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Microsoft

Create agents in Microsoft Copilot Studio

Microsoft via Microsoft Learn

Overview

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  • In this module, you're introduced to key concepts to build a basic Microsoft Copilot Studio agent.

    This module explains how to:

    • Create agents.
    • Test agents.
    • Analyze performance.
  • This module you're introduced to the basic principles of topics such as trigger phrases and conversation paths and how to create them.

    This module explains how to:

    • Use topics to create and manage conversation paths in an agent.
    • Work with topic triggers and conversation nodes.
    • Add branching to a topic.
    • Use system topics and create topics from content.
    • Set up fall-back topics to handle unrecognized user input.
  • Learn about working with entities and variables.

    In this module, you will:

    • Understand entities and custom entities.
    • Learn about variables across topics.
  • This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents.

    In this module, you will:

    • Initiate Power Automate flows directly from topics in your agent.
    • Configure agent to pass conversations to applications such as Omnichannel for Customer Service.
    • Extract content from support pages and configure it into agent topics that you can use in conversations.
  • Discover how Microsoft Copilot Studio and Dataverse for Teams enable quick access to information, enhancing decision-making and cost-efficiency.

    In this module, you will:

    • Learn how to create an agent.
    • Discover how the agent can call Microsoft Copilot Studio to retrieve data from Dataverse for Teams.
    • Publish the agent to your team or the whole company.

Syllabus

  • Get started with Microsoft Copilot Studio
    • Introduction
    • Get started working with environments
    • Create agents and work with the Microsoft Copilot Studio interface
    • Create agents in Microsoft Copilot Studio
    • Create 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
  • Manage topics in Microsoft Copilot Studio
    • Introduction
    • Work with agent topics
    • Bot Framework Skills
    • Branch a topic
    • Create topics for existing support content
    • Work with system fallback topics
    • Manage topics
    • Check your knowledge
    • Summary
  • Work with entities and variables in Microsoft Copilot Studio
    • Introduction
    • Work with entities
    • Custom entities
    • Use entities in conversations
    • Work with variables
    • Reuse variables across topics
    • Check your knowledge
    • Summary
  • Enhance Microsoft Copilot Studio agents
    • Introduction
    • Use Power Automate to add actions
    • Agent actions
    • Transfer conversations to agents by using Omnichannel for Customer Service
    • Create topics for existing support content
    • Trigger types
    • Analyze agent performance
    • Check your knowledge
    • Summary
  • Create an agent with Microsoft Copilot Studio and Dataverse for Teams
    • Introduction
    • Create your first agent
    • Create and modify topics
    • Add inputs, variables, and conditions
    • Call an action to pull in Dataverse for Teams data
    • Publish and share your new agent
    • Check your knowledge
    • Summary

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