WEBVTT 00:00:00.000 --> 00:00:02.080 Today we're going to look at the simplest way 00:00:02.080 --> 00:00:05.639 to make an agent using Agent Builder, which has 00:00:05.639 --> 00:00:08.699 got a lot of new improvements since we looked 00:00:08.699 --> 00:00:10.699 at it last. And right now you're looking at my 00:00:10.699 --> 00:00:14.400 Microsoft 365 co -pilot application using the 00:00:14.400 --> 00:00:17.879 M365 co -pilot license. And if you look here 00:00:17.879 --> 00:00:20.000 on the left -hand side, there's a whole section 00:00:20.000 --> 00:00:23.320 called Agents. And I have a bunch of agents already. 00:00:24.010 --> 00:00:26.230 But what I can do is I can actually create a 00:00:26.230 --> 00:00:28.750 new agent. So let's go ahead and create this 00:00:28.750 --> 00:00:31.390 new agent and see all the changes that Agent 00:00:31.390 --> 00:00:33.990 Builder has. Now, when you first create a new 00:00:33.990 --> 00:00:37.710 agent, it's simple to do, but it drops you into 00:00:37.710 --> 00:00:40.590 this configure menu item, which doesn't look 00:00:40.590 --> 00:00:43.289 that interesting, actually. So why don't we switch 00:00:43.289 --> 00:00:46.710 over? Instead of configure over here, we'll go 00:00:46.710 --> 00:00:49.899 to describe on the left -hand side. When you 00:00:49.899 --> 00:00:52.000 go to describe, all you got to do is describe 00:00:52.000 --> 00:00:54.780 the type of agent you want to make. It can't 00:00:54.780 --> 00:00:57.539 get easier than that. So I'm going to describe 00:00:57.539 --> 00:01:01.049 this project. assistant agent that i want to 00:01:01.049 --> 00:01:03.750 make because i think everyone that works in a 00:01:03.750 --> 00:01:07.010 company small medium large business we're probably 00:01:07.010 --> 00:01:10.150 working on projects or working with people or 00:01:10.150 --> 00:01:13.310 working on cases so why not create an agent that 00:01:13.310 --> 00:01:16.290 can help us get organized on a specific project 00:01:16.290 --> 00:01:19.290 so i'm going to drop in just a couple of sentences 00:01:19.290 --> 00:01:21.849 in here and it's going to say hey i'd like to 00:01:21.849 --> 00:01:25.299 create an agent that's project specific And it 00:01:25.299 --> 00:01:28.060 asks me what project I'm working on. It helps 00:01:28.060 --> 00:01:31.719 me figure out next steps. It's very simple. You 00:01:31.719 --> 00:01:34.620 can be more verbose if you wanted to, but maybe 00:01:34.620 --> 00:01:37.260 we don't need to be. Maybe Copilot kind of understands 00:01:37.260 --> 00:01:40.579 the gist of it. So with that, I just sent that 00:01:40.579 --> 00:01:43.420 off. And now Copilot's kind of thinking about 00:01:43.420 --> 00:01:46.739 how to create this agent. And you can see very 00:01:46.739 --> 00:01:50.079 quickly it comes back and it says, let's set 00:01:50.079 --> 00:01:53.599 the agent's name to project guide. on the right 00:01:53.599 --> 00:01:57.019 hand side you probably just saw the agent actually 00:01:57.019 --> 00:01:59.939 get built here's a project guide and there's 00:01:59.939 --> 00:02:02.799 a bunch of prompts that it generated as well 00:02:02.799 --> 00:02:05.840 and it tells you this is kind of what i built 00:02:05.840 --> 00:02:09.099 but what we can do now is we can either go ahead 00:02:09.099 --> 00:02:12.280 and select create and call it a day and then 00:02:12.280 --> 00:02:15.860 the agent just shows up as one of my many other 00:02:15.860 --> 00:02:19.139 agents on the left hand side here we've built 00:02:19.139 --> 00:02:21.979 some of these together actually in the past or 00:02:21.979 --> 00:02:25.080 if you're interested in what's new with agent 00:02:25.080 --> 00:02:27.699 builder let's go ahead and select configure and 00:02:27.699 --> 00:02:30.300 see what's going on like how did this agent get 00:02:30.300 --> 00:02:33.240 built we can customize a little bit more so the 00:02:33.240 --> 00:02:36.039 first thing i'm going to do is instead of calling 00:02:36.039 --> 00:02:40.960 a project guide i'm going to say my project assistant 00:02:40.960 --> 00:02:44.719 i like that name better and i can also click 00:02:44.719 --> 00:02:48.180 on this little pencil icon and upload a picture 00:02:48.180 --> 00:02:51.300 of what my project assistant looks like so i'm 00:02:51.300 --> 00:02:53.840 going to go ahead and select this box down here 00:02:53.840 --> 00:02:56.580 and i have a cool picture that i found and let 00:02:56.580 --> 00:02:59.620 me know if you like this guy so this is what 00:02:59.620 --> 00:03:03.000 my project assistant looks like super cool looking 00:03:03.000 --> 00:03:05.900 guy i'm going to go ahead and select apply and 00:03:05.900 --> 00:03:11.039 now the icon the name everything got changed 00:03:11.039 --> 00:03:15.159 for my agent my project assistant And you can 00:03:15.159 --> 00:03:17.080 see on the right hand side, it got updated as 00:03:17.080 --> 00:03:21.560 well. So when we gave it the description, Copilot 00:03:21.560 --> 00:03:25.620 came up with the description itself for the agent. 00:03:25.659 --> 00:03:28.080 The agent helps user identify next step for specific 00:03:28.080 --> 00:03:30.840 projects. So when you share this agent with other 00:03:30.840 --> 00:03:33.819 people, they see that description. And that's 00:03:33.819 --> 00:03:36.580 one of the beauties of these agents. If you build 00:03:36.580 --> 00:03:39.229 a really cool one for yourself. You can just 00:03:39.229 --> 00:03:41.289 share it with other people inside your company. 00:03:41.409 --> 00:03:44.210 Now, as we scroll down, you'll notice that Copilot 00:03:44.210 --> 00:03:47.189 put together a bunch of instructions like the 00:03:47.189 --> 00:03:50.169 purpose of the agent, general guidelines, skills, 00:03:50.550 --> 00:03:53.389 step -by -step workflow. And so this is actually 00:03:53.389 --> 00:03:56.189 your opportunity to say, oh man, like I don't 00:03:56.189 --> 00:03:58.050 like this whole thing. I'm going to go ahead 00:03:58.050 --> 00:04:00.669 and like delete it. Step number five is gone. 00:04:00.830 --> 00:04:04.349 Let me put step number five back. But this is 00:04:04.349 --> 00:04:07.669 your opportunity to edit the agent. And if you 00:04:07.669 --> 00:04:09.650 forget to do it now or if you don't like how 00:04:09.650 --> 00:04:11.689 it behaves, you can always come back and edit 00:04:11.689 --> 00:04:14.729 it in the future. So again, just by describing 00:04:14.729 --> 00:04:17.230 it, all of this got built out. And then if we 00:04:17.230 --> 00:04:19.629 scroll down a little bit, these are some of the 00:04:19.629 --> 00:04:22.449 new sections that I wanted to highlight. So if 00:04:22.449 --> 00:04:25.129 you notice, there's an entire section dedicated 00:04:25.129 --> 00:04:29.449 to knowledge right over here. And what's new 00:04:29.449 --> 00:04:32.370 is that now, in addition to just being able to 00:04:32.370 --> 00:04:35.149 upload a file or referencing something on your 00:04:35.149 --> 00:04:40.540 OneDrive, You can also mention that, hey, I want 00:04:40.540 --> 00:04:43.680 this agent to use my SharePoint sites. All of 00:04:43.680 --> 00:04:47.019 them are specific ones. Or I wanted to use my 00:04:47.019 --> 00:04:49.759 team's chat and channels. Or I wanted to use 00:04:49.759 --> 00:04:52.959 my emails or specific website links that you 00:04:52.959 --> 00:04:55.939 can drop in here. So all of that is new and I'll 00:04:55.939 --> 00:04:58.720 show you in just a little bit. The other thing 00:04:58.720 --> 00:05:02.279 is that you can go ahead and put this toggle 00:05:02.279 --> 00:05:06.209 on so that. websites are actually like the world 00:05:06.209 --> 00:05:09.529 wide web all the stuff on the internet is a knowledge 00:05:09.529 --> 00:05:11.790 source that the agent can use or you can leave 00:05:11.790 --> 00:05:14.709 it off because it's just you want it to be very 00:05:14.709 --> 00:05:17.170 specific information and talking about specific 00:05:17.170 --> 00:05:20.589 information you can turn on this knob over here 00:05:20.589 --> 00:05:24.350 that says only use specified sources instead 00:05:24.350 --> 00:05:27.579 of the general knowledge of the large language 00:05:27.579 --> 00:05:30.439 model. That's kind of how like hallucinations 00:05:30.439 --> 00:05:33.240 or people's ideas of hallucinations come about 00:05:33.240 --> 00:05:36.740 because a lot of times this isn't turned on. 00:05:36.860 --> 00:05:38.879 So I'm going to turn that on in just one second. 00:05:38.980 --> 00:05:41.740 You can also reference your org chart and profile 00:05:41.740 --> 00:05:44.300 info if that matters to your agent. And there's 00:05:44.300 --> 00:05:47.100 other data sources as well. So let's look at 00:05:47.100 --> 00:05:49.519 these, right? But before I forget, I'm going 00:05:49.519 --> 00:05:51.980 to go ahead and flip this switch here for only 00:05:51.980 --> 00:05:55.269 using specified sources. And then I'm going to 00:05:55.269 --> 00:05:58.490 go ahead and select, just click on this box here 00:05:58.490 --> 00:06:02.410 for enter URL or drop a file. And what happens 00:06:02.410 --> 00:06:05.310 is you see these different menu items pop up 00:06:05.310 --> 00:06:10.529 like all files, sites, and then two more is giving 00:06:10.529 --> 00:06:13.569 you the option of chat and meeting. So when I 00:06:13.569 --> 00:06:18.110 go to files, I can filter based on PDFs or Word 00:06:18.110 --> 00:06:21.629 documents or PowerPoints and I can... specify 00:06:21.629 --> 00:06:24.430 specific files that i want to be a knowledge 00:06:24.430 --> 00:06:27.910 source or i can click on sites and these are 00:06:27.910 --> 00:06:31.269 engineering and benefit sites and all these different 00:06:31.269 --> 00:06:34.009 sharepoint sites that i can go ahead and use 00:06:34.009 --> 00:06:38.410 or i can go to chats and say i want this agent 00:06:38.410 --> 00:06:42.259 to pull from a specific group chat or a specific 00:06:42.259 --> 00:06:45.720 channel and also meetings, which I don't have 00:06:45.720 --> 00:06:48.819 any in here. You can be very specific with the 00:06:48.819 --> 00:06:51.600 knowledge that this agent is using. But the other 00:06:51.600 --> 00:06:55.060 thing you can do is by just clicking on this 00:06:55.060 --> 00:06:58.100 box again, if you notice on the bottom, it says 00:06:58.100 --> 00:07:03.459 my SharePoint files and folders, my team's chats 00:07:03.459 --> 00:07:06.959 and meetings and my emails. These three, of course, 00:07:06.980 --> 00:07:10.079 they relate back to what I showed you in the 00:07:10.079 --> 00:07:14.199 beginning. three or four icons, right? So I do 00:07:14.199 --> 00:07:17.079 want it to actually go ahead and grab everything 00:07:17.079 --> 00:07:20.459 from my SharePoint. I do want it to go grab everything 00:07:20.459 --> 00:07:24.459 from Teams. And I also do want it to grab everything 00:07:24.459 --> 00:07:28.290 from my emails. And as I select that, they actually 00:07:28.290 --> 00:07:31.670 show up on the bottom here as knowledge sources. 00:07:31.990 --> 00:07:34.870 And if one day I change my mind, I can just select 00:07:34.870 --> 00:07:38.009 X, go edit the agent and get rid of these as 00:07:38.009 --> 00:07:40.569 data sources. The other thing that's new is if 00:07:40.569 --> 00:07:43.550 you scroll down, this whole section of capabilities 00:07:43.550 --> 00:07:47.269 is super cool and it's actually relatively new. 00:07:47.389 --> 00:07:51.949 So over here now, you can have it create a document 00:07:51.949 --> 00:07:55.329 for you and code. You just have to flip the switch. 00:07:55.930 --> 00:07:58.529 and you can also have it create images for you 00:07:58.529 --> 00:08:01.870 once you flip this switch so why not take advantage 00:08:01.870 --> 00:08:03.689 of that i'm going to go ahead and turn this on 00:08:03.689 --> 00:08:05.829 i'm going to go ahead and turn this other one 00:08:05.829 --> 00:08:09.790 on and now our agent is much more powerful these 00:08:09.790 --> 00:08:12.829 are all new functionalities so so much to do 00:08:12.829 --> 00:08:16.160 in here and now the last section really is just 00:08:16.160 --> 00:08:19.339 suggested prompts where you can either kind of 00:08:19.339 --> 00:08:21.360 like drag these and move them into different 00:08:21.360 --> 00:08:25.660 places or you can delete them or you can change 00:08:25.660 --> 00:08:28.480 the title you can add another suggested prompt 00:08:28.480 --> 00:08:31.459 there's a ton that you can do here so you can 00:08:31.459 --> 00:08:33.620 see the suggested prompts they show up on the 00:08:33.620 --> 00:08:37.700 right hand side and the only thing left if everything 00:08:37.700 --> 00:08:41.360 looks good is now you just go ahead and select 00:08:41.360 --> 00:08:44.919 create on the top right hand side so let's go 00:08:44.919 --> 00:08:47.179 ahead and create it all right so now that the 00:08:47.179 --> 00:08:50.960 agent got created we can either go to the agent 00:08:50.960 --> 00:08:54.080 if you're super impatient or you can also share 00:08:54.080 --> 00:08:56.480 it so you can also share it later on you don't 00:08:56.480 --> 00:08:58.100 have to do right now but i'm going to show you 00:08:58.100 --> 00:09:00.840 that if you click share you can share it with 00:09:00.840 --> 00:09:04.720 specified users in your organization or anyone 00:09:04.720 --> 00:09:07.600 in your company can get it. Now, if I click specify, 00:09:07.799 --> 00:09:11.059 I can go ahead and select someone like Albert 00:09:11.059 --> 00:09:14.259 because I work very closely with Albert Einstein. 00:09:14.440 --> 00:09:17.120 We're buddies. And so I can share it with Albert. 00:09:17.299 --> 00:09:19.220 And if that looks good, I'm going to go ahead 00:09:19.220 --> 00:09:22.080 and select apply. Now, just to make sure that 00:09:22.080 --> 00:09:25.340 Albert actually gets it, once I shared it, I 00:09:25.340 --> 00:09:28.240 can go ahead and copy this link and I can send 00:09:28.240 --> 00:09:30.059 it to him in a Teams chat and say, hey, Albert, 00:09:30.200 --> 00:09:32.120 check out this cool agent that I made, right? 00:09:32.909 --> 00:09:36.070 That's another way of sharing. Now with that, 00:09:36.309 --> 00:09:40.830 we're done. And you should actually see that 00:09:40.830 --> 00:09:43.370 it popped up on the left -hand side here, my 00:09:43.370 --> 00:09:46.129 project assistant. It showed up under this whole 00:09:46.129 --> 00:09:48.830 agents category, which I can collapse or expand. 00:09:49.090 --> 00:09:51.730 The other thing that I wanted to show you that's 00:09:51.730 --> 00:09:55.269 super cool is... On the top right -hand side 00:09:55.269 --> 00:09:57.549 here, there are these three dots. And when I 00:09:57.549 --> 00:10:00.730 select it, there are a couple of cool features 00:10:00.730 --> 00:10:03.830 like copy to Copilot Studio. Because I do a lot 00:10:03.830 --> 00:10:06.009 of Copilot Studio agents that you've seen me 00:10:06.009 --> 00:10:08.330 do in the past. And now you can take something 00:10:08.330 --> 00:10:10.669 from Agent Builder. And I know we've been asking 00:10:10.669 --> 00:10:13.990 for this for a long time. You can just copy it. 00:10:14.049 --> 00:10:16.409 You can download it as a zip or you can delete 00:10:16.409 --> 00:10:19.409 it. So if I select copy to Copilot Studio, it 00:10:19.409 --> 00:10:21.190 says, do you want to copy the full experience? 00:10:22.500 --> 00:10:25.100 And yeah, it sounds good. Let's go for it, right? 00:10:25.159 --> 00:10:27.639 So I'm just going to click get started. It asks 00:10:27.639 --> 00:10:30.019 for the environment that your Copilot Studio 00:10:30.019 --> 00:10:32.940 uses. I'm going to click Shafi Studios and click 00:10:32.940 --> 00:10:36.240 continue. And it basically just ports it over 00:10:36.240 --> 00:10:39.340 to Copilot Studio and it creates it in there 00:10:39.340 --> 00:10:41.500 and then you can further modify it. So I think 00:10:41.500 --> 00:10:44.100 that is super cool. Now you can edit it in Copilot 00:10:44.100 --> 00:10:46.539 Studio and we can do that a different day if 00:10:46.539 --> 00:10:49.340 you guys are all interested. Now with the agent 00:10:49.340 --> 00:10:52.320 created, let's just go ahead and select it. So 00:10:52.320 --> 00:10:55.940 if I select it on the left hand side, these different 00:10:55.940 --> 00:10:59.460 prompts that got generated are here. Let's even 00:10:59.460 --> 00:11:02.279 see what these prompts are. So the first one 00:11:02.279 --> 00:11:04.960 is need help figuring out what to do with your 00:11:04.960 --> 00:11:08.480 next project. And I'm going to go ahead to give 00:11:08.480 --> 00:11:11.669 it more context. I'm going to give it this. plane 00:11:11.669 --> 00:11:14.230 engineering project that I'm working on. So let's 00:11:14.230 --> 00:11:16.049 see what it comes back with. And by the way, 00:11:16.070 --> 00:11:18.269 for reference, this is that plane engineering 00:11:18.269 --> 00:11:21.110 file that I just sent it. It's about a plane 00:11:21.110 --> 00:11:23.990 project that I'm working on building. And it's 00:11:23.990 --> 00:11:26.389 got all this information about activities and 00:11:26.389 --> 00:11:28.850 the different parts of a plane and priorities 00:11:28.850 --> 00:11:31.830 and owners and team members and supervisors. 00:11:32.230 --> 00:11:35.269 It's got a ton of stuff. So I wanted to tell 00:11:35.269 --> 00:11:38.269 me what is it that I need to do next. So as it's 00:11:38.269 --> 00:11:41.830 reading where the project stands, the timeliness, 00:11:42.129 --> 00:11:45.570 the status mix, all this stuff. It's giving me 00:11:45.570 --> 00:11:49.289 a report of what it thinks I should do next, 00:11:49.490 --> 00:11:52.629 high impact, the next 10 actions that I should 00:11:52.629 --> 00:11:55.830 take. It's giving me all those here. And because 00:11:55.830 --> 00:11:58.830 I turned on that toggle to be able to create 00:11:58.830 --> 00:12:00.970 files for me, I'm going to go ahead and say, 00:12:01.090 --> 00:12:07.490 create a one -page Word doc that tells me the 00:12:07.490 --> 00:12:13.480 top 10 things I should do. today so let's ask 00:12:13.480 --> 00:12:16.919 it that so here it is the document is ready i'm 00:12:16.919 --> 00:12:18.679 going to go ahead and select it these are the 00:12:18.679 --> 00:12:22.179 top 10 things to do today complete the requirements 00:12:22.179 --> 00:12:25.080 baseline this is the one of the items in the 00:12:25.080 --> 00:12:27.899 spreadsheet freeze the aircraft configuration 00:12:27.899 --> 00:12:30.899 and so on and so forth right so it created that 00:12:30.899 --> 00:12:33.799 word document for me i can go back here and say 00:12:33.799 --> 00:12:38.019 something else like create a one slide powerpoint 00:12:38.019 --> 00:12:41.639 on next steps all right so it says here's your 00:12:41.639 --> 00:12:45.080 one slide powerpoint on the project next step 00:12:45.080 --> 00:12:47.139 so i'm going to go ahead and select it and here 00:12:47.139 --> 00:12:49.759 are the slides i made i asked you for one it 00:12:49.759 --> 00:12:52.580 gave me three but here's the actual substance 00:12:52.580 --> 00:12:55.039 right the key actions to advance the project 00:12:55.039 --> 00:12:58.379 finalize the requirements baseline complete structural 00:12:58.379 --> 00:13:01.240 loads and so on and so forth so it can generate 00:13:01.240 --> 00:13:04.080 powerpoints it can generate word documents it 00:13:04.080 --> 00:13:06.440 can generate excel it can generate infographics 00:13:07.259 --> 00:13:09.559 all of that is available from within the agent 00:13:09.559 --> 00:13:12.039 so as we wrap this up let me show you a few other 00:13:12.039 --> 00:13:15.019 things on the left hand side is your agent and 00:13:15.019 --> 00:13:17.720 obviously it shows up under this agent drop down 00:13:17.720 --> 00:13:20.299 but one of the things you can do is first you 00:13:20.299 --> 00:13:22.659 can pin it so if you hover over it you see this 00:13:22.659 --> 00:13:25.500 little pin icon so now it gets pinned it's not 00:13:25.500 --> 00:13:27.480 going to disappear as more and more agents get 00:13:27.480 --> 00:13:31.110 added you can also select these three dots and 00:13:31.110 --> 00:13:33.850 you can share it we already tried sharing it 00:13:33.850 --> 00:13:35.789 with albert but you can share with other people 00:13:35.789 --> 00:13:39.750 you can edit it you can uninstall it and when 00:13:39.750 --> 00:13:43.129 we select edit it brings that agent builder screen 00:13:43.129 --> 00:13:46.409 back up and here's where you can perfect it right 00:13:46.409 --> 00:13:49.210 so if at some point in time you're like hey i 00:13:49.210 --> 00:13:51.509 don't like these suggestive prompts i want to 00:13:51.509 --> 00:13:53.830 add another one or i want to delete them you 00:13:53.830 --> 00:13:56.649 can do that or if you want to change the instructions 00:13:56.649 --> 00:13:59.350 because it's not behaving correctly then you 00:13:59.350 --> 00:14:01.809 can do that and once you've done that then all 00:14:01.809 --> 00:14:05.269 you do is you select update on the top right 00:14:05.269 --> 00:14:08.350 hand side and you're good to go that's it i hope 00:14:08.350 --> 00:14:11.149 you enjoyed this session honestly i think this 00:14:11.149 --> 00:14:13.950 has come a long way since the beginning and i 00:14:13.950 --> 00:14:15.950 really like the fact that now you can easily 00:14:15.950 --> 00:14:19.250 export this to copilot studio where we can do 00:14:19.250 --> 00:14:21.809 even more and more so thanks again for watching 00:14:21.809 --> 00:14:24.690 and if you like this video make sure to give 00:14:24.690 --> 00:14:27.679 it a thumbs up consider subscribing And I'll 00:14:27.679 --> 00:14:29.120 catch you on the next one.