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
Learn how to build custom agent by using Microsoft Copilot Studio.
This module explains the following concepts:
- Microsoft Copilot Studio
- Generative AI features
- How to build an agent by using Microsoft Copilot Studio
- Deploy an agent
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.
Learn the techniques and best practices that help to create agents that users want to interact with.
In this module, you'll:
- Examine techniques for planning agents.
- Explore design elements for creating successful agents.
- Review the different conversation types and why they're important.
- Examine best practices for creating good trigger phrases.
- Explore different techniques for building conversational agents.
- Review how to use analytics to improve your agent performance.

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
Build an initial agent with Microsoft Copilot Studio
- Introduction
- Agent creation
- Agent creation using conversational builder
- Generative Answers
- Deploy agents
- 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
Build effective agents with Microsoft Copilot Studio
- Introduction
- Use cases
- Plan for agents
- Topics
- Design your agent
- Build solutions
- Build a conversational agent
- Validate and iterate on your design
- Check your knowledge
- Summary