Regular Price: £240 Batch Price: From £240 📅 View Dates & Prices Group Booking Discount: From £150 per person 🧮 Calculate & Book 1-to-1 Training: £300 📋 Booking Request Form Course Overview Microsoft Copilot Studio & AI Agents for Business is a practical 6-hour instructor-led course designed to help business users and technology professionals create AI-powered agents using Microsoft's low-code Copilot Studio platform. Participants will learn how to design an agent for a business requirement, define instructions, connect organisational knowledge, create conversational topics, use generative AI, and enable agents to perform actions through connectors and workflows. Learners will also explore how agents can work with sources such as websites, documents, SharePoint and business data. Through hands-on exercises and a practical project, learners will build, test and publish a working business AI agent and learn how to monitor its performance and improve its responses. No traditional programming experience is required. Requirements No previous experience with Microsoft Copilot Studio or AI agent development is required. Participants should have basic computer skills and be comfortable using common workplace applications such as Microsoft 365, Teams, SharePoint, Outlook or similar business software. No traditional programming experience is required. Familiarity with business processes, workflow automation or generative AI tools such as Microsoft Copilot or ChatGPT can be helpful but is not essential. Learners will need access to an appropriate Microsoft Copilot Studio environment. Available features, connectors, knowledge sources and usage may depend on the organisation's Microsoft environment, permissions and licensing. You may also complete the following course(s) before attending the Microsoft Copilot Studio & AI Agents for Business course but they are not mandatory: AI for the Workplace - No Coding Microsoft Power Platform: Power Apps & Power Automate Course Content Introduction to Microsoft Copilot Studio & AI Agents Understanding AI assistants and AI agents What Microsoft Copilot Studio is AI agents vs traditional chatbots Conversational agents vs task-oriented agents Understanding knowledge, instructions and tools Common business use cases for AI agents Customer service, HR, operations, sales and internal support scenarios Identifying suitable business processes for an AI agent Creating Your First Business AI Agent Navigating Microsoft Copilot Studio Creating an agent Defining the agent's purpose Writing clear agent instructions Defining tone, behaviour and boundaries Using natural language to assist agent creation Testing the initial agent Refining instructions based on test results Adding Business Knowledge Understanding grounded AI responses Adding public websites as knowledge Using uploaded documents Connecting SharePoint content Introduction to Dataverse and business data sources Understanding knowledge descriptions Controlling the scope of agent knowledge Testing whether responses are properly grounded Improving responses by refining knowledge sources Topics, Conversations & Generative AI Understanding topics in Copilot Studio Creating structured conversations Using trigger phrases where appropriate Collecting information from users Using variables in conversations Creating conditions and decision paths Understanding generative answers Using custom instructions to shape responses Balancing controlled conversation flows with generative AI Adding Actions, Tools & Business Automation Moving from answering questions to taking actions Understanding agent tools Using Power Platform connectors Introduction to workflows and agent flows Passing information from an agent to a workflow Returning workflow results to the agent Creating simple multi-step business processes Examples such as notifications, requests and record updates Understanding when an agent should answer vs perform an action Testing & Improving an AI Agent Testing conversations before publishing Testing different user questions and wording Checking knowledge-grounded answers Testing actions and workflows Identifying incorrect or incomplete responses Improving instructions and knowledge Testing edge cases Understanding human review and escalation Publishing & Sharing Business Agents Understanding draft vs published agents Publishing an agent Understanding agent versions Making agents available to users Publishing to Microsoft Teams Publishing to Microsoft Copilot where available Introduction to publishing agents to websites Understanding channel-specific considerations Security, Permissions & Responsible AI Understanding agent access and permissions Protecting organisational information Understanding authentication at a practical level Using connectors responsibly Understanding the risks of maker credentials Applying least-privilege principles Reviewing agent responses before business deployment Privacy, accuracy and responsible use of generative AI Monitoring & Improving Agent Performance Introduction to the Monitor experience Reviewing agent usage Understanding successful and unsuccessful interactions Reviewing conversation outcomes Understanding user feedback Monitoring tool and knowledge-source usage Identifying areas for improvement Continuously refining business agents Practical Business AI Agent Project Select a real-world business use case Define the agent's objective and users Create the agent in Copilot Studio Write clear instructions Add organisational knowledge Create one or more conversation scenarios Add a business action or workflow Test questions, responses and actions Apply basic security and responsible AI considerations Publish the agent Review monitoring and analytics Present the completed business solution Course Dates, Prices & Enrolment All Training Physical Classes Virtual Classes UTC British Time (UK, Ireland, Iceland) Central European Time (France, Germany, Sweden) Eastern European Time (Finland, Cyprus) Eastern Time (New York, Toronto, Montreal) Central Time (Chicago, Houston, Winnipeg) Mountain Time (Calgary, Denver, Edmonton) Mountain Time (Phoenix) Pacific Time (Los Angeles, Seattle, Vancouver) Singapore Time Arabic Standard Time (Qatar, Saudi Arabia) Gulf Standard Time (UAE, Oman) Australian Eastern Time (Sydney, Melbourne) Australian Central Time (Adelaide) Western Australia Time (Perth) New Zealand Time China Standard Time (China, Taiwan, Hong Kong) Scroll right for more details There is no date for this course at this moment. 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