WEBVTT

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Today I'm going to show you how to build a simple

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and free copilot agent. Almost every business

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and enterprise account comes with something called

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copilot chat. No additional licensing necessary

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and copilot chat actually allows you to build

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simple copilot agents. But these can be very

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powerful if you know some tips. So in this video

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we're going to build a simple agent and you can

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follow along and build it for yourself. My name

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is Shervin Shafi and I'm a Co -Pilot Principal

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Engineer at Microsoft. Welcome to Collaboration

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Simplified. Now the first thing we're going to

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do is we're going to log in to Copilot. So I've

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opened up a web browser here and I'm going to

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type in m365copilot .com and this will actually

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log me into Copilot. Now there's a bunch of different

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ways of logging in. You can actually access Copilot

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from inside Teams which is what this user is

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doing. They've logged in through Microsoft Teams

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and they have Copilot on the left rail here.

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You can also access Copilot using the M365 Copilot

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app, which is on my taskbar below here. And by

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the way, if you don't have Copilot, you can go

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to this web link. I'll drop this in the description.

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And you can download the Copilot app. Here, because

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I'm on a Windows machine, it gives me the option

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to download it for Windows. But if you were logged

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in from a Macintosh, you'd be able to download

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this for a Mac as well. So there's a lot of different

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ways of accessing M365 Copilot. But regardless,

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when you've actually logged in, you can see that

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there's a section here for chat, but you can

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also create an agent, which is what we're going

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to do in this video. So very simply, I'm just

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going to select create agent. And then on the

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right hand side, this brings up another window

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for me that says Copilot Studio. This is a new

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agent over here. and i can describe or i can

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configure my agent and then there's a bunch of

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things here in terms of like different templates

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and we'll review all this in one second and just

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kind of going from the top down when i select

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this new agent that's in blue here i can select

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view all agents now because i don't have any

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other agents nothing is listed here but as you

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build your agents you can always go back here

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And you can see all your agents. Now I'm going

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to select create new agent, which again takes

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me back to that screen. And under describe here,

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you can see that there are a few templates listed

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here. There's one for career coach, and you can

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see these are all made by Microsoft. There's

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another one for customer insights, idea coach,

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and then you can actually view all templates.

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So when we select that, it gives us a longer

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list of templates. I actually found this one

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kind of interesting, this quiz tutor. And so

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when I select that, it actually brings up this

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section here. You can see things got filled up

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on the right -hand side because it's a template.

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It already has a lot of information in there.

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And then there's also a link here for documentation.

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So when you select that, it opens up another

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web browser page for you where there's more information

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about this quiz tutor template that you can check

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out. and while we're here if you look on the

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left hand side actually all these different templates

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that were listed the career coach the idea coach

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interview assistant they're all listed here so

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if you want more information on any one of these

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you can always look them up here so going back

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to this quiz tutor go ahead and configure it

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you'll see that It already populated everything

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in here. It has a name. It has this logo for

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you. It has a description. And by the way, this

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is kind of interesting. If you click on this,

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you can drag it up and down to make these boxes

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larger. So the description is here. The instructions

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are here. So these are all key components of

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an agent, right? And if we back up one second,

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the main reason why you'd want to make an agent

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is. If you in your job, and all of us have activities

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like this, are doing something over and over

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again that involves analysis, reasoning, logic,

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summarization, these are things that AI shines

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in, right? It can just basically offload all

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that busy work, if you will, and you can create

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an automation process. So that's why you'd want

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to make an agent. And these templates are examples

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of agents that you can just simply use and you

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don't have to do any customization but in this

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case we're doing we're going to customize this

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quiz tutor just a little bit so that we can take

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advantage of copilot chat you see one kind of

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thing that copilot chat's missing that the licensed

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users have is that you can't actually go down

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to this knowledge section here and it's kind

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of limited you can basically only put in public

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URLs, public websites, but you can't attach any

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files. You can't attach any SharePoint sites,

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anything like that. So it's kind of limited in

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that way. But here's the tip. The tip is that

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in your instructions, you can actually say, ask

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me for the file. And so when the agent's running,

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it'll ask you for the file and then you attach

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it. So there's kind of workarounds and I'll show

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you what I mean in just one second. So if we

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look at this quiz one, it's basically designed

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to test your knowledge on something, right? And

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here, if you look at the instructions, it says,

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you are an agent called the quiz tutor who creates

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interactive, fun, and engaging quizzes. And it

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gives instructions on how to create engaging

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quizzes, develop fun bite -sized quizzes, ensure

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the quizzes are interactive. And you can get

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rid of these. You can edit them. You can do whatever

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you want, right? But in the interest of time,

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we're going to leave this as is. This gives you

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an idea of how to write these agents. You can

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just reuse these templates for your own custom

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agent that you built. Now, over here, if we go

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all the way down to this section where it says

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start quiz, you can see all these suggested prompts

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actually show up. when the agent is built so

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end users end up seeing this and this first one

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that says create a fun quiz on these files we're

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going to say create a fun quiz based on this

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website okay so then we can feed it the website

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i'll come back and i'll cover some of these other

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details but if everything kind of looks good

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and it should because this template's pretty

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thorough You can then go ahead on the top right

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hand side and select create. So we're going to

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go ahead and select create. And this creates

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the agent, but also it puts it on the left rail

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for you. So you'll see that in just one second

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here. So the agent was successfully created.

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And I don't know if you noticed, but it just

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popped up on the left hand side. And we can go

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to agent. We can share it with other people.

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There's a lot of stuff you can do. We'll come

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back to this. So let's just go to the agent.

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which basically selects it for me from the left

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rail here and all of that stuff that you saw

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those kind of questions they show up here right

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so here if we select this one that we edited

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slightly create a fun quiz based on this website

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we select it and then we hit this blue arrow

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this sends a prompt to the agent and let's see

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what it says it says Could you please share the

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URL of the website that you want the quizzes

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based on? So if we give it a website, like if

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we go to this Copilot Building Agents with Copilot

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Studio, and this is actually for the Copilot

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Studio that we're using, the Light Experience,

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formerly known as Copilot Studio Agent Builder.

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If we go ahead and grab this link, copy it. and

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go back to our session here and just paste it

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in here let's see what it does let's see if it

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can generate a quiz for us right so it says question

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one true or false copilot studio lite allows

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developers to build co -pilots using only power

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platform tools i think the answer here is false

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so i'm going to put in b and hit enter. Let's

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see if I was right. Basically came back and it

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says, correct. B, false is the right answer.

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It's designed to allow developers to build copilots.

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So that was one. And then it gives you another

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question. Now you get the point, right? So that

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was a very, very simple agent that we built basically

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using a template. And I would suggest that you

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go and look at all the different templates. Maybe

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there are some other ones that you want to create.

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So all you got to do, if you want to do that,

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you basically go back to create an agent on the

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left. rail here and then as you're building it

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you click on templates you look at all these

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different ones like maybe you want to create

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a writing coach or a meeting coach and it explains

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what these are and then you go through that process

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now let's create a custom one now let's start

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from the beginning right let's say i was just

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like in copilot chat And on the left hand side,

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I decide to create an agent. So I select create

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agent. And you get this describe and configure.

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And this time around, I'm going to just actually

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select configure. And when I select configure,

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instead of using any of these templates, because

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it still gives you that option here, you can

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actually drag down and use these templates. I'm

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not going to use any of them. I'm going to create

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my own agent. job postings and resumes so if

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i work at a company and i'm scanning a bunch

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of resumes for a particular position i want to

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determine which candidates are the most qualified

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so this can normally be a very tedious task where

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you have to look at all these resumes and compare

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them to the job posting but i want to build an

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agent that does this for me let's give it a name

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first and i'm going to call this the position

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pal it'll find the right candidate for the position

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And over here on the details side, you can select

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this pencil icon to basically give it an image,

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change the icon. And here I'm going to upload

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an icon. And I found this kind of cool picture

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of this guy here. Looks kind of like Einstein.

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And I'm going to use this guy's face as my position

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pal agent. And I'm going to describe the agent.

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This agent reviews resumes. and compares it to

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a job posting ranking the candidates so that's

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the description now from an instructions perspective

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compare resumes of candidates to the job posting

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and assess how they compare to the job create

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a table and rate each candidate for various categories

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as for the candidates resumes if you don't have

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them this is key right because we can't actually

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pre -attach documents using copilot chat but

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you can tell the agent to ask you for the resumes

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also ask for the job posting if you don't have

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it So fairly simple instructions. You can look

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at the templates to get more ideas like use a

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professional tone, be courteous, be funny. You

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can tell it all these kinds of things, right?

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But we'll leave all that out for now. Now, from

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a knowledge source perspective, you can put in

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different public links or all websites, but here

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we're not going to do anything because each job

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posting, we're going to have the agent ask us

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for the link and we're going to give it to it.

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Now, these are interesting, code interpreter

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and image interpreter. These are things that

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you can actually toggle on or leave off. And

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so if you want to find out more information about

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code interpreter or image interpreter, you can

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just kind of select this. But there's actually

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a website here that I'll drop the link in the

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description. And it talks about what the code

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interpreter does. And when you enable it, it

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can create graphs for you, graphs like this based

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on a prompt. It can create charts for you. It

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can do a lot of cool stuff that normally you

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wouldn't be able to do. And then the image generator

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basically is able to create different images

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for you based on prompts that you put in. So

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if you wanted your agent to be able to create

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those types of charts or create images, then

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you basically come here and you toggle it on.

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Now, in this case, I'm going to put in the code

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interpreter. There's nothing to lose by enabling

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it. But if you find that there's issues when

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you enable them, then come back and edit the

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agent and disable it. I'll show you how to edit

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the agent afterwards as well. Now, in terms of

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like suggested prompts that you could use for

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this agent, let's look at some of these things

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that we can put in. So first one, we're going

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to call resumes and the message is going to be,

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please share with me the job and resumes for

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a comparison. So this should prompt you for both

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of those. another one we can do maybe later on

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is call it bar chart and we'll say show a bar

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chart of skills rated out of 10 for each candidate

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another one that we can put in is candidate summary

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and we can say something like summarize key strengths

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and gaps for each candidate. Now, you can always

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come back and delete these or change them or

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even move the order around. But for now, we'll

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leave them. And as I was typing them, you probably

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saw that this was getting populated on the right

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-hand side. Now, here you can actually test it

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out. You can go ahead and select one of these

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or type something in and test out your agent

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before you select create. But for some reason,

00:15:00.370 --> 00:15:02.909
I always like to just create it and come back

00:15:02.909 --> 00:15:05.350
and edit it. So that's just personal preference.

00:15:05.490 --> 00:15:07.789
So with that, what I'm going to do is I'm going

00:15:07.789 --> 00:15:11.350
to select create and give it a second to get

00:15:11.350 --> 00:15:14.070
created. And so it says your agent was created

00:15:14.070 --> 00:15:16.230
and you can go to the agent. You can dismiss.

00:15:16.490 --> 00:15:19.809
And here I also wanted to show you, it says this

00:15:19.809 --> 00:15:22.590
link works only for you. Change the sharing settings.

00:15:22.649 --> 00:15:25.639
So if you select that. This is where you can

00:15:25.639 --> 00:15:29.100
basically either copy this and share it with

00:15:29.100 --> 00:15:33.299
other people or instead of this link works only

00:15:33.299 --> 00:15:36.740
for you, that link, you can say, no, I want this

00:15:36.740 --> 00:15:40.000
to be allowed to anyone in the organization or

00:15:40.000 --> 00:15:43.179
specific users in the organization. So with that,

00:15:43.220 --> 00:15:45.639
I'm going to dismiss it. And if you look on the

00:15:45.639 --> 00:15:49.600
left -hand side here under my agents, now I have

00:15:49.600 --> 00:15:52.399
position pal and I have that quiz tutor. So let's

00:15:52.399 --> 00:15:54.879
select position pal and let's just kind of walk

00:15:54.879 --> 00:15:57.879
through it. So first you can see, you know, the

00:15:57.879 --> 00:16:00.360
picture and the logo and the name and it's created

00:16:00.360 --> 00:16:02.740
by me and those different prompts that I put

00:16:02.740 --> 00:16:06.299
in. Now let's just go ahead and put in this resumes

00:16:06.299 --> 00:16:10.169
one. It says, please share with me the job. resumes

00:16:10.169 --> 00:16:13.830
for a comparison I'm gonna go ahead and hit enter

00:16:13.830 --> 00:16:17.190
and it says sure could you please share these

00:16:17.190 --> 00:16:21.549
documents with me so the job posting I found

00:16:21.549 --> 00:16:24.909
the job posting here on the Microsoft site that's

00:16:24.909 --> 00:16:27.889
a very recent one for a software engineer this

00:16:27.889 --> 00:16:30.570
is a typical job posting that Microsoft has so

00:16:30.570 --> 00:16:33.149
I'm gonna go ahead and copy it go back to this

00:16:33.149 --> 00:16:41.450
and then said this is the job posting And it

00:16:41.450 --> 00:16:43.850
says, thanks for sharing the job posting. Feel

00:16:43.850 --> 00:16:46.730
free to send over the resumes when you are ready.

00:16:47.429 --> 00:16:50.190
And here I'm going to go ahead and click this

00:16:50.190 --> 00:16:54.429
plus add. And I'm going to go ahead and add my

00:16:54.429 --> 00:16:57.950
work content. You can also add files and images

00:16:57.950 --> 00:17:02.570
from your hard drive, cloud files. But this one

00:17:02.570 --> 00:17:04.789
is simple, add work content. So experiment to

00:17:04.789 --> 00:17:08.119
see which one works for you. And here, recent

00:17:08.119 --> 00:17:11.619
documents show up. So I have three resumes that

00:17:11.619 --> 00:17:14.960
I just added to my OneDrive recently. One is

00:17:14.960 --> 00:17:20.380
for Sofia Ramirez. Another one, if I select add

00:17:20.380 --> 00:17:24.420
work content, is for Daniel Brooks. And another

00:17:24.420 --> 00:17:27.480
one, if I add work content, is for Alex Carter.

00:17:27.779 --> 00:17:30.440
Now these are all fictitious people that are

00:17:30.440 --> 00:17:33.369
applying for this job posting. but let's go ahead

00:17:33.369 --> 00:17:36.210
and see what it does when we upload these resumes

00:17:36.210 --> 00:17:39.029
now that we've given it the job posting all right

00:17:39.029 --> 00:17:42.029
so it's come back with this information and this

00:17:42.029 --> 00:17:45.069
chart right where basically it's looking at all

00:17:45.069 --> 00:17:47.769
the resumes it's looking on the criteria on the

00:17:47.769 --> 00:17:49.750
left hand side the experience level programming

00:17:49.750 --> 00:17:53.250
languages all kinds of stuff for sophia alex

00:17:53.250 --> 00:17:55.710
and daniel and you can see there's a big difference

00:17:55.710 --> 00:17:58.529
between sophia working for 20 years and alex

00:17:58.529 --> 00:18:01.099
for three years and They're experienced in programming

00:18:01.099 --> 00:18:03.440
languages and technology and all this stuff,

00:18:03.539 --> 00:18:07.180
right? So it's actually a very detailed, long

00:18:07.180 --> 00:18:10.640
table. And then overall fit, this is kind of

00:18:10.640 --> 00:18:13.680
like the money shot, right? This is telling you,

00:18:13.819 --> 00:18:17.720
okay, so this person is excellent, this person

00:18:17.720 --> 00:18:19.759
is strong, and this person is developing two

00:18:19.759 --> 00:18:23.920
stars. And it gives you a summary. Now, one of

00:18:23.920 --> 00:18:26.059
the really cool things here is if you notice

00:18:26.059 --> 00:18:28.460
on the bottom, you have these different icons.

00:18:28.720 --> 00:18:31.859
This is to copy. This is a thumbs up, thumbs

00:18:31.859 --> 00:18:34.980
down. This is for you to have it read it to you.

00:18:35.039 --> 00:18:38.440
And then this is my favorite one. This is actually

00:18:38.440 --> 00:18:42.779
pages. So if you select edit in pages, it opens

00:18:42.779 --> 00:18:46.140
up a window on the right hand side. and it basically

00:18:46.140 --> 00:18:49.539
puts the output of this agent into this thing

00:18:49.539 --> 00:18:53.180
called pages that now you can actually keep it

00:18:53.180 --> 00:18:56.180
you can edit it very easily and then once you've

00:18:56.180 --> 00:18:58.900
edited it you can go ahead on the top right side

00:18:58.900 --> 00:19:02.759
here you can export it to word you can share

00:19:02.759 --> 00:19:05.279
with other people so there's all kinds of cool

00:19:05.279 --> 00:19:08.039
stuff that you can do with pages so we're going

00:19:08.039 --> 00:19:12.349
to go ahead and x this out for now and come back

00:19:12.349 --> 00:19:15.490
to this agent and see what else we can do. Now,

00:19:15.529 --> 00:19:17.930
if you remember, we put a bunch of prompts in,

00:19:18.029 --> 00:19:21.369
right? But instead of selecting this icon here,

00:19:21.430 --> 00:19:24.230
which starts a new chat, what you want to do

00:19:24.230 --> 00:19:26.990
is you want to go on the bottom here and select

00:19:26.990 --> 00:19:30.710
this icon here. When you select that, it looks

00:19:30.710 --> 00:19:34.170
at those prompts that we already created, like

00:19:34.170 --> 00:19:36.609
the bar chart one, the candidate summary. And

00:19:36.609 --> 00:19:39.069
let's go ahead and say, look, create a bar chart

00:19:39.069 --> 00:19:42.289
for me. um and see what it does there all right

00:19:42.289 --> 00:19:45.109
so it came back and it created this really cool

00:19:45.109 --> 00:19:48.809
looking picture for me and it basically has the

00:19:48.809 --> 00:19:51.670
different people sophia alex and daniel in different

00:19:51.670 --> 00:19:54.470
colors and it has the technologies on the bottom

00:19:54.470 --> 00:19:57.589
and then it has a ranking out of 10. for these

00:19:57.589 --> 00:20:00.130
skills and this is something that you can copy

00:20:00.130 --> 00:20:02.450
you can download and you can insert into your

00:20:02.450 --> 00:20:05.309
document a really good next thing to do again

00:20:05.309 --> 00:20:08.329
is to keep adding these to your pages because

00:20:08.329 --> 00:20:10.430
you can export them all into a word document

00:20:10.430 --> 00:20:13.250
if you wanted to later on but instead of actually

00:20:13.250 --> 00:20:15.609
hitting this icon you want to hit this arrow

00:20:15.609 --> 00:20:18.549
next to it and what that does is you can add

00:20:18.549 --> 00:20:21.569
it to a recent page which is what we just created

00:20:21.569 --> 00:20:24.529
for the first prompt which is this one And when

00:20:24.529 --> 00:20:27.809
we select that, it basically adds it to the bottom

00:20:27.809 --> 00:20:30.869
half of that page. So here it is. This is the

00:20:30.869 --> 00:20:33.230
chart that got added. And then in the beginning,

00:20:33.349 --> 00:20:36.470
we have the table form as well. Now, this is

00:20:36.470 --> 00:20:38.670
all they're captured for us. We can just X out

00:20:38.670 --> 00:20:40.990
of it for now. And again, you can do other things.

00:20:41.089 --> 00:20:43.390
You can select view prompts on the bottom and

00:20:43.390 --> 00:20:46.049
you can do a candidate summary. You can see what

00:20:46.049 --> 00:20:48.170
it does and then add it to pages and so on. But

00:20:48.170 --> 00:20:51.430
you get the point. Now, this agent is doing a

00:20:51.430 --> 00:20:55.059
fantastic job of Basically taking a lot of work

00:20:55.059 --> 00:20:57.720
that you'd normally have to do and providing

00:20:57.720 --> 00:21:00.859
it to you in a really nice summary. And you can

00:21:00.859 --> 00:21:03.140
always write your custom prompts as well. But

00:21:03.140 --> 00:21:06.160
you can also attach documents with Copilot Chat.

00:21:06.319 --> 00:21:08.420
No additional license necessary. And you can

00:21:08.420 --> 00:21:11.319
attach websites so you can do all kinds of cool

00:21:11.319 --> 00:21:14.160
stuff. Now, one other thing I'll show you is

00:21:14.160 --> 00:21:16.519
if you notice on the left -hand side where our

00:21:16.519 --> 00:21:19.299
agents are, if you wanted to go edit it because

00:21:19.299 --> 00:21:21.400
it wasn't performing the way you thought, you

00:21:21.400 --> 00:21:24.289
can always come back to it. you can pin it you

00:21:24.289 --> 00:21:26.609
can select these three dots for more and then

00:21:26.609 --> 00:21:28.990
you can share it you can edit it you can uninstall

00:21:28.990 --> 00:21:31.930
it so you can get rid of it so if i select edit

00:21:31.930 --> 00:21:35.029
now this is where i can go ahead and maybe change

00:21:35.029 --> 00:21:37.190
the instructions add different things to the

00:21:37.190 --> 00:21:40.009
instructions move these prompts around all kinds

00:21:40.009 --> 00:21:43.529
of cool stuff right so that's how you can edit

00:21:43.529 --> 00:21:47.559
it and ultimately you can also click on up on

00:21:47.559 --> 00:21:50.539
top in this blue area position pal and go to

00:21:50.539 --> 00:21:53.420
view all agents and if you didn't want it anymore

00:21:53.420 --> 00:21:59.819
you can just go ahead and delete it now one last

00:21:59.819 --> 00:22:02.420
thing i'll show you real quick is if i go to

00:22:02.420 --> 00:22:06.559
this other user that has m365 copilot inside

00:22:06.559 --> 00:22:10.319
teams and i go ahead and i go and create an agent

00:22:10.319 --> 00:22:13.640
on the left hand side this user they have the

00:22:13.640 --> 00:22:17.900
m365 copilot license And I'll show you how you

00:22:17.900 --> 00:22:19.940
know that in just one second. But when you go

00:22:19.940 --> 00:22:22.859
to configure, even though it looks the same,

00:22:22.920 --> 00:22:25.440
the one main feature that they have that the

00:22:25.440 --> 00:22:28.720
Copilot chat users don't is that you can actually

00:22:28.720 --> 00:22:31.140
add a lot of different knowledge sources. So

00:22:31.140 --> 00:22:34.240
when you select this, you can attach files and

00:22:34.240 --> 00:22:37.700
sites and chats and all kinds of cool stuff to

00:22:37.700 --> 00:22:40.900
the agent. So it has it in its memory and it's

00:22:40.900 --> 00:22:43.480
using it as a knowledge source. But I think the

00:22:43.480 --> 00:22:46.539
workaround of just you telling it to ask you

00:22:46.539 --> 00:22:50.240
for the site is just fine, right? Because you

00:22:50.240 --> 00:22:52.480
don't have that license, but you can still have

00:22:52.480 --> 00:22:55.079
a really powerful agent. And the way you know

00:22:55.079 --> 00:22:57.660
that you have the license or you don't is if

00:22:57.660 --> 00:23:01.700
you select M365 chat and you see here, this person

00:23:01.700 --> 00:23:05.259
has work in web. Because they have work, you're

00:23:05.259 --> 00:23:07.859
only using web as copilot chat. So this whole

00:23:07.859 --> 00:23:10.390
thing is missing. But this is a dead giveaway

00:23:10.390 --> 00:23:13.529
that this person has the license. Whereas when

00:23:13.529 --> 00:23:16.569
we look at ours inside chat, we don't have that

00:23:16.569 --> 00:23:19.029
working web and we don't have that license. But

00:23:19.029 --> 00:23:21.130
who cares, right? We still have a lot of powerful

00:23:21.130 --> 00:23:23.529
agents that we can make. I hope you found this

00:23:23.529 --> 00:23:26.069
useful. Let me know about your experience. Create

00:23:26.069 --> 00:23:28.029
your own custom agent. Tell me some of the cool

00:23:28.029 --> 00:23:30.720
stuff that you've done. and honestly i just want

00:23:30.720 --> 00:23:33.579
people to be empowered to be able to create these

00:23:33.579 --> 00:23:36.619
agents and i think now that everyone has copilot

00:23:36.619 --> 00:23:38.859
chat and you don't need an additional license

00:23:38.859 --> 00:23:42.380
you can do a lot of really cool stuff now i will

00:23:42.380 --> 00:23:45.059
say that i've done some very advanced agents

00:23:45.059 --> 00:23:47.980
using the full version of copilot studio so if

00:23:47.980 --> 00:23:50.420
you're interested in learning more about those

00:23:50.420 --> 00:23:52.660
types of agents that actually require the license

00:23:53.369 --> 00:23:56.230
Check out my playlist that goes through all those

00:23:56.230 --> 00:23:58.450
different types of agents, like autonomous agents,

00:23:58.589 --> 00:24:01.150
multi -agent orchestration, MCP, all kinds of

00:24:01.150 --> 00:24:04.410
more advanced stuff. So keep it easy. Keep it

00:24:04.410 --> 00:24:07.250
simple. I hope you enjoyed it. And I'll catch

00:24:07.250 --> 00:24:08.230
you on the next one.
