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:    • Power Automate Tutorial for Beginners  
Example FAQ Template: https://1drv.ms/w/s!AmxrofZZlZ-whq9MF...

⌚ 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 & Knowledge Sources
04:40 - Configure Agent Settings & Adding a Profile Image
06:07 - Upload FAQ
07:07 - Set Agent Capabilities & 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 & Usage Analytics
19:43 - Wrap Up

📺 RELATED VIDEOS
Playlist with all my videos on Microsoft Copilot:    • Microsoft Copilot  

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