Create agents in Microsoft Copilot Studio (PL-7008)

In this training you'll learn how to create custom agents in Copilot Studio.


Prerequisites

  • Familiarity with Microsoft Copilot Studio.


Modules

Get started with Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create agents based on business scenarios their customers and employees can easily interact with as needed. In this module, you're introduced to the key concepts for building agents in Microsoft Copilot Studio.

  • Introduction
  • Work with environments
  • Creating agents
  • Create and configure declarative agents in Microsoft 365 Copilot
  • Create and configure agents in Microsoft Copilot Studio
  • Work with topics
  • Enhancing productivity with Generative AI
  • Test your agents
  • Publish agents and analyze performance
  • Exercise - Create an agent with Microsoft Copilot Studio
  • Check your knowledge
  • Summary


Design agent conversations using topics

Microsoft Copilot Studio uses topics, which are like small conversations related to a specific subject. A Microsoft Copilot Studio agent typically includes many topics. This module introduces you to topics, a conversation between a user and an agent, and how to create them.

  • Introduction
  • Overview of topics
  • Create and configure agent topics
  • Add conversation nodes to topics
  • Branch a topic
  • Manage topics
  • Work with entities
  • Work with variables in your Copilot Studio agent
  • Work with system topics
  • Topics in a Copilot Studio voice agent
  • Check your knowledge
  • Summary


Build intelligent agents in Microsoft Copilot Studio

This module shows how to build intelligent agents that provide contextual, relevant responses by leveraging knowledge sources and generative AI capabilities in Microsoft Copilot Studio.

  • Introduction
  • Create a knowledge agent
  • Add knowledge to an agent
  • Generative answers
  • Use generative answers in topics
  • Exercise - Build a knowledge-enabled agent
  • Check your knowledge
  • Summary


Add structured automation to agents in Microsoft Copilot Studio

Learn how to add structured automation to your Copilot Studio agents by using deterministic workflows as tools. You'll create workflow tools, add them to agents and topics, and validate their behavior in test sessions.

  • Introduction
  • Overview of Copilot Studio workflows as tools
  • Create Copilot Studio workflows as tools
  • Design Copilot Studio workflow tools
  • Add Copilot Studio workflows as tools to agents
  • Add Copilot Studio workflows as tools to topics
  • Test workflow tools in Copilot Studio
  • Module assessment
  • Summary