-based billing for organizations and enterprisesdocs.github.com

For team leads

Rollout, metrics, and enablement.

Add custom instructions for legacy Java repos

Why this matters for you: Suggestions on old Java get much better when Copilot knows your Java version, frameworks, and conventions.

  1. Create a .github/copilot-instructions.md file in the claims repository
  2. Describe the Java version, frameworks, build tool, and coding conventions
  3. Add any patterns to avoid, like deprecated internal libraries
  4. Ask the claims team to try the same tasks again and compare

Read the docs

  • Adding repository custom instructions for GitHub Copilotdocs.github.com
  • Adding repository custom instructions for GitHub Copilot in your IDE
docs.github.com

Use usage metrics for the monthly CIO update

Why this matters for you: Elena wants a monthly update she can forward to the CIO without extra work.

  1. Pull weekly active users by team from Copilot usage metrics
  2. Highlight the strongest teams and the plan for the claims team
  3. Send it the first week of each month

Read the docs

  • Viewing the Copilot usage metrics dashboarddocs.github.com
  • GitHub Copilot usage metricsdocs.github.com