In this session Microsoft’s Darryl Rowe and Michael Gannotti take us through the use, and creation of, Microsoft 365 Copilot Agents. The three types of Agents shown are SharePoint Agents, Microsoft 365 Copilot Chat Agents made with Agent Builder, and Agents made with Copilot Studio.

Resources:

• SharePoint Agents

o   Get started with SharePoint agents - Microsoft Support

o   Manage agents in SharePoint - Microsoft Support

o   SharePoint agents – Microsoft Adoption

o   Manage access to SharePoint agents - SharePoint in Microsoft 365 | Microsoft Learn

o   Set up SharePoint agents for pay-as-you-go billing - SharePoint in Microsoft 365 | Microsoft Learn

• Agent Builder

o   Use Copilot Studio Agent Builder to Build Agents | Microsoft Learn

o   Use the Copilot Studio Agent Builder to Build Agents | Microsoft Learn

o   Publish and Manage Copilot Studio Agent Builder Agents | Microsoft Learn

• Copilot Studio

o   Overview - Microsoft Copilot Studio | Microsoft Learn

o   AI-based agent authoring overview - Microsoft Copilot Studio | Microsoft Learn

o   AI features for Teams and Classic chatbots - Microsoft Copilot Studio | Microsoft Learn

o   Security and governance - Microsoft Copilot Studio | Microsoft Learn

o   Data locations in Copilot Studio - Microsoft Copilot Studio | Microsoft Learn

o   Review ISO, SOC, and HIPAA compliance - Microsoft Copilot Studio | Microsoft Learn

o   Key concepts - Authoring agents - Microsoft Copilot Studio | Microsoft Learn

o   Copilot connectors and actions overview (preview) - Microsoft Copilot Studio | Microsoft Learn

o   Key concepts - Publish and deploy your agent - Microsoft Copilot Studio | Microsoft Learn

o   Assign user licenses and manage access - Microsoft Copilot Studio | Microsoft Learn

Introduction

Microsoft 365 Copilot Agents are revolutionizing the way we interact with and manage our digital workspaces. Designed to enhance productivity and streamline processes, these agents leverage cutting-edge AI to provide users with intelligent assistance across various Microsoft 365 applications. In this blog post, we will delve into the functionalities of Copilot Agents within SharePoint, explore the capabilities of the Agent Builder in Microsoft 365 Copilot Chat, and discuss how Copilot Studio can be utilized to create these agents.

Copilot Agents in SharePoint

SharePoint, Microsoft's premier platform for collaboration and document management, is significantly enhanced by the integration of Copilot Agents. These AI-driven agents in SharePoint offer a range of features to optimize user experience and improve efficiency.

Intelligent Search and Recommendations

Copilot Agents in SharePoint utilize advanced AI algorithms to provide intelligent search capabilities. They can anticipate user queries and suggest relevant documents, sites, and libraries, thereby reducing the time spent searching for information. Additionally, these agents offer personalized recommendations based on user behavior and preferences, ensuring that team members have quick access to the resources they need.

Using Agent Builder to Create Agents in Microsoft 365 Copilot Chat

Microsoft 365 Copilot Chat is another powerful tool that benefits from the integration of Copilot Agents. The Agent Builder feature allows users to create custom agents tailored to their specific needs and workflows.

Creating Custom Agents

Agent Builder is an intuitive tool that enables users to design and deploy custom Copilot Agents without the need for extensive coding knowledge. Users can define the parameters and functionalities of their agents, specifying the tasks they need to perform and the data sources they should access. This customization ensures that the agents are aligned with the unique requirements of the organization.

Natural Language Processing

One of the standout features of Agent Builder is its natural language processing (NLP) capabilities. Users can interact with their custom agents using natural language commands, making it easier to manage tasks and retrieve information. The agents can understand and respond to complex queries, providing accurate and contextually relevant information.

Using Copilot Studio to Create Microsoft 365 Copilot Agents

Copilot Studio is a comprehensive development environment for creating and managing Microsoft 365 Copilot Agents. It offers a range of tools and features designed to simplify the development process and enhance the capabilities of the agents.

Visual Development Interface

Copilot Studio provides a visual development interface that allows users to design their agents using drag-and-drop functionality. This interface simplifies the development process, enabling users to create complex agents without the need for advanced programming skills. Users can define workflows, set conditions, and specify actions, ensuring that the agents are tailored to their specific needs.

Advanced Analytics and Reporting

Another key feature of Copilot Studio is its advanced analytics and reporting capabilities. Users can monitor the performance of their agents in real-time, gaining insights into how they are being used and identifying areas for improvement. This data-driven approach ensures that the agents are continuously optimized for maximum efficiency and effectiveness.

Collaboration and Sharing

Copilot Studio also facilitates collaboration and sharing among developers. Users can share their agent designs with team members, collaborate on development projects, and even access a library of pre-built agents. This collaborative approach accelerates the development process and ensures that best practices are followed.

Conclusion

Microsoft 365 Copilot Agents are transforming the way we work, offering intelligent assistance and automation across various applications. From enhancing collaboration in SharePoint to enabling custom agent creation in Microsoft 365 Copilot Chat, and providing a comprehensive development environment in Copilot Studio, these agents are designed to optimize productivity and streamline workflows. As organizations continue to adopt and integrate these advanced AI-driven tools, the potential for improved efficiency and innovation is boundless.