How to Build an Agent in Microsoft 365 Copilot Chat (Beginner Tutorial)

🚀 Build Your Own HR Policy Advisor in Microsoft 365 Copilot Want to streamline HR policy questions in your organization? In this step-by-step tutorial, I'll show you how to build an HR policy advisor agent using the agent builder in Microsoft 365 Copilot Chat —no coding required! 💡You can do this with or without a Microsoft 365 Copilot license. By the end of this video, you'll have an agent that can answer HR-related questions, provide policy information, and streamline access to important information in your workplace. 🔹 What You'll Learn: ✅ Define and describe your agent’s purpose ✅ Refine instructions to control how it responds ✅ Configure settings, add knowledge, and edit prompts ✅ Create, test, and optimize your agent ✅ Handle out-of-scope questions effectively ✅ Iterate and improve your agent for better results ------------------------------------------------------------------------ Connect with me: ☕ Buy me a coffee: https://www.buymeacoffee.com/lisacrosbie 📘 Get my book: Microsoft Copilot Pro: Step by Step https://www.microsoftpressstore.com/store/microsoft-copilot-pro-step-by-step-9780135369425 🦉 Learn more about AI: https://aka.ms/learnwithlisa 🖇 LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: https://www.tiktok.com/@lisa.crosbie ---------------------------------------------------------------------- 📌 Timestamps: 0:00 - Introduction | Build an HR policy advisor agent in Microsoft 365 Copilot 0:31 - Defining Your Agent | Describe its purpose and role 5:26 - Refining Instructions | Guide the agent on how to answer questions 7:30 - Configuring Your Agent | Edit instructions, add knowledge, and customize prompts 9:35 - Creating the Agent | Bringing it to life! 12:03 - Testing Your Agent | See how well it responds 14:08 - Out-of-Scope Questions | How does it handle unknown queries? 14:32 - Iterating & Improving | Fine-tuning instructions for better results