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How to Use Microsoft Copilot Studio (Step-by-Step Tutorial)

BY a4gqz
July 28, 2025•
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Tutorial Notes: Getting Started with Microsoft Copilot Studio

Objective

Learn how to use Microsoft Copilot Studio to build custom AI agents without coding, tailored for specific tasks using your own data.

Key Features of Copilot Studio

  • No-Code AI Agent Creation: Build agents using natural language instructions.
  • Custom Data Usage: Agents can use your documents (Word, Excel, PDF, websites, SharePoint, emails, etc.) as sources.
  • Task Automation: Automate repetitive tasks, respond to emails, summarize documents, perform data analysis.
  • Integration Capabilities: Connect to business data sources and tools (Dataverse, Salesforce, ServiceNow, APIs, Power Automate, etc.).
  • Sharing: Import agents into apps like Teams, SharePoint, Slack, and more.

Agent Types Example

  • Researcher: Analyzes documents, provides summaries and breakdowns.
  • Analyst: Analyzes uploaded data (e.g., Excel files), highlights trends, creates visualizations.
  • Custom (e.g., Chipbot): Built for specific organizations/tasks, such as customer service for the Kevin Cookie Company.

Copilot Studio vs. ChatGPT

  • ChatGPT: General-purpose AI, answers broad questions but lacks knowledge of proprietary/company-specific data.
  • Copilot Agents: Task-specific, can be trained on your own documents and sources.

Step-by-Step: Building Your Own Agent (Chipbot Example)

1. Getting Started

  • Go to the Copilot Studio website.
  • Sign in with a Microsoft work or school account (personal accounts not supported).

2. Create an Agent

  • Click “Create Agent.”
  • Describe your agent’s purpose (e.g., a customer service bot for Kevin Cookie Company).
  • Name your agent (e.g., Chipbot).

3. Refine Agent Details

  • Provide directives on agent responses (e.g., “Be concise, friendly, humorous; refer unknowns to support email”).
  • Specify data sources (e.g., kevincookiecompany.com, upload FAQ files).

4. Configure Agent

  • Set an agent image and description.
  • Adjust instructions for tone and behavior.
  • Upload knowledge sources (Word, Excel, PDF, SharePoint, etc.).
  • Set up suggested prompts for users.

5. Test the Agent

  • Ask a question to verify functionality.
  • Check for accurate answers and proper references/citations.

6. Share/Publish Agent

  • Click “Create” to activate the agent.
  • Update sharing settings (restrict or allow organization-wide access).
  • Obtain a shareable link.

Advanced Configuration

Knowledge Sources

  • Add various data sources: databases (Dataverse, Oracle), business apps (Salesforce, ServiceNow), websites, and more.
  • Control web search access for on-brand answers.

Tools & Actions

  • Enable tools like code interpreter or image generator if needed.
  • Connect to external tools (e.g., Power Automate, Office 365 Outlook).
  • Example: Configure “Send an Email” tool to send chat summaries to users dynamically.

Triggers (Automation)

  • Set event-based activations (e.g., respond to new emails, form submissions).
  • Customize filters (e.g., folder, sender, subject).
  • Trigger agent actions autonomously based on incoming events.

Channels

  • Deploy agent on various platforms: Teams, SharePoint, web apps, Slack, Facebook Messenger, etc.

Monitoring & Analytics

  • Activity Map: View step-by-step records of agent interactions, tool usage, and data references.
  • Analytics Dashboard: Track sessions, usage, trigger counts, unanswered queries; identify areas for improvement.

Tips & Notes

  • Files uploaded directly need manual updates if content changes; linked web or cloud files update automatically.
  • Use clear, specific instructions to ensure agent provides on-brand, accurate responses.
  • Enhance user experience with humor and friendliness appropriate to your brand.
  • Continuously monitor unanswered questions to refine agent knowledge.

Recap

  • Microsoft Copilot Studio enables easy, no-code creation of intelligent AI agents for business scenarios.
  • Agents can automate tasks, use your documents/data, and be configured with advanced integrations and triggers.
  • Easy to share, monitor, and refine for optimal business impact.

If you have further questions or ideas, feel free to add them in the comments!

    How to Use Microsoft Copilot Studio (Step-by-Step Tutorial)