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Copilot (licence) - Configure a Copilot Agent Tutorial

Unlock the potential of your SharePoint library with our video on how to configure a CoPilot agent! Discover step-by-step how to create a customized conversational agent that simplifies finding training materials. Learn to personalize your agent, set up prompts, and efficiently retrieve PowerPoint files. Experience seamless automation tailored for your organization!

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Available in AI - Artificial Intelligence

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and easily create a specialized conversational agent

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directly within co-pilot chat.

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Imagine you have a disorganized SharePoint library

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and you want to easily find training PowerPoint documents

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based on software and themes

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without having to open them one by one.

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Here's how to proceed.

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First,

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in co-pilot chat,

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click on create an agent.

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You will have two options.

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For this exercise,

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we will go through manual configuration.

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Begin by personalizing your agent.

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For the logo,

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since your agent will be accessible in co-pilot chat,

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it needs to be immediately recognizable.

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Therefore,

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upload a pre-prepared image.

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Choose a name for your agent,

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such as PPT search engine.

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For the description indicated subjective.

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For example,

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to list PowerPoint files based on software and subject.

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Next,

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move on to the core of the agent,

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the instructions.

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Write a detailed prompt to explain exactly what you expect the agent to do.

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For example,

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retrieve PowerPoint files based on software and subject.

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Create a bullet point list of the topics covered in each file,

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excluding the welcome,

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introduction,

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and conclusion.

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Also display the title of PowerPoint.

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If you cannot find it,

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respond that this subject has not been addressed yet.

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Then define the knowledge sources.

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If your agent needs to rely on your SharePoint library,

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select the site.

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You can add up to 20 different sources.

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The list of supported file types is indicated next to it.

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Disable web content access so that it does not search elsewhere.

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Actions are not yet available.

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If you don't want this agent to generate images or interpret code,

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leave these options disabled.

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Finally,

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the start prompt allows you to suggest example questions

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that can be asked to the agent,

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such as,

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find the PowerPoint on Excel that talks about the X lookup function.

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Before finalizing,

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test the agent in preview.

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If the result is not satisfactory,

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adjust the instructions and try again.

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Once everything works as expected,

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validate the creation.

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From now on,

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this agent is available for your personal use in co-pilot chat.

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With co-pilot agent,

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you can easily automate tasks and provide efficient,

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personalized support accessible to the entire company.

Mandarine AI: WHAT YOU SHOULD KNOW

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