I want to learn how to create an agen in copilot
It's awesome that you want to build your own custom agent! To make sure we tailor this session to exactly what you need, let's start with a quick question about your goals.
Are you looking to build a simple agent directly inside Microsoft 365 Copilot (using Agent Builder), or are you looking to build a more advanced workflow agent using Copilot Studio?
I'm not sure, can you explain the difference first?
It is a great question to ask before diving in because Microsoft offers two main entry points depending on your coding comfort and how complex you want your agent to be.
Think of it like building a house. You can buy a beautiful, modular pre-fabricated home where you just arrange the furniture, or you can hire an architect and build a custom home from scratch.
In the Microsoft ecosystem, is your modular home. It is a completely no-code interface living right inside Microsoft 365. You can point it at your SharePoint folders, give it some written instructions, and have a custom assistant ready in five minutes. It is perfect for single-team use cases, like an agent that only reads your HR department's specific policies.
On the other hand, is your custom architectural build. It is a powerful low-code to pro-code platform where you can design advanced logic, create multi-step workflows, and connect to external databases or third-party tools like Salesforce or Jira. If you need your agent to check a database, make a decision, and then automatically trigger an email via Power Automate, this is where you build it.
| Feature | Copilot Agent Builder | Copilot Studio |
|---|---|---|
| Technical Skill | No-code (Plain English) | Low-code to Pro-code |
| Where it lives | Inside Microsoft 365 | Standalone Portal |
| Data Sources | SharePoint, OneDrive, Files | APIs, Databases, Enterprise Systems |
| Logic | Natural Language instructions | Visual flowcharts, custom topics, variables |
Do you have a specific project or idea in mind that we could use as a guide while we learn?