How to Use Microsoft Copilot Studio (Step-by-Step Tutorial)

Learn how to use Microsoft Copilot Studio to build your own AI agents—no coding required! In this tutorial, I’ll walk you through every step of the process, from creating an agent to training it with your documents, connecting tools like email, and even setting up automated triggers.

We'll build a sample customer service agent named Chipbot for the Kevin Cookie Company. You’ll see how to upload knowledge files, set up email automation, connect databases, and publish your agent so it can work 24/7 for your team.

Whether you’re automating support, creating a research bot, or setting up task workflows, Copilot Studio gives you powerful tools in an easy-to-use interface.

Host: Kevin Stratvert

📚 RESOURCES
- Try Copilot Studio Simple: https://microsoft365.com
- Try Copilot Studio Advanced: https://copilotstudio.microsoft.com
- Learn Power Automate: https://youtu.be/dDO4Y4aDYXw
- Example FAQ Template: https://1drv.ms/w/s!AmxrofZZlZ-whq9MFFKg9WE_lE69Eg?e=Cub9Zf

⌚ TIMESTAMPS
00:00 - Intro: What is Microsoft Copilot Studio?
00:39 - How to get Copilot Studio
00:54 - Explore Built-in AI Agents
01:37 - Difference Between ChatGPT and Copilot Agents
02:15 - Create a New Agent from Scratch
03:23 - Provide More Context u0026 Knowledge Sources
04:40 - Configure Agent Settings u0026 Adding a Profile Image
06:07 - Upload FAQ
07:07 - Set Agent Capabilities u0026 Suggested Prompts
07:45 - Test Agent Responses
08:19 - Publish Your Agent to Your Org
09:04 - Switch to Advanced Copilot Studio
09:54 - Add Advanced Data Sources
10:53 - Toggle Web Search
11:10 - Use Tools: Send an Email
14:49 - Use the Activity Map
15:17 - Create a Trigger for Incoming Emails
17:53 - Publish Your Agent
18:22 - Enable Channels (Teams, Web, Slack, etc.)
18:47 - Monitor Activity u0026 Usage Analytics
19:43 - Wrap Up

📺 RELATED VIDEOS
- Playlist with all my videos on Microsoft Copilot: https://www.youtube.com/playlist?list=PLlKpQrBME6xJ4Begw9PA0YbaUe3Nae445

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