Copilot Studios: Creating an Agent

This hands-on course introduces learners to Microsoft Copilot Studio and the process of creating intelligent, task-driven agents.Participants will explore how to design, build, and deploy Copilot-powered agents that streamline workflows, enhance productivity, and integrate seamlessly with Microsoft 365 and external data sources.

What We'll Explore:

By the end of this course, participants will be able to:

• Understand the role and value of Copilot Studio in building AI-powered agents.
• Navigate the Copilot Studio interface and configure agent settings.
• Create conversational flows and integrate them with Microsoft 365 applications.
• Leverage generative AI features for natural, adaptive interactions.

1. Introduction to Copilot Studio

• What Copilot Studio is and how it differs from built-in Copilot.
• Real-world use cases (IT helpdesk bot, HR FAQ, sales support).

2. Planning Your Agent

• Identifying the problem your agent will solve.
• Mapping conversation flow.
• Choosing the right data sources.

3. Building Your First Agent

Step-by-step walk-through:

• Create a new agent in Copilot Studio.
• Define topics and intents.
• Add sample prompts and responses.
• Integrate data (SharePoint, Knowledge base, Dataverse).

4. Testing & Improving

• Using the test pane to refine responses.
• Handling fallback (when Copilot doesn’t know the answer).
• Training tips: refining prompts, adding topics, avoiding bias.

5. Publishing & Sharing

• Deploying your agent in Teams or web.
• Permissions & governance.
• Monitoring usage and collecting feedback.

6. Best Practices & Next Steps (5 min)

• Start small, iterate often.
• Promote adoption in your organization.