Overview - Microsoft Copilot Studio

Introduction

• Microsoft Copilot Studio is a graphical, low-code tool.
• It is designed for creating agents and building automation with Power Automate.
• It extends Microsoft 365 Copilot with enterprise data and scenarios.

Key Features

• Integration: Connects to data sources using prebuilt or custom plugins.
• Low-Code Accessibility: Makes AI tools accessible to users without technical backgrounds.
• AI Agents:
  • Handle complex interactions and tasks autonomously.
  • Use language models, instructions, context, and triggers.
  • Engage across multiple platforms (web, mobile, Teams).

What is an Agent?

• Agents are AI companions able to:
  • Resolve complex issues and determine actions based on context.
  • Interact across various platforms like websites, mobile apps, Teams.
  • Improve productivity by assisting users and organizations.
• Examples:
  • Sales support, store information, employee benefits, health tracking.

Accessing Copilot Studio

• Available as a web app and within Microsoft Teams.
  • Web App Use Cases:
    • IT admins creating customer-interacting agents.
    • Users exploring advanced agent concepts.
  • Teams App Use Cases:
    • Employees answering common questions.
    • Quick distribution of internal agents.

Planning Your Agent

• Extend Microsoft 365 Copilot:
  • Declare instructions, actions, knowledge for task-specific copilot.
  • Utilize Copilot orchestrator for custom chat experiences.
• Create an Agent:
  • Describe agent requirements in plain language.
  • Integrate company data, create customized solutions.
  • Suitable for developers creating custom branded solutions.

Important Considerations

• Not intended for medical use or as a substitute for professional advice.
• Users are responsible for agent design and deployment.
• Agents should not be used for emergencies.

Related Content

• AI-based agent authoring overview.
• Create and delete agents.
• Create and edit topics.
• Publishing and deploying agents.
• Agent analytics overview.

Additional Resources

• Explore training and documentation for further learning.