WEBVTT 00:00:00.140 --> 00:00:02.960 Hi my name is Shervin Shafi and I'm a Co -Pilot 00:00:02.960 --> 00:00:05.200 Principal Technical Specialist at Microsoft. 00:00:05.580 --> 00:00:08.820 Today I'll be building a simple yet highly effective 00:00:08.820 --> 00:00:12.439 AI agent for human resources. Something that 00:00:12.439 --> 00:00:15.300 every company can custom make and use for themselves. 00:00:15.720 --> 00:00:19.920 I'll be using Microsoft 365 Co -Pilot and going 00:00:19.920 --> 00:00:23.899 over the process step by step. Welcome to Collaboration 00:00:23.899 --> 00:00:38.369 Simplified. Before we jump into the build, let's 00:00:38.369 --> 00:00:40.409 do a little bit of housekeeping. And by the way, 00:00:40.409 --> 00:00:43.090 you can fast forward to any section of this video 00:00:43.090 --> 00:00:45.990 as I've set up chapters. So here's some common 00:00:45.990 --> 00:00:50.049 questions. First of all, why even use a copilot 00:00:50.049 --> 00:00:53.149 agent for your human resources questions when 00:00:53.149 --> 00:00:55.149 you can just point them to your SharePoint site, 00:00:55.270 --> 00:00:57.700 or maybe you've set up a wiki. And there's several 00:00:57.700 --> 00:01:00.939 reasons for this. Number one, with agents, you 00:01:00.939 --> 00:01:03.439 can just use natural language. And so it's a 00:01:03.439 --> 00:01:06.079 lot easier to type out your question and just 00:01:06.079 --> 00:01:09.219 have a two -way conversation. Number two, GenAI 00:01:09.219 --> 00:01:12.799 uses a much better searching mechanism. So chances 00:01:12.799 --> 00:01:15.760 are you're going to get much better results than 00:01:15.760 --> 00:01:18.859 putting traditional keyword searches into an 00:01:18.859 --> 00:01:21.790 HR website. And number three, it's very easy 00:01:21.790 --> 00:01:24.870 to access this agent once we set it up. You can 00:01:24.870 --> 00:01:29.549 access it from inside Microsoft Teams, from m365copilot 00:01:29.549 --> 00:01:34.890 .com or from the m365 copilot application. And 00:01:34.890 --> 00:01:37.989 once you set it up, it's very easy to maintain 00:01:37.989 --> 00:01:41.250 and it's very easy to share across your entire 00:01:41.250 --> 00:01:46.090 company or just to selected users. Now, the second 00:01:46.090 --> 00:01:49.530 question is, what can this agent actually do? 00:01:50.079 --> 00:01:53.780 What it's going to do is search across the knowledge 00:01:53.780 --> 00:01:56.180 source that we give it, which is basically a 00:01:56.180 --> 00:01:58.760 SharePoint site that has a document repository 00:01:58.760 --> 00:02:01.719 where we've fed it different documents about 00:02:01.719 --> 00:02:05.280 benefits and vacation and training, all HR related 00:02:05.280 --> 00:02:08.659 documentation. And it's going to essentially 00:02:08.659 --> 00:02:11.939 be able to answer first level human resources 00:02:11.939 --> 00:02:15.460 types of questions. So fairly simple, but still. 00:02:15.979 --> 00:02:18.599 Highly effective. The third question is, what 00:02:18.599 --> 00:02:20.979 can't it do? Which is actually an opportunity 00:02:20.979 --> 00:02:24.479 for us to empower this and make it even better 00:02:24.479 --> 00:02:27.919 in the future. What it doesn't do is connect 00:02:27.919 --> 00:02:31.340 to other data sources. So for example, if you 00:02:31.340 --> 00:02:34.319 expect it to tell you how much vacation time 00:02:34.319 --> 00:02:37.560 you have left and then book those six days that 00:02:37.560 --> 00:02:40.759 you have left for an upcoming vacation, it doesn't 00:02:40.759 --> 00:02:43.800 do that. But it probably can and something we 00:02:43.800 --> 00:02:46.289 can do in the future. the other thing is that 00:02:46.289 --> 00:02:48.789 this is not an autonomous agent so you might 00:02:48.789 --> 00:02:50.669 have heard about autonomous agents which are 00:02:50.669 --> 00:02:52.889 basically running in the background and they 00:02:52.889 --> 00:02:56.069 wake up when a certain trigger happens and they 00:02:56.069 --> 00:02:59.509 take action so it doesn't do that it's not an 00:02:59.509 --> 00:03:01.810 autonomous agent it's more of a retrieval agent 00:03:01.810 --> 00:03:05.370 but it can if you guys are interested let me 00:03:05.370 --> 00:03:08.629 know essentially what we can do is set it up 00:03:08.629 --> 00:03:11.520 so that if you have some training that is due 00:03:11.520 --> 00:03:13.960 in two weeks and you haven't started it'll just 00:03:13.960 --> 00:03:16.139 wake up notice that you haven't taken the training 00:03:16.139 --> 00:03:19.419 and it'll notify you or maybe you have a performance 00:03:19.419 --> 00:03:21.860 review that's due in two days and you haven't 00:03:21.860 --> 00:03:25.219 even started it it can tap into that system notice 00:03:25.219 --> 00:03:27.360 that you haven't started and then send you a 00:03:27.360 --> 00:03:30.280 message so it doesn't do that but those are things 00:03:30.280 --> 00:03:32.439 that we can probably work on and make it autonomous 00:03:32.439 --> 00:03:36.020 now if we did want to make it autonomous we would 00:03:36.020 --> 00:03:38.419 be using different tools like copilot studio 00:03:38.419 --> 00:03:41.000 that has a different licensing mechanism so just 00:03:41.000 --> 00:03:43.259 a heads up on that the last question is what 00:03:43.259 --> 00:03:46.319 is actually required for us to build this i mentioned 00:03:46.319 --> 00:03:49.580 that i'm going to be using microsoft 365 copilot 00:03:49.580 --> 00:03:52.280 and specifically the agent builder to create 00:03:52.280 --> 00:03:56.300 this human resources copilot agent but Microsoft 00:03:56.300 --> 00:03:59.979 just announced Microsoft 365 Copilot Chat that 00:03:59.979 --> 00:04:03.360 is available at no additional cost to anyone 00:04:03.360 --> 00:04:07.520 that has an Entra ID account. And that actually 00:04:07.520 --> 00:04:11.300 has an agent mechanism with a pay -as -you -go 00:04:11.300 --> 00:04:14.500 model so that if you do build and use agents, 00:04:14.620 --> 00:04:17.459 you basically pay per usage. So that's actually 00:04:17.459 --> 00:04:20.839 a very inexpensive way to start building agents 00:04:20.839 --> 00:04:24.870 and using it. without getting the full m365 co 00:04:24.870 --> 00:04:27.029 -pilot license i'll put a link in the description 00:04:27.029 --> 00:04:29.250 so you can find out more about co -pilot chat 00:04:29.250 --> 00:04:32.449 with all that let's jump into the actual build 00:04:32.449 --> 00:04:39.370 one thing i'd like to ask is if you are finding 00:04:39.370 --> 00:04:43.129 value in this video so far please give the video 00:04:43.129 --> 00:04:46.610 a like it really does help the channel and i 00:04:46.610 --> 00:04:49.110 typically have these conversations just with 00:04:49.110 --> 00:04:52.209 my customers but i'm so happy to be sharing all 00:04:52.209 --> 00:04:55.730 of this with you on YouTube. Now I think the 00:04:55.730 --> 00:04:58.009 first thing I'd like you to do is open up a browser 00:04:58.009 --> 00:05:06.189 and let's go to adoption .microsoft .com. This 00:05:06.189 --> 00:05:08.649 is a fantastic website and I'll point out where 00:05:08.649 --> 00:05:11.730 you need to go. So scroll down a little bit and 00:05:11.730 --> 00:05:14.389 you'll see a section here says Microsoft 365 00:05:14.389 --> 00:05:19.029 Copilot. Let's select that and then here right 00:05:19.029 --> 00:05:23.250 in the center it says New copilot chat and agent 00:05:23.250 --> 00:05:26.709 resources perfect. We're gonna click on explore 00:05:26.709 --> 00:05:31.709 the kit scroll down and Here it says new copilot 00:05:31.709 --> 00:05:35.970 chat and agent overview guide select that and 00:05:35.970 --> 00:05:39.529 Then finally here is the copilot chat and agent 00:05:39.529 --> 00:05:42.939 overview guide And I believe, by the way, this 00:05:42.939 --> 00:05:45.879 is pretty incredible that Microsoft makes this 00:05:45.879 --> 00:05:48.399 publicly available because you'll see what it 00:05:48.399 --> 00:05:51.319 is in just a second. I'm going to select it and 00:05:51.319 --> 00:05:54.920 it'll basically download this overview guide 00:05:54.920 --> 00:05:59.100 that when you open the file, you'll see this 00:05:59.100 --> 00:06:04.180 41 slide PowerPoint deck all about agents. Again, 00:06:04.259 --> 00:06:06.800 pretty awesome. So thank you, Microsoft, for 00:06:06.800 --> 00:06:08.680 doing that. We're going to only look at maybe 00:06:08.680 --> 00:06:11.870 a few of these slides. but make sure you take 00:06:11.870 --> 00:06:14.810 some time to review it in detail yourself there's 00:06:14.810 --> 00:06:18.029 a lot to learn here talks about the low code 00:06:18.029 --> 00:06:20.629 options for creating agents and we're actually 00:06:20.629 --> 00:06:23.110 going to be using the one on the left the copilot 00:06:23.110 --> 00:06:26.250 studio agent builder compared to sharepoint and 00:06:26.250 --> 00:06:29.069 copilot studio so you can learn about the different 00:06:29.069 --> 00:06:33.110 ways of making copilot agents and also provides 00:06:33.110 --> 00:06:36.529 some examples of agent templates in copilot chat 00:06:36.529 --> 00:06:40.470 so these already exist if you have copilot The 00:06:40.470 --> 00:06:43.250 Microsoft 365 Copilot, you'll see these. I'll 00:06:43.250 --> 00:06:47.290 show it to you later on. And also examples of 00:06:47.290 --> 00:06:50.029 agents that can be created in Copilot Chat. So 00:06:50.029 --> 00:06:53.670 it turns out that this onboarding buddy is actually 00:06:53.670 --> 00:06:55.949 the agent that we're going to be building for 00:06:55.949 --> 00:06:58.970 human resources. And you'll see why in just one 00:06:58.970 --> 00:07:01.810 second. And then the last slide in this section 00:07:01.810 --> 00:07:04.529 that I'll show you is that it talks about... 00:07:04.970 --> 00:07:07.850 all the steps involved in building agents and 00:07:07.850 --> 00:07:11.089 co -pilot chat so there's there are eight steps 00:07:11.089 --> 00:07:13.870 we'll be going over all these steps together 00:07:13.870 --> 00:07:17.069 in the rest of this video but this is a great 00:07:17.069 --> 00:07:20.069 overview of really what's involved now if i go 00:07:20.069 --> 00:07:23.970 back and select this onboarding buddy there's 00:07:23.970 --> 00:07:27.790 additional details into how to actually build 00:07:27.790 --> 00:07:30.819 this onboarding buddy And if you look here on 00:07:30.819 --> 00:07:32.500 the description, it says an onboarding buddy 00:07:32.500 --> 00:07:34.740 agent is dedicated to ensuring new hires of a 00:07:34.740 --> 00:07:38.000 seamless and welcoming start. Additionally, it 00:07:38.000 --> 00:07:40.620 lists mandatory training courses and guides new 00:07:40.620 --> 00:07:44.180 hires through the HR process. So this is perfect 00:07:44.180 --> 00:07:47.579 and exactly what we want to build for our human 00:07:47.579 --> 00:07:51.319 resources agent. And it also gives you all these 00:07:51.319 --> 00:07:54.839 sections like this is what you put in inside 00:07:54.839 --> 00:07:57.139 the agent builder in terms of the description. 00:07:57.980 --> 00:08:00.259 here's an example of a name that you can use 00:08:00.259 --> 00:08:02.399 there's a section that says what do you want 00:08:02.399 --> 00:08:05.540 to emphasize and what do you want avoided so 00:08:05.540 --> 00:08:07.779 we'll basically be copying and pasting from this 00:08:07.779 --> 00:08:11.779 slide and building our hr agent now there are 00:08:11.779 --> 00:08:15.920 other examples like resume reviewer or contract 00:08:15.920 --> 00:08:19.139 review or research assistant So I definitely 00:08:19.139 --> 00:08:22.439 encourage you to review all of this. And if you're 00:08:22.439 --> 00:08:24.480 interested in building these other types of agents, 00:08:24.639 --> 00:08:26.360 all you got to do is just follow the process 00:08:26.360 --> 00:08:29.000 that we do in this video. And then you can build 00:08:29.000 --> 00:08:31.259 these other types of agents as well. So this 00:08:31.259 --> 00:08:33.720 is the foundation of what we're going to be doing. 00:08:33.879 --> 00:08:37.139 Next, if you come out of the presentation and 00:08:37.139 --> 00:08:39.759 go back to your browser, what we're going to 00:08:39.759 --> 00:08:45.340 do is open up another tab and go to m365copilot 00:08:45.340 --> 00:08:50.620 .com. If you've already logged in, then when 00:08:50.620 --> 00:08:54.860 you go to this site, it'll take you to the M365 00:08:54.860 --> 00:08:58.080 co -pilot. And you'll see here that basically 00:08:58.080 --> 00:09:02.120 there's the work and the web tab and we're good 00:09:02.120 --> 00:09:05.059 to go. On the right hand side here, you'll see 00:09:05.059 --> 00:09:08.080 create an agent, which we're going to do in just 00:09:08.080 --> 00:09:11.779 a second. One of the keys about agents is that 00:09:11.779 --> 00:09:14.399 it needs to have a knowledge source. And so for 00:09:14.399 --> 00:09:16.840 this human resources agent that we're building, 00:09:17.080 --> 00:09:19.299 we want to make sure that we have everything 00:09:19.299 --> 00:09:26.320 in our SharePoint site. So on the left hand side 00:09:26.320 --> 00:09:31.080 here, we're going to select SharePoint. And this 00:09:31.080 --> 00:09:34.759 opens up our SharePoint site where we have different 00:09:34.759 --> 00:09:37.580 sites that we can go to for human resources, 00:09:37.759 --> 00:09:40.659 communication and so on. now when we go to the 00:09:40.659 --> 00:09:44.799 human resources sharepoint site you can see that 00:09:44.799 --> 00:09:47.519 there's information on compensation and career 00:09:47.519 --> 00:09:51.100 and benefits mentors and volunteers and retirees 00:09:51.100 --> 00:09:55.539 and all kinds of typical human resources information 00:09:55.539 --> 00:09:58.019 by the way let me click on this compensation 00:09:58.019 --> 00:10:01.419 tab because i'm just kind of curious I think 00:10:01.419 --> 00:10:03.460 there was a discrepancy on my last paycheck let 00:10:03.460 --> 00:10:06.860 me look at my pay stub here just kidding this 00:10:06.860 --> 00:10:10.120 is not my pay stub information but you can see 00:10:10.120 --> 00:10:12.759 this is a typical human resources website right 00:10:12.759 --> 00:10:16.279 now on the right hand side here there's this 00:10:16.279 --> 00:10:20.000 little wheel icon and if we select that there 00:10:20.000 --> 00:10:23.840 is a section called site contents we're going 00:10:23.840 --> 00:10:27.080 to select that this is an admin view by the way 00:10:27.470 --> 00:10:30.669 it shows you the document structure of your SharePoint 00:10:30.669 --> 00:10:33.269 site and so here we have documents and templates 00:10:33.269 --> 00:10:37.110 and if I select documents you'll see that basically 00:10:37.110 --> 00:10:41.289 I uploaded a variety of different documents like 00:10:41.289 --> 00:10:45.129 401k information holiday and sick and vacation 00:10:45.129 --> 00:10:49.190 learning and development medical and dental and 00:10:49.190 --> 00:10:51.850 our performance review process in here so basically 00:10:51.850 --> 00:10:55.480 what I did was I went to word and using copilot 00:10:55.480 --> 00:10:58.340 i had to create some kind of fictitious information 00:10:58.340 --> 00:11:01.779 about 401k just so we can use it in this environment 00:11:01.779 --> 00:11:04.159 and then i uploaded it to this sharepoint site 00:11:04.159 --> 00:11:07.059 so this is the document repository that we're 00:11:07.059 --> 00:11:10.240 going to be using for the agent and you know 00:11:10.240 --> 00:11:12.740 what's also interesting is inside sharepoint 00:11:13.360 --> 00:11:15.360 you can create an agent and this was actually 00:11:15.360 --> 00:11:18.100 listed on that slide in terms of a low code way 00:11:18.100 --> 00:11:20.700 of creating agents i'll just show you really 00:11:20.700 --> 00:11:23.340 quickly here that if you just select that it 00:11:23.340 --> 00:11:26.559 says the agent's ready you can select open and 00:11:26.559 --> 00:11:28.860 then on the right hand side here you can start 00:11:28.860 --> 00:11:31.659 interacting with this agent that's using the 00:11:31.659 --> 00:11:33.940 documents here so we're not going to build the 00:11:33.940 --> 00:11:36.659 agent using this mechanism but just as a heads 00:11:36.659 --> 00:11:39.340 up this is a super easy way of creating agents 00:11:39.340 --> 00:11:43.279 as well now We have all our documents in SharePoint. 00:11:43.580 --> 00:11:50.200 We're good to go. We're going to go back to Copilot 00:11:50.200 --> 00:11:53.559 and on the right hand side we're going to finally 00:11:53.559 --> 00:11:59.039 select create an agent. And right here you'll 00:11:59.039 --> 00:12:02.279 see that you can either configure the agent or 00:12:02.279 --> 00:12:05.019 you can describe it. Describing it is a much 00:12:05.019 --> 00:12:07.919 more natural language way of going about it. 00:12:08.440 --> 00:12:10.580 And we're just gonna basically copy and paste 00:12:10.580 --> 00:12:12.740 the information from that slide deck in here 00:12:12.740 --> 00:12:15.580 so we can build it. And you can see from a template 00:12:15.580 --> 00:12:18.240 perspective, the career prompt writing was in 00:12:18.240 --> 00:12:20.960 that slide. It also shows up here. So let's go 00:12:20.960 --> 00:12:24.779 to the slide. And for our onboarding buddy, which 00:12:24.779 --> 00:12:27.019 is for our HR agent, here's the description. 00:12:27.580 --> 00:12:30.399 I'm just gonna grab this. I'm gonna copy it. 00:12:30.659 --> 00:12:34.039 Then I'm gonna go back to our website here and 00:12:34.039 --> 00:12:37.139 basically just paste it in here. So you can see. 00:12:37.639 --> 00:12:41.080 it says you're an onboarding agent for our new 00:12:41.080 --> 00:12:45.139 hires and this is the foundation of our hr agent 00:12:45.139 --> 00:12:48.340 so i'm going to go ahead and just send it and 00:12:48.340 --> 00:12:51.679 you can see that copilot is thinking about what 00:12:51.679 --> 00:12:54.039 we just wrote it and it's going to follow up 00:12:54.039 --> 00:12:59.080 with the next steps great the agent is now set 00:12:59.080 --> 00:13:01.299 up to assist with new hires with the onboarding 00:13:01.299 --> 00:13:04.559 process let's give the agent a name how about 00:13:04.559 --> 00:13:08.049 the onboarding buddy it's a great name and again 00:13:08.049 --> 00:13:10.409 we can follow the slide we can come up with our 00:13:10.409 --> 00:13:16.230 own name so let's say hr miracle worker just 00:13:16.230 --> 00:13:19.129 come up with your own name right and then we'll 00:13:19.129 --> 00:13:25.690 send it let's see what the next prompt is by 00:13:25.690 --> 00:13:27.450 the way did you just notice on the right hand 00:13:27.450 --> 00:13:31.549 side here all these auto prompts got generated 00:13:31.549 --> 00:13:33.909 which is fantastic we can change it later on 00:13:33.909 --> 00:13:37.090 if we want now it says The agent's name has been 00:13:37.090 --> 00:13:39.549 updated. Now let's refine instructions. What 00:13:39.549 --> 00:13:42.809 should be emphasized or avoided? Very typical 00:13:42.809 --> 00:13:45.409 question, which we have a response for, which 00:13:45.409 --> 00:13:48.529 is right here, emphasized or avoided, right? 00:13:48.629 --> 00:13:50.970 So we're going to go ahead and just grab this. 00:13:51.909 --> 00:13:54.330 And again, you can make it any way you want. 00:13:55.549 --> 00:13:59.330 And we're going to paste it. So be clear and 00:13:59.330 --> 00:14:02.029 concise and avoid long answers where possible. 00:14:02.389 --> 00:14:05.669 Refer primarily to the knowledge. Actually, i 00:14:05.669 --> 00:14:12.889 wanted to be clear and i wanted to provide lots 00:14:12.889 --> 00:14:18.409 of details in the reply i think that just gives 00:14:18.409 --> 00:14:21.169 people more comfort that it's a longer reply 00:14:21.169 --> 00:14:23.309 maybe they can understand a little bit better 00:14:23.309 --> 00:14:29.629 okay and we're gonna send it the next part is 00:14:29.629 --> 00:14:33.210 the instructions have been updated And it also 00:14:33.210 --> 00:14:35.629 directs them to an HR manager. So we can do that 00:14:35.629 --> 00:14:37.149 or not. You can take it out. And it says, how 00:14:37.149 --> 00:14:39.090 do you want the agent to talk? For example, should 00:14:39.090 --> 00:14:42.129 it be formal, casual, or friendly? Let's go back 00:14:42.129 --> 00:14:46.870 to our slide here. And it says friendly and professional. 00:14:47.429 --> 00:14:50.509 So I'm just going to grab this, copy it, and 00:14:50.509 --> 00:14:59.269 put it back in here. But funny as well. Let's 00:14:59.269 --> 00:15:02.240 see if we can. Get it to be a little bit funny. 00:15:04.500 --> 00:15:07.580 Next, it says, please try out the agent in the 00:15:07.580 --> 00:15:10.100 separate chat dialog to the right. Do you have 00:15:10.100 --> 00:15:12.620 any other further refinements? Let's just check 00:15:12.620 --> 00:15:14.440 the slide deck to see if there's anything else 00:15:14.440 --> 00:15:19.379 here. And it basically says, leave the starter 00:15:19.379 --> 00:15:22.220 prompts as is. This is the knowledge source. 00:15:22.340 --> 00:15:23.899 We're going to go ahead and update that in a 00:15:23.899 --> 00:15:25.679 second. And these are the example questions to 00:15:25.679 --> 00:15:28.320 ask. So we pretty much got it covered. Let's 00:15:28.320 --> 00:15:32.179 go back. And we can try out the agent here on 00:15:32.179 --> 00:15:35.460 the right hand side. So we can say, actually, 00:15:35.639 --> 00:15:38.639 I'm not going to try it out yet because we haven't 00:15:38.639 --> 00:15:41.600 specified the knowledge source, right? So now 00:15:41.600 --> 00:15:43.139 what we're going to do is we're going to select 00:15:43.139 --> 00:15:48.100 configure. So select configure. And you can see 00:15:48.100 --> 00:15:52.440 like in terms of the name, the description, instructions, 00:15:52.860 --> 00:15:56.740 all of this stuff got auto populated and it added 00:15:56.740 --> 00:16:01.259 some as well. here's a key right it says where 00:16:01.259 --> 00:16:04.500 is your knowledge source now in your situation 00:16:04.500 --> 00:16:07.779 maybe if you select browse you'll just be able 00:16:07.779 --> 00:16:09.860 to grab it from here we'll see if it shows up 00:16:09.860 --> 00:16:13.740 our contoso hr perfect actually it's right there 00:16:13.740 --> 00:16:16.980 so i'm going to select contoso hr and these are 00:16:16.980 --> 00:16:19.519 all my documents right these are all the documents 00:16:19.519 --> 00:16:23.340 so let's see if i have to select them individually 00:16:23.340 --> 00:16:28.450 which i do so 401k holiday learning medical performance 00:16:28.450 --> 00:16:33.429 select it should show up here in a second and 00:16:33.429 --> 00:16:37.570 there they are and then everything else will 00:16:37.570 --> 00:16:42.049 leave it as is like a actions capabilities starter 00:16:42.049 --> 00:16:45.389 prompts you can change if you wanted to let's 00:16:45.389 --> 00:16:48.070 like delete one of them and add another starter 00:16:48.070 --> 00:16:56.720 problem around 401k info What are my 401k benefits? 00:16:57.600 --> 00:17:04.119 And maybe delete another one and say vacation. 00:17:05.720 --> 00:17:13.140 How many days do I get vacation? For example, 00:17:13.220 --> 00:17:14.880 right? Just be as creative as you want. These 00:17:14.880 --> 00:17:17.240 are just the starter prompts. Okay, so with all 00:17:17.240 --> 00:17:20.539 of that done, now on the right -hand side, basically, 00:17:20.539 --> 00:17:23.740 we're going to create this. And we're going to 00:17:23.740 --> 00:17:26.819 select create on the top right. This is creating 00:17:26.819 --> 00:17:30.640 your agent. And voila, your agent was successfully 00:17:30.640 --> 00:17:37.240 created. Now we can either go to the agent or 00:17:37.240 --> 00:17:40.440 we can share this agent. This is pretty key, 00:17:40.539 --> 00:17:43.380 right? Because you just built a human resources 00:17:43.380 --> 00:17:46.799 agent that you probably want to share maybe with 00:17:46.799 --> 00:17:49.160 your whole company. So we're going to click on 00:17:49.160 --> 00:17:53.160 change sharing settings. and you can either select 00:17:53.160 --> 00:17:59.359 only you or specific users or anyone in the company 00:17:59.359 --> 00:18:03.359 so you know set it up however you please i want 00:18:03.359 --> 00:18:06.539 to do anyone in the company and here is a really 00:18:06.539 --> 00:18:08.500 good reminder it says people in your organization 00:18:08.500 --> 00:18:11.720 may not have access to some sharepoint files 00:18:11.720 --> 00:18:15.039 or folders for these people your agent will not 00:18:15.039 --> 00:18:17.539 use the files when answering the questions to 00:18:17.539 --> 00:18:20.250 ensure your agent behaves consistently be sure 00:18:20.250 --> 00:18:22.750 to share files and folders with all intended 00:18:22.750 --> 00:18:24.890 agent users this just means that the sharepoint 00:18:24.890 --> 00:18:27.769 site needs to be set up in a way where wherever 00:18:27.769 --> 00:18:30.450 that folder is everyone has access to that folder 00:18:30.450 --> 00:18:32.950 and the contents inside so that they also have 00:18:32.950 --> 00:18:36.450 access to the agent okay so this is a prerequisites 00:18:36.450 --> 00:18:39.089 now with that in mind let's go ahead and save 00:18:39.089 --> 00:18:42.490 your agent was shared you can also copy this 00:18:42.490 --> 00:18:46.230 as a link to the agent and send it out to people 00:18:46.230 --> 00:18:50.319 and we're going to click close And we're going 00:18:50.319 --> 00:18:53.480 to click update. And now that everything is done, 00:18:53.539 --> 00:18:58.920 we're going to select go to agent. On the right 00:18:58.920 --> 00:19:03.960 hand side here is this HR miracle worker that 00:19:03.960 --> 00:19:06.279 we set up. Before we didn't have this, right? 00:19:06.359 --> 00:19:10.140 But now it just got added as well. And if you, 00:19:10.200 --> 00:19:13.519 since it's already selected, you can see these 00:19:13.519 --> 00:19:16.099 are the auto prompts. Like what are my 401k benefits, 00:19:16.359 --> 00:19:18.240 vacation days, all that stuff that I set up. 00:19:18.569 --> 00:19:21.190 in addition to the other auto -generated prompts 00:19:21.190 --> 00:19:25.549 are all here. Now let's ask it a question. Let's 00:19:25.549 --> 00:19:27.750 just select on what are my 401k benefits and 00:19:27.750 --> 00:19:40.549 see what it says. Now, notice that as it was 00:19:40.549 --> 00:19:43.410 providing this, we asked it to be very detailed, 00:19:43.490 --> 00:19:46.589 right? So this is great. it's following our instructions 00:19:46.589 --> 00:19:49.950 it's providing a very detailed response and it's 00:19:49.950 --> 00:19:52.869 telling us all about our contribution limits 00:19:52.869 --> 00:19:55.250 and the company match and the vesting schedule 00:19:55.250 --> 00:19:58.589 and more importantly on the bottom here it provides 00:19:58.589 --> 00:20:00.769 you the document that it got this information 00:20:00.769 --> 00:20:03.210 from which was in the sharepoint site right the 00:20:03.210 --> 00:20:07.609 401k and esp document so if you want additional 00:20:07.609 --> 00:20:09.950 information or if you just want to fact check 00:20:09.950 --> 00:20:12.569 you can always go ahead and click that document 00:20:13.210 --> 00:20:15.529 open it up and we can take a look at it right 00:20:15.529 --> 00:20:19.230 and so again i had copilot make these up for 00:20:19.230 --> 00:20:22.609 contoso but all that information is here with 00:20:22.609 --> 00:20:24.829 respect to the vesting schedule company match 00:20:24.829 --> 00:20:28.089 super easy way for people to interact instead 00:20:28.089 --> 00:20:31.589 of going and finding the location on the sharepoint 00:20:31.589 --> 00:20:35.029 site now let's go ahead and experiment and maybe 00:20:35.029 --> 00:20:38.809 ask another question go back to this agent and 00:20:38.809 --> 00:20:42.099 you can either select new chat or you can continue 00:20:42.099 --> 00:20:45.079 the conversation let's uh let's select new chat 00:20:45.079 --> 00:20:50.480 and let's ask about mandatory training this basically 00:20:50.480 --> 00:20:53.400 says as part of on your onboarding you'll need 00:20:53.400 --> 00:20:56.119 to complete several mandatory training sessions 00:20:56.119 --> 00:21:02.259 let's see what it says there's a document that 00:21:02.259 --> 00:21:04.380 i have in there regarding training we'll see 00:21:04.380 --> 00:21:07.859 what it says it says welcome to contoso you'll 00:21:07.859 --> 00:21:10.819 need to complete safety protocol, company policy, 00:21:11.039 --> 00:21:13.680 and role -based training. It's all in the document, 00:21:13.920 --> 00:21:16.079 again, in the SharePoint site. And when I go 00:21:16.079 --> 00:21:18.920 open it up, I can get additional information. 00:21:19.220 --> 00:21:24.400 So it's all here and we're good to go. Now back 00:21:24.400 --> 00:21:27.299 to the agent, I'm gonna click new chat. And you 00:21:27.299 --> 00:21:30.039 don't just have to select from the options that 00:21:30.039 --> 00:21:32.359 are pre -configured here, but you can go ahead 00:21:32.359 --> 00:21:36.339 and maybe ask a custom question like, can you, 00:21:37.450 --> 00:21:43.930 Tell me about my performance review process Let's 00:21:43.930 --> 00:21:53.970 see what it says here So it's giving us the detailed 00:21:53.970 --> 00:21:57.410 response and basically it's saying Absolutely, 00:21:57.589 --> 00:21:59.869 the performance review process can so so designed 00:21:59.869 --> 00:22:01.710 to foster a culture of continuous improvement 00:22:02.650 --> 00:22:05.170 There's the review criteria. It has percentages 00:22:05.170 --> 00:22:07.650 and the stock options and bonuses and all this 00:22:07.650 --> 00:22:10.210 good stuff if you do a good job at the company, 00:22:10.309 --> 00:22:13.410 right? And again, it just references the document. 00:22:16.329 --> 00:22:19.210 Now, as a bonus, I'll show you this technique 00:22:19.210 --> 00:22:23.109 for the creator of the agent, right? So if one 00:22:23.109 --> 00:22:24.930 day you're like, I want to make some changes 00:22:24.930 --> 00:22:28.509 to the agent, what you can do is basically select 00:22:28.509 --> 00:22:33.829 create agent over here. and you select my co 00:22:33.829 --> 00:22:37.509 -pilot agent up top. You select view all agents 00:22:37.509 --> 00:22:42.470 and this is the HR miracle worker. You select 00:22:42.470 --> 00:22:45.630 the pen icon there and then now you start to 00:22:45.630 --> 00:22:48.349 make changes. If you want the instructions to 00:22:48.349 --> 00:22:50.450 be different or the description to be different 00:22:50.450 --> 00:22:53.809 or even if you just want to change information 00:22:53.809 --> 00:22:56.529 here like the starter prompts, you can go ahead 00:22:56.529 --> 00:22:59.150 and do that and select update and then just make 00:22:59.150 --> 00:23:01.619 sure that it's being shared with. whoever you 00:23:01.619 --> 00:23:04.000 want to share it with. If you enjoyed this video 00:23:04.000 --> 00:23:06.539 make sure you give it a thumbs up and consider 00:23:06.539 --> 00:23:09.140 subscribing as it really does help the channel. 00:23:09.359 --> 00:23:11.940 Thanks for watching and I'll catch you on the 00:23:11.940 --> 00:23:12.380 next one.