Today we're going to look at the simplest way
to make an agent using Agent Builder, which has
got a lot of new improvements since we looked
at it last. And right now you're looking at my
Microsoft 365 co -pilot application using the
M365 co -pilot license. And if you look here
on the left -hand side, there's a whole section
called Agents. And I have a bunch of agents already.
But what I can do is I can actually create a
new agent. So let's go ahead and create this
new agent and see all the changes that Agent
Builder has. Now, when you first create a new
agent, it's simple to do, but it drops you into
this configure menu item, which doesn't look
that interesting, actually. So why don't we switch
over? Instead of configure over here, we'll go
to describe on the left -hand side. When you
go to describe, all you got to do is describe
the type of agent you want to make. It can't
get easier than that. So I'm going to describe
this project. assistant agent that i want to
make because i think everyone that works in a
company small medium large business we're probably
working on projects or working with people or
working on cases so why not create an agent that
can help us get organized on a specific project
so i'm going to drop in just a couple of sentences
in here and it's going to say hey i'd like to
create an agent that's project specific And it
asks me what project I'm working on. It helps
me figure out next steps. It's very simple. You
can be more verbose if you wanted to, but maybe
we don't need to be. Maybe Copilot kind of understands
the gist of it. So with that, I just sent that
off. And now Copilot's kind of thinking about
how to create this agent. And you can see very
quickly it comes back and it says, let's set
the agent's name to project guide. on the right
hand side you probably just saw the agent actually
get built here's a project guide and there's
a bunch of prompts that it generated as well
and it tells you this is kind of what i built
but what we can do now is we can either go ahead
and select create and call it a day and then
the agent just shows up as one of my many other
agents on the left hand side here we've built
some of these together actually in the past or
if you're interested in what's new with agent
builder let's go ahead and select configure and
see what's going on like how did this agent get
built we can customize a little bit more so the
first thing i'm going to do is instead of calling
a project guide i'm going to say my project assistant
i like that name better and i can also click
on this little pencil icon and upload a picture
of what my project assistant looks like so i'm
going to go ahead and select this box down here
and i have a cool picture that i found and let
me know if you like this guy so this is what
my project assistant looks like super cool looking
guy i'm going to go ahead and select apply and
now the icon the name everything got changed
for my agent my project assistant And you can
see on the right hand side, it got updated as
well. So when we gave it the description, Copilot
came up with the description itself for the agent.
The agent helps user identify next step for specific
projects. So when you share this agent with other
people, they see that description. And that's
one of the beauties of these agents. If you build
a really cool one for yourself. You can just
share it with other people inside your company.
Now, as we scroll down, you'll notice that Copilot
put together a bunch of instructions like the
purpose of the agent, general guidelines, skills,
step -by -step workflow. And so this is actually
your opportunity to say, oh man, like I don't
like this whole thing. I'm going to go ahead
and like delete it. Step number five is gone.
Let me put step number five back. But this is
your opportunity to edit the agent. And if you
forget to do it now or if you don't like how
it behaves, you can always come back and edit
it in the future. So again, just by describing
it, all of this got built out. And then if we
scroll down a little bit, these are some of the
new sections that I wanted to highlight. So if
you notice, there's an entire section dedicated
to knowledge right over here. And what's new
is that now, in addition to just being able to
upload a file or referencing something on your
OneDrive, You can also mention that, hey, I want
this agent to use my SharePoint sites. All of
them are specific ones. Or I wanted to use my
team's chat and channels. Or I wanted to use
my emails or specific website links that you
can drop in here. So all of that is new and I'll
show you in just a little bit. The other thing
is that you can go ahead and put this toggle
on so that. websites are actually like the world
wide web all the stuff on the internet is a knowledge
source that the agent can use or you can leave
it off because it's just you want it to be very
specific information and talking about specific
information you can turn on this knob over here
that says only use specified sources instead
of the general knowledge of the large language
model. That's kind of how like hallucinations
or people's ideas of hallucinations come about
because a lot of times this isn't turned on.
So I'm going to turn that on in just one second.
You can also reference your org chart and profile
info if that matters to your agent. And there's
other data sources as well. So let's look at
these, right? But before I forget, I'm going
to go ahead and flip this switch here for only
using specified sources. And then I'm going to
go ahead and select, just click on this box here
for enter URL or drop a file. And what happens
is you see these different menu items pop up
like all files, sites, and then two more is giving
you the option of chat and meeting. So when I
go to files, I can filter based on PDFs or Word
documents or PowerPoints and I can... specify
specific files that i want to be a knowledge
source or i can click on sites and these are
engineering and benefit sites and all these different
sharepoint sites that i can go ahead and use
or i can go to chats and say i want this agent
to pull from a specific group chat or a specific
channel and also meetings, which I don't have
any in here. You can be very specific with the
knowledge that this agent is using. But the other
thing you can do is by just clicking on this
box again, if you notice on the bottom, it says
my SharePoint files and folders, my team's chats
and meetings and my emails. These three, of course,
they relate back to what I showed you in the
beginning. three or four icons, right? So I do
want it to actually go ahead and grab everything
from my SharePoint. I do want it to go grab everything
from Teams. And I also do want it to grab everything
from my emails. And as I select that, they actually
show up on the bottom here as knowledge sources.
And if one day I change my mind, I can just select
X, go edit the agent and get rid of these as
data sources. The other thing that's new is if
you scroll down, this whole section of capabilities
is super cool and it's actually relatively new.
So over here now, you can have it create a document
for you and code. You just have to flip the switch.
and you can also have it create images for you
once you flip this switch so why not take advantage
of that i'm going to go ahead and turn this on
i'm going to go ahead and turn this other one
on and now our agent is much more powerful these
are all new functionalities so so much to do
in here and now the last section really is just
suggested prompts where you can either kind of
like drag these and move them into different
places or you can delete them or you can change
the title you can add another suggested prompt
there's a ton that you can do here so you can
see the suggested prompts they show up on the
right hand side and the only thing left if everything
looks good is now you just go ahead and select
create on the top right hand side so let's go
ahead and create it all right so now that the
agent got created we can either go to the agent
if you're super impatient or you can also share
it so you can also share it later on you don't
have to do right now but i'm going to show you
that if you click share you can share it with
specified users in your organization or anyone
in your company can get it. Now, if I click specify,
I can go ahead and select someone like Albert
because I work very closely with Albert Einstein.
We're buddies. And so I can share it with Albert.
And if that looks good, I'm going to go ahead
and select apply. Now, just to make sure that
Albert actually gets it, once I shared it, I
can go ahead and copy this link and I can send
it to him in a Teams chat and say, hey, Albert,
check out this cool agent that I made, right?
That's another way of sharing. Now with that,
we're done. And you should actually see that
it popped up on the left -hand side here, my
project assistant. It showed up under this whole
agents category, which I can collapse or expand.
The other thing that I wanted to show you that's
super cool is... On the top right -hand side
here, there are these three dots. And when I
select it, there are a couple of cool features
like copy to Copilot Studio. Because I do a lot
of Copilot Studio agents that you've seen me
do in the past. And now you can take something
from Agent Builder. And I know we've been asking
for this for a long time. You can just copy it.
You can download it as a zip or you can delete
it. So if I select copy to Copilot Studio, it
says, do you want to copy the full experience?
And yeah, it sounds good. Let's go for it, right?
So I'm just going to click get started. It asks
for the environment that your Copilot Studio
uses. I'm going to click Shafi Studios and click
continue. And it basically just ports it over
to Copilot Studio and it creates it in there
and then you can further modify it. So I think
that is super cool. Now you can edit it in Copilot
Studio and we can do that a different day if
you guys are all interested. Now with the agent
created, let's just go ahead and select it. So
if I select it on the left hand side, these different
prompts that got generated are here. Let's even
see what these prompts are. So the first one
is need help figuring out what to do with your
next project. And I'm going to go ahead to give
it more context. I'm going to give it this. plane
engineering project that I'm working on. So let's
see what it comes back with. And by the way,
for reference, this is that plane engineering
file that I just sent it. It's about a plane
project that I'm working on building. And it's
got all this information about activities and
the different parts of a plane and priorities
and owners and team members and supervisors.
It's got a ton of stuff. So I wanted to tell
me what is it that I need to do next. So as it's
reading where the project stands, the timeliness,
the status mix, all this stuff. It's giving me
a report of what it thinks I should do next,
high impact, the next 10 actions that I should
take. It's giving me all those here. And because
I turned on that toggle to be able to create
files for me, I'm going to go ahead and say,
create a one -page Word doc that tells me the
top 10 things I should do. today so let's ask
it that so here it is the document is ready i'm
going to go ahead and select it these are the
top 10 things to do today complete the requirements
baseline this is the one of the items in the
spreadsheet freeze the aircraft configuration
and so on and so forth right so it created that
word document for me i can go back here and say
something else like create a one slide powerpoint
on next steps all right so it says here's your
one slide powerpoint on the project next step
so i'm going to go ahead and select it and here
are the slides i made i asked you for one it
gave me three but here's the actual substance
right the key actions to advance the project
finalize the requirements baseline complete structural
loads and so on and so forth so it can generate
powerpoints it can generate word documents it
can generate excel it can generate infographics
all of that is available from within the agent
so as we wrap this up let me show you a few other
things on the left hand side is your agent and
obviously it shows up under this agent drop down
but one of the things you can do is first you
can pin it so if you hover over it you see this
little pin icon so now it gets pinned it's not
going to disappear as more and more agents get
added you can also select these three dots and
you can share it we already tried sharing it
with albert but you can share with other people
you can edit it you can uninstall it and when
we select edit it brings that agent builder screen
back up and here's where you can perfect it right
so if at some point in time you're like hey i
don't like these suggestive prompts i want to
add another one or i want to delete them you
can do that or if you want to change the instructions
because it's not behaving correctly then you
can do that and once you've done that then all
you do is you select update on the top right
hand side and you're good to go that's it i hope
you enjoyed this session honestly i think this
has come a long way since the beginning and i
really like the fact that now you can easily
export this to copilot studio where we can do
even more and more so thanks again for watching
and if you like this video make sure to give
it a thumbs up consider subscribing And I'll
catch you on the next one.