Create your own agents in Copilot Chat
Manual tasks can limit how much your nonprofit gets done. This video shows how you can create, customize, and share AI-powered agents in Microsoft 365 Copilot Chat using simple natural language prompts. See how these agents help automate complex tasks without coding, making it easier to improve efficiency and focus more time on your mission.
What is an AI agent in Copilot Chat?
An AI agent in Copilot Chat is a customized assistant you set up to handle specific processes or tasks for you. Instead of a one-size-fits-all chatbot, you define what the agent should focus on—such as guiding employees through a workflow, answering common customer questions, or helping with internal procedures.
These agents are designed to help you manage more complex, multi-step work. You can use them to:
- Walk users through repeatable processes
- Standardize how information is shared
- Reduce manual effort on routine questions and tasks
In short, an AI agent in Copilot Chat helps you reimagine how you handle recurring work, so your team can focus on higher-value activities.
Do I need to code to build an agent?
You don’t need any coding skills to create or manage an AI agent in Copilot Chat. The service includes an agent builder that uses a guided, no-code experience.
With the agent builder, you can:
- Set up a new agent from scratch using simple configuration steps
- Edit the agent’s behavior and instructions as your needs change
- Share the agent with colleagues so they can use it in their own work
Because it’s a no-code environment, business users, operations teams, and subject-matter experts can own and refine agents directly, without waiting on development resources.
How do I get started creating my own agent?
To get started, you open the agent builder in Copilot Chat and follow the on-screen steps to define what your agent should do. You’ll:
1. Describe the purpose of the agent and the types of tasks or processes it should support.
2. Configure how it should respond and what information it can use.
3. Test the agent in Copilot Chat to make sure it behaves as expected.
Once you’re comfortable with how it works, you can share the agent with your team so others can access it directly in Copilot Chat. This lets you reshape how knowledge and processes are delivered across your organization, using a consistent, reusable AI assistant tailored to your needs.
Create your own agents in Copilot Chat
published by CIO Main Street
CIO Main Street is a Computer, Network, and Information Technology Consulting company that brings Chief Information Officer services to Main Street America. At CIO Main Street, we speak Windows, we speak Mac, but best of all we speak Human!
We help organizations by asking a few questions. What do you want technology to do for you today? And what can you imagine it doing for you in the future? Notice that we do not say bits and bytes. Or hardware/software?
We offer qualified and professional service to our customers by helping them save time, reduce stress, and avoid frustration and we do this by LISTENING. It is said that “with two ears and one mouth use them proportionally you will do just fine” and that is what we do, we LISTEN to you and your people.
We help Design, Install, and Maintain the IT Network solutions that to run your business or non-profit by Keeping I.T. Simple.
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