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YouTube

How to Use Microsoft Copilot Studio - Step-by-Step Tutorial

Kevin Stratvert via YouTube

Overview

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Master Microsoft Copilot Studio through this comprehensive 20-minute tutorial that demonstrates how to build custom AI agents without any coding experience. Follow along as you create a complete customer service agent called Chipbot for a fictional cookie company, learning every essential feature from initial setup to deployment. Discover how to access both the simple and advanced versions of Copilot Studio, explore built-in AI agents, and understand the key differences between ChatGPT and Copilot agents. Learn to create agents from scratch by providing context and knowledge sources, configuring settings and profile images, uploading FAQ documents, and setting up agent capabilities with suggested prompts. Test your agent's responses before publishing it to your organization, then advance to sophisticated features like adding data sources, toggling web search, integrating email tools, using activity maps, and creating automated triggers for incoming emails. Explore how to enable multiple channels including Teams, web interfaces, and Slack, while monitoring activity and usage analytics to optimize performance. Gain practical experience with Power Automate integration, database connections, and 24/7 automated workflows that can transform customer support, research tasks, and business processes across your organization.

Syllabus

00:00 - Intro: What is Microsoft Copilot Studio?
00:39 - How to get Copilot Studio
00:54 - Explore Built-in AI Agents
01:37 - Difference Between ChatGPT and Copilot Agents
02:15 - Create a New Agent from Scratch
03:23 - Provide More Context & Knowledge Sources
04:40 - Configure Agent Settings & Adding a Profile Image
06:07 - Upload FAQ
07:07 - Set Agent Capabilities & Suggested Prompts
07:45 - Test Agent Responses
08:19 - Publish Your Agent to Your Org
09:04 - Switch to Advanced Copilot Studio
09:54 - Add Advanced Data Sources
10:53 - Toggle Web Search
11:10 - Use Tools: Send an Email
14:49 - Use the Activity Map
15:17 - Create a Trigger for Incoming Emails
17:53 - Publish Your Agent
18:22 - Enable Channels Teams, Web, Slack, etc.
18:47 - Monitor Activity & Usage Analytics
19:43 - Wrap Up

Taught by

Kevin Stratvert

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