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Copilot (licence) - Create an agent with Copilot Studio Tutorial

Unlock the potential of AI with our guide on 'Create an Agent with Copilot Studio'. Discover how to tailor agents for various needs by configuring their goals, tone, and tasks. Learn to incorporate knowledge sources seamlessly to enhance responses. Don't miss out on mastering this innovative tool for your projects!

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you will find managed assistance and templates.

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The former are ready to use assistance that you

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can install and configure by setting up their connections.

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As their name suggests,

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they are managed by Microsoft,

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which means they automatically receive updates as soon as they become available.

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Templates on the other hand,

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serve as examples of agents designed for different situations.

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For each one you can review the basic instructions

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and adjust the settings to suit your needs.

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Here you are responsible for the agent's development.

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By clicking on create blank agent,

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you access the configuration page.

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You will then need to give your agent a name,

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choose an icon to represent it,

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describe its mission,

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specify what it should do,

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indicate its target audience,

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and define its primary goal.

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Select the default language model to be

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used with each model's benefits clearly explained.

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Note that to access other models such as Cloud,

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the IT administrator must approve their availability.

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Write its instructions,

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specify the task it must perform,

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and define the role it should assume.

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It is also important to determine the tone and format of its responses.

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The idea is to guide its responses as precisely as possible

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so they meet your expectations.

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By clicking on the knowledge tab,

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a window opens displaying the available information sources.

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You can connect the assistant to SharePoint or

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to websites provided they are indexed by Bing,

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so the AI can access them.

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Tools are the building blocks that enable

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your agent to interact with external systems.

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They extend its capabilities and give it the ability to perform actions.

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You can also use event triggers,

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allowing your agents to react automatically

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when something happens in another system.

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You then define what the agent should do

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either follow a sequence of specific actions

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or receive instructions that let it choose the most appropriate response itself.

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Whether responding to a user or reacting to an automatic event,

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co-pilot studio also allows you to enhance

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your assistance by linking them together.

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They can pass user requests to one another or respond automatically to events.

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The topic section defines the flow of a conversation.

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It organizes how the assistant responds to user questions.

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You can configure up to 6 suggested prompts that users

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can select to start a conversation with your agent.

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Finally,

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the agent is automatically saved as you make changes,

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and you can test the result in the right hand panel.

Mandarine AI: WHAT YOU SHOULD KNOW

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