Exercise – Onboard an agent

  • 5 minutes

In this exercise, you play the role of Hannah, a procurement manager with an agent maker/developer role. You discover the agents you need and request an instance of an agent. You identify approved agent templates in your Microsoft 365 tenant.

Agent templates are preconfigured templates for AI-powered Agent 365 agents in Microsoft 365. These templates define the agent’s capabilities, identity, and compliance settings. After admin approval, users can add and configure agents (also known as onboard agents) to automate tasks and enhance team productivity.

Users can discover approved agent templates, create agents and, onboard them in their Microsoft 365 tenant to automate tasks and enhance team productivity.

Prerequisites

  • You need admin approval for your request in the Microsoft 365 admin center before creating an agent.

  • You need a "Microsoft Agent 365 Frontier" subscription enabled by the tenant administrator in the Microsoft 365 admin center. This 25-user subscription allows you to use autonomous agents.

Create and request activation of an agent

  1. Go to Microsoft Teams application.

  2. In the left navigation, select (+) Apps.

  3. In the Featured node, select Agents for your team.

  4. Select the Procurement agent.

  5. Review the agent details.

    • Description and skills

    • Developer information

    • Required licenses and policies

  6. Select Request.

    This action sends a request to the admin for approval.

  7. Once activated with licenses and policies, select Create.

  8. Configure the agent:

    • Agent icon: The icon that appears for the agent.

    • Name : Zava Procurement Agent

    • Agent description: Zava Procurement Agent helps procurement teams automate purchase requests and manage supplier queries with real-time Enterprise Resource Planning insights.

  9. Select Save.