Quick summary
Microsoft Copilot Studio lets you build and deploy custom AI agents without writing code, using a guided interface to configure triggers, knowledge sources, tools, and topics. This step-by-step walkthrough covers everything from creating a blank agent to publishing it for use across your organization.
Steps
- Open Microsoft Copilot Studio and navigate to the Agents section.
- Click + Create blank agent to start building a new agent from scratch.
- Enter a unique name for your agent in the name field.
- Customize the agent icon and add a description to identify its purpose.
- Select the AI model your agent will use for reasoning and generating responses.
- Click + Add trigger to define the events that will activate your agent.
- Choose a feature to activate from the available options for your agent.
- Add instructions for your agent, or click Edit to refine existing guidance.
- Click + Add Knowledge to connect a data source your agent will reference.
- Click + Add tool to enable your agent to complete specific tasks.
- Press + Add agent to integrate an additional agent into your workflow.
- Click + Add topic to set conversation topics that control agent responses.
- Use the test chat panel to preview and validate your agent's behavior.
- Click Publish to deploy your agent and make it available to users.
