WEBVTT 00:00:00.170 --> 00:00:02.470 I want to show you one of each of these three 00:00:02.470 --> 00:00:05.429 different types of agents as part of the Copilot 00:00:05.429 --> 00:00:07.969 Agent Spectrum, starting with the left -hand 00:00:07.969 --> 00:00:11.369 side, the simplest type of agent, which I built 00:00:11.369 --> 00:00:14.910 using Agent Builder, a no -code environment where 00:00:14.910 --> 00:00:17.789 you can develop very simple but powerful agents. 00:00:18.519 --> 00:00:20.440 So I very affectionately call this agent the 00:00:20.440 --> 00:00:23.000 HR miracle worker because it tells me all about 00:00:23.000 --> 00:00:25.980 my company benefits. I have it pointed to a SharePoint 00:00:25.980 --> 00:00:29.339 site that has all the information about my 401k 00:00:29.339 --> 00:00:32.640 vacation medical and it does a great job of telling 00:00:32.640 --> 00:00:36.700 me all about that information. Now, this is the 00:00:36.700 --> 00:00:40.159 simplest type of agent and basically it retrieves 00:00:40.159 --> 00:00:43.039 information that it's grounded on and it reasons 00:00:43.039 --> 00:00:45.630 over it and summarizes it. Does a great job. 00:00:45.710 --> 00:00:48.210 Now, I actually built this agent step by step 00:00:48.210 --> 00:00:51.270 in a previous video. So if you want to know how 00:00:51.270 --> 00:00:53.590 to build it, check out that video. But today 00:00:53.590 --> 00:00:56.090 we're going to do a demo so I can show you the 00:00:56.090 --> 00:00:58.549 spectrum of agents going from one to the next. 00:00:58.750 --> 00:01:01.429 Now, what I've never shown before is this center 00:01:01.429 --> 00:01:05.010 one called the HR Miracle Worker Pro Edition. 00:01:05.409 --> 00:01:08.829 And I used Copilot Studio to develop it. And 00:01:08.829 --> 00:01:12.170 what makes it pro is that it has integration 00:01:12.170 --> 00:01:15.760 to ServiceNow for read and write. so that i can 00:01:15.760 --> 00:01:18.719 use it to book my vacation days so basically 00:01:18.719 --> 00:01:22.379 that makes it a task based agent because it can 00:01:22.379 --> 00:01:25.060 take actions based on questions that i ask it 00:01:25.060 --> 00:01:27.719 like booking vacation days automates workflows 00:01:27.719 --> 00:01:31.620 and replaces repetitive tasks and that is generally 00:01:31.620 --> 00:01:35.079 available today now on the far right hand side 00:01:35.079 --> 00:01:37.640 we have the most advanced type of agents which 00:01:37.640 --> 00:01:40.870 is an autonomous agent And again, using Copilot 00:01:40.870 --> 00:01:43.730 Studio, I built an agent that I like to call 00:01:43.730 --> 00:01:48.430 the InBot. This little autonomous bot automatically 00:01:48.430 --> 00:01:51.930 answers all the questions that come into my email. 00:01:51.950 --> 00:01:54.129 So I never have to answer these questions anymore. 00:01:54.310 --> 00:01:57.329 It's super awesome. And I actually built this 00:01:57.329 --> 00:02:00.109 agent in a previous video step -by -step that 00:02:00.109 --> 00:02:02.890 you can check out as well. And so this agent 00:02:02.890 --> 00:02:07.280 is operating independently. and there are other 00:02:07.280 --> 00:02:10.379 types of agents that can orchestrate other agents 00:02:10.379 --> 00:02:12.919 these are actually in preview at the moment but 00:02:12.919 --> 00:02:16.460 before we jump in to the demo i wanted to do 00:02:16.460 --> 00:02:19.419 a level set because some of you might be new 00:02:19.419 --> 00:02:22.639 to co -pilot agents and needed a little bit of 00:02:22.639 --> 00:02:25.340 a level set to kind of have all this stuff make 00:02:25.340 --> 00:02:29.319 sense first there's one question that is on everyone's 00:02:29.319 --> 00:02:32.250 mind and that is How are businesses using AI 00:02:32.250 --> 00:02:35.750 to transform and drive impact? And I would say 00:02:35.750 --> 00:02:40.169 that the key to driving impact is to apply AI 00:02:40.169 --> 00:02:43.889 to your business processes. So here we have a 00:02:43.889 --> 00:02:45.949 variety of different lines of business like customer 00:02:45.949 --> 00:02:48.490 service and sales, finance, marketing, HR, legal, 00:02:48.590 --> 00:02:51.530 and IT. And your company might have other lines 00:02:51.530 --> 00:02:55.199 of business like engineering, for example. Each 00:02:55.199 --> 00:02:57.759 line of business has specific workflows that 00:02:57.759 --> 00:03:00.139 they're involved in. The key is, can we automate 00:03:00.139 --> 00:03:03.539 these workflows per line of business? So if you 00:03:03.539 --> 00:03:06.520 look at the HR one, for example, HR typically 00:03:06.520 --> 00:03:09.960 has a workflow of recruiting where they post 00:03:09.960 --> 00:03:12.659 a job, the job has a description, and then you 00:03:12.659 --> 00:03:15.539 have hundreds of people that apply. Can you automate 00:03:15.539 --> 00:03:18.240 this process using agents that basically look 00:03:18.240 --> 00:03:21.229 at all the resumes? analyze them, parse them, 00:03:21.310 --> 00:03:23.530 compare them to the job description and then 00:03:23.530 --> 00:03:26.449 take four or five and send the team's message 00:03:26.449 --> 00:03:29.669 with the resumes attached to the hiring manager 00:03:29.669 --> 00:03:33.050 and say hey look I found you some potential candidates. 00:03:33.349 --> 00:03:36.770 The answer is yes but this is the idea around 00:03:36.770 --> 00:03:39.509 basically using agents to automate processes. 00:03:39.930 --> 00:03:42.949 Now the thing is that when most people think 00:03:42.949 --> 00:03:46.370 about Microsoft and AI They think about Microsoft 00:03:46.370 --> 00:03:50.229 365 Copilot, which is your AI assistant for work. 00:03:50.750 --> 00:03:53.930 It's wonderful because you can use business chat 00:03:53.930 --> 00:03:57.050 to ask it questions about your emails and Teams 00:03:57.050 --> 00:03:58.930 messages and help you prep for your upcoming 00:03:58.930 --> 00:04:01.909 meetings. And it lives inside your applications 00:04:01.909 --> 00:04:04.409 as well, like Word, PowerPoint, Excel, and so 00:04:04.409 --> 00:04:07.210 on. But the key is that when you move into this 00:04:07.210 --> 00:04:11.159 extensibility layer over here, That's when you 00:04:11.159 --> 00:04:13.960 can start to use tools like Copilot Studio to 00:04:13.960 --> 00:04:17.399 create agents, which I think is really the future. 00:04:17.560 --> 00:04:21.459 And you can also measure and adopt and look at 00:04:21.459 --> 00:04:24.060 all these different tools, reports, analytics, 00:04:24.160 --> 00:04:26.620 and we have enterprise -grade security to kind 00:04:26.620 --> 00:04:29.959 of wrap all around it. But the other question 00:04:29.959 --> 00:04:32.040 that most people have is, on one hand, you have 00:04:32.040 --> 00:04:35.819 Copilot for productivity, which basically can... 00:04:36.269 --> 00:04:39.110 augment human interaction work as your personal 00:04:39.110 --> 00:04:41.970 assistant but realistically there are only as 00:04:41.970 --> 00:04:44.430 many co -pilots as there are people there's a 00:04:44.430 --> 00:04:46.350 one -to -one on the other hand if you think about 00:04:46.350 --> 00:04:49.529 ai agents they're essentially expert systems 00:04:49.529 --> 00:04:52.680 that work that they can work autonomously. They 00:04:52.680 --> 00:04:55.759 don't have to. They work on behalf of a process 00:04:55.759 --> 00:04:58.800 or a company. And there can be many, many more 00:04:58.800 --> 00:05:01.579 agents as you build these agents, autonomous 00:05:01.579 --> 00:05:04.759 or non, that you interact with. So there can 00:05:04.759 --> 00:05:07.220 be a ton of them as you build them out. And one 00:05:07.220 --> 00:05:09.339 last thing before I show you a demo. A lot of 00:05:09.339 --> 00:05:12.279 people always ask me, hey, Sherv, agents are 00:05:12.279 --> 00:05:14.959 wonderful, but we're the IT team and we're rolling 00:05:14.959 --> 00:05:17.420 out. some of the ideas that you're sharing and 00:05:17.420 --> 00:05:19.480 we want to be able to have some more control 00:05:19.480 --> 00:05:22.199 over these right in terms of who can actually 00:05:22.199 --> 00:05:25.980 create these agents who can publish them reports 00:05:25.980 --> 00:05:31.920 cost and i'll say that overall we have very good 00:05:31.920 --> 00:05:34.339 tools in place and some of them are listed here 00:05:34.339 --> 00:05:37.360 today from an agent builder perspective copilot 00:05:37.360 --> 00:05:41.029 studio and sharepoint but of course As each day 00:05:41.029 --> 00:05:43.329 goes by, we're adding more and more tools. So 00:05:43.329 --> 00:05:46.610 stay tuned, but some of this might be sufficient 00:05:46.610 --> 00:05:50.089 for you to basically implement and roll out these 00:05:50.089 --> 00:05:52.829 amazing agents. With that, let's jump into the 00:05:52.829 --> 00:05:59.149 demo. All right, so let's look at the simplest 00:05:59.149 --> 00:06:02.470 agent, the retrieval -based agent. And what you're 00:06:02.470 --> 00:06:04.910 looking at here is basically Microsoft Teams. 00:06:05.089 --> 00:06:07.689 And I'm in the Work tab, and this is the Microsoft 00:06:07.689 --> 00:06:12.189 365 Copilot. and on the right hand side here 00:06:12.189 --> 00:06:14.889 we have the hr miracle worker and also the pro 00:06:14.889 --> 00:06:17.509 edition so i'm just going to select hr miracle 00:06:17.509 --> 00:06:20.250 worker so we look at this simple retrieval based 00:06:20.250 --> 00:06:22.810 agent and i have these six different starter 00:06:22.810 --> 00:06:25.449 prompts so if i select something like employee 00:06:25.449 --> 00:06:28.750 reviews it's basically going to go to this sharepoint 00:06:28.750 --> 00:06:30.949 site where i have information about these types 00:06:30.949 --> 00:06:33.769 of topics and it's going to generate a response 00:06:33.769 --> 00:06:36.709 based on that question that I asked it. So it's 00:06:36.709 --> 00:06:38.949 telling me all about my stock options and bonuses 00:06:38.949 --> 00:06:41.949 and all kinds of good stuff about employee reviews. 00:06:42.170 --> 00:06:45.050 And it also shares this document. So when I select 00:06:45.050 --> 00:06:48.610 the document, because I have access to that SharePoint 00:06:48.610 --> 00:06:51.709 site, I can ask the agent, but I can also look 00:06:51.709 --> 00:06:54.910 at the document itself. So here it is if I wanted 00:06:54.910 --> 00:06:57.389 additional information. And now going back to 00:06:57.389 --> 00:07:00.490 Teams, here I can ask more questions. I can do 00:07:00.490 --> 00:07:04.339 a new chat. and the sharepoint site itself if 00:07:04.339 --> 00:07:09.000 you are curious is this and basically if i select 00:07:09.000 --> 00:07:11.980 on the top right hand side this wheel icon and 00:07:11.980 --> 00:07:15.180 go to the site contents there's a documents folder 00:07:15.180 --> 00:07:18.839 here where all these different documents about 00:07:18.839 --> 00:07:21.500 my 401k and holiday and sick everything is there 00:07:21.500 --> 00:07:24.680 so questions that i asked the agent are basically 00:07:24.680 --> 00:07:29.399 going to this site and generating responses from 00:07:29.769 --> 00:07:36.589 the information in these documents but how I 00:07:36.589 --> 00:07:39.930 built this agent was very easy I basically selected 00:07:39.930 --> 00:07:43.529 create an agent and this is agent builder which 00:07:43.529 --> 00:07:45.750 is actually part of Microsoft Copilot studio 00:07:45.750 --> 00:07:48.470 and you can go ahead and start describing the 00:07:48.470 --> 00:07:51.129 agent and I have a video where I built this agent 00:07:51.129 --> 00:07:53.910 step -by -step so check that out if you want 00:07:53.910 --> 00:07:56.149 to look at all the steps involved we're just 00:07:56.149 --> 00:07:59.050 doing a quick review here but if i select my 00:07:59.050 --> 00:08:01.870 copilot agent i can actually select agents that 00:08:01.870 --> 00:08:04.970 i've built in the past so when i select the hr 00:08:04.970 --> 00:08:08.129 miracle worker and i'm in the configure tab i 00:08:08.129 --> 00:08:11.829 can make changes to the icon for example the 00:08:11.829 --> 00:08:15.029 name of the agent the description the instructions 00:08:15.029 --> 00:08:17.889 all these are very important right you're telling 00:08:17.889 --> 00:08:20.589 the agent how to behave and then the knowledge 00:08:20.589 --> 00:08:23.879 source section over here you can see these are 00:08:23.879 --> 00:08:26.120 those same documents that were in the SharePoint 00:08:26.120 --> 00:08:29.660 site so when I select browse these are all the 00:08:29.660 --> 00:08:31.439 different SharePoint sites that I have access 00:08:31.439 --> 00:08:35.200 to my tenant and in the HR SharePoint site these 00:08:35.200 --> 00:08:37.879 are the documents that I'm using and so if somebody 00:08:37.879 --> 00:08:41.059 updates those documents the agent also gets updated 00:08:41.929 --> 00:08:44.269 and there's other things coming soon like actions 00:08:44.269 --> 00:08:47.210 also on the starter prompts when i told it tell 00:08:47.210 --> 00:08:49.710 me about my employee review process it's because 00:08:49.710 --> 00:08:52.129 i put the starter prompt in here but you can 00:08:52.129 --> 00:08:54.009 go ahead and delete these and create your own 00:08:54.009 --> 00:08:56.889 starter prompts if you wanted to now on the top 00:08:56.889 --> 00:09:00.190 right hand side i can simply update this agent 00:09:00.190 --> 00:09:02.809 if i've made any changes or i can click on share 00:09:02.809 --> 00:09:05.429 and share it out with anyone in my company or 00:09:05.429 --> 00:09:08.509 specific people so that's how you share these 00:09:08.509 --> 00:09:11.500 types of agents and If everything looks good, 00:09:11.580 --> 00:09:14.379 we're going to exit out of here. And very simple 00:09:14.379 --> 00:09:16.899 but powerful agent because people don't have 00:09:16.899 --> 00:09:18.840 to go to the SharePoint site anymore. They can 00:09:18.840 --> 00:09:25.779 just ask questions from the agent. Now, here's 00:09:25.779 --> 00:09:28.960 the pro version, right? Just right below it is 00:09:28.960 --> 00:09:31.919 the HR Miracle Worker Pro. But before we do, 00:09:32.059 --> 00:09:34.700 if you're finding value in this video, please 00:09:34.700 --> 00:09:37.139 give it a like as it really does help the channel. 00:09:37.480 --> 00:09:39.940 thank you very much for your support so the first 00:09:39.940 --> 00:09:44.200 question is what makes it pro and i briefly mentioned 00:09:44.200 --> 00:09:46.940 that it's because i have an integration to service 00:09:46.940 --> 00:09:51.100 now so what i did was i went to service now and 00:09:51.100 --> 00:09:54.539 i created this hr database for vacation data 00:09:54.539 --> 00:09:58.179 and in here i gave it a bunch of different fields 00:09:58.179 --> 00:10:00.899 so i said look i want you to have information 00:10:00.899 --> 00:10:05.139 on vacation that people request somebody might 00:10:05.139 --> 00:10:07.879 say i want 10 hours of vacation and what's their 00:10:07.879 --> 00:10:10.220 balance right the vacation balance and what's 00:10:10.220 --> 00:10:13.580 left and i also want their last name first name 00:10:13.580 --> 00:10:15.960 and their email address so if we actually look 00:10:15.960 --> 00:10:18.500 at the table i've populated it with some information 00:10:18.500 --> 00:10:22.019 so there i am and we also have michael jordan 00:10:22.019 --> 00:10:25.059 we have bob smith we have leonel messi and taylor 00:10:25.059 --> 00:10:28.460 swift wow that's a amazing group of people and 00:10:28.460 --> 00:10:30.500 so you can see taylor has a bunch of vacation 00:10:30.500 --> 00:10:36.320 hours 300 and lionel has 120 and bob has 80 and 00:10:36.320 --> 00:10:38.860 and so on right so this is the table now let's 00:10:38.860 --> 00:10:41.960 go back to microsoft teams and see how this hr 00:10:41.960 --> 00:10:44.179 miracle worker pro actually behaves right so 00:10:44.179 --> 00:10:46.700 let's ask you the question like what are my 401k 00:10:46.700 --> 00:10:48.700 benefits and i'm going to ask you that question 00:10:48.700 --> 00:10:52.039 it should do the same thing as the regular version 00:10:52.720 --> 00:10:55.039 because it's connected to a sharepoint site with 00:10:55.039 --> 00:10:57.059 the same document so let's see what it says all 00:10:57.059 --> 00:10:59.899 right so here it is the contoso's 401k offers 00:10:59.899 --> 00:11:02.340 a variety of investments all that kind of good 00:11:02.340 --> 00:11:04.440 stuff and then here's the document that i can 00:11:04.440 --> 00:11:07.340 go ahead and select and open up and so here's 00:11:07.340 --> 00:11:10.120 the document that it gave me access to if i wanted 00:11:10.120 --> 00:11:15.340 to have more information there it is so it does 00:11:15.340 --> 00:11:17.580 the same kind of thing right it retrieves information 00:11:17.580 --> 00:11:21.480 but remember this is a task based agent because 00:11:21.480 --> 00:11:24.480 we have integration not just for reading and 00:11:24.480 --> 00:11:26.899 writing but it's accomplishing a task so what 00:11:26.899 --> 00:11:30.120 is that task right part of part of that task 00:11:30.120 --> 00:11:33.460 is us asking it about vacation information right 00:11:33.460 --> 00:11:36.179 to that service now database that i showed you 00:11:36.179 --> 00:11:38.000 let's ask you something like how many vacation 00:11:38.000 --> 00:11:41.539 days does michael have what it's doing now is 00:11:41.539 --> 00:11:44.440 it's using the service now connector that i put 00:11:44.440 --> 00:11:46.779 together in copilot studio reaching out to that 00:11:46.779 --> 00:11:50.240 database and looking at that information so it 00:11:50.240 --> 00:11:53.100 says michael has a vacation balance of 50 days 00:11:53.100 --> 00:11:56.259 and has requested 30 days of vacation so let's 00:11:56.259 --> 00:11:59.120 quickly go back here and cross reference here's 00:11:59.120 --> 00:12:01.870 michael He has a vacation balance of 50 and his 00:12:01.870 --> 00:12:04.370 request of 30. Perfect. So that's accurate. We 00:12:04.370 --> 00:12:07.470 know this is working. Now, in this case, I actually 00:12:07.470 --> 00:12:09.830 have superpowers. I can look at everyone's vacation. 00:12:10.049 --> 00:12:12.049 So in your scenario, you're going to want to 00:12:12.049 --> 00:12:14.870 lock this down unless you want to have superpowers. 00:12:14.929 --> 00:12:17.330 We'll ask it, how many vacation hours does everyone 00:12:17.330 --> 00:12:19.850 have? So again, it's going to the table and it's 00:12:19.850 --> 00:12:22.590 saying Bob has 80, Michael has 50, Shervin has 00:12:22.590 --> 00:12:24.929 40. And remember, if you remember, Taylor had 00:12:24.929 --> 00:12:28.149 300. So this is accurate. And again, this is 00:12:28.149 --> 00:12:30.759 the chart. So this is all the information, 300, 00:12:30.919 --> 00:12:33.600 120, 80. It's all coming here as well, right? 00:12:33.659 --> 00:12:38.240 300, 120, and 80 for Bob. Okay, so that's fine, 00:12:38.379 --> 00:12:40.159 but that's just read, right? What if we want 00:12:40.159 --> 00:12:42.779 to write? So let's start off by saying, I want 00:12:42.779 --> 00:12:47.559 to take some PTO, see what it says here. How 00:12:47.559 --> 00:12:50.179 many vacation hours would you like to book? Let's 00:12:50.179 --> 00:12:54.960 say 15. And then who is this vacation for? we'll 00:12:54.960 --> 00:12:57.080 say for it's for taylor right because taylor 00:12:57.080 --> 00:13:00.200 hasn't taken any and she has 300. all right it 00:13:00.200 --> 00:13:02.059 came back and it said thank you for providing 00:13:02.059 --> 00:13:04.559 we are updating your vacation hours and service 00:13:04.559 --> 00:13:08.600 now all right so that's done and it says that 00:13:09.260 --> 00:13:11.259 taylor's vacation hours have been successfully 00:13:11.259 --> 00:13:13.840 updated she now has a vacation balance of 285 00:13:13.840 --> 00:13:16.100 and has requested 15 because before it was zero 00:13:16.100 --> 00:13:20.200 and 300 right now let's go double check our database 00:13:20.200 --> 00:13:22.759 here i'm going to go ahead and refresh this notice 00:13:22.759 --> 00:13:25.879 by the way before i refresh taylor has 300 and 00:13:25.879 --> 00:13:28.899 zero so this should become 285 and 15. i'm going 00:13:28.899 --> 00:13:35.460 to refresh this And then here it is 285 and 15 00:13:35.460 --> 00:13:39.019 for Taylor Swift. All right. So we know this 00:13:39.019 --> 00:13:42.059 agent is doing exactly what we've programmed 00:13:42.059 --> 00:13:46.100 it to do. It's reading, it's writing, and it's 00:13:46.100 --> 00:13:50.200 providing us information about basically our 00:13:50.200 --> 00:13:53.500 401k benefits, vacation, medical, all HR related 00:13:53.500 --> 00:13:56.610 type of stuff. So it's a retrieval agent that 00:13:56.610 --> 00:13:59.269 we've amped up to become a task -based agent 00:13:59.269 --> 00:14:02.769 with this integration to service now. Now, before 00:14:02.769 --> 00:14:05.090 I show you how we actually built this, I'm not 00:14:05.090 --> 00:14:08.009 going to give you all the details necessarily 00:14:08.009 --> 00:14:09.889 because we don't have a ton of time, but I'll 00:14:09.889 --> 00:14:12.289 show you high level how I was able to build it. 00:14:12.470 --> 00:14:15.690 But I wanted to also show you, look, on the left 00:14:15.690 --> 00:14:19.590 -hand side, you can also access this agent from 00:14:19.590 --> 00:14:22.360 different places. So I can select. It has an 00:14:22.360 --> 00:14:26.039 app, HR Miracle Worker here, and I can interact 00:14:26.039 --> 00:14:28.000 with it here. So it doesn't have to be inside 00:14:28.000 --> 00:14:30.899 Copilot. It can also be an app. And also if I 00:14:30.899 --> 00:14:34.539 was in Copilot, and if I was in Copilot for Microsoft 00:14:34.539 --> 00:14:37.539 365 on the top right -hand side, where I can 00:14:37.539 --> 00:14:39.960 ask it about prepping for meetings and whatnot, 00:14:40.259 --> 00:14:42.820 I can also app mention the agent. So I can app 00:14:42.820 --> 00:14:46.899 mention like this and select any agent. So I 00:14:46.899 --> 00:14:49.659 can select the original one or the pro one and 00:14:49.659 --> 00:14:56.929 ask it questions. from here this was the demo 00:14:56.929 --> 00:15:00.549 of the pro version i hope you like it but what 00:15:00.549 --> 00:15:03.149 does it actually look like i want to select copilot 00:15:03.149 --> 00:15:05.610 studio here and you can see these different agents 00:15:05.610 --> 00:15:08.389 that i built and this is the inbot the autonomous 00:15:08.389 --> 00:15:11.269 agent which is super cool and then this is the 00:15:11.269 --> 00:15:14.379 hr miracle worker pro let's select that now what 00:15:14.379 --> 00:15:16.700 you're going to see here is that there are a 00:15:16.700 --> 00:15:19.539 lot of similarities because basically what i'm 00:15:19.539 --> 00:15:23.019 saying here in the description is very much the 00:15:23.019 --> 00:15:26.279 same as the description of the original one in 00:15:26.279 --> 00:15:30.620 the agent builder but in the instructions i've 00:15:30.620 --> 00:15:32.860 amped it up a little bit so it's basically saying 00:15:32.860 --> 00:15:35.200 if they're retrieving information about their 00:15:35.200 --> 00:15:37.820 vacation balance use this service now list records 00:15:37.820 --> 00:15:41.139 action and then the general stuff just use the 00:15:41.139 --> 00:15:43.700 knowledge sources okay so let's scroll down a 00:15:43.700 --> 00:15:46.720 little bit this was the instruction section and 00:15:46.720 --> 00:15:48.779 then you'll see that the knowledge section is 00:15:48.779 --> 00:15:51.159 the same as before now here's one difference 00:15:51.159 --> 00:15:55.600 this is the service now list records action and 00:15:55.600 --> 00:15:58.620 this is what basically i was able to set up so 00:15:58.620 --> 00:16:01.059 that the agent is using it to be able to connect 00:16:01.059 --> 00:16:03.779 to this database that i've set up this is the 00:16:03.779 --> 00:16:06.740 name of the database that i gave it and it's 00:16:06.740 --> 00:16:10.509 able to connect to it Now let's go back. If you 00:16:10.509 --> 00:16:13.129 wanted to connect other actions, you simply click 00:16:13.129 --> 00:16:16.570 on this plus action and all the different actions, 00:16:16.610 --> 00:16:19.669 you know, from Excel and whatever you want. If 00:16:19.669 --> 00:16:22.009 I, if I wanted to search for something in Outlook, 00:16:22.090 --> 00:16:24.750 we have a lot of different actions that you basically 00:16:24.750 --> 00:16:28.169 can set up here. Or we even have things for that 00:16:28.169 --> 00:16:30.090 are not Microsoft, like Google, for example, 00:16:30.090 --> 00:16:32.629 we have a lot of different actions and connectors 00:16:32.629 --> 00:16:36.190 that you can use. All right. Now I just basically 00:16:36.190 --> 00:16:40.580 set up the service, not one. But you are probably 00:16:40.580 --> 00:16:43.659 wondering, well, sure, what about the booking 00:16:43.659 --> 00:16:46.820 of the vacation? Because this is a read. What 00:16:46.820 --> 00:16:49.000 about the write? And so for that, what I did 00:16:49.000 --> 00:16:53.419 was I actually went to topics and I created this 00:16:53.419 --> 00:16:56.779 topic called booking vacation and I created a 00:16:56.779 --> 00:17:00.000 flow. And basically I said, look, this is a trigger. 00:17:00.080 --> 00:17:03.480 So anytime somebody asks about PTO and vacation, 00:17:03.740 --> 00:17:06.589 wake up. And when you wake up, the first thing 00:17:06.589 --> 00:17:08.509 you do is you ask a question like, how many vacation 00:17:08.509 --> 00:17:10.910 hours would you like to book? And you guys all 00:17:10.910 --> 00:17:14.150 saw that in the demo. The next question you ask, 00:17:14.190 --> 00:17:16.009 and by the way, you take a note of that in this 00:17:16.009 --> 00:17:18.910 variable. The next thing that you do is you say, 00:17:18.970 --> 00:17:21.910 who is this vacation for? And you take a note 00:17:21.910 --> 00:17:25.690 of that in this variable. And then this is where 00:17:25.690 --> 00:17:29.450 the rubber meets the road, right? Then this action 00:17:29.450 --> 00:17:34.289 is actually a custom. ServiceNow flow connector. 00:17:34.609 --> 00:17:36.930 So what we're going to do is I'm going to open 00:17:36.930 --> 00:17:39.769 this up and this is the flow that I actually 00:17:39.769 --> 00:17:42.349 developed. You can kind of see some high level 00:17:42.349 --> 00:17:44.690 information about it. And when I select edit, 00:17:44.809 --> 00:17:47.970 you'll see the flow itself. So this is the flow. 00:17:48.089 --> 00:17:51.349 First, you come in from Copilot and then the 00:17:51.349 --> 00:17:53.930 first thing you do is you get all the different 00:17:53.930 --> 00:17:57.650 records. So you get the information about everyone's 00:17:57.650 --> 00:18:00.750 vacation balances. And then the next thing you 00:18:00.750 --> 00:18:05.269 do is you update the records based on the information 00:18:05.269 --> 00:18:07.829 that is given to you. Like I want to book five 00:18:07.829 --> 00:18:11.349 hours of vacation. Now, I got to say that this 00:18:11.349 --> 00:18:15.289 stuff, like the formulas that I put together 00:18:15.289 --> 00:18:17.809 for vacation hours requested or vacation hour 00:18:17.809 --> 00:18:22.289 balance, this actually took me some time. But 00:18:22.289 --> 00:18:25.349 Copilot was able to help me by creating an expression 00:18:25.349 --> 00:18:29.279 in both of these cases. but i did i'm not a power 00:18:29.279 --> 00:18:31.880 platforms person but it took me a little bit 00:18:31.880 --> 00:18:33.579 of time to figure it out but maybe for the power 00:18:33.579 --> 00:18:37.460 platforms people out there this is easy so just 00:18:37.460 --> 00:18:39.720 heads up on that there is a little bit of coding 00:18:39.720 --> 00:18:42.319 involved in this and that's the difference of 00:18:42.319 --> 00:18:46.299 like the no code or zero coding to like low code 00:18:46.299 --> 00:18:49.299 and then pro code right so a little bit of elbow 00:18:49.299 --> 00:18:51.359 grease is involved as you're developing this 00:18:51.359 --> 00:18:53.759 and then finally you respond to copilot so that's 00:18:53.759 --> 00:18:56.539 what the flow is but when we go back to the topics 00:18:57.349 --> 00:18:59.930 basically from that point on the last thing was 00:18:59.930 --> 00:19:02.150 like thank you for providing the details and 00:19:02.150 --> 00:19:05.410 that was a message that was sent out so this 00:19:05.410 --> 00:19:09.630 is the process of booking vacation days and then 00:19:09.630 --> 00:19:12.210 getting the vacation days was basically that 00:19:12.210 --> 00:19:15.289 action of listing the records using the instructions 00:19:15.289 --> 00:19:17.869 that i gave it up here all right so i hope that 00:19:17.869 --> 00:19:21.710 makes sense and i will also say that ultimately 00:19:21.710 --> 00:19:25.099 you end up not just publishing it but deciding 00:19:25.099 --> 00:19:27.500 what channels you want this to exist in right 00:19:27.500 --> 00:19:30.559 so you have to select channels and you end up 00:19:30.559 --> 00:19:33.019 putting it inside teams like i did or if you 00:19:33.019 --> 00:19:35.660 want to put it in a custom website so it's up 00:19:35.660 --> 00:19:38.339 to you but this process has to happen as well 00:19:38.339 --> 00:19:44.880 moving to the last type of agent which is that 00:19:44.880 --> 00:19:47.660 autonomous agent this is my inbot that i created 00:19:47.660 --> 00:19:51.059 and you can see the full video on how i created 00:19:51.059 --> 00:19:54.410 it but i just want to kind of let you all know 00:19:54.410 --> 00:19:58.609 the progression of going from retrieval to task 00:19:58.609 --> 00:20:02.490 to autonomous. And honestly, I'll say that most 00:20:02.490 --> 00:20:05.069 of this in terms of the instructions and the 00:20:05.069 --> 00:20:07.650 description isn't that different than what I 00:20:07.650 --> 00:20:13.069 did for the HR Miracle Worker Pro. The only thing 00:20:13.069 --> 00:20:16.829 that makes this different is I told it what to 00:20:16.829 --> 00:20:18.769 do in the instructions and this is all based 00:20:18.769 --> 00:20:21.670 on emails coming in and emails that it sends 00:20:21.670 --> 00:20:24.279 to me. um this is the trigger and this is the 00:20:24.279 --> 00:20:27.200 action and i didn't do anything on the topic 00:20:27.200 --> 00:20:31.519 side but it's basically when you have a trigger 00:20:31.519 --> 00:20:33.299 like this and you can see it's in preview at 00:20:33.299 --> 00:20:35.519 the moment that's what makes it autonomous because 00:20:35.519 --> 00:20:38.859 it's basically out there looking for this activity 00:20:38.859 --> 00:20:45.500 and then it wakes up and takes action now in 00:20:45.500 --> 00:20:48.880 terms of a quick demo basically this is the outlook 00:20:48.880 --> 00:20:53.549 of the person that is using this autonomous agent 00:20:53.549 --> 00:20:56.369 right so their inbox is empty and then they also 00:20:56.369 --> 00:20:59.269 on the bottom left hand side they have this inbox 00:20:59.269 --> 00:21:02.589 folder this is where the emails come in from 00:21:02.589 --> 00:21:05.130 the inbox but regular emails obviously come into 00:21:05.130 --> 00:21:09.009 the inbox so if i go ahead and send this person 00:21:09.009 --> 00:21:13.019 an email we'll say hello And then here we'll 00:21:13.019 --> 00:21:15.799 just say, nice to meet you. Can you tell me more 00:21:15.799 --> 00:21:18.119 about Teams Premium? What are the main features 00:21:18.119 --> 00:21:20.640 of Teams Phone? And then on the Copilot side, 00:21:20.819 --> 00:21:23.319 we'll ask it, how can I build an agent using 00:21:23.319 --> 00:21:26.180 Copilot Studio? All right, let's send that off. 00:21:26.319 --> 00:21:28.900 And we're just going to wait here for this email 00:21:28.900 --> 00:21:33.940 to arrive in my inbox. And there it is. So nice 00:21:33.940 --> 00:21:35.680 to meet you. Can you tell me more about Teams 00:21:35.680 --> 00:21:39.390 Premium, Teams Phone, and... how can i build 00:21:39.390 --> 00:21:42.130 an agent using cobalt studio okay so we got to 00:21:42.130 --> 00:21:44.529 wait a little bit for something to appear in 00:21:44.529 --> 00:21:49.529 inbot and so there it is it just came in in bot 00:21:49.529 --> 00:21:51.269 i'm going to select it i'm going to open this 00:21:51.269 --> 00:21:54.670 up and let's see what our autonomous agent put 00:21:54.670 --> 00:21:57.529 together for us teams premium is an add -on license 00:21:57.529 --> 00:22:01.490 you can refer to documentation here main features 00:22:01.490 --> 00:22:04.529 of teen phone call auto attendant call queues 00:22:04.529 --> 00:22:08.200 real -time metrics documentation is here and 00:22:08.200 --> 00:22:10.940 building an agent using copilot studio gives 00:22:10.940 --> 00:22:14.200 us some instructions and more information here 00:22:14.200 --> 00:22:19.019 so all the different links and basically in my 00:22:19.019 --> 00:22:21.519 instructions i also asked it to give me some 00:22:21.519 --> 00:22:24.859 questions so i can ask additional clarifying 00:22:24.859 --> 00:22:26.779 questions from the customer and by the way notice 00:22:26.779 --> 00:22:29.880 that this comes to me and not to the customer 00:22:29.880 --> 00:22:33.460 directly because i designed it that way so that 00:22:33.460 --> 00:22:37.359 i can review it before the customer gets it So 00:22:37.359 --> 00:22:44.259 that's the autonomous agent. And I guess we'll 00:22:44.259 --> 00:22:48.299 wrap by trying to identify and comparing these 00:22:48.299 --> 00:22:52.539 different types of tools and building these retrieval 00:22:52.539 --> 00:22:56.359 and task and autonomous agents. And when we look 00:22:56.359 --> 00:22:59.059 at them over here, just kind of high level, and 00:22:59.059 --> 00:23:02.140 one of them isn't even here, it's inside Teams 00:23:02.140 --> 00:23:05.789 and the way we built it inside Copilot. i would 00:23:05.789 --> 00:23:09.029 say that agent builder is the simplest way right 00:23:09.029 --> 00:23:11.829 to build these agents the hr miracle worker you 00:23:11.829 --> 00:23:14.529 just click on create an agent and go from there 00:23:14.529 --> 00:23:18.210 it's all encompassing all inside and very easy 00:23:18.210 --> 00:23:21.250 to do but it's missing the connection pieces 00:23:21.250 --> 00:23:24.690 so if you wanted to connect to a data source 00:23:24.690 --> 00:23:27.950 outside of microsoft which i guess would be the 00:23:27.950 --> 00:23:30.750 actions piece that's coming to agent builder 00:23:30.750 --> 00:23:35.009 that's when you go to copilot studio and Here 00:23:35.009 --> 00:23:37.470 we were able to use the ServiceNow connector 00:23:37.470 --> 00:23:41.369 and Power Automate flows inside Topics to basically 00:23:41.369 --> 00:23:44.650 do read and write to our ServiceNow database. 00:23:45.730 --> 00:23:49.849 And then finally, back to Copilot Studio, the 00:23:49.849 --> 00:23:52.549 Autonomous Agent, I guess the thing that makes 00:23:52.549 --> 00:23:55.569 that super cool, it's all the different use cases 00:23:55.569 --> 00:23:58.490 you come up with, but... It's the trigger that 00:23:58.490 --> 00:24:01.190 makes it autonomous. If you have a trigger or 00:24:01.190 --> 00:24:03.329 if you have multiple triggers that's looking 00:24:03.329 --> 00:24:05.730 for some kind of activity, for us, it's an email 00:24:05.730 --> 00:24:09.309 coming in. That's the key here with these autonomous 00:24:09.309 --> 00:24:12.410 agents. But they could be very similar to task 00:24:12.410 --> 00:24:14.289 -based agents. And so I've said this before. 00:24:14.390 --> 00:24:16.809 These agents just basically build on each other. 00:24:16.869 --> 00:24:19.150 You can go from one to the next. And that's why 00:24:19.150 --> 00:24:21.690 we call it a spectrum. There's many shades within 00:24:21.690 --> 00:24:25.000 the spectrum. Having said all that, I hope you 00:24:25.000 --> 00:24:26.900 have a good understanding now of these different 00:24:26.900 --> 00:24:33.039 types of agents. I do want to mention a couple 00:24:33.039 --> 00:24:36.160 of other things. One, a lot of people ask me 00:24:36.160 --> 00:24:39.880 about access to Microsoft Copilot Studio. They 00:24:39.880 --> 00:24:41.900 want to start building these types of agents 00:24:41.900 --> 00:24:45.619 themselves. And I'll drop this link in the description, 00:24:45.759 --> 00:24:48.319 but you can very simply go and get yourself a 00:24:48.319 --> 00:24:51.279 free trial of Copilot Studio. But here's the 00:24:51.279 --> 00:24:54.940 thing. this is for work and for education so 00:24:54.940 --> 00:24:58.839 you have to have a work account and what i would 00:24:58.839 --> 00:25:01.640 recommend if you don't is you can actually sign 00:25:01.640 --> 00:25:04.519 up for a free trial for microsoft 365 business 00:25:04.519 --> 00:25:07.700 standard and so here if you actually select plans 00:25:07.700 --> 00:25:10.059 and pricing you'll see a variety of different 00:25:10.059 --> 00:25:13.220 plans for business all of which seem to have 00:25:13.220 --> 00:25:16.920 a free one month trial so my suggestion is look 00:25:16.920 --> 00:25:21.019 if you don't have access to work account and 00:25:21.019 --> 00:25:23.299 you can't get copilot studio because of that 00:25:23.299 --> 00:25:27.380 get this type of a trial and then go ahead and 00:25:27.380 --> 00:25:29.720 log in with the credentials that you get from 00:25:29.720 --> 00:25:32.559 it into copilot studio and you should be good 00:25:32.559 --> 00:25:38.880 and another question a lot of people ask me is 00:25:38.880 --> 00:25:41.680 around pricing of these agents and so this is 00:25:41.680 --> 00:25:44.339 a very good article that first came out on the 00:25:44.339 --> 00:25:47.680 15th of january But since then, it's been updated. 00:25:47.759 --> 00:25:51.940 Just yesterday, actually, 3 .25. I'll drop this 00:25:51.940 --> 00:25:54.319 in the description. But if you scroll down, it 00:25:54.319 --> 00:25:57.920 talks about consumption with agents. If you're 00:25:57.920 --> 00:26:00.599 just using Copilot Studio. And it talks about 00:26:00.599 --> 00:26:05.900 how agents use messages, which cost about a penny 00:26:05.900 --> 00:26:09.559 a message. And the concept of messages is kind 00:26:09.559 --> 00:26:12.059 of explained here in terms of... what kind of 00:26:12.059 --> 00:26:15.559 messages there are web grounded classic generative 00:26:15.559 --> 00:26:19.640 and it explains what these are below and it gives 00:26:19.640 --> 00:26:23.859 you some examples of autonomous actions and calculating 00:26:23.859 --> 00:26:27.180 agents costs and so on so for those of you who 00:26:27.180 --> 00:26:30.140 are interested in kind of building these agents 00:26:30.140 --> 00:26:32.940 but are concerned about the cost then i would 00:26:32.940 --> 00:26:34.740 definitely check out this article because it 00:26:34.740 --> 00:26:38.259 has updated pricing as well and one other thing 00:26:38.259 --> 00:26:41.259 that i'll mention is that this is talking about 00:26:41.259 --> 00:26:43.740 if you just have copilot studio and you don't 00:26:43.740 --> 00:26:46.799 have the microsoft 365 copilot license so some 00:26:46.799 --> 00:26:50.359 of you that have that m365 copilot license that's 00:26:50.359 --> 00:26:53.599 a very feature -rich license and that actually 00:26:53.599 --> 00:26:57.440 gives you a web grounded answers classic answers 00:26:57.440 --> 00:27:01.420 generative answers and tenant grounding for messages 00:27:01.420 --> 00:27:06.009 and agent actions all except for autonomous agents 00:27:06.009 --> 00:27:08.930 actions okay so that's the distinction but if 00:27:08.930 --> 00:27:10.869 it's like regular actions like that service now 00:27:10.869 --> 00:27:13.809 connector that i showed all of these are included 00:27:13.809 --> 00:27:18.410 uh with the m365 copilot license again just minus 00:27:18.410 --> 00:27:21.450 the autonomous action so you get a lot of value 00:27:21.450 --> 00:27:25.150 with that m365 copilot license but if you don't 00:27:25.150 --> 00:27:27.490 have it then you can basically pay as you go 00:27:27.490 --> 00:27:30.890 as a copilot studio user without having that 00:27:30.890 --> 00:27:34.089 m365 license so check out this article that does 00:27:34.089 --> 00:27:36.369 a good job of explaining kind of like the pricing 00:27:36.369 --> 00:27:39.190 of these agents as you build them out and also 00:27:39.190 --> 00:27:41.369 how to manage them thanks again for watching 00:27:41.369 --> 00:27:44.130 i hope you enjoyed it if you did please give 00:27:44.130 --> 00:27:48.630 this video a like share comment and let me know 00:27:48.630 --> 00:27:51.109 what you'd like to see next and i'll catch you 00:27:51.109 --> 00:27:51.849 on the next one