Build your first agent in Microsoft 365 Copilot Chat

Beginner
Administrator
Business Leader
Business Owner
Business User
Technology Manager
Microsoft 365 Copilot

Create and refine your first agent in Microsoft 365 Copilot Chat by defining its purpose, instructions, knowledge, and expected output.

Learning objectives

By the end of this module, you'll be able to:

  • Identify a focused, repeatable task that is appropriate for a first agent.
  • Create an agent in Microsoft 365 Copilot Chat by defining its purpose, instructions, knowledge, and expected output.
  • Test an agent with typical, incomplete, and out-of-scope requests.
  • Refine an agent's instructions based on the results of testing.

Prerequisites

  • None