Create your own Copilot-agent with Copilot Studio

1. Name

Start by giving your agent a name. Choose something descriptive and easy to remember – ideally, a name that reflects the agent’s purpose or personality.

2. Description

Write a clear description of what your agent does. This helps both you and your teammates understand its role and how it can be used. For example:

• Name: Meeting Assistant 

• Description: An agent that helps schedule meetings, send reminders, and summarize meeting notes.

3. Instructions

Provide detailed instructions to guide your agent’s behavior. This includes the tasks it should perform and how to complete them. Consider the following:

• What should your agent do? List the specific tasks it will handle.

• How should it do them? Describe the steps or processes it should follow.

• What’s the end goal? Define what results you expect from the agent.

4. Knowledge base

Add relevant data, documents, and other resources your agent will use to learn and respond. These resources form the foundation of its knowledge. Examples include:

• Manuals and documentation

• Databases

• Web pages and articles

5. Capabilities

Select the tools and features you want your agent to use. Copilot Studio offers a variety of powerful options, such as:

• Code interpreter: Converts natural language into code for data analysis, visualizations, or solving math problems.

• Image generator: Creates visual content (like illustrations or graphics) in response to user prompts.

6. Starter prompts

Suggest a few ways users can start a conversation with your agent. Starter prompts make it easier for people to jump in and interact. Examples include:

• “Help me schedule a meeting.”

• “Can you summarize today’s meeting notes?”

7. Welcome message and title

Finish by adding a catchy title and a welcoming message to introduce your agent to users. This sets the tone for a positive first impression and encourages engagement.

By following these steps, you’ll be ready to create a powerful and helpful Copilot agent that boosts productivity and supports your team.