Exercise 2, Task 4: Use Copilot in Teams to collaborate on refining the RFP response agent

In this task, you take on the role of Riley Ramirez, Sales Director for Fabrikam’s Hospitality division. Now that the Sales team has built its first version of the EcoSense 360 RFP Response Agent, you held a Teams meeting with colleagues from Sales, Product Management, and Engineering to gather feedback. You demonstrated the agent and the results it provided for several client RFPs. The group then discussed how well the agent answered technical and business questions, identified areas for improvement, and agreed on next steps.

As part of your post-meeting analysis, you plan to use Copilot in Teams to review the meeting transcript and summarize key discussion points, capture suggested changes, and generate a list of follow-up actions. Doing so ensures that every idea and piece of feedback is documented, which helps your team iterate quickly and refine the agent into a valuable sales asset.

Perform the following steps to complete this task:

1. Select the following link to download the meeting transcript:
   • EcoSense360_RFP_Agent_Refinement_Meeting_Transcript.docx

2. Store this file in your OneDrive folder.

3. In your web browser, go to the Microsoft Copilot home page, select the App Launcher (grid icon), select More Apps, and then select Teams from the list of available apps.

4. In Teams for the web, select the Copilot icon in the left navigation pane.

5. In the Copilot window, ensure the Work toggle is selected. Attach the EcoSense360_RFP_Agent_Refinement_Meeting_Transcript.docx file to the prompt. Then ask Copilot to analyze the attached meeting transcript and identify content and coverage improvements to the EcoSense 360 RFP Response Agent that the meeting participants recommended.

6. Review the results. There were many recommendations, so ask Copilot to identify the top five items that would have the greatest impact on improving the agent.

7. Review the results. Your plan is to update the instructions for the agent, so you need to reformat these insights from bulleted lists into paragraph form that you can insert into the agent’s instructions. Ask Copilot to convert these top five improvements into paragraph form and group them under a section heading so that you can include them as instructions for the agent in Agent Builder.

8. If Copilot returns the top five improvements in a code block, select the Copy code icon that appears at the top of the code block. If not, select the Copy response icon at the bottom of the response.

9. You’re now ready to complete the final task in this exercise, which updates the instructions for the EcoSense 360 RFP Response Agent.