I will tell you How to create Copilot agents using Microsoft AI?
If you're wondering how to create Copilot agents with Microsoft AI, this guide will walk you through the process. Copilot Studio is an AI solution for businesses. With it, companies can create, customize, and deploy AI agents called Copilot to address specific business needs. It can also be integrated with Microsoft 365 apps like Teams, SharePoint, and Business Chat or external business systems, allowing users to automate tasks, manage workflows, and provide conversational support.How to create Copilot agents using Microsoft AI?
If you're wondering how to create Copilot agents with Microsoft AI, this guide will walk you through the process. Copilot Studio is an AI solution for businesses. With it, companies can create, customize, and deploy AI agents called Copilot to address specific business needs. It can also be integrated with Microsoft 365 apps like Teams, SharePoint, and Business Chat or external business systems, allowing users to automate tasks, manage workflows, and provide conversational support.
How to create Copilot agents with Microsoft AI?
Follow these steps to create a Copilot agent for yourself. To get started, you'll need a Microsoft account and some money.
- Access Copilot Studio
- Define the purpose
- Create your Copilot
- Add a knowledge source
- Publish your agent
Try it out with different options; it also offers a demo that you can use.
1] Access Copilot Studio
To start using Copilot Studio, you'll first need to sign up for the service. To access it, you'll need your Microsoft 365 account, which will cost you $200/month for up to 25,000 messages/month. You can also try the free trial if you're not sure if the paid plan is right for your needs.
To sign up, go to Microsoft Copilot Studio and use your account.
2] Define the purpose
Once you've signed up for the service, the next step is to define Copilot's purpose or the task you want to use it for. Do you want to use it to manage customer queries? HR automation? Or IT support?
Once you've decided on the purpose of your Copilot, move on to the next step.
3] Create your Copilot
- First, go to the Copilot Studio homepage.
- Click the Create button on the left navigation and then select the Agents page. Alternatively, you can select + New Agent on the Agents page.
- Then, type a message to write to your agent or you can continue with the setup and fill out the form.
- After that, click on the Create button to create your Copilot.
- Once you have created your agent, start chatting with him and see how he responds to your queries. You will also have to modify your agent based on the results you get.
- To edit your AI agent, select your agent from the Agents tab. Then, select Edit, rewrite the agent description in the Details section of the Overview tab, and test it again.
4] Add a Knowledge Source
To improve your Agent, you will also have to provide him with some knowledge sources from which he can learn data and respond to your queries. To do so, follow these steps:
- First, go to the Agents tab and select your Agent.
- Go to the Overview tab in the Knowledge section and select Add Knowledge.
- If you choose the website, enter the URL and click on the Add button. You need to download PDF files.
- Also, after adding a knowledge source, you can continue enjoying the level.
Once you've added your knowledge sources, test your agent again to see if it produces satisfactory results.
5] Publish your agent
Once you're happy with your Copilot agent, the next step is to publish it. To publish the agent, follow these steps:
- At the top of the page, select Publish > Publish > Publish this agent. If publishing is successful, a green banner will appear.
- Then, click Go to demo website in the overflow menu.
- You can now share the link with others to test it out or start using it.
This is how you can create a Copilot agent with Microsoft AI. Apart from this quick tutorial, there's a lot more to do. Read the official Microsoft guides to get a detailed idea and try it out yourself.
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