WEBVTT

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Today we're building a copilot agent using computer

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use within Microsoft Copilot Studio. This is

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one of the newest tools available and using natural

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language you tell this tool what to do and it

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drives a virtual mouse and keyboard and gets

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the task done for you. You have to see it to

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believe it. We'll be building this agent step

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by step so that you can follow along. 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. Okay, so let's jump straight into

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building this agent. We're inside Copilot Studio

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and we're looking at an agent that I actually

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built in the past. It was called the HR Miracle

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Worker Pro. And if you want to know how it was

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built, it was basically in one of my videos in

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the past in this Copilot Agents one right over

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here. So if you want to see how that was built,

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it was demonstrated in this video. But the reason

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why I'm showing it to you is because I'm going

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to rebuild it this time using computer use. So

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the reason I'm rebuilding it is because this

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particular agent, HR Miracle Worker Pro, it basically

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connects to ServiceNow and it does it using connectors

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or API. So you can see under the tool section

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here, there's this tool called List Records.

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So if I open it up, you can see that basically

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it connects to ServiceNow. There's even more

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to it than that. This is actually the easy part.

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But on the top here, if I click this plus five,

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I can go to a section called Topics. And when

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I go into Topics, there's a section here called

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Booking Vacation that I created. And when I open

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that up, there's a flow in here that says, look,

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if somebody is asking you to book a vacation,

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this is a trigger. Ask them these questions and

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ultimately it goes ahead and it connects to this

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custom connector. And again, the reason I'm showing

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you all this is to kind of show you all the work

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that has to go into play to create a connection

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to ServiceNow. So this particular connector,

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if we go to the designer section of it inside

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of Flow, not only does it list the record over

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here, there's some work involved there, but for

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each transaction, it also updates the record.

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And when we look at updating the record here,

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it looks at hours that were booked someone's

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trying to book vacation we want to see how many

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hours they had booked and hours they have left

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and there's formulas in there we want to bypass

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all this right we don't want to have to do all

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this work we just want to tell this computer

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use agent click here click there and just do

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it without having to do a little bit of low code

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if you will now what do we want in terms of steps

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this computer use to do. So this is what we wanted

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to do. I have a ServiceNow developer login. And

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so what I want this computer use to do is, first,

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I wanted to go to this website, developer .servicenow

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.com. Then I wanted to click on sign in, then

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I wanted to sign in with my login of I love computer

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use at outlook .com. And then put in my password

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of copilot studio rocks and then click sign in

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and then once it signs in i wanted to go to this

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section here under app engine studio i wanted

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to select that and then once it selects that

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i wanted to scroll down to this my app section

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and click on hr and once it does that i wanted

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to close that out and then go here and click

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on this hrdb this hr database and then once that's

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done i want it to go over here on the top and

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i wanted to select preview and then it gets this

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table of my employees and basically i have four

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employees i have jane pete sammy and bob and

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then i can see how many hours they've booked

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and how many hours they have left and then i

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wanted to update these hours by what is being

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requested of it that other agent miracle worker

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pro did all that using connectors or apis but

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i want computer use to do it by just clicking

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and using the keyboard and mouse and getting

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to it and updating these fields because ultimately

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if i wanted to update jane's profile i wanted

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to click on jane i wanted to go to these numbers

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and update them and then click update all right

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so that's the use case this is what we're going

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to build together To build it, we start off in

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Copilot Studio and on the top left -hand side,

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I'm gonna select create and I'm gonna select

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new agent and I'm just gonna select create on

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the top right -hand side to get the template

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of the agent created. So we'll just give it a

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sec here. Now I can go ahead and select edit

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over here to edit the agent name and we're gonna

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call it computer use. for service now and i'm

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going to click on change the icon over here and

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then again here change icon i have clippy so

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let's use this one let's go ahead and click edit

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again and give it a description for the agent

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an agent that can book vacation days for employees

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okay and then we're going to click save on the

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top right hand side here so we got the name We

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gave it a picture. We gave it the description.

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And it's using the GPT -4 -0 model. And by the

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way, if you were curious, if you select settings

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for the agent, you might be able to, in your

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version, change the models to different ones,

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like 4 -1, GPT -5 auto, GPT -5 reasoning, and

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so on. So I'm going to stick with the default

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at the moment, but just kind of a heads up. And

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there's some other things you can change here,

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like content moderation. Right now it's set to

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high. Maybe you want to set it to low just to

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kind of experiment. So there's all these kinds

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of things you can check. And also here, sometimes

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people are like, well, it's using the knowledge

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of the large language models. And then you can

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actually turn it off so that general knowledge

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isn't used. But we're going to leave it on for

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now. So there's some cool settings kind of as

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a pro tip if you want to click. on the top right

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hand side you get to all those sections okay

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now what are we going to do in terms of instructions

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well i needed to kind of flow where it asks a

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bunch of questions like who are you booking this

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vacation for and then i wanted to get to the

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computer use so first what we're going to do

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is we're going to go to this plus 5 over here

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and we're going to create a topic And here I

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selected this arrow next to it and I'm going

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to add from a description with Copilot. So here

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I'm going to call it booking vacation. And I'm

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going to create a topic. I'm going to tell it

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what I wanted to do. So get the first and last

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name of the person looking to book vacation.

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as well as how many hours they want to book all

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right let's go ahead and create that see what

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it does close this out close out this side here

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and so basically it says this tool handles queries

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like book a vacation plan my holiday and then

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the first question this is all auto generated

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based on what i just wrote it what is your first

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and last name and it says identify the person

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as their first and last name over here and what

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i want to do is i just actually select it on

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the person's name just select it and then i want

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to do multiple choice options so i just want

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to give it that information so i'm going to select

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multiple choice and it says option for the user

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if i actually go to my database for service now

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these are the names of the people that i had

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Jane Ingley, Pete PD. Let's put those people

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in. So go back here and for the first option,

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we're going to put Jane Ingley. And then click

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enter. Plus new option, Pete PD. Don't tell me

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how I came up with these names. Click new option,

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Sammy Belong. I'm going to put Bob Smith. All

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right, so hopefully those are all the right names.

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So we're asking for the first and last name.

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We're giving options. And then this all got auto

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-created. So based on what it equals, like all

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of these feed into the next questions. How many

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hours do you want to book? It's a number and

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the response is saved as hours. The other response

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was saved as name. And so I think this is good

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for now, right? So I'm just going to go ahead

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and on the top right hand side, I'm just going

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to click save. So this is a topic. What we're

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going to do next is eventually we're going to

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pull all this together in the instructions. But

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at the moment that I've clicked save, I'm going

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to click on overview on the top here. And I'm

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going to scroll down to the tool section so we

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can use, we can add our computer use. So I go,

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I'm going to go ahead and select add a tool.

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And this is where you would generally search

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for all these connectors, right? So if I searched

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for ServiceNow, those different ServiceNow connectors

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that we used in the other agent, they all pop

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up here, but we're not going to do that. What

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we're going to do instead is I'm going to go

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ahead and select plus new tool over here. And

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then this is where all those tools show up, including

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computer use. in the past we actually did a video

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on the model context protocol that's actually

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a cool one where we connected to DocuSign and

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then today we're going to do computer use which

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again you can see it's in preview at the moment

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and by the way real quick we have some really

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good documentation on computer use so if you

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go to the Copilot Studio admin guide this is

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the documentation for computer use right here

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and it was posted maybe about a month ago and

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so definitely check that out there's a good video

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in here it talks about how to add it to your

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agent which we're doing at the moment all kinds

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of good stuff in this documentation now back

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to the agent we'll just select computer use and

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here it says look what are the instructions that

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you want to put in for the computer use for example

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go to this website add an invoice all this kind

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of stuff or do you want to start with a template

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you know for invoice processing or for data entry

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and if you select invoice processing or data

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entry or data extraction it actually puts a sample

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set of instructions in here and these websites

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are actually live so this is a good way for you

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to experiment if you don't have a place to experiment

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with so definitely check this out and these are

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also in the video and in that link as well in

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the documentation now for now i'm just going

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to go ahead and erase all this i'm not going

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to put any instructions the other thing to note

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is that it says look how are you connecting to

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this computer that's running these instructions

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and i'm using a hosted browser which if you look

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for what it is if you click the i and go to learn

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more it opens up that site that i showed you

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and if you scroll all the way down to a section

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in the bottom here it says configure where your

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computer use runs. So I'm gonna be using this

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hosted browser powered by Windows 365, which

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basically allows me to start quickly without

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any machine setup. And this hosted browser runs

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in a Microsoft managed environment, but it is

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not Microsoft Entra. joined to your tenant or

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managed by your Intune policies. So this means

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that if you're trying to connect to your SharePoint

00:12:43.240 --> 00:12:47.100
site or to your OneDrive or a website that's

00:12:47.100 --> 00:12:49.259
internal, it's not going to be able to do that.

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But if you want to connect to a public site like

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I am to this ServiceNow developer site, it can

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connect to it, right? There is a way you can

00:12:57.580 --> 00:13:00.600
actually connect to your intro connected domain

00:13:00.600 --> 00:13:04.009
managed machine, which is right here. And it

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tells you how to go about doing that. We're not

00:13:07.190 --> 00:13:09.389
going to do that, but the documentation shows

00:13:09.389 --> 00:13:11.769
you how to do that if that's what your use case

00:13:11.769 --> 00:13:14.269
is for. So for us, we're just going to leave

00:13:14.269 --> 00:13:17.730
it as use hosted browser and then go ahead and

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select add and configure on the bottom here.

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Now we're in this section where we have details

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and inputs. And for the name of it, I want to

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say this is computer use to service now. okay

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description what does it do connects to the service

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now developer site that has employee vacation

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hours all right now here's where all the instructions

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come everything that i showed you we expect this

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to do in terms of go here click this do that

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this is where we're going to put the instructions

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now i've come up with the instructions because

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there's a bunch of them so i'm just going to

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copy and paste them okay so i just pasted everything

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in and let's take a look at these together right

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so first we're going to go to the particular

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website which is at developer .service .com so

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we're telling go there and if you're not logged

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in click sign in and then log in with my email

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and my password this is not a secure way of doing

00:14:27.059 --> 00:14:29.379
it but i'm doing it just because this is a demo

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what you're supposed to do officially is you

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go to this stored credentials section here and

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you add your credentials and this adds them to

00:14:38.940 --> 00:14:42.580
your azure key vault in a very secure way and

00:14:42.580 --> 00:14:45.320
then you can use them i didn't want to go about

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setting all this up because it's a lot of extra

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work so i'm just putting it straight in in the

00:14:50.039 --> 00:14:52.179
instructions which is again fine for the demo

00:14:52.179 --> 00:14:54.059
but not recommended if you're doing a production

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run on this so i put in my information my email

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and my passport and then step four i'm basically

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saying select the app engine studio go to this

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hr thing under your app select hrdv everything

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that i showed you earlier select preview And

00:15:10.440 --> 00:15:12.799
then search for the name that's being asked of

00:15:12.799 --> 00:15:14.820
you and click on that name in the first name

00:15:14.820 --> 00:15:17.759
column. Increase the hours booked by the field

00:15:17.759 --> 00:15:21.120
hours and decrease the hours left by the hours.

00:15:21.240 --> 00:15:24.720
So we're basically updating the number of hours

00:15:24.720 --> 00:15:27.440
in there. And then ultimately we are clicking

00:15:27.440 --> 00:15:30.820
an update. We don't want it to ask for permission

00:15:30.820 --> 00:15:33.259
because it has a tendency to ask for permission

00:15:33.259 --> 00:15:36.340
and then it kind of like stops and cancels out.

00:15:36.500 --> 00:15:39.370
And then once the update is complete, Tell me

00:15:39.370 --> 00:15:41.250
how many hours have been booked so far and how

00:15:41.250 --> 00:15:43.090
many are left. All right. So these are kind of

00:15:43.090 --> 00:15:45.529
all my instructions. If you guys are interested,

00:15:45.750 --> 00:15:48.309
I can put these in the comments or in the description

00:15:48.309 --> 00:15:51.289
somewhere so you have a copy of them. But that's

00:15:51.289 --> 00:15:56.090
basically what I'm telling it to do. Now, if

00:15:56.090 --> 00:15:59.370
I scroll down, there's some other sections of

00:15:59.370 --> 00:16:01.149
this that are important. We looked at the stored

00:16:01.149 --> 00:16:04.659
credentials. You can turn on allowing specific

00:16:04.659 --> 00:16:07.860
websites and desktop apps so that computer use

00:16:07.860 --> 00:16:10.799
is only limited to go to certain places. If you

00:16:10.799 --> 00:16:13.539
toggle this on, then you can say, look, from

00:16:13.539 --> 00:16:16.759
a website, you can go to this website, but you

00:16:16.759 --> 00:16:19.360
can't. So you can kind of like tell it which

00:16:19.360 --> 00:16:22.080
ones it's allowed as well as applications. We're

00:16:22.080 --> 00:16:24.580
leaving all that blank. And then from an inputs

00:16:24.580 --> 00:16:27.279
perspective. So if you remember in our topics,

00:16:27.340 --> 00:16:31.200
we actually have that person's name as a variable

00:16:31.200 --> 00:16:35.100
called name. and hours is hours and so here i'm

00:16:35.100 --> 00:16:37.539
going to go and create some inputs and i'm going

00:16:37.539 --> 00:16:46.779
to say name name of the person click done and

00:16:46.779 --> 00:16:50.679
then add another input and i'm going to put hours

00:16:50.679 --> 00:16:56.120
number of vacation hours to book so these are

00:16:56.120 --> 00:16:59.740
my inputs so you can see that they just got put

00:16:59.740 --> 00:17:04.970
in here hours and name And I think at this point

00:17:04.970 --> 00:17:07.849
in time, we're in good shape. So on the top right

00:17:07.849 --> 00:17:09.890
hand side, I'm going to go ahead and click save.

00:17:10.869 --> 00:17:15.450
Okay. Now, once this gets saved, you can actually

00:17:15.450 --> 00:17:19.630
go ahead and click test over here and test it

00:17:19.630 --> 00:17:21.650
out. But we're not going to do that. I'm just

00:17:21.650 --> 00:17:23.849
going to run it inside the agent and show you

00:17:23.849 --> 00:17:27.849
guys exactly what happens. Now, what we've done

00:17:27.849 --> 00:17:32.650
so far is we created this topic. And we added

00:17:32.650 --> 00:17:35.809
the tool of computer use with all these instructions,

00:17:36.150 --> 00:17:38.269
right? Now what we're going to do is we're going

00:17:38.269 --> 00:17:41.009
to select overview and we're going to go back

00:17:41.009 --> 00:17:42.890
and we're going to give this agent instructions.

00:17:43.430 --> 00:17:45.710
We're going to come to this instruction section

00:17:45.710 --> 00:17:47.690
and we're going to select edit and we're going

00:17:47.690 --> 00:17:54.230
to say, look, first use this. I'm going to put

00:17:54.230 --> 00:17:57.609
slash and I want to use this topic, booking vacation

00:17:57.609 --> 00:18:04.059
topic to find out for whom and how many hours

00:18:04.059 --> 00:18:12.420
are being asked to book then use slash computer

00:18:12.420 --> 00:18:14.940
use to service now the tool that we just added

00:18:14.940 --> 00:18:21.119
the computer use to make the changes to the service

00:18:21.119 --> 00:18:28.220
now database okay very simple save it and i think

00:18:28.220 --> 00:18:31.480
with that That's our agent that we just built

00:18:31.480 --> 00:18:36.160
using topics and the computer use. And you can

00:18:36.160 --> 00:18:39.400
see knowledge is blank. The tool is just that

00:18:39.400 --> 00:18:43.799
one tool. There is no triggers. However, autonomous

00:18:43.799 --> 00:18:47.640
is actually recommended for computer use, probably

00:18:47.640 --> 00:18:50.220
because computer use takes a long time and you'll

00:18:50.220 --> 00:18:52.940
see in a second. And then in terms of agents,

00:18:53.039 --> 00:18:55.539
like multi -agent orchestration, that's blank

00:18:55.539 --> 00:18:57.359
as well. So there's a bunch of sections blank

00:18:57.359 --> 00:18:59.460
in this, but that's okay. So what we're going

00:18:59.460 --> 00:19:01.759
to do now is we're going to select test. And

00:19:01.759 --> 00:19:05.420
then here I'm going to type in, I'd like to book

00:19:05.420 --> 00:19:12.319
vacation and see what happens. So first this

00:19:12.319 --> 00:19:14.319
computer use comes in, it comes in progress.

00:19:14.539 --> 00:19:18.339
Then my booking vacation topic gets initiated.

00:19:19.059 --> 00:19:22.140
And as you can see, it says, what is the first

00:19:22.140 --> 00:19:24.779
and last name and so i can pick these names that

00:19:24.779 --> 00:19:29.000
we put in let's put sammy belong and it says

00:19:29.000 --> 00:19:31.279
how many hours you want to book and i say i want

00:19:31.279 --> 00:19:36.400
to book 10 hours okay and now this is when the

00:19:36.400 --> 00:19:40.599
computer use is going to start and it says that

00:19:40.599 --> 00:19:43.559
computer use will begin as soon as a computer

00:19:43.559 --> 00:19:46.420
is available it's a hosted computer so let's

00:19:46.420 --> 00:19:50.630
give it a second and see what happens here Now

00:19:50.630 --> 00:19:54.130
you can see that right away there are screenshots

00:19:54.130 --> 00:19:57.049
that are being generated of what this computer

00:19:57.049 --> 00:19:59.430
use is doing and it's telling you step by step

00:19:59.430 --> 00:20:01.690
what it's doing. It's going to follow all the

00:20:01.690 --> 00:20:04.670
instructions that we gave it. So first it's opening

00:20:04.670 --> 00:20:08.609
a browser to access ServiceNow. It's going to

00:20:08.609 --> 00:20:11.990
File Explorer and then opening the browser. So

00:20:11.990 --> 00:20:13.849
it's going to kind of give you a play -by -play

00:20:13.849 --> 00:20:15.809
and it looks like it's actually in the browser

00:20:15.809 --> 00:20:18.890
now. It's going to go to that website. and this

00:20:18.890 --> 00:20:21.269
does take a little bit of time that's why autonomous

00:20:21.269 --> 00:20:23.910
is recommended for these types of computer use

00:20:23.910 --> 00:20:28.309
tools but we'll see how it does as time goes

00:20:28.309 --> 00:20:33.710
by all right looks like so far it's actually

00:20:33.710 --> 00:20:36.470
made it to that service .developer site which

00:20:36.470 --> 00:20:40.289
is good and now it's clicking in on the sign

00:20:40.289 --> 00:20:48.559
in on the portal okay so it looks like it actually

00:20:48.559 --> 00:20:52.940
got past this sign -in process over here and

00:20:52.940 --> 00:20:55.420
so now it's actually following the rest of the

00:20:55.420 --> 00:20:58.740
steps it's trying to get itself to this app engine

00:20:58.740 --> 00:21:02.640
studio section so so far so good it's continuing

00:21:02.640 --> 00:21:06.440
on and it's giving us a play -by -play as it

00:21:06.440 --> 00:21:24.079
goes on Alright, looks like it's making good

00:21:24.079 --> 00:21:26.079
progress. It actually made it all the way to

00:21:26.079 --> 00:21:29.000
this database section where Jane and Pete and

00:21:29.000 --> 00:21:33.319
everyone's there. And so now it's trying to get

00:21:33.319 --> 00:21:40.980
to Sammy Belong's information here. And it's

00:21:40.980 --> 00:21:54.000
updating the hours. it says updating hours left

00:21:54.000 --> 00:22:01.640
to 80. all right so this is it this is the final

00:22:01.640 --> 00:22:05.619
section and it says sami's hours already booked

00:22:05.619 --> 00:22:08.880
has been updated to 120 and hours left to 80

00:22:08.880 --> 00:22:11.380
and then the computer task is finished okay so

00:22:11.380 --> 00:22:16.579
we're looking for 120 and 80 for sami so if we

00:22:16.579 --> 00:22:19.380
go to our database and this is a moment of truth

00:22:19.380 --> 00:22:24.740
right so it says right now it's 110 and 90 so

00:22:24.740 --> 00:22:28.480
this should go up to 120 and this should go down

00:22:28.480 --> 00:22:31.160
to 80. let's let me refresh the screen see what

00:22:31.160 --> 00:22:39.880
happens here boom that's awesome it worked Maybe

00:22:39.880 --> 00:22:43.319
I shouldn't be surprised. Well, that's awesome.

00:22:43.440 --> 00:22:46.299
I'm happy about that. And if we kind of close

00:22:46.299 --> 00:22:48.960
this out and go back, this is one of the issues

00:22:48.960 --> 00:22:52.500
that I see with computer use, right? Now, people

00:22:52.500 --> 00:22:54.960
are not that patient, you know, maybe a couple

00:22:54.960 --> 00:22:57.700
of seconds. And you can see that this booking

00:22:57.700 --> 00:23:00.960
vacation, the topic took five seconds, but this

00:23:00.960 --> 00:23:05.160
took 283 seconds, essentially, right? It's a

00:23:05.160 --> 00:23:08.240
long time. And that's why it's recommended that

00:23:08.240 --> 00:23:10.819
autonomous is being used for computer use. So

00:23:10.819 --> 00:23:13.119
think about like autonomous things that you can

00:23:13.119 --> 00:23:17.059
do versus a real time thing that could take a

00:23:17.059 --> 00:23:19.200
long time like that. So that's essentially it.

00:23:19.279 --> 00:23:21.839
But one thing I wanted to mention as well is

00:23:21.839 --> 00:23:25.240
I actually had to go to the settings and I went

00:23:25.240 --> 00:23:27.579
down to this section here, which I showed before

00:23:27.579 --> 00:23:30.559
this content moderation level. And I brought

00:23:30.559 --> 00:23:34.980
it down to low instead of high. And then I ran

00:23:34.980 --> 00:23:37.180
it. And I don't know if I showed that earlier

00:23:37.180 --> 00:23:41.480
on, but experiment with that from high to low

00:23:41.480 --> 00:23:45.980
if you can get your computer used to work. And

00:23:45.980 --> 00:23:47.900
it might be because I actually had the username

00:23:47.900 --> 00:23:51.079
and password in my instructions. If you enjoyed

00:23:51.079 --> 00:23:53.880
this video, make sure to give it a like and consider

00:23:53.880 --> 00:23:56.720
subscribing. Drop any questions you have in the

00:23:56.720 --> 00:23:59.140
comments and I'll catch you on the next one.
