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 are AI agents in Copilot Chat?
AI agents in Copilot Chat are configurable helpers that you set up to guide you through complex processes and tasks. Instead of manually repeating the same steps or instructions, you can create an agent that understands your workflow and supports you inside Copilot Chat.
They’re designed to help you:
- Break down multi-step tasks into a clear, repeatable process
- Handle more complex requests than a one-off chat prompt
- Keep your work consistent by using the same logic and guidance each time
Because they live inside Microsoft 365 Copilot, these agents can fit into the tools your team already uses, helping you reimagine how you manage recurring or detailed work.
Do I need to code to build an agent?
Yes, you can create and manage your own AI agent in Copilot Chat with no coding required.
The built-in agent builder gives you a guided, user-friendly way to:
- Create a new agent by describing what you want it to do
- Edit and refine its behavior as your process changes
- Share the agent with colleagues so they can use the same setup
This means business users, project managers, and subject-matter experts can all participate in reshaping how work gets done, without needing engineering support.
How do I get started with my first agent?
To get started with your first AI agent in Copilot Chat, you can:
- Open Copilot Chat within your Microsoft 365 environment.
- Go to the agent builder experience.
- Describe the process or task you want to streamline (for example, onboarding steps, reporting routines, or support checklists).
- Configure and test the agent’s responses, then adjust as needed.
- Share the finished agent with your team so everyone can use the same guided workflow.
Microsoft provides a direct link to start: “Create your own agent now at https://msft.it/6055qSlqT”. From there, you can begin to rethink how you handle complex, repeatable tasks using Copilot Chat.
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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