Build an initial agent

Scenario

In this lab, you will:

  • Create and name a agent
  • Add description for what the agent should do
  • Configure Generative AI answers

What you will learn

  • How to create an agent using natural language
  • How to configure Generative AI answers for an agent

High-level lab steps

  • Create a new agent
  • Tell your agent what its primary purpose is and how it should act
  • Add Generative AI instructions

Prerequisites

  • Must have completed Lab: Import Dataverse solution

Exercise 1 - Create agent

In this exercise, you will access the Microsoft Copilot Studio portal, the Developer environment and create a new agent.

Task 1.1 – Microsoft Copilot Studio portal

  1. In a new tab, navigate to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and sign in with your Microsoft 365 credentials if prompted again.

  2. If prompted, select Start free trial.

  3. Make sure that you are in the appropriate environment.

Task 1.2 – Create an agent

  1. Select Create from the left navigation pane and select the + New agent and Skip Configuration in the top right.

  2. In the Name text box, enter Real Estate Booking Service

  3. In the Description text box, enter Create bookings for real estate properties

  4. In the Instructions text box, enter Create an agent for topics relating to creating bookings for real estate properties

  5. At the top, Language should be set to English (en-US).

    Copilot agent language.

  6. Select the three dots in the upper-right of the page and select Edit advanced settings.

    More options in Copilot Studio portal.

  7. Select Bookings under Solution.

  8. Enter labcopilot for Schema Name.

    Advanced settings in Copilot Studio portal.

  9. Select Save.

  10. In the upper-right of the screen, select Create.

  11. In the right Test your agent pane, enter How do I make a booking?. View the response.

Leave this window open.

Exercise 2 - Add Generative AI answers

In this exercise, you will access the Microsoft Copilot Studio portal and add knowledge that the agent will use to answer questions by using Generative AI.

Task 2.1 – Enable Generative AI answers

  1. In the Overview tab, ensure that Allow the AI to use its own general knowledge is set to Enabled within the Knowledge section.

    Knowledge enabled in Copilot Studio portal.

Task 2.2 – Add a knowledge source

  1. Select the Knowledge tab.

    Knowledge tab in Copilot Studio portal.

  2. Select + Add knowledge.

  3. Select Public websites

  4. In the Public website link text box, enter https://create.microsoft.com/en-us/.

    Add public website link in Copilot Studio portal.

  5. Select Add.

  6. Select Add.

  7. Select the Overview tab.

  8. Select the three dots at the top of the Test your agent pane.

  9. Enable Track between topics.

    Screenshot of the Testing panel options.

  10. At the top of the Test your agent pane, select the Start a new conversation icon (refresh icon). Screenshot of the Testing panel options.

  11. In the Ask a question or describe what you need text box, enter How do I boost real estate promotion?.

    Screenshot of the Testing panel results.