1. Introduction to Copilot Agents

• What are Copilot agents?
• Copilot Chat vs specialist agents
• Microsoft built‑in agents: Workflows, Researcher, Surveys, Analyst, Policy and People tools
• How organisations use agents in real scenarios
• Live demonstration of built‑in agents

2. Copilot Lite vs Full Copilot Studio

Which tool to use — and why it matters

• Overview of the Copilot Agents app (Lite experience)
• Limitations of Lite: sharing, governance and deployment
• Full Copilot Studio: enterprise deployment, connectors, flows, environments
• Choosing the right platform for your business use case

3. Working with Knowledge

Getting accurate, reliable, domain‑specific answers

• How agents retrieve information
• Using SharePoint, documents and websites as knowledge sources
• Turning off general and web knowledge for controlled answers
• Structuring a clean, reliable knowledge base
• Testing responses and refining knowledge

4. Writing Effective Instructions

The most important part of agent design — the behaviour layer

• Declarative instruction structure and syntax
• Response rules, behavioural rules and conversation flow
• Guardrails for tone, accuracy and escalation
• Using step‑by‑step processes within agent logic
• How to use Copilot to help generate your instruction files

Delegates are provided with best‑practice templates for:

• Incident logging
• HR or policy enquiries
• Onboarding workflows
• Ticketing and helpdesk interactions

5. Automation with Power Automate

Connecting agents to real business processes

• When and why to connect a flow
• Creating flows for incident logging, ticket creation, approvals or messaging
• Passing variables from agent to flow
• Receiving structured outputs from your flow
• Testing automation end‑to‑end

Practical example:
Creating a SharePoint list item from an agent conversation, with automatic notifications.

6. Tools, Connectors and Studio Features

Extending your agent beyond Q&A

• Adding Tools such as:
  • Post a message to Teams
  • Send an email
  • Trigger a Power Automate flow
• Extending agents with connectors
• Tips for naming, testing and maintaining tools

7. Hands‑On: Build Your Own Agent

Delegates design and build their own working agent from start to finish.
Example projects include:

• Incident Reporter – log near misses or accidents
• Invoice Generator – create draft invoices from job data
• Policy FAQ Bot – answer HR or site queries
• Onboarding Assistant – guide new hires through induction
• Ticketing Agent – generate support tickets with structured steps

Delegates will:

1. Define the purpose and scope
2. Build an instruction set
3. Add knowledge
4. Add tools or Power Automate flows
5. Test, refine and improve
6. Publish the agent

8. Deploying Agents

Where and how to publish agents for real business use

• Publishing to Teams (recommended for most organisations)
• Embedding in SharePoint pages
• Making agents available in Copilot 365
• Options for external websites and intranets
• Understanding environments: Development, Test, Production
• Sharing, permissions and governance

9. Real‑World Tips and Best Practice

• Avoiding hallucinations
• Designing predictable conversation flows
• Managing versions and updates
• Handling sensitive data and compliance
• Creating an internal “Agent Catalogue” to prevent duplication
• When to use SharePoint vs Dataverse

10. Final Practical Session and Q&A

• Delegates demonstrate their completed agent
• Troubleshooting and refinement
• Discussion of next steps and further learning options