In this module, you explored how Microsoft 365 Copilot Chat enables the rapid creation and customization of intelligent agents. You began by learning how to navigate Copilot Chat, understand its agent creation capabilities, and identify licensing requirements.

You then used Copilot Studio to create an agent from a prebuilt template, experimenting with configuration options such as agent instructions and starter prompts. Finally, you built a custom support agent from scratch, defining clear behavior rules, relevant prompts, and a usable knowledge source.

🗝️ Key Takeaways

• Copilot Chat provides an accessible way to create AI-powered agents directly within Microsoft 365.
• Agent templates allow you to quickly get started with agents tailored to specific roles and workflows.
• Custom agents offer precise control over instructions, user interactions, and visibility.
• Copilot Pages make it easy to capture, refine, and share AI-generated responses.

▶️ Next Steps

Now that you’ve mastered the basics of agent creation in Copilot Chat, you’ll explore Copilot Studio in the next module. There, you’ll create and customize a Contoso Coffee agent for internal use, with advanced features such as:

• Integration with Dataverse
• Use of AI-based knowledge
• Orchestration modes

With your new understanding of custom agent creation in Copilot Chat, you can now leverage data from employee handbooks, product catalogs, or administrative regulations to provide clear and concise instructions to internal staff to serve customers more efficiently. Try uploading your employee onboarding manual into a new agent to experiment with simplified responses about your own organization.