Microsoft 365 Copilot Chat makes it easy to create intelligent, task-specific agents that enhance productivity across your organization. In this module, you will explore the basics of creating agents with Microsoft 365 Copilot Chat and gradually move toward advanced customization in Copilot Studio.

This module includes three exercises:

• Exercise 1 – Exploring Copilot Chat
• Exercise 2 – Using Copilot Chat Agent Templates
• Exercise 3 – Creating a Custom Agent

Customer Service Scenario for Coffee Machines

Imagine you work for Contoso Coffee, a company that distributes premium coffee machines to businesses worldwide. The organization wants to create a custom agent and standardize its customer service processes to make Contoso’s return policies easier to understand. Contoso also wants to simplify responses to emails and order cancellation requests from its customers and create a bot to automatically reply to emails.

Setup and Access
To get started, make sure your tenant has access through a Pay-As-You-Go billing plan or a Microsoft 365 Copilot subscription.

Check Your License
To verify the licenses your tenant has access to, go to the Microsoft 365 Admin Center.
In the admin center, go to the Active Users menu under Users in the left navigation menu, then select the user you will sign in with.
Once the user is selected, in the right-hand side menu, go to the Licenses and Apps tab.
Under Licenses and Apps, you can see which licenses are applied to your account.
The Billing tab in the left menu displays capacity and product license information at the tenant level.

Users with a Microsoft 365 Copilot license have the Copilot Studio functionality of Copilot Chat enabled by default.
Users without this license must set up a Pay-As-You-Go billing plan through the Microsoft 365 Admin Center or the Power Platform Admin Center.

If You Are Attending an Instructor-Led Workshop
If you are attending an instructor-led “Agent in a Day” event, the instructor may provide you with a preconfigured tenant to use.
This tenant will have a Microsoft 365 Copilot license and a Microsoft Copilot Studio license, giving you access to all Microsoft 365 Copilot Chat features used in this module.

Accessing Microsoft 365 Copilot Chat
You can access Microsoft 365 Copilot Chat by going to Copilot Chat and signing in with your credentials.
First-use experiences may be offered in the app to help you during your first launch, and you can review them before starting the other exercises.

About Copilot Studio
Creating agents in Copilot Chat is based on Copilot Studio, a technology built on the Copilot Studio architecture.
You can find more information about creating and managing agents in Copilot Chat in the Microsoft 365 Copilot Chat agent documentation.

What You Will Learn

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

• Understand what Copilot Chat is and how it fits into the Microsoft 365 ecosystem.
• Create and customize agents using natural language and guided configuration tools.
• Use preconfigured templates to quickly create agents for common business scenarios.
• Create your own custom agent with detailed instructions, starter prompts, and knowledge sources.
• Test and refine interactions with your agent directly in Copilot Chat.
• Capture and share AI-generated content using Copilot Pages.

Next Unit: Copilot Chat