WEBVTT 00:00:00.000 --> 00:00:02.500 Today we're going to talk about co -pilot agents. 00:00:02.859 --> 00:00:06.080 What are they? How do they work? Where can you 00:00:06.080 --> 00:00:10.019 find them? And we'll even build some. Co -pilot 00:00:10.019 --> 00:00:12.800 just turned one years old and agents are the 00:00:12.800 --> 00:00:16.199 future. My name is Shervin Shafi and I'm a co 00:00:16.199 --> 00:00:19.140 -pilot principal technical specialist at Microsoft. 00:00:19.559 --> 00:00:30.140 Welcome to Collaboration Simplified. Let's look 00:00:30.140 --> 00:00:33.039 at Copilot and Agents in a little bit more detail 00:00:33.039 --> 00:00:35.939 before we jump into a demo and even build some 00:00:35.939 --> 00:00:38.899 ourselves. Copilot really loves to embed itself 00:00:38.899 --> 00:00:41.899 into your business process. And the whole idea 00:00:41.899 --> 00:00:45.280 is how can we zoom in on a particular business 00:00:45.280 --> 00:00:49.500 process and automate it using Copilot and artificial 00:00:49.500 --> 00:00:53.219 intelligence. In your company, you probably have 00:00:53.219 --> 00:00:55.640 a lot of different lines of business like legal, 00:00:55.759 --> 00:00:58.600 marketing, finance, HR, customer service, and 00:00:58.600 --> 00:01:00.899 sales. And these different lines of businesses 00:01:00.899 --> 00:01:04.739 probably have different workflows that are ripe 00:01:04.739 --> 00:01:08.340 for automation using AI. Take IT, for example. 00:01:08.540 --> 00:01:11.379 You're probably opening up a help desk ticket 00:01:11.379 --> 00:01:13.099 because you have an issue with your computer. 00:01:13.260 --> 00:01:17.129 How could you automate that flow? Or in HR. Maybe 00:01:17.129 --> 00:01:19.709 you're asking a question from your HR team about 00:01:19.709 --> 00:01:22.930 your benefits or your vacation. And so there 00:01:22.930 --> 00:01:25.390 is an opportunity there to automate that flow 00:01:25.390 --> 00:01:29.790 using AI as well. Now, agents come in a spectrum. 00:01:30.069 --> 00:01:33.670 And the spectrum is going from simple on the 00:01:33.670 --> 00:01:36.549 left -hand side all the way to more complex and 00:01:36.549 --> 00:01:38.790 advanced on the right -hand side. And there are 00:01:38.790 --> 00:01:40.890 really three different categories of agents. 00:01:41.469 --> 00:01:46.019 Agents that focus on retrieval. And these are 00:01:46.019 --> 00:01:48.959 simple agents that are generally available today. 00:01:49.340 --> 00:01:52.700 They're working based on grounded data that exists 00:01:52.700 --> 00:01:55.379 inside your tenant. They reason over the data. 00:01:55.480 --> 00:01:58.760 They summarize it, answer questions. Simple enough, 00:01:58.859 --> 00:02:01.819 and we'll look at these ourselves. Then you have 00:02:01.819 --> 00:02:05.140 more task -oriented agents. These are basically 00:02:05.140 --> 00:02:08.039 taking action based on questions that you ask 00:02:08.039 --> 00:02:11.400 them. And they're working on different workflows, 00:02:11.680 --> 00:02:14.569 replacing repetitive tasks. I'll give you some 00:02:14.569 --> 00:02:17.990 examples. And then on the right hand side, you 00:02:17.990 --> 00:02:20.870 have the more advanced autonomous agents, which 00:02:20.870 --> 00:02:23.650 are not out yet. But the whole idea is that they 00:02:23.650 --> 00:02:27.229 operate independently of human beings. And here 00:02:27.229 --> 00:02:29.289 you can actually have more autonomous agents 00:02:29.289 --> 00:02:32.009 than there are people inside your company because 00:02:32.009 --> 00:02:35.069 they're just running in the background, dynamically 00:02:35.069 --> 00:02:38.169 planning, orchestrating other agents and learning 00:02:38.169 --> 00:02:41.770 and escalating. Pretty awesome stuff coming in 00:02:41.770 --> 00:02:45.000 the next few months, hopefully. Now, let's look 00:02:45.000 --> 00:02:47.560 at some examples of this and we'll jump into 00:02:47.560 --> 00:02:51.120 a demo very soon. On the right -hand side, on 00:02:51.120 --> 00:02:54.639 the simpler side, we have an IT help desk agent 00:02:54.639 --> 00:02:57.319 that you can just simply ask it questions and 00:02:57.319 --> 00:02:59.580 it can access a knowledge base and provide you 00:02:59.580 --> 00:03:02.800 responses. Or maybe you have a project tracker 00:03:02.800 --> 00:03:05.919 that basically is able to provide you the status 00:03:05.919 --> 00:03:09.060 update. of a certain project based on owners 00:03:09.060 --> 00:03:11.639 and action items it's accessing a project plan 00:03:11.639 --> 00:03:14.780 or an excel spreadsheet on the back end and then 00:03:14.780 --> 00:03:18.460 using biz chat providing you those answers but 00:03:18.460 --> 00:03:22.080 on the intermediate side we have this it help 00:03:22.080 --> 00:03:24.860 desk where if you have a laptop that needs to 00:03:24.860 --> 00:03:28.919 be refreshed it knows that you're able to get 00:03:28.919 --> 00:03:31.340 a new laptop because it's time and it gives you 00:03:31.340 --> 00:03:34.659 options of the types of laptops that are available 00:03:34.659 --> 00:03:37.719 to you. Or maybe on the budget management agent 00:03:37.719 --> 00:03:41.639 side, this is an intermediate agent that reviews 00:03:41.639 --> 00:03:44.979 outstanding POs and begins some financial planning. 00:03:45.439 --> 00:03:48.759 Solid examples, but what about these autonomous 00:03:48.759 --> 00:03:51.819 agents? On the right -hand side, we have a lead 00:03:51.819 --> 00:03:54.580 generation agent that's automatically running 00:03:54.580 --> 00:03:57.599 in the background and identifying and researching 00:03:57.599 --> 00:04:02.090 15 new leads. for you to review based on criteria 00:04:02.090 --> 00:04:04.710 that you've programmed in the agent. And also 00:04:04.710 --> 00:04:07.590 maybe a customer support agent that is basically 00:04:07.590 --> 00:04:10.830 identifying new support issues and triaging them 00:04:10.830 --> 00:04:13.750 to other agents that are able to autonomously 00:04:13.750 --> 00:04:16.089 work on them and come to resolution for you. 00:04:16.209 --> 00:04:18.490 Those are examples of different types of agents. 00:04:18.670 --> 00:04:21.470 We'll do a demo of some of them soon. And finally, 00:04:21.490 --> 00:04:23.089 I'll wrap by saying that there are different 00:04:23.089 --> 00:04:26.029 agent tools where you can build them. We have 00:04:26.029 --> 00:04:28.870 no code. And on the more advanced side, we have 00:04:28.870 --> 00:04:33.189 Pro Code. And so on the simple side, for people 00:04:33.189 --> 00:04:36.089 that are not really programmers, myself included, 00:04:36.370 --> 00:04:39.689 we can use tools like Agent Builder that exists 00:04:39.689 --> 00:04:43.350 inside Teams to develop the simple agents. And 00:04:43.350 --> 00:04:46.329 a little bit more complex, you can use tools 00:04:46.329 --> 00:04:50.269 like Copilot Studio to create those intermediate 00:04:50.269 --> 00:04:53.399 agents. I've actually done a video on how to 00:04:53.399 --> 00:04:57.120 use Copilot Studio to connect Copilot to ServiceNow 00:04:57.120 --> 00:05:00.680 in the past. And then also, if you want to get 00:05:00.680 --> 00:05:03.699 fancy and you're more on the programming side, 00:05:03.759 --> 00:05:06.540 on the pro code side, this is the tool that you 00:05:06.540 --> 00:05:08.699 need for the autonomous agents. So definitely 00:05:08.699 --> 00:05:11.720 skill up on Copilot Studio and Azure AI Studio 00:05:11.720 --> 00:05:15.019 if you want to build your own autonomous agents. 00:05:15.139 --> 00:05:21.399 So with that, let's jump into a demo. All right, 00:05:21.480 --> 00:05:23.339 now let's get to the fun stuff. We're going to 00:05:23.339 --> 00:05:26.600 build agents and learn this together. So what 00:05:26.600 --> 00:05:30.819 you're looking at is my Teams environment. And 00:05:30.819 --> 00:05:34.560 on the left rail here, I have Copilot pinned. 00:05:35.540 --> 00:05:39.920 So we're inside Copilot. We're basically in the 00:05:39.920 --> 00:05:43.600 work tab versus the web tab, right? Because work 00:05:43.600 --> 00:05:47.019 allows us to be signed in, have access to all 00:05:47.019 --> 00:05:50.230 our documents, our graph API. all the wonderful 00:05:50.230 --> 00:05:53.490 Microsoft applications, Teams being one of them. 00:05:54.069 --> 00:05:57.930 And the next thing you'll notice is on the right 00:05:57.930 --> 00:06:01.610 -hand side over here, there's an arrow. And when 00:06:01.610 --> 00:06:04.470 I select that arrow, it opens up this pane where 00:06:04.470 --> 00:06:09.149 you'll see Copilot, Visual Creator, Get Copilot 00:06:09.149 --> 00:06:12.810 Agents, and also Create Agents. And then also 00:06:12.810 --> 00:06:14.850 the chat history where I can click on Show More 00:06:14.850 --> 00:06:17.490 to get more information on my previous chats. 00:06:18.269 --> 00:06:20.490 we've talked about bookmarking your chats and 00:06:20.490 --> 00:06:25.610 scheduling in previous content now the most simple 00:06:25.610 --> 00:06:30.990 thing to do is click on get copilot agents what 00:06:30.990 --> 00:06:33.990 this does is it opens up the applications on 00:06:33.990 --> 00:06:36.290 the left hand side and it takes you to copilot 00:06:36.290 --> 00:06:38.829 agents it just kind of fast tracks that for you 00:06:38.829 --> 00:06:41.930 and here you'll notice a variety of different 00:06:41.930 --> 00:06:45.529 agents you'll see agents that are created by 00:06:45.529 --> 00:06:49.240 microsoft And you'll see agents that are created 00:06:49.240 --> 00:06:52.279 by other companies, third -party to Microsoft. 00:06:53.439 --> 00:06:57.139 And depending on your IT team and what's published 00:06:57.139 --> 00:07:00.660 to you, you may see more or less or none of these. 00:07:00.740 --> 00:07:03.860 It just depends on your own environment. But 00:07:03.860 --> 00:07:05.980 what I'm going to do here, since we clicked on 00:07:05.980 --> 00:07:08.579 Get Agents, is I'll just show you two that I 00:07:08.579 --> 00:07:12.279 found very interesting. One is this Copilot for 00:07:12.279 --> 00:07:15.160 Help Desk, which is basically that example we 00:07:15.160 --> 00:07:18.779 saw in the PowerPoint Essentially, you can ask 00:07:18.779 --> 00:07:22.480 questions from IT about your computer and so 00:07:22.480 --> 00:07:26.000 on. And then there's also this new hire onboarding 00:07:26.000 --> 00:07:28.079 one. So let's select the help desk and select 00:07:28.079 --> 00:07:32.399 add and click on add again. This basically adds 00:07:32.399 --> 00:07:35.459 the agent to my Copilot profile. I'm going to 00:07:35.459 --> 00:07:39.399 open it in Copilot. And pre -populated are all 00:07:39.399 --> 00:07:42.399 these different prompts that I can just select. 00:07:43.019 --> 00:07:45.420 But this one is a good one. Show my device status. 00:07:45.560 --> 00:07:49.639 I'll select that. And what is the compliance 00:07:49.639 --> 00:07:52.899 status of my devices, right? So let's see what 00:07:52.899 --> 00:07:55.360 it comes back with. So it looks like I'm compliant. 00:07:55.579 --> 00:07:59.160 Basically, I have two devices with Microsoft. 00:07:59.360 --> 00:08:03.759 I have my laptop. And I have this older iPhone 00:08:03.759 --> 00:08:07.860 mini, the 12 mini. Don't make fun. It still works 00:08:07.860 --> 00:08:10.839 great that I'm using. So obviously, everything 00:08:10.839 --> 00:08:14.620 is good on that side. Now I can select on select 00:08:14.620 --> 00:08:18.100 view prompts here and I can check other things 00:08:18.100 --> 00:08:20.399 like what's the status of a ticket that I have. 00:08:21.120 --> 00:08:24.000 The cool thing about this is it goes back to 00:08:24.000 --> 00:08:26.980 Microsoft's ticketing platform that the help 00:08:26.980 --> 00:08:30.759 desk uses and it'll come back and tell me about 00:08:30.759 --> 00:08:33.399 my ticket, my ticket number, status, all that 00:08:33.399 --> 00:08:35.980 stuff. I don't have any tickets at this moment 00:08:35.980 --> 00:08:38.740 so it basically comes back and it says you don't 00:08:38.740 --> 00:08:40.720 have any active support tickets which is good. 00:08:41.230 --> 00:08:45.190 So this is an example of an agent that's basically 00:08:45.190 --> 00:08:49.190 focusing on your help desk. So instead of wondering 00:08:49.190 --> 00:08:53.470 who to call, how to open a ticket, you just go 00:08:53.470 --> 00:08:56.509 to co -pilot help desk, this agent that you got, 00:08:56.710 --> 00:09:00.169 and then you interact with it in natural language. 00:09:00.690 --> 00:09:04.429 When you're done, if you want, you can select 00:09:04.429 --> 00:09:08.549 uninstall and get rid of it. Okay, now let's 00:09:08.549 --> 00:09:11.570 try getting another agent. So again, on the right 00:09:11.570 --> 00:09:14.330 hand side we're going to select get copilot agents 00:09:14.330 --> 00:09:17.889 it'll take us to the applications and i want 00:09:17.889 --> 00:09:21.110 to try this new hire onboarding one over here 00:09:21.110 --> 00:09:24.690 so i'm going to select add and i'm going to select 00:09:24.690 --> 00:09:28.690 add again and again this makes the agent available 00:09:28.690 --> 00:09:32.129 on my profile i'm going to select open and copilot 00:09:32.129 --> 00:09:35.789 and this is interesting so what's happened is 00:09:35.789 --> 00:09:38.070 we kind of talked about this before but if you 00:09:38.070 --> 00:09:42.399 look on the bottom here We have these four squares. 00:09:42.919 --> 00:09:46.379 And if you select on them, plugins basically 00:09:46.379 --> 00:09:49.799 are things that you can turn off and on here. 00:09:49.899 --> 00:09:51.860 So depending on different plugins that you have, 00:09:51.919 --> 00:09:53.940 I don't have many. I just have to add a bunch. 00:09:54.279 --> 00:09:57.700 But this one, the new hire, I just added. So 00:09:57.700 --> 00:10:01.840 I can unselect it. You can see it says new hire 00:10:01.840 --> 00:10:07.789 onboard is off. Or I can select it. and now it's 00:10:07.789 --> 00:10:11.789 on i can also turn off web so again just kind 00:10:11.789 --> 00:10:14.250 of focusing copilot on the knowledge sources 00:10:14.250 --> 00:10:17.350 don't let it go outside if you wanted to focus 00:10:17.350 --> 00:10:21.649 on specific content and again because we're focusing 00:10:21.649 --> 00:10:25.970 it on graph plus new ohio onboarding let's ask 00:10:25.970 --> 00:10:30.429 it a question with this agent on we'll ask it 00:10:30.429 --> 00:10:32.690 by the way i'm not a new hire i've been here 00:10:32.690 --> 00:10:36.320 about four years but let's ask it Do I have any 00:10:36.320 --> 00:10:43.440 new hire training to take? Maybe I missed something 00:10:43.440 --> 00:10:47.960 from four years ago. We'll see. Oh, good. So 00:10:47.960 --> 00:10:51.159 basically, it's come back and said, looks like 00:10:51.159 --> 00:10:53.940 there are no new hire training sessions currently 00:10:53.940 --> 00:10:57.000 assigned to you. That's good. Looks like I took 00:10:57.000 --> 00:11:00.139 all the courses that I should have. Can you tell 00:11:00.139 --> 00:11:05.629 me more about Perks Plus? I don't know if you 00:11:05.629 --> 00:11:07.710 guys have heard about this benefit that Microsoft 00:11:07.710 --> 00:11:10.850 has provided. It's called Perks Plus. Let's see 00:11:10.850 --> 00:11:15.370 what it says about it here. Sure. The program 00:11:15.370 --> 00:11:19.490 is designed to support your overall physical 00:11:19.490 --> 00:11:22.470 and mental and emotional financial well -being. 00:11:23.009 --> 00:11:27.769 What's covered is this. And Microsoft gives you 00:11:27.769 --> 00:11:31.049 reimbursement of this amount and so on and so 00:11:31.049 --> 00:11:34.269 forth. And then it takes you to... different 00:11:34.269 --> 00:11:36.149 locations you can go to get more information 00:11:36.149 --> 00:11:39.789 so basically if you have questions your new hire 00:11:39.789 --> 00:11:45.909 your onboarding hr benefits this is a good agent 00:11:45.909 --> 00:11:49.809 that you can create for your organization so 00:11:49.809 --> 00:11:52.750 we looked at two agents right that are pre -canned 00:11:52.750 --> 00:11:57.090 essentially onboarding and the help desk now 00:11:57.090 --> 00:12:00.350 let's look at a different way and a way where 00:12:00.350 --> 00:12:03.250 we can actually build agents ourselves in a simple 00:12:03.250 --> 00:12:06.370 no code environment by the way before i do that 00:12:06.370 --> 00:12:08.629 let me show you how to get rid of this agent 00:12:08.629 --> 00:12:11.330 because this agent if you simply just turn it 00:12:11.330 --> 00:12:13.830 off it turns it off but it's going to still be 00:12:13.830 --> 00:12:16.210 there right so if you don't want it what you 00:12:16.210 --> 00:12:18.830 do is you click on applications on the left hand 00:12:18.830 --> 00:12:22.830 side and then you go to manage your apps and 00:12:22.830 --> 00:12:26.350 here's all your apps all my apps at least and 00:12:26.350 --> 00:12:30.350 when i select the drop down and there's a little 00:12:30.350 --> 00:12:33.080 trash icon here On the right -hand side, I can 00:12:33.080 --> 00:12:35.639 select or remove it. And that's how you remove 00:12:35.639 --> 00:12:38.179 those types of applications versus the other 00:12:38.179 --> 00:12:44.700 agent. Now, let's go back to Copilot. And here, 00:12:44.740 --> 00:12:47.159 what I'm going to do is I'm going to select on 00:12:47.159 --> 00:12:54.480 Create Agent. Now, before we dive into this, 00:12:54.740 --> 00:12:58.139 I want to show you that up on top, first of all, 00:12:58.139 --> 00:13:02.100 you'll see that This is a sub -component of Copilot 00:13:02.100 --> 00:13:06.299 Studio that's been embedded inside Copilot that 00:13:06.299 --> 00:13:09.179 you can access from the browser, from inside 00:13:09.179 --> 00:13:15.139 Teams. And there's a section here, My Copilot 00:13:15.139 --> 00:13:18.500 Agents, that when I select the dropdown, it'll 00:13:18.500 --> 00:13:21.360 show you all the agents that I've created in 00:13:21.360 --> 00:13:24.539 the past. So if you create an agent here, you 00:13:24.539 --> 00:13:27.320 can always go back and select the pencil icon 00:13:27.320 --> 00:13:31.740 to edit it so just fyi because that was that's 00:13:31.740 --> 00:13:33.240 kind of hard to find if you don't know about 00:13:33.240 --> 00:13:38.120 this now going back to creating the agent you 00:13:38.120 --> 00:13:42.299 can either one describe the agent right natural 00:13:42.299 --> 00:13:44.519 language what do you want the agent's name to 00:13:44.519 --> 00:13:47.940 be what do you want it to do but in this example 00:13:47.940 --> 00:13:51.679 i'm going to select configure and it's a little 00:13:51.679 --> 00:13:56.210 bit more structured right so first what do we 00:13:56.210 --> 00:13:59.429 want this to do what i've done in preparation 00:13:59.429 --> 00:14:03.389 for this is i had copilot create this little 00:14:03.389 --> 00:14:06.450 employee benefits guide it's all fictitious right 00:14:06.450 --> 00:14:10.110 and it has information about 401k employee stock 00:14:10.110 --> 00:14:13.389 time off sick time random stuff that is just 00:14:13.389 --> 00:14:15.809 put in there so it's a it's a word document that 00:14:15.809 --> 00:14:19.110 copilot made and then what i did was i uploaded 00:14:19.110 --> 00:14:21.929 it to a team that i have a microsoft team that 00:14:21.929 --> 00:14:25.370 has channels So what we're going to do is we're 00:14:25.370 --> 00:14:34.649 going to call this like new hire agent. And it's 00:14:34.649 --> 00:14:39.710 going to answer questions from new hire documentation. 00:14:42.210 --> 00:14:48.029 And let's just reuse this. But I will say this 00:14:48.029 --> 00:14:50.649 being AI, the more descriptive you are about 00:14:50.649 --> 00:14:54.289 what it does, the better. then the more it knows 00:14:54.289 --> 00:14:56.789 how to use the information, the data sources 00:14:56.789 --> 00:14:59.250 that you've given it. We're being very generic 00:14:59.250 --> 00:15:02.690 here just in the interest of time. Now, here's 00:15:02.690 --> 00:15:04.990 where kind of like the rubber meets the road, 00:15:05.070 --> 00:15:08.750 right? The knowledge portion. Again, the point 00:15:08.750 --> 00:15:11.929 of agents is to focus them in on a subset of 00:15:11.929 --> 00:15:14.990 information instead of saying, hey, go get the 00:15:14.990 --> 00:15:17.909 information from my entire tenant on my organization. 00:15:17.990 --> 00:15:19.889 There's just too much information, right? It 00:15:19.889 --> 00:15:22.379 can give you the wrong stuff. So what we're going 00:15:22.379 --> 00:15:25.860 to do here is, first of all, if you select on 00:15:25.860 --> 00:15:29.820 learn more, it'll open up this site here that 00:15:29.820 --> 00:15:32.820 tells you kind of how to build this out. But 00:15:32.820 --> 00:15:35.460 there is a section here on known limitations. 00:15:36.340 --> 00:15:38.960 And I definitely encourage you to kind of read 00:15:38.960 --> 00:15:40.840 this because one of the things I noticed is, 00:15:40.899 --> 00:15:44.039 for example, from a website perspective, it says 00:15:44.039 --> 00:15:46.740 specifying a specific public URL as a knowledge 00:15:46.740 --> 00:15:49.139 source isn't supported. It's not supported now. 00:15:49.240 --> 00:15:51.279 Will it be supported in the future? Maybe, right? 00:15:51.399 --> 00:15:53.500 But it's good to know what the limitations are. 00:15:53.799 --> 00:15:57.600 So going back to this, what I'm going to do is 00:15:57.600 --> 00:16:01.940 I'm going to, first of all, point out that there's 00:16:01.940 --> 00:16:04.080 different document types that you can upload. 00:16:04.960 --> 00:16:07.379 PowerPoints, documents, up to 20 different sources. 00:16:07.500 --> 00:16:10.559 That's good. Just drop them in at OneDrive somewhere. 00:16:11.580 --> 00:16:15.919 Point it to a SharePoint site or browse. I'm 00:16:15.919 --> 00:16:18.809 going to click on browse. And here you'll see 00:16:18.809 --> 00:16:21.149 some SharePoint libraries that I have access 00:16:21.149 --> 00:16:24.429 to, as well as some teams. I can't show you all 00:16:24.429 --> 00:16:25.950 of this, but there's different teams that I'm 00:16:25.950 --> 00:16:30.429 a part of. But when I select Sherv's team, in 00:16:30.429 --> 00:16:33.490 this library, I dropped that new hire file. So 00:16:33.490 --> 00:16:37.029 I'm going to select that as the source. And again, 00:16:37.169 --> 00:16:39.450 I can have multiple things in there, multiple 00:16:39.450 --> 00:16:42.850 documents. But this simple one is in there right 00:16:42.850 --> 00:16:45.919 now. i can remove it if i wanted to and so on 00:16:45.919 --> 00:16:47.500 right so that's going to be the knowledge source 00:16:47.500 --> 00:16:52.980 very simple and here it says actions coming soon 00:16:52.980 --> 00:16:57.100 empower your agents with specific tasks and capabilities 00:16:57.100 --> 00:17:00.080 so there's more functionality coming to kind 00:17:00.080 --> 00:17:02.740 of up level this from where it is and when you 00:17:02.740 --> 00:17:05.380 select that it'll just launch copilot studio 00:17:05.380 --> 00:17:08.700 which again i've done a more detailed intermediate 00:17:08.700 --> 00:17:12.619 agent with service now in a previous video then 00:17:12.619 --> 00:17:18.000 you can put in starter prompts like 401k what 00:17:18.000 --> 00:17:24.180 is my 401k benefit so you can add a bunch of 00:17:24.180 --> 00:17:28.180 starter prompts to get your users going and if 00:17:28.180 --> 00:17:33.220 this looks good let's just select create All 00:17:33.220 --> 00:17:35.579 right, so the agent was created. We can go to 00:17:35.579 --> 00:17:37.960 the agent. We'll just dismiss this, but I wanna 00:17:37.960 --> 00:17:41.220 mention that you can also share this, copy this 00:17:41.220 --> 00:17:43.579 agent as a link and share it with other people 00:17:43.579 --> 00:17:45.619 in your organization. So I'm just gonna X out 00:17:45.619 --> 00:17:48.079 of this. It should be done. So here it is. On 00:17:48.079 --> 00:17:51.420 the right -hand side here, the new hire agent 00:17:51.420 --> 00:17:54.460 we just created, and I'm gonna select it. And 00:17:54.460 --> 00:17:56.319 basically, it just has that one question that 00:17:56.319 --> 00:17:58.559 I put in there, right? What is my 401k benefit? 00:17:59.119 --> 00:18:01.599 I'm gonna ask it. It should reference that document. 00:18:02.490 --> 00:18:06.170 and boom this is the information right my 401k 00:18:06.170 --> 00:18:10.269 benefit um the company matches contributions 00:18:10.269 --> 00:18:12.769 dollar for dollar up to five percent of your 00:18:12.769 --> 00:18:16.250 salary and let's cross reference this document 00:18:16.250 --> 00:18:19.509 just for our sanity there it is match contributions 00:18:19.509 --> 00:18:22.690 up to five percent of your salary um let's ask 00:18:22.690 --> 00:18:26.970 you something else how much time off do i get 00:18:26.970 --> 00:18:39.559 per year right let's see here so you have a generous 00:18:39.559 --> 00:18:44.759 time off policy 15 days and then 10 days of holidays 00:18:44.759 --> 00:18:48.920 than a personal sick time okay so let's go back 00:18:48.920 --> 00:18:54.039 to our document and time off there's a holidays 00:18:54.039 --> 00:18:57.660 it's 10 days of holidays vacation time is 15 00:18:57.660 --> 00:19:01.259 and then we have some personal days as well which 00:19:01.259 --> 00:19:05.390 i believe it mentioned so let's see here it says 00:19:05.390 --> 00:19:07.710 granted three personal days per year let's go 00:19:07.710 --> 00:19:10.730 back to this document oh three personal days 00:19:10.730 --> 00:19:12.990 per year okay so sorry for not being trusting 00:19:12.990 --> 00:19:15.869 i just wanted to make sure this is working and 00:19:15.869 --> 00:19:19.170 um it is right so you can be comfortable and 00:19:19.170 --> 00:19:21.750 confident that when you create the agent you 00:19:21.750 --> 00:19:23.970 point it to a data source you're in the agent 00:19:23.970 --> 00:19:27.490 in copilot it's doing its job making it easier 00:19:27.490 --> 00:19:31.339 for your end users so This is a very simple way 00:19:31.339 --> 00:19:33.740 of creating these agents and kind of going back 00:19:33.740 --> 00:19:37.279 to the PowerPoint that I shared before This is 00:19:37.279 --> 00:19:40.299 kind of more on the on this retrieval on this 00:19:40.299 --> 00:19:45.480 simple site, right? We're basically using this 00:19:45.480 --> 00:19:52.400 section Which is the agent builder no code that's 00:19:52.400 --> 00:19:56.680 what we're doing and Previously I've done a session 00:19:56.680 --> 00:20:00.210 where I use copilot studio and I created a connector. 00:20:00.309 --> 00:20:02.470 I'll show you real quick what that looks like, 00:20:02.549 --> 00:20:05.130 just so that you know, and if you're interested, 00:20:05.269 --> 00:20:07.529 you can go in there. But the autonomous isn't 00:20:07.529 --> 00:20:10.210 out yet. That's coming in the future. Okay, so 00:20:10.210 --> 00:20:14.069 copilotstudio .microsoft .com is where you need 00:20:14.069 --> 00:20:16.890 to go. We'll give this a second to launch. So 00:20:16.890 --> 00:20:19.849 this is basically that intermediate level, and 00:20:19.849 --> 00:20:21.650 maybe you can also use it for the autonomous 00:20:21.650 --> 00:20:24.450 side, right, depending on your autonomous agents. 00:20:25.289 --> 00:20:28.289 This is Copilot Studio and essentially what you're 00:20:28.289 --> 00:20:30.990 going to do is you can click on Create or Agents 00:20:30.990 --> 00:20:35.170 on the left -hand side here. And if you select 00:20:35.170 --> 00:20:38.230 Agents, then you can go to Copilot for Microsoft 00:20:38.230 --> 00:20:41.930 365. This is where you would start basically 00:20:41.930 --> 00:20:45.210 from inside Teams. You're interacting from inside 00:20:45.210 --> 00:20:49.130 Teams. That's what Copilot Studio is for M365. 00:20:49.690 --> 00:20:52.849 And previously when I did one, I did a connector 00:20:52.849 --> 00:20:57.319 using Actions. when you select connector we have 00:20:57.319 --> 00:21:02.240 so many connectors that this little dot which 00:21:02.240 --> 00:21:05.299 is the scroll wheel section is just tiny right 00:21:05.299 --> 00:21:07.319 there's like thousands and thousands of these 00:21:07.319 --> 00:21:10.960 connectors two different companies right from 00:21:10.960 --> 00:21:15.799 google to salesforce to service now so the other 00:21:15.799 --> 00:21:18.500 day i was doing something with google there are 00:21:18.500 --> 00:21:21.880 the different google connectors there's the one 00:21:21.880 --> 00:21:24.970 that i did for service now It's over here and 00:21:24.970 --> 00:21:27.369 you basically select it and you go through the 00:21:27.369 --> 00:21:30.829 steps to create this connector to another data 00:21:30.829 --> 00:21:33.230 source. Thanks so much for watching. If you did 00:21:33.230 --> 00:21:35.329 like this video, make sure you give it a thumbs 00:21:35.329 --> 00:21:38.549 up and consider subscribing. Catch you on the 00:21:38.549 --> 00:21:38.910 next one.