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Microsoft

Create agents in Microsoft Copilot Studio

Microsoft via Microsoft Learn

Overview

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  • This module introduces you to the foundational concepts for creating conversational agents using Microsoft Copilot Studio. It explains how Copilot Studio enables organizations to rapidly design and deploy AI‑powered agents that customers and employees can interact with across various scenarios.

    By the end of this module, you learn to:

    • Create agents
    • Work with topics
    • Use Generative AI in your agents
    • Test agents
    • Analyze performance
  • This module you're introduced topics, a conversation between a user and an agent, 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.
    • Work with conversation nodes.
    • Add branching to a topic.
    • Manage topics.
    • Work with variables.
    • Work with entities.
    • Work with system topics.
  • Learn how to build intelligent agents by adding knowledge sources to provide contextual, relevant responses in Microsoft Copilot Studio.

    This module explains how to build intelligent agents by covering:

    • Knowledge sources and their impact on agent intelligence.
    • How to configure knowledge sources to create smarter agents.
    • Generative answers for contextual responses.
    • Conversational boosting for enhanced interactions.
  • Learn how to add structured automation to Copilot Studio agents by using workflows as tools at the agent and topic levels.

    After completing this module, you will be able to:

    • Explain how workflow tools add structured automation to Copilot Studio agents.
    • Create and configure Copilot Studio workflows as tools.
    • Add workflow tools at both the agent and topic levels.
    • Use input and output variables to pass data between topics and workflows.
    • Test and validate workflow tool behavior by using the activity map and run history.

Syllabus

  • Get started with 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
    • 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
    • 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
    • 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

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