Building your first Copilot agent

Working with Microsoft Copilot

Susanth Sutheesh

Copilot Solution Engineer

What is Agent Builder?

  • Create custom Copilots that understand your business content
  • Build specialized Copilots for specific tasks or domains

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Working with Microsoft Copilot

What is Agent Builder?

  • Create custom Copilots that understand your business content
  • Build specialized Copilots for specific tasks or domains
  • Available only in enterprise-level Microsoft 365 Copilot plans
  • Shape Copilot into a team-specific expert tailored to your needs

 

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Working with Microsoft Copilot

What's involved in building an agent

 

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Give your agent a name that reflects its purpose

Working with Microsoft Copilot

What's involved in building an agent

 

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Write a clear description of what it should do

Working with Microsoft Copilot

What's involved in building an agent

 

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Add one or more knowledge sources to ground its answers

Working with Microsoft Copilot

Plan your agent with GCSE

  • Goal: What do you want the agent to do?
  • Context: Who will use it and why?
  • Source: What content should it rely on (e.g., a SharePoint site)?
  • Expectation: How should responses be formatted?

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Working with Microsoft Copilot

Plan your agent with GCSE

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  • Agents are persistent, so clear Goals and Sources are key
  • The GCSE framework keeps agents focused and reliable
Working with Microsoft Copilot

DEMO VIDEO

Working with Microsoft Copilot

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Working with Microsoft Copilot

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Working with Microsoft Copilot

Let's practice!

Working with Microsoft Copilot

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