AI Agents and Copilot Studio Fundamentals
This training provides students with an introduction to creating AI agents and custom Copilot chat bots by building a foundation of knowledge of the key features and concepts in Microsoft Copilot Studio.
Description
This course provides students with an introduction to creating AI agents and custom Copilot chat bots by building a foundation of knowledge and understanding of the key features and concepts in Microsoft Copilot Studio.
This includes the skills needed to create, test, edit and publish custom Copilot chat bots, as well as manage custom Copilots in your organization.
Students will learn important best practice skills including how to proficiently work in Microsoft Copilot Studio, to create and analyze the performance of a custom Copilot bot.
Audience profile
This course has been designed for users and creators of custom Copilots in the Microsoft Copilot Studio.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Copilot Studio.
At course completion
After completing this course, students will be able to:
- Set up a Microsoft Copilot Studio Environment.
- Create a custom Copilot that connects to your organization data.
- Build and test a custom Copilot.
- Publish a custom Copilot to internal and external users.
- Analyze your Copilot performance and behavior.
Course Outline
Module 1: Introduction
This module provides an introduction to the lab environment and lab settings.
Lessons
- Set up your hands-on lab
- Sign in and set up Copilot Studio
- Copilot Studio Orientation
Lab 1: Set up your Lab Environment
Module 2: Creating a Custom Copilot Agent
This module will provide the user with the skills needed to create, edit and publish a custom Copilot chat bot.
Lessons
- Explore and edit existing Agents
- Create your own Agent
- Create Topics for your Agent
- Connect Agents to you organization data
- Publish and test your Agent
- Analyze Agent Performance
Lab 1: Create an Agent in Copilot Studio
Module 3: Working with Copilot Studio
This module will provide the user with the skills needed to manage Agents in Copilot Studio.
Lessons
- Security and licensing considerations
- Leveraging AI automation in Power Automate
- Working with Copilot Studio advanced features
- Create a Customer Service Agent
Lab 1: Managing Agents in Copilot Studio
Lab 2: Create a Customer Service Agent for your Website
Prerequisites
No previous experience of Copilot Studio is needed to sit this course. This course applies to end users and provides a foundation for subsequent learning and courses.