Creating Your First Agent with Copilot Studio

June 12, 2025

TL;DR

In this blog post, you'll learn how to create your first agent using Copilot Studio. We'll cover everything from getting started to deploying your agent. This guide is perfect for beginners and those with some experience in low-code platforms.

Introduction

Hey everyone! Today, I'm excited to share a step-by-step guide on how to create your first agent using Copilot Studio. This guide is perfect for those who are new to the low-code world and want to build and deploy agents within their organization. Let's dive in!

Getting Started

To begin, navigate to copilotstudio.microsoft.com or use the app launcher provided by Microsoft. Once you're on the Copilot Studio page, you'll see a list of agents you've built or worked on, along with some out-of-the-box agents and learning resources.

Building the Agent

  1. Create a New Agent: Click on the "Agents" tab and select "New Agent." Microsoft provides AI assistance to help you build your agent. Start by giving your agent a brief description of its purpose. For example, you can create a recruitment agent to help hiring managers with policies, procedures, and automated processes.
  2. Define the Agent's Purpose: Provide a detailed description of what your agent is supposed to do. This will help the AI generate relevant prompts and actions for your agent.
  3. Customize the Agent: You can add knowledge bases, tools, and triggers to your agent. Knowledge bases can include SharePoint documents and public websites, while tools and triggers define the actions your agent can take and the events that start a conversation.

Adding Knowledge

To make your agent more effective, you can add knowledge sources:

  1. SharePoint: Add SharePoint documents by pasting the URL of the document library. Ensure that the documents are indexed by SharePoint for the agent to access them.
  2. Public Websites: Add public websites by pasting the URL. Make sure the website is not more than two levels deep and that you have permission to use the content.

Testing the Agent

Testing is a crucial part of the development process:

  1. Test the Agent: Use the testing tab to interact with your agent and see how it responds to various queries. This helps you iterate quickly and refine the agent's responses.
  2. Refine Instructions: Adjust the agent's instructions to ensure it provides accurate and relevant information. Avoid vague terminology and be specific about what the agent should and shouldn't do.

Deploying the Agent

Once you're satisfied with your agent, it's time to deploy it:

  1. Add Channels: By default, you can deploy the agent to Microsoft Teams and SharePoint. This makes the agent available in M365 Copilot and allows authenticated users to interact with it.
  2. Publish the Agent: Add a logo to make your agent more identifiable and publish it. This makes the agent available for consumption in Copilot Chat.

Conclusion

Creating your first agent with Copilot Studio is a straightforward process that involves defining the agent's purpose, adding knowledge sources, testing, and deploying it. With these steps, you can build a functional agent that can assist with various tasks within your organization. Happy building!

I hope you found this guide helpful. If you have any questions or need further assistance, feel free to reach out.