this is lovely and very useful.. thank you for sharing. It still surprises me that we (humans) keep using "Please..." and "Can you..." in our prompts to AI :)
Most of the prompt training actually teaches that you get better results if you are polite. Same as dealing with the humans 😊. Honestly it just feels better that way too.
Really glad Microsoft is adding this custom agent functionality, and thanks for the video. I’d love to see an example of how to actually automate a typical workflow. Chatting with documents is mildly interesting, but it isn’t really relevant to my day to day business operations.
You're absolutely right, the example I show in the video (which uses the functionality so far) is mostly useful for creating a focused agent for a particular workgroup or task - e.g. for a project team working on something together, so all the chat interactions are already focused down on that topic and the related documents. When actions are added, your agent will be able to do things on your behalf - understand and interpret text, retrieve or add details to other line of business systems etc. That's when it gets interesting and far more relevant to business operations. They become workflows or automations, but with AI and knowledge, which means you can do more sophisticated automation than you could in the past. More to come when that part is added!
Yes, actions will be a key value that these agents have over GPTs. I haven't got the dates or details for when they will be available yet, just "coming soon" but I'll definitely be making content on this once they are there.
Thank you for the video. I have a question. When I ask a question to the copilot, is he able to select the appropriate agent (among my available 3-5 agents) which can address the question? If not, I need to always select an agent before asking a question?
Would be nice to have detailed explanation on how would we deploy these agents company wide. What license are needed to create and use the agent and how the company is being charged. If the agent become so popular that the whole company is using it, how to address scale up of resources.
Great video thank you. Has anyone figured out how to format outgoing emails properly? I have tried instructions, but they don't work :) All advice happily received.
Thanks Lisa, this video is real helpful. I have been doing a lot of copilot studio and this looks like a fantastic Segway to helping people understand the technology and start using it which is often the best way to knock down those mental barriers that people have around the use of AI. Can I ask you quick question? Do you know if you can link a copilot agent to a Sharepoint list or a Microsoft loop?
Hello Lisa, thanks for your video. A question about knowledge: I added a specific SharePoint document library containing 4 docx files and 1 .xlsx. But the UI only displayed the docx. Is there any documentation on what files are accepted as knowledge? Thank You!
Hi Lisa! Thanks for this video. I have a question, have you tried adding Topics with conditions to see if the instructions work well still? I was able to replicate your logic but then added a condition on a topic and the intructions are not getting triggered anymore. Any idea?
Seems very exciting! I created an agent but it doesnt seem to be vailable where you have your agent after I save it, it just seem to disappear for some reason.. Do you have any idea on what the issue may be?
Thanks for posting this. Will be watching your series ahead. But quick question - how exactly are these agents different than a custom copilot using the generative AI (preview)? They seem identical and I'm not certain which I'd use in different scenarios and why as of the moment.
In CP studio ive created a chat bot, linked to some policy in sharepoint, it works great in test. I just unsure when I click publish to Teams, how to access it, and also what licensing do the users accessing it require?? I have a CP licence but no one else does
just a quick question. can copilot improve with more question answering according to Microsoft? for example I built a chatbot. then i started questions the chatbot. will it improve? what can i convey my client?
Great presentation! Can an Agent be created for a public website? If so, how do we embed it in there. We just need to provide a chabot experience for site users that provides information to them based on the website content.
If you want to create an agent for a public website you can do that with Copilot Studio. I’ve got a tutorial video here that takes you through it.Copilot Studio: Complete Tutorial for Beginners ruclips.net/video/vF2Z4T97xcQ/видео.html
Nice. A short chapter regarding licensing and related costs would be helpfull. Is there a specific license need to create an agent? In my MS365 Copilot staring page there are no options related to agents. Im just seeing "Chats".
What I'm showing here is included in your Microsoft 365 Copilot license. (It's very new, likely the main Microsoft product pages are still being updated). If you want to build agents outside of Microsoft 365 Copilot (e.g. external facing) that's Copilot Studio, which is a separate license.
Yes I have this same issue. I also don’t see a work/web buttons at the top, and I know that has been around for a while. I suspect there is something switched off in the admin settings, but I can’t be sure as I don’t have access.
Great video again! Would an agent created by Copilot Studio directly also appear on the right panel for people to use just like creating one like you did from Copilot "prompt-by-prompt" process ? In other word, if I understand correctly, we could already have actions but we just need to use Copilot Studio instead of this method correct ? But maybe there's some other fundamental difference that makes using one method more suited for certain use case ?
Hi, great video, I recently purchased my copilot pro. Do you have any idea why in my right part of the screen I only see Copilot and Visual creator? I can not jump to agents there . I’m getting crazy. Thanks!!
I created the Bot copilot studio but its not working in MS Teams in that doesn't give any response on teams. I have done republishing, deleted and redeployed it again but nothing works. What could be the issue coz its more than 3 days now.
It appears to me that owing very small context windows and output of around 2000 characters actual usefulness of it is quite constrained. Am I missing something here ? Can one select different LLM to have bigger context length etc ?
These copilots seem basically seem like custom gpts from the gpt store in chatgpt. I understand they are supposed to take actions though. are these agents different than the microsoft autonomous agents?
Yes, what's available now is very similar to a custom gpt, although the big difference already is that it lives securely in your Microsoft tenant and you can connect it securely to files in SharePoint (which you can't do via chatGPT). Adding actions will be another difference - I haven't got details or dates yet for when those will be added, but I'll definitely be making a video on that when they are there. These agents are using the same platform you use to build autonomous agents (Copilot Studio) - but a lighter version that's included in the Microsoft 365 license.
@@LisaCrosbie Thank you for your response. With last week's Ignite event, I became excited about the autonomous agents and I started to do some research. Your videos are great, but the Microsoft world is overwhelming. There is so much to know, it's hard to know where to start!
Quick Question, Microsoft 365 Copilot can read our personal data (Emails, teams chat etc). Can Copilot Agent do the same?Can i create an agent for my personal assistant with extra knowledge that i fed it? My team is trying to build a Copilot for Personal assistance like automatically sending a summary of activity/emails/teams chat for the day in the morning..is this possible?>
Hi Lisa, do you have any information on where are these agents are stored in Copilot Studio? I noticed there is an Agents tab in Copilot for M365 in Copilot Studio but I cannot find the agent I created on Teams
I did this yesterday and when I shared with a colleague it said the files and file contents will not be shared. Also it did really work. I also tried with copilot studio building an agent published on teams however again my colleague got errors. So it works for myself and not when sharing with people in the org. Whether you do it here with anyone in the org. Or giving view permission, would that be like global policy set by IT?
the message about files and file contents not being shared is related to the permissions on those files - so you can take this and for example add a confidential file only you have access to, and then share it with others who shouldn't have that access. I'd suggest checking the permissions on the files / SharePoint you are using as well as global policies set by IT, yes.
Do you have a Microsoft 365 Copilot license? (US$30/month on top of your Microsoft 365 business license)? If so, then talk to your IT admin, they may have it blocked or restricted.
@@LisaCrosbie Thank you for answering. I am the admin. Under licenses I see assigned to myself: Microsoft 365 Copilot , Microsoft Power Automate Free , Microsoft Copilot Studio Viral Trial , Microsoft 365 Business Standard
Sharing my copilot agent with colleagues who don’t have a copilot license doesn’t work because it doesn’t allow them to use it, looks like people need to have a copilot license to be able to use any copilot agents including those built and shared by colleagues in the same organisation☹
I haven't come across anything yet, but that's a great suggestion, I'll see what I can find and add it to my list. One good trick to try is to ask Copilot to help you write instructions.
Seems interesting. But am I the only one that still can not think of any useful use-case of how to utilize Copilot (agent) in a real business process? If anybody here can give me some inspiration for what you use agents for that actually saves your colleagues/clients time, please comment! Thank you 😇😇
There certainly are. you can create a power automate flow action connected to your agent. Let the agent gather context and trigger a flow that could generate a proposal based in rfp dafa and references. Other ones could be customer service with the added value of automatically making lists with leads, maybe even sentiment analysis. Connect this with an agent that gathers market updates on linked-in etc. You can create some very usefully stuff
The example I show in the video (which uses the functionality so far) is mostly useful for creating a focused agent for a particular workgroup or task - e.g. for a project team working on something together, so all the chat interactions are already focused down on that topic and the related documents. When actions are added, your agent will be able to do things on your behalf - understand and interpret text, retrieve or add details to other line of business systems etc. That's when it gets interesting. Think of them as workflows or automations, but with AI and knowledge, which means you can do more sophisticated automation than you could in the past.
@@LisaCrosbie The problem I’m running into at this point os that you can’t just upload a document as a user that the copilot uses to interpret to give context to a prompt and later forget it, like chat gpt or the standard copilot does. I also noticed that chatgpt is much more intuitive in the way you build and use them. Is this just me and do I just need to learn a bit more?
Oh, that's a shame. I'm already starting to have conversations with customers about security and governance on this, it's like back to the early days of Power Platform where the first response is to switch it off. Hopefully as it gets more established more organisations will get comfortable with it.
not leaking data? thats quite a bold statement, have you read the privacy policy? I think the prudent advice to give is to let people read it and decide for themselves
I feltl like such an idiot when I watched this video. Here's why: I don't understand what I'm supposed to be seeing. If I had to explain what you demo'd, I'd say "she showed us how to use agents to search our documents". Wouldn't this be more practical if the end user didn't have to build an agent? What if they could just search from the SharePoint start page? Or from a search in a library? And then maybe click a button that shows a Copilot icon if you want to use Copilot. And if not, you click a typical search icon to get traditional search results. What am I not picking up about what you're putting down? 😢 I want to explain these benefits to my clients properly. I know how much it takes you to create these videos so any feedback you provide would be much appreciated.
Thanks for the feedback, this is a new and confusing area for sure. Rolling out now is Copilot in SharePoint, where you will be able to do something like what you describe - if all you want to do is search / reason over / chat with a set of documents in a single folder. The agent concept means firstly that it lives in Microsoft 365 Copilot, so you can chat with it where you already are (I didn't put this in the video but you can also @ mention it from there), and also that you can provide instructions (explain to it how you want it to behave, tone of voice, scope of what it can cover) as well as those initial prompts for the user. I am still going to do more on this, I agree I haven't completely covered all the value and capabilities here in this one video.
![Blox Fruits Dragon Rework Update [Full Stream]](http://i.ytimg.com/vi/EqDAp8udhm0/mqdefault.jpg)
Thank you Lisa, I was trying to edit the agent and I couldn’t figure it out until you explained it in your video! It was really helpful, thanks!
Wonderful, glad to have helped, thank you.
Thanks a million. Awesome Lisa.
this is lovely and very useful.. thank you for sharing. It still surprises me that we (humans) keep using "Please..." and "Can you..." in our prompts to AI :)
Most of the prompt training actually teaches that you get better results if you are polite. Same as dealing with the humans 😊. Honestly it just feels better that way too.
Thank you for sharing the wonderful way to build your agents.
Really glad Microsoft is adding this custom agent functionality, and thanks for the video. I’d love to see an example of how to actually automate a typical workflow. Chatting with documents is mildly interesting, but it isn’t really relevant to my day to day business operations.
You're absolutely right, the example I show in the video (which uses the functionality so far) is mostly useful for creating a focused agent for a particular workgroup or task - e.g. for a project team working on something together, so all the chat interactions are already focused down on that topic and the related documents. When actions are added, your agent will be able to do things on your behalf - understand and interpret text, retrieve or add details to other line of business systems etc. That's when it gets interesting and far more relevant to business operations. They become workflows or automations, but with AI and knowledge, which means you can do more sophisticated automation than you could in the past. More to come when that part is added!
Thanks for the info!
I hope to see more related to actions and integration with 365, so to evaluate advantages over gpts
Yes, actions will be a key value that these agents have over GPTs. I haven't got the dates or details for when they will be available yet, just "coming soon" but I'll definitely be making content on this once they are there.
I am from Slovenia. I love my country as well ❤😂
Awesome video Lisa. Thank you
This is really great, cant wait to see Actions in place
Same here, thanks!
Thank you for the video. I have a question. When I ask a question to the copilot, is he able to select the appropriate agent (among my available 3-5 agents) which can address the question? If not, I need to always select an agent before asking a question?
Would be nice to have detailed explanation on how would we deploy these agents company wide. What license are needed to create and use the agent and how the company is being charged. If the agent become so popular that the whole company is using it, how to address scale up of resources.
This was very helpful, thank you! Can you please do a video on creating an IT Helpdesk agent?
Great video thank you. Has anyone figured out how to format outgoing emails properly? I have tried instructions, but they don't work :) All advice happily received.
What about logging of the user questions? How can a user flag admin on incorrect data?
can you give the agent knowledge of certain inboxes in outlook or email threads in outlook?
Thanks Lisa, this video is real helpful. I have been doing a lot of copilot studio and this looks like a fantastic Segway to helping people understand the technology and start using it which is often the best way to knock down those mental barriers that people have around the use of AI. Can I ask you quick question? Do you know if you can link a copilot agent to a Sharepoint list or a Microsoft loop?
So the gist of agents is that we are using a chatbot to build a chatbot? Very inception ;D
Hello Lisa, thanks for your video. A question about knowledge: I added a specific SharePoint document library containing 4 docx files and 1 .xlsx. But the UI only displayed the docx. Is there any documentation on what files are accepted as knowledge? Thank You!
Yes it’s just Word, PowerPoint and PDF. learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive
@@LisaCrosbie thanks a lot
Hi Lisa, can Copilot analyse and forecast Sales data? Also do Ai Agent can be built on Copilot using Excel data?
Hi Lisa! Thanks for this video. I have a question, have you tried adding Topics with conditions to see if the instructions work well still? I was able to replicate your logic but then added a condition on a topic and the intructions are not getting triggered anymore. Any idea?
Can you connect the agent to other agents?
Seems very exciting! I created an agent but it doesnt seem to be vailable where you have your agent after I save it, it just seem to disappear for some reason..
Do you have any idea on what the issue may be?
Thanks for posting this. Will be watching your series ahead. But quick question - how exactly are these agents different than a custom copilot using the generative AI (preview)? They seem identical and I'm not certain which I'd use in different scenarios and why as of the moment.
In CP studio ive created a chat bot, linked to some policy in sharepoint, it works great in test. I just unsure when I click publish to Teams, how to access it, and also what licensing do the users accessing it require?? I have a CP licence but no one else does
just a quick question. can copilot improve with more question answering according to Microsoft? for example I built a chatbot. then i started questions the chatbot. will it improve? what can i convey my client?
Great presentation! Can an Agent be created for a public website? If so, how do we embed it in there. We just need to provide a chabot experience for site users that provides information to them based on the website content.
If you want to create an agent for a public website you can do that with Copilot Studio. I’ve got a tutorial video here that takes you through it.Copilot Studio: Complete Tutorial for Beginners
ruclips.net/video/vF2Z4T97xcQ/видео.html
Nice. A short chapter regarding licensing and related costs would be helpfull. Is there a specific license need to create an agent? In my MS365 Copilot staring page there are no options related to agents. Im just seeing "Chats".
What I'm showing here is included in your Microsoft 365 Copilot license. (It's very new, likely the main Microsoft product pages are still being updated). If you want to build agents outside of Microsoft 365 Copilot (e.g. external facing) that's Copilot Studio, which is a separate license.
Yes I have this same issue. I also don’t see a work/web buttons at the top, and I know that has been around for a while. I suspect there is something switched off in the admin settings, but I can’t be sure as I don’t have access.
Great video again! Would an agent created by Copilot Studio directly also appear on the right panel for people to use just like creating one like you did from Copilot "prompt-by-prompt" process ? In other word, if I understand correctly, we could already have actions but we just need to use Copilot Studio instead of this method correct ? But maybe there's some other fundamental difference that makes using one method more suited for certain use case ?
Hi, great video, I recently purchased my copilot pro. Do you have any idea why in my right part of the screen I only see Copilot and Visual creator? I can not jump to agents there . I’m getting crazy.
Thanks!!
I created the Bot copilot studio but its not working in MS Teams in that doesn't give any response on teams. I have done republishing, deleted and redeployed it again but nothing works. What could be the issue coz its more than 3 days now.
Hi, Will Co-pilot support Tab option the way we have it in Teamspp toolkit?
It appears to me that owing very small context windows and output of around 2000 characters actual usefulness of it is quite constrained. Am I missing something here ? Can one select different LLM to have bigger context length etc ?
These copilots seem basically seem like custom gpts from the gpt store in chatgpt. I understand they are supposed to take actions though. are these agents different than the microsoft autonomous agents?
Yes, what's available now is very similar to a custom gpt, although the big difference already is that it lives securely in your Microsoft tenant and you can connect it securely to files in SharePoint (which you can't do via chatGPT). Adding actions will be another difference - I haven't got details or dates yet for when those will be added, but I'll definitely be making a video on that when they are there. These agents are using the same platform you use to build autonomous agents (Copilot Studio) - but a lighter version that's included in the Microsoft 365 license.
@@LisaCrosbie Thank you for your response. With last week's Ignite event, I became excited about the autonomous agents and I started to do some research. Your videos are great, but the Microsoft world is overwhelming. There is so much to know, it's hard to know where to start!
Quick Question, Microsoft 365 Copilot can read our personal data (Emails, teams chat etc).
Can Copilot Agent do the same?Can i create an agent for my personal assistant with extra knowledge that i fed it?
My team is trying to build a Copilot for Personal assistance like automatically sending a summary of activity/emails/teams chat for the day in the morning..is this possible?>
Hi Lisa, is there an option to change the default LLM used in copilot studio with Databricks LLMs for response generation, topic identification etc
Hi Lisa, do you have any information on where are these agents are stored in Copilot Studio? I noticed there is an Agents tab in Copilot for M365 in Copilot Studio but I cannot find the agent I created on Teams
I forgot the sharing option that you showed at 13:18 to 13:36. How can I share it with others in my organization later. I do not see an option.
The agent only works for users who have a Copilot license, though, right?
That’s right.
I did this yesterday and when I shared with a colleague it said the files and file contents will not be shared. Also it did really work. I also tried with copilot studio building an agent published on teams however again my colleague got errors. So it works for myself and not when sharing with people in the org. Whether you do it here with anyone in the org. Or giving view permission, would that be like global policy set by IT?
the message about files and file contents not being shared is related to the permissions on those files - so you can take this and for example add a confidential file only you have access to, and then share it with others who shouldn't have that access. I'd suggest checking the permissions on the files / SharePoint you are using as well as global policies set by IT, yes.
I tried to create an agent but i dont have the same interface as you - the Agents sidebar is not visible... so I am pretty much stuck :(
Do you have a Microsoft 365 Copilot license? (US$30/month on top of your Microsoft 365 business license)? If so, then talk to your IT admin, they may have it blocked or restricted.
@@LisaCrosbie Thank you for answering. I am the admin. Under licenses I see assigned to myself: Microsoft 365 Copilot , Microsoft Power Automate Free , Microsoft Copilot Studio Viral Trial , Microsoft 365 Business Standard
Sharing my copilot agent with colleagues who don’t have a copilot license doesn’t work because it doesn’t allow them to use it, looks like people need to have a copilot license to be able to use any copilot agents including those built and shared by colleagues in the same organisation☹
Can you recommend any sources for creating agent instructions
I haven't come across anything yet, but that's a great suggestion, I'll see what I can find and add it to my list. One good trick to try is to ask Copilot to help you write instructions.
How many files we can add?
it's not supporting pdf upload, why is that?
Seems interesting. But am I the only one that still can not think of any useful use-case of how to utilize Copilot (agent) in a real business process? If anybody here can give me some inspiration for what you use agents for that actually saves your colleagues/clients time, please comment! Thank you 😇😇
There certainly are. you can create a power automate flow action connected to your agent. Let the agent gather context and trigger a flow that could generate a proposal based in rfp dafa and references.
Other ones could be customer service with the added value of automatically making lists with leads, maybe even sentiment analysis.
Connect this with an agent that gathers market updates on linked-in etc. You can create some very usefully stuff
The example I show in the video (which uses the functionality so far) is mostly useful for creating a focused agent for a particular workgroup or task - e.g. for a project team working on something together, so all the chat interactions are already focused down on that topic and the related documents. When actions are added, your agent will be able to do things on your behalf - understand and interpret text, retrieve or add details to other line of business systems etc. That's when it gets interesting. Think of them as workflows or automations, but with AI and knowledge, which means you can do more sophisticated automation than you could in the past.
@@LisaCrosbie The problem I’m running into at this point os that you can’t just upload a document as a user that the copilot uses to interpret to give context to a prompt and later forget it, like chat gpt or the standard copilot does.
I also noticed that chatgpt is much more intuitive in the way you build and use them. Is this just me and do I just need to learn a bit more?
And this is turned off in my organization - "data loss policy" 🥴
Oh, that's a shame. I'm already starting to have conversations with customers about security and governance on this, it's like back to the early days of Power Platform where the first response is to switch it off. Hopefully as it gets more established more organisations will get comfortable with it.
@@LisaCrosbie thou it works in Teams environment :) only now found out that
not leaking data? thats quite a bold statement, have you read the privacy policy? I think the prudent advice to give is to let people read it and decide for themselves
I feltl like such an idiot when I watched this video. Here's why: I don't understand what I'm supposed to be seeing.
If I had to explain what you demo'd, I'd say "she showed us how to use agents to search our documents".
Wouldn't this be more practical if the end user didn't have to build an agent? What if they could just search from the SharePoint start page? Or from a search in a library?
And then maybe click a button that shows a Copilot icon if you want to use Copilot.
And if not, you click a typical search icon to get traditional search results.
What am I not picking up about what you're putting down? 😢
I want to explain these benefits to my clients properly.
I know how much it takes you to create these videos so any feedback you provide would be much appreciated.
Thanks for the feedback, this is a new and confusing area for sure. Rolling out now is Copilot in SharePoint, where you will be able to do something like what you describe - if all you want to do is search / reason over / chat with a set of documents in a single folder. The agent concept means firstly that it lives in Microsoft 365 Copilot, so you can chat with it where you already are (I didn't put this in the video but you can also @ mention it from there), and also that you can provide instructions (explain to it how you want it to behave, tone of voice, scope of what it can cover) as well as those initial prompts for the user. I am still going to do more on this, I agree I haven't completely covered all the value and capabilities here in this one video.
@LisaCrosbie Thanks for responding! This context is super helpful.
Bla , bla,bla… keep it more simple
Compared to chat gpt, co-pilot fails hard
Copilot sucks. Nothing works well. Only thing it seems to be average at is summarizing emails.