Mastering AI: How to Create Custom Agents in Microsoft Copilot Studio

 

What is Copilot Studio? 

Microsoft Copilot Studio is a robust platform designed for building, testing, and deploying AI-driven agents. It enables organizations to: 

• Embed AI capabilities into their apps. 
• Automate repetitive tasks and workflows. 
• Leverage existing data sources, such as SharePoint or SQL databases. 
• Deliver contextual responses using natural language understanding. 

• 
  

How to Create a Custom Agent in Copilot Studio 

Step 1: Navigate to Microsoft Copilot Studio through your organization's dashboard or by logging into your Microsoft account. 

Step 2: On the home screen, locate the Agents section and click Create Agent. 

Step 3: Name Your Agent: Provide a descriptive name that reflects the agent's purpose. For instance, "spfx_document_chatbot" .

Step 4: Define the Agent's Role: Write a concise description of what your agent will do. Example: "This agent assists in answering policy related question " 

Step 5 : Navigate to the Data Sources tab in the agent setup interface. 

Step 6: Select Add Data Source and choose SharePoint from the available options.

Step 7: The system will automatically detect your SharePoint environment and connect it if you already have access. 

Step 8: Once connected, specify the SharePoint list or document library that the agent will interact with. 

Step 9: Authenticate the connection using Azure Active Directory (AAD): 

 Navigate to Settings > Security > Authentication. 

Step 10 : Create a new AAD app registration in Azure.

Step 11 : Configure permissions, authentication redirect, and related settings 

Step 12 : Once authenticated, specify the SharePoint list or library the agent will access. 

Step 13 : After configuration, deploy your agent in a custom web application. 

Step 14 : Obtain the embedded code for integration into SharePoint. 

Step 15 : Integrate with SharePoint: 

Add the embedded code to a web part in SharePoint to make the agent accessible directly from the site. 

Step 16 : here the we get the authenticate OTP cause we select the manually authenticate. 

Step 17 : here after completing authentic we get the output what we need.