Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 📘 Get my book: Microsoft Copilot Pro: Step by Step www.microsoftpressstore.com/store/microsoft-copilot-pro-step-by-step-9780135369425 🦉 Learn more about AI: aka.ms/learnwithlisa 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
Great tutorial. For the formatting, you can probably provide a template of the expected output in your instructions (and also instruct the agent to use HTML formatting, adding for line breaks, bullet points for unordered lists, etc.). Talking Code with LLMs usually works great.
It really is another "WOW" moment. I only started playing with Copilot Agents - I am so eager to jump ahead, but thanks to your videos - I can do it step by step
Hey Lisa thanks so much for this video! I've had to have a few goes at getting my agent to work, but finally did! Biggest learning for me was to go step by step and test each step along the way. I tried to build my first one with the trigger, action, insturctions all at once and for some reason it wouldn't trigger the action, glad I finally got it sorted!
Another Excellent video! Always inspiring. Great to see the 'Human" element of the error and its correction. Often with How To videos you see the process, but not what to do if there is an error, it is encouraging to have the confidence, by example of to make corrections.
Great Video! I obviously used a different Knowledge source, but when I test my agent, nothing comes up on the Activity map, and also not automatically sending out an email when I added that as an action. Edit: I redid from scratch and made sure to TEST along the way. Now it is working! This is awesome!
Thank you. I find this technology genuinely fascinating and fun. I'm going to work through more sophisticated use cases now that I've got the basics sorted
Fantastic video, Lisa! Quick heads up- to get the e-mail response use HTML formatting, just add an instruction bullet point "When creating an e-mail, always format it in HTML." It works like a charm. Also, you can have it add a signature with another instruction: "Use the following signature for all outbound e-mails: Best Regards, AJ Ansari". I also add instructions around time zones and date/time format to use when it has to use them in a response. Hope this helps!
Thank you very much for this, Amy! I like your engaging presentation style and look forward to future tutorials! You requested ideas for future tutorials - I would love to see one on Finance processes like paying bills and managing accounts receivable (monitoring customer payments and sending chaser emails). Or on an admin assistant, who organises meetings, workshops and events. I will stay tuned!
Very nice video Lisa. You natural flow, excitement of trying new things and un cut video given the realtime experience of working with you. As usual, watched this video non stop and tried hands on simultaneously. 😀 Is there any way where we can make copilot to apply the AI to get the email subject as well so there if there is a word "Return" or similar meaning then it can understand the purpose of the email?
Hi Lisa, this is a fabulous video. I love what this new tech represents and promises. Can you share the policy document used here? Drafting these policies will be a key skill.
Hi Lisa, thank you for such a fantastic video which explains autonomous agents in a very easy to understand way. Regarding the formatting of automated email responses. I was wondering if you could add another document in your knowledge sources, say called "formatting a customer email", with the rules of how you want them to look; e.g. always have a blank line after the initial greeting in the body" etc. etc. and then in the instructions for the agent, mandate that it refers to this knowledge when writing the email. I would be interested to know if this works.
Thanks so much Lisa! This video was really helpful in getting my agent set up. I have a question though regarding the knowledge sources. I added a file following your steps, but it doesn't seem to read from it even though I grounded it by disabling the option you indicated. Does the file need to follow a specific format?
There is a file size limit of 512MB and the full list of supported files is here. learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-documents#supported-file-types If it’s a PDF make sure it’s not just an image of the text.
This is a great video. Many thanks Lisa. I have already done that and it is working well. You can add the text HTML to the line in the instruction section to send the HTML formatted email just by adding the text "write an HTML email" to the line in the Instruction section instead of just "email". Ex: Use the action Send an Email to write an HTML email response
@@AviRavi-s3f It worked for me in both the instruction section and on the chat section too. Make sure your knowledge is already in HTML format. For my case, I uploaded a PDF for the knowledge with RTF formatting.
thanks, lisa this is great !! i have a question - how to return answers with hyperlinks? for example, if the policy contains related links to a form or webpages
This is absolutely amazing. Thank you so much. Your explanation is really helpful. My mind is blowing of of ideas :D I am really wondering why my YT feed and my working colleagues are not talking about AAAAALLL the possibilities :D
This awesome video. If i want to try what you did, is possible to put a policy document in a gitrepo. Sometimes doing exactly what you are demoing would really help.
This is amazing, cant wait to play with it! Looking forward to learning more about the voice capability within Copilot studio too My understanding here is that only the builder of the agent needs a Copilot license, amd then other external or internal users can interface with the bot without a license, is that right? Thanks!!
I love your videos, they are very explanatory especially for those of us who are just starting out. I just have one question: Do I need to pay for a Power Automate license to use Copilot Studio?
Hi Lisa, Big fan of your content, thanks for this great video. Im currently working on standing up an autonomous agent of my own that will analyzes emails to detect meeting requests, extracts relevant details, checks calendar availability, and automates scheduling or proposes alternatives, escalating issues if needed. A question for you: 1. You advised not editing the trigger flow itself, have you been able to find any success in editing that flow or it fails for you across the board? Thanks again for the content!
Wow that was an absolutely blow mind for me. I would like to see a similar video to build a programmer agent that help a developer with his project. Like allow the agent to have the project files as a knowledge and suggest or write new program features.
Hello Lisa ! Just discovered your UA-cam channel today and this is great ! Thank you, I have a few questions, and sorry if you have already answered it somewhere: - All agents seams to be very linked to the user that created them, can we easly "Transfert" the ownership of an agent from an employee to an other employee ? - Is it possible to use service account to create agent so that it is not linked to somebody ? - We saw that the email that your agent send has been send by taking your Exchange Online account, is it possible to use a service account for that ? So that it will be a "Nameless" company user rather than an existing person - We can imagine that Agent use standard OAuth 2.0 authentication, does this means that I will have to log in every 90 days in my agent to refresh the authentification token ? - (This one is a stupid question) In the trigger option "When an email to" what email address can you put in ? Only yours ? Can you put your CEO email ? (lol), a service account ? a distribution list ?
Hi Lisa! I absolutely love your channel and really value your expertise with Microsoft products and Copilot. I’m currently working on a training plan for our employees, where I want them to not only learn about Microsoft 365 Copilot Business, but also understand how to create agents and level up their skills with Copilot. I’m also exploring Dynamics 365 Copilot, Copilot for Sales, and Copilot for Finance-everything seems interconnected, but I’m feeling a bit lost about how to structure this learning path and where to start. As I more research I find out more products.... Do you have any suggestions or recommended steps for gradually introducing each component and building a solid training program?
👏Great Video thx much for the demo! 👏 I have a question regarding the pricing model of the autonomous agents. So talking about your example, each incoming Email triggers the agent and counts as 1 message of the 25000 messages / month? Is that correct? thx in adv.
This is a really interesting video👍. It's very cool to see how things work in real time. I am assuming you would be able to deploy this on a group email and/or ticketing system rather than just for standalone users. 👏
Great Demo, but one question, you had defined a specific subject line in the trigger action when an email arrives but what is the user puts a different subject lines? how to cover those emails ?> can we put phrases for subjects so that bot understands and pick those emails?
Hi Lisa, happy holidays . excellent video thanks!. I tried creating an agent that will return answers based on a KB that is a sharepoint word document. The agent returns the correct answer but I want it to also return a link to the section in the doc where it took the info from. However whatever i write in the instructions, it keeps returning a link that when clicked, downloads the entire document. Do you have any idea what prompt would make it return a link to the relevant section instead (there's a TOC based on heading styles at the beginning of the doc that i am referring the agent to but it's not helping).
Thank you Lisa for yet another great video. I would love to see a video, where you use Copilot to update item based on a chatbot. Let´s say, you have a Microsoft List, a SharePoint or even using Dataverse. Could be very nice if you could communicate with the chatbot and get recommendation based on maybe tasks or so and let Copilot Agents create and maybe update those through communicating with the bot :)
Great Video !, Just one question. Was watching your "Copilot Studio: Complete Tutorial for Beginners" video and was curious. Is the agents tab just a renaming of previous co-pilot tab? Or are they different?
The core things are all the same as in that tutorial but now with the addition of triggers (which is new and what allows the agent to be autonomous) and then a different use of instructions.
Would be great to see close to real time scenarios. For instance, Agent monitoring log files. When log file has error code number or error key words Agent will send alert email and phone message to customer support
Thanks Lisa for the great video you presented! I am building an upcoming holiday helper that will tell any upcoming holidays or list of holidays in the past? Unfortunately, it is failing miserably to calculate logic. Do you think something like this can be done by the agent?
Thanks for your excelent video. I tried to build a similar Agent, but for the trigger "When an email is received" I don't have the next step "Send a Prompt..." but only can find the step "Execute Copilot". I have a M365 Copilot License. What am I not doing so well?
Hi Lisa, I'm following you since this month and I'm happy that I've done it....!!!! Great content!!! did you found something regarding the formatting of response???
Hi Lisa, thank you for another great video. How much would setting up a proces like this cost? Does Microsoft charge per incoming email, or is there a flat fee for the Agent. Or both?
Hey Lisa, thanks for sharing the great, informative video. It was pretty neatly explained. However, I encountered an issue when I was testing the send an email feature. It actually gave the error as no To, Subject and Body provided. Then I deleted the outlook and created one with Gmail. This time it worked partially with Subject and Body, but without To. I hard coded the value and then it worked. Having said that, sadly, the email was not received in the address mentioned in the To field. Not sure what else to be configured. Could you please help in resolving this?
Hi lisa, thank you for the information and explain so well. can you do something related to feedback (in Analytics there is User feedback) how that can be enable please?
Thanks Lisa, this is a really helpful video - and your genuine conversational style makes it much more enjoyable to watch and easier to digest. A good choice to leave all that stuff in, thank you. For a future video, I would find it very useful to see your workflow for setting up an agent to support staff in a large organisation to interrogate a large file repository of information on a sharepoint. For example, at the college I work at, both the HR department and the Quality department have large shared folders with processes, procedures and files - these can be difficult to navigate and find specific information. I wonder if a Copilot agent could be pointed to the sharepoint folder and given instruction to search this and provide a summary of the relevant information and a link to the correct file source? Perhaps having this published to our college Teams would provide an easy access to this? Excited to continue along this journey with you! Niall
Great video. What stands out to me is that the concept of “topics” is seemingly becoming unnecessary. Building my own agent I have found that it is easier to just add knowledge, some reasonable instructions and a set of actions. I’ve found that if I try to introduce topics it just doesn’t work very well. What’s your take on “Topics”, have I missed something?
Does this kind of use case leverage any Generative AI capacity /quota? I have the same question for the Generative Answers node as well. When do we need to go for Ai builder prompts versus just using the instructions in the bot and topic level generative answers node.
Because it's in preview, there is no licensing announced yet for how the interaction with the autonomous agents will be billed. Generative answers in general right now is billed at 2 messages per interaction (the license is $200/month for 25k messages)
Thanks, Lisa! You make great videos! I'm working on an autonomous agent to check for bounced emails. Sometimes the information the agent needs is in an attached file. Is that possible?
Okay, a REALLY basic question! sorry if I have missed other videos :) For Copilot studio I am guessing a company would need at least a Copilot license? i.e. not part of the existing Microsoft 365 license? It might have changed, but wasn't it something like $200.00 per month? I seem to recall you might have mentioned a pay-as-you-go plan? Do you have any of the basic costs for getting started? I work with quite a few smaller companies (some medium) and this is a really excellent way forward but might be outside of the budgets for some. But thank you as always for the great detailed videos!
If you have Microsoft 365 Copilot that includes using Copilot Studio to extend Microsoft 365 Copilot without needing another license. However if you want to build standalone or external facing agents like this you do need the Copilot Studio license (you can buy this separately without needing the M365 Copilot). It’s not cheap so you do need to find the high value use cases to make it worth it. (I think I need a while video just on this!)
Wow ready great video! Love your work 😊 one question around having to use the email subject line as a trigger. Can you not have to do this? As I can see that the subject line will be different for all different customers , also noting the inbox wouldn’t only be handling return requests. Thanks
You don’t have to put in the subject line, I did that this time to show a scenario that was as simple as I could make it to focus on the building blocks and concepts. I am working on more, including how well it can determine the intent of an email without the subject line keywords
Good question, thank you, I will have to test that out. I think you'd want to put something in the instructions to day - if you can't find the right answer then tell the customer you don't know, or invoke another action to raise it with someone. I think that's my next video sorted!
I have a question, can you chain these models together and have an orchestrator model running the show, kinda like emulating a hierarchical structure? I would like to try to build out a team of AI’s
Thanks Lisa for this, I followed your video all the way through. I wanted to ask if you could do a tutorial where one can chain multiple agents together? I am trying to create a master agent that calls other more specialised agents for different tasks? Is this possible?
Hey Lisa, thanks for the demo, it's always a pleasure to watch! One thing I found helpful when it comes to formatting, is to instruct the bot to use HTML to structure the email, works like a charm :)
You can use the Microsoft 365 as the main Copilot to orchestrate the agents. I’m working on learning the best way to do it from Copilot Studio. Stay tuned.
I love your work… I have a standard Microsoft business license. If I add the additional $30 per month for this copilot license, will it give me the ability to deploy autonomous agents 100%? Or Do i need Azure resources to pull off the full autonomous agents
For autonomous agents you need Copilot Studio, which is a tenant license of $200/month/25k messages, or there are pay as you go options. With the $30/month Microsoft 365 Copilot license you can build agents from inside Microsoft 365 Copilot - that's shown in this video - it's a much more restricted experience - ua-cam.com/video/211EGT_2x9c/v-deo.html
How about reducing powerautomate trigger polling interval? I think it's 3 minutes by default :-) Nice videos by the way, I love how clearly you explain these things
No, you don't, I just did that part for testing the different pieces as I was building it. In the final autonomous agent there is no prompt, it uses the instructions and just knows when to send the email based on that.
I've had some tips from the community that telling it to write in rich text or HTML format in the instructions will solve the formatting problem. I'm not sure how a template would work with generative AI given that it's creating the content, but many more things are possible than what i know how to do yet!
Just curious why we can't change it, or why i cant create my own power automate from scratch and call this action. I want to accept an http web request to call the copilot agent. Please shared if you have more insight on this feature
If you want to create using Power automate from scratch there is now an option there to call a generative action, which might be the solution you are looking for. All these things are so new, still working through when it's best to use what. Not being able to change the trigger in Power Automate as shown here is most likely a temporary glitch with preview feature, it is definitely set up to look like you should be able to edit it.
I'm currently job hunting and I had 2 great interviews this week. The first one I would be doing process improvement and automation with power automate, for an internal help desk. and i'm thinking - ooh, how could this be used? have they looked into it? but they are government cloud so probably another year or more until its available. (The other job is a business/data analyst for a data warehouse team)
Good luck with the job hunting. I think even if you get the job with the government cloud and this technology is a little further behind, taking them on the thought process towards that when it is available would be so valuable. Good luck.
How do you make a trigger that can identify that it concerns a returns request without the customer having to use a specific subject? In real life I can imagine that not everyone uses the same subject title.
I imagine you would likely create rules in outlook/email client to identify keywords and phrases that has a forwarding rule that sends the email to the email address your connecting to copilot. Additionally, you could recommend to the internal business team (eg Customer Service or Returns) to approve the creation of a custom email that can be provided to customers as a “direct line” to returns, used for forwarding emails from the current email, AND be directly connected to this copilot. Hopefully, the new email will gain adoption due to its relevance to the customer - reducing the volume going to the original email address. Driving customer experience and reducing time to resolution. If not, the forwarding rules will still be in effect ensuring your process still works.
@ I’m not sure if I’m quite following it. I understand the part of creating a flow that identifies and categorizes incoming emails and forwarding the email to the copilot’s email adres. The second part I don’t think I understand
It was a great video and introduction. For the next videos please go deeper with the advanced options like Sharepoint permissions to use it as the knowledge based for internal and external user. I am wondering why you limited the subject to a specific wording? Couldn't you use the instruction and have AI detects the subjects related to return? or even if the subject was not clear, use the body of the email to detect the request? Also, your email is in your website an it's easy to guess LOL
I’m working on content using the SharePoint connector although that will only ever work for internal authentication. I limited the subject to a specific wording because I wanted to keep this beginner tutorial as basic as possible, really focus on the concepts and building blocks, but you don’t have to restrict by subject line and I’m going to do more sophisticated things next. I know my email address is public and everywhere but I have had UA-cam take down previous videos because their AI detects a real email on the screen so I’m not risking that again!
Is it possible to change the display name to something different when sending emails instead of displaying the person's email name who created the AI Agent ? . I tried but could not find any solution yet.
I haven’t tried it yet with a different inbox but it should be able to send it out from the email name and address you choose. There will be a way to change that in the action. I’m still working through it all, thanks for the question.
I'm working on Dataverse content for next year - it makes a big difference if you use the synonyms, glossary, descriptions when you set it up. What is your scenario / data tables and what kinds of questions are you asking?
Fixed this issue and all now good. Next trick is to fix the email format as mine contains 24 numbered bullet points of things the agent has recommended the user do but they all flow together without a line break after each bullet point! 😂 Original comment: My email receipt trigger works fine and it generates the wording of the email within the agent's response being the answer to a question in the trigger email, but it fails to then send back an email. I note the activity display does not show any activity, the send email action is as per your example, any suggestions on what to check?
I would suggest to add HTML formatting guidelines in the instructions, telling for instance the agent to use for unordered lists (bullet points). You can even provide templates of expected outputs. Use Tags for Formatting: : Wrap paragraphs of text. and : Create bullet point lists. and : Create numbered lists. : Add a line break. : Make text bold. : Make text italic. text: Create clickable links. Structure the Email: Start with a greeting in . Use for sentences or blocks of text. Use or for lists. End with a closing message in . Examples Example 1: Welcome Email html Copy code Hi [Name], Welcome to [Company]! Here’s what you can look forward to: Exclusive updates Special offers 24/7 support Have questions? Contact us. Cheers,[Your Name] Example 2: Meeting Invite html Copy code Hi [Name], You’re invited to discuss: Topic 1 Topic 2 Date: [Date]Time: [Time]Location: [Location] Let us know if you can join! Best,[Your Name]
Anyone that tried this out have trouble getting the email response from the agent to customer after publishing? I am trying to run it as an automated agent but the status gets stuck in 'In Progress' after I receive the customer email and the automation triggers.
Connect with me:
☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie
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📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
❤Thank you Lisa for your energy and teaching approach
Wow, thank you, that’s very generous, really appreciate the support ☺️
Thanks
Great tutorial. For the formatting, you can probably provide a template of the expected output in your instructions (and also instruct the agent to use HTML formatting, adding for line breaks, bullet points for unordered lists, etc.). Talking Code with LLMs usually works great.
I’ve had a few people suggest that adding instructions to format in HTML is the way, I haven’t tried it yet but I will. Thank you for the suggestion
Thank you , this helped me to format the dynamic content of email response that Copliot agent created
Thanks!
Thank you so much for your generosity and support, I appreciate it ☺️
@ Well it`s not that much, but I really enjoy your videos. Keep up your good work and make a great week. I`m looking forward to the next video :-)
very exciting to watch you doing these step by step using real life examples with "human error". Thanks
Danke!
Thank you so much for your support, I really appreciate it.
It's so nice to watch your tutorial teaching us. Your enthusiasm for teaching is truly inspiring.
Lisa, you are so vivid and clever! i enjoy every minuete! G-D bless you!
It really is another "WOW" moment. I only started playing with Copilot Agents - I am so eager to jump ahead, but thanks to your videos - I can do it step by step
Great tutorial and I love that you kept the subject line mistake in to make it real-time! Thanks for sharing, Lisa :)
I wasn’t sure whether to leave that in, glad I did and glad it helped!
Hey Lisa thanks so much for this video! I've had to have a few goes at getting my agent to work, but finally did! Biggest learning for me was to go step by step and test each step along the way. I tried to build my first one with the trigger, action, insturctions all at once and for some reason it wouldn't trigger the action, glad I finally got it sorted!
Very well put together, helpful and personable. Thanks Lisa!
Great video Lisa.
Love how you started with a simple scenario and then built on top of it.
Thanks Daniel 😎
super like it!
you're always the first to provide easy to understand tutorial. Thanks!
Another Excellent video! Always inspiring. Great to see the 'Human" element of the error and its correction. Often with How To videos you see the process, but not what to do if there is an error, it is encouraging to have the confidence, by example of to make corrections.
Thanks, I was debating whether to leave that in, I’m glad I did and I’m glad that was helpful.
Very detailed video on Copilot for Studio. All details well addressed.
Incredible value in this video as ever, building my own autonomous agent as I watch along. Thank you so much
Thank you Lisa !! Much appreciated !
Very useful, thank you a lot Lisa!
Thank you, Lisa for a Great Presentation and Amazing delivery. 👏👏
Thank you, Lisa.. Great video, loved it.
Great Video! I obviously used a different Knowledge source, but when I test my agent, nothing comes up on the Activity map, and also not automatically sending out an email when I added that as an action. Edit: I redid from scratch and made sure to TEST along the way. Now it is working! This is awesome!
to test at various steps is a top tip
Very good and valuable video! Thank you a lot Lisa for this sharing. 👍
Thank you lisa!! Really needed a guide on how to work with it.
Thanks. Great intro and food for thought.
Have a happy new year Lisa Crosbie
I loved this video Lisa, if so helpful to set it in a use case. But perhaps more enjoyable was seeing your excitement :)
Thank you. I find this technology genuinely fascinating and fun. I'm going to work through more sophisticated use cases now that I've got the basics sorted
I discovered your channel today. Awesome stuff; I work as AI Transformation lead in a Danish bank. Subscribed.
Fantastic video, Lisa! Quick heads up- to get the e-mail response use HTML formatting, just add an instruction bullet point "When creating an e-mail, always format it in HTML." It works like a charm. Also, you can have it add a signature with another instruction: "Use the following signature for all outbound e-mails: Best Regards, AJ Ansari". I also add instructions around time zones and date/time format to use when it has to use them in a response. Hope this helps!
Thank you so much, this is all about learning together, I appreciate you sharing that. I’ll give it a go!
@@LisaCrosbie My pleasure! Thanks for all the awesome Copilot content you put out on YT.
Amazing I’m working through learning the same so perfect timing!
Thank you very much for this, Amy! I like your engaging presentation style and look forward to future tutorials! You requested ideas for future tutorials - I would love to see one on Finance processes like paying bills and managing accounts receivable (monitoring customer payments and sending chaser emails). Or on an admin assistant, who organises meetings, workshops and events. I will stay tuned!
Excellent Video. Thank you .
Very nice video Lisa. You natural flow, excitement of trying new things and un cut video given the realtime experience of working with you. As usual, watched this video non stop and tried hands on simultaneously. 😀 Is there any way where we can make copilot to apply the AI to get the email subject as well so there if there is a word "Return" or similar meaning then it can understand the purpose of the email?
Exactly what I was thinking....can it understand from the body of the mail.....
Hi Lisa, this is a fabulous video. I love what this new tech represents and promises. Can you share the policy document used here? Drafting these policies will be a key skill.
Hi Lisa, thank you for such a fantastic video which explains autonomous agents in a very easy to understand way. Regarding the formatting of automated email responses. I was wondering if you could add another document in your knowledge sources, say called "formatting a customer email", with the rules of how you want them to look; e.g. always have a blank line after the initial greeting in the body" etc. etc. and then in the instructions for the agent, mandate that it refers to this knowledge when writing the email. I would be interested to know if this works.
Thanks so much Lisa! This video was really helpful in getting my agent set up. I have a question though regarding the knowledge sources. I added a file following your steps, but it doesn't seem to read from it even though I grounded it by disabling the option you indicated. Does the file need to follow a specific format?
There is a file size limit of 512MB and the full list of supported files is here. learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-documents#supported-file-types
If it’s a PDF make sure it’s not just an image of the text.
Very helpful review thanks!
This is a great video. Many thanks Lisa. I have already done that and it is working well. You can add the text HTML to the line in the instruction section to send the HTML formatted email just by adding the text "write an HTML email" to the line in the Instruction section instead of just "email".
Ex: Use the action Send an Email to write an HTML email response
That does not seem to work for me? I get an email reply alright but not HTML formatted even after including that in the instruction.
@@AviRavi-s3f It worked for me in both the instruction section and on the chat section too. Make sure your knowledge is already in HTML format. For my case, I uploaded a PDF for the knowledge with RTF formatting.
Thanks Lisa I'm currently looking into service now integration connectors so this is very helpful
thanks, lisa this is great !! i have a question - how to return answers with hyperlinks? for example, if the policy contains related links to a form or webpages
This is absolutely amazing. Thank you so much. Your explanation is really helpful. My mind is blowing of of ideas :D I am really wondering why my YT feed and my working colleagues are not talking about AAAAALLL the possibilities :D
Help me spread the word, thank you. Plenty more to come on this in 2025
This awesome video. If i want to try what you did, is possible to put a policy document in a gitrepo. Sometimes doing exactly what you are demoing would really help.
This is amazing, cant wait to play with it! Looking forward to learning more about the voice capability within Copilot studio too
My understanding here is that only the builder of the agent needs a Copilot license, amd then other external or internal users can interface with the bot without a license, is that right?
Thanks!!
Hello Lisa and many thanks for this video! Is there a way to use another agent as an action so we can task multi-agents?
I love your videos, they are very explanatory especially for those of us who are just starting out. I just have one question: Do I need to pay for a Power Automate license to use Copilot Studio?
No, Power Automate flows that are triggered from the agents you build in Copilot Studio are included in the Copilot Studio license.
Thanks for great video. Is there a way to pass data from power automated trigger to copilot?
Hi Lisa,
Big fan of your content, thanks for this great video. Im currently working on standing up an autonomous agent of my own that will analyzes emails to detect meeting requests, extracts relevant details, checks calendar availability, and automates scheduling or proposes alternatives, escalating issues if needed.
A question for you:
1. You advised not editing the trigger flow itself, have you been able to find any success in editing that flow or it fails for you across the board?
Thanks again for the content!
Wow that was an absolutely blow mind for me. I would like to see a similar video to build a programmer agent that help a developer with his project. Like allow the agent to have the project files as a knowledge and suggest or write new program features.
Thanks and that’s a great suggested use case.
Great video... I need to know how we can connect with sql data and perform operations by the agent without using APIs
Hello Lisa !
Just discovered your UA-cam channel today and this is great ! Thank you,
I have a few questions, and sorry if you have already answered it somewhere:
- All agents seams to be very linked to the user that created them, can we easly "Transfert" the ownership of an agent from an employee to an other employee ?
- Is it possible to use service account to create agent so that it is not linked to somebody ?
- We saw that the email that your agent send has been send by taking your Exchange Online account, is it possible to use a service account for that ? So that it will be a "Nameless" company user rather than an existing person
- We can imagine that Agent use standard OAuth 2.0 authentication, does this means that I will have to log in every 90 days in my agent to refresh the authentification token ?
- (This one is a stupid question) In the trigger option "When an email to" what email address can you put in ? Only yours ? Can you put your CEO email ? (lol), a service account ? a distribution list ?
This is great tutorial. By any chance, did you figure out how to improve the format? Thanks again
Yes, you just add into the instructions that the email should be in HTML format and it works.
@@LisaCrosbie Amazing, thank you.
Hi Lisa! I absolutely love your channel and really value your expertise with Microsoft products and Copilot. I’m currently working on a training plan for our employees, where I want them to not only learn about Microsoft 365 Copilot Business, but also understand how to create agents and level up their skills with Copilot.
I’m also exploring Dynamics 365 Copilot, Copilot for Sales, and Copilot for Finance-everything seems interconnected, but I’m feeling a bit lost about how to structure this learning path and where to start. As I more research I find out more products.... Do you have any suggestions or recommended steps for gradually introducing each component and building a solid training program?
👏Great Video thx much for the demo! 👏
I have a question regarding the pricing model of the autonomous agents. So talking about your example, each incoming Email triggers the agent and counts as 1 message of the 25000 messages / month? Is that correct? thx in adv.
Autonomous agents are still in preview so there are no announcements about licensing on them yet.
Excellent video, thank you. More please.. 🙂
More coming, thank you 😊
Well done. Does Copilot Studio permit the designer to upload examples of what NOT to do (for example, the result of past human coaching sessions)?
This is a really interesting video👍. It's very cool to see how things work in real time. I am assuming you would be able to deploy this on a group email and/or ticketing system rather than just for standalone users. 👏
Great Demo, but one question, you had defined a specific subject line in the trigger action when an email arrives but what is the user puts a different subject lines? how to cover those emails ?> can we put phrases for subjects so that bot understands and pick those emails?
Hi Lisa, happy holidays . excellent video thanks!. I tried creating an agent that will return answers based on a KB that is a sharepoint word document. The agent returns the correct answer but I want it to also return a link to the section in the doc where it took the info from. However whatever i write in the instructions, it keeps returning a link that when clicked, downloads the entire document. Do you have any idea what prompt would make it return a link to the relevant section instead (there's a TOC based on heading styles at the beginning of the doc that i am referring the agent to but it's not helping).
Thank you Lisa for yet another great video. I would love to see a video, where you use Copilot to update item based on a chatbot. Let´s say, you have a Microsoft List, a SharePoint or even using Dataverse. Could be very nice if you could communicate with the chatbot and get recommendation based on maybe tasks or so and let Copilot Agents create and maybe update those through communicating with the bot :)
Yes, you can get the agent to update those data sources - on my list of videos to make next year. Thank you for the suggestion.
This is a great tutorial !! 🎉
Great Video !, Just one question. Was watching your "Copilot Studio: Complete Tutorial for Beginners" video and was curious. Is the agents tab just a renaming of previous co-pilot tab? Or are they different?
The core things are all the same as in that tutorial but now with the addition of triggers (which is new and what allows the agent to be autonomous) and then a different use of instructions.
Would be great to see close to real time scenarios. For instance, Agent monitoring log files. When log file has error code number or error key words Agent will send alert email and phone message to customer support
Thanks Lisa for the great video you presented! I am building an upcoming holiday helper that will tell any upcoming holidays or list of holidays in the past? Unfortunately, it is failing miserably to calculate logic. Do you think something like this can be done by the agent?
Thanks for your excelent video.
I tried to build a similar Agent, but for the trigger "When an email is received" I don't have the next step "Send a Prompt..." but only can find the step "Execute Copilot". I have a M365 Copilot License. What am I not doing so well?
Hi Lisa, I'm following you since this month and I'm happy that I've done it....!!!! Great content!!! did you found something regarding the formatting of response???
Thank you. Yes some people have told me to include in the instructions that the email should be in Rich text format or HTML format and that works.
Hi Lisa, thank you for another great video.
How much would setting up a proces like this cost? Does Microsoft charge per incoming email, or is there a flat fee for the Agent. Or both?
you are just amazing !
Hey Lisa, thanks for sharing the great, informative video. It was pretty neatly explained.
However, I encountered an issue when I was testing the send an email feature. It actually gave the error as no To, Subject and Body provided.
Then I deleted the outlook and created one with Gmail. This time it worked partially with Subject and Body, but without To. I hard coded the value and then it worked. Having said that, sadly, the email was not received in the address mentioned in the To field.
Not sure what else to be configured. Could you please help in resolving this?
Hi lisa, thank you for the information and explain so well. can you do something related to feedback (in Analytics there is User feedback) how that can be enable please?
I'd love to see how an agent can share information on a list for internal or external users. Could be very powerful for my org.
Awesome video❤. Would it be possible to have an agent partucipate in a Teams group chat? Would love to see a demo of that!
Thanks Lisa, this is a really helpful video - and your genuine conversational style makes it much more enjoyable to watch and easier to digest. A good choice to leave all that stuff in, thank you. For a future video, I would find it very useful to see your workflow for setting up an agent to support staff in a large organisation to interrogate a large file repository of information on a sharepoint. For example, at the college I work at, both the HR department and the Quality department have large shared folders with processes, procedures and files - these can be difficult to navigate and find specific information. I wonder if a Copilot agent could be pointed to the sharepoint folder and given instruction to search this and provide a summary of the relevant information and a link to the correct file source? Perhaps having this published to our college Teams would provide an easy access to this?
Excited to continue along this journey with you!
Niall
Yes, this is definitely a good use case for Copilot Studio - on my list for content in the new year. Thanks for the support.
Great video. What stands out to me is that the concept of “topics” is seemingly becoming unnecessary. Building my own agent I have found that it is easier to just add knowledge, some reasonable instructions and a set of actions. I’ve found that if I try to introduce topics it just doesn’t work very well. What’s your take on “Topics”, have I missed something?
Does this kind of use case leverage any Generative AI capacity /quota? I have the same question for the Generative Answers node as well. When do we need to go for Ai builder prompts versus just using the instructions in the bot and topic level generative answers node.
Because it's in preview, there is no licensing announced yet for how the interaction with the autonomous agents will be billed. Generative answers in general right now is billed at 2 messages per interaction (the license is $200/month for 25k messages)
Thanks, Lisa! You make great videos!
I'm working on an autonomous agent to check for bounced emails. Sometimes the information the agent needs is in an attached file. Is that possible?
It should be possible, it’s on my list of things to work through now that I’ve got the basics working
Okay, a REALLY basic question! sorry if I have missed other videos :) For Copilot studio I am guessing a company would need at least a Copilot license? i.e. not part of the existing Microsoft 365 license? It might have changed, but wasn't it something like $200.00 per month? I seem to recall you might have mentioned a pay-as-you-go plan? Do you have any of the basic costs for getting started? I work with quite a few smaller companies (some medium) and this is a really excellent way forward but might be outside of the budgets for some. But thank you as always for the great detailed videos!
If you have Microsoft 365 Copilot that includes using Copilot Studio to extend Microsoft 365 Copilot without needing another license. However if you want to build standalone or external facing agents like this you do need the Copilot Studio license (you can buy this separately without needing the M365 Copilot). It’s not cheap so you do need to find the high value use cases to make it worth it. (I think I need a while video just on this!)
Wow ready great video! Love your work 😊 one question around having to use the email subject line as a trigger. Can you not have to do this? As I can see that the subject line will be different for all different customers , also noting the inbox wouldn’t only be handling return requests. Thanks
You don’t have to put in the subject line, I did that this time to show a scenario that was as simple as I could make it to focus on the building blocks and concepts. I am working on more, including how well it can determine the intent of an email without the subject line keywords
Great work Lisa! Well explained. How does it work if there's missing information, does it start some kind of a dialogue with 'Amy' ?
Good question, thank you, I will have to test that out. I think you'd want to put something in the instructions to day - if you can't find the right answer then tell the customer you don't know, or invoke another action to raise it with someone. I think that's my next video sorted!
I have a question, can you chain these models together and have an orchestrator model running the show, kinda like emulating a hierarchical structure? I would like to try to build out a team of AI’s
Great video!
Can you share us the sample doc which you have used? return policy
Hi Lisa, most companies would be using a CRM like a zendesk. Can you share a tutorial how that can be used for automate some specific internal process
Yes, Copilot Studio works with Zendesk, ServiceNow, Salesforce etc. More content coming.
@LisaCrosbie eagerly awaiting. Thanks a lot for your efforts.
Thanks Lisa for this, I followed your video all the way through. I wanted to ask if you could do a tutorial where one can chain multiple agents together? I am trying to create a master agent that calls other more specialised agents for different tasks? Is this possible?
use Topics for connecting different agents and passing on responsibilities to sub-agents
Hey Lisa, thanks for the demo, it's always a pleasure to watch! One thing I found helpful when it comes to formatting, is to instruct the bot to use HTML to structure the email, works like a charm :)
Oh, thank you, I will give that a go. We all learn together with this new tech, appreciate that.
AMAZING!!!! Thanks, took me ages to find your great suggestion ;) Works perfectly
Thank you - a real help, I used the same logic to get it to provide hyperlinks for any citations at the foot of the email😀
Awesome Video! I was wonder how I can chain multiple agents together? Is there an action?
You can use the Microsoft 365 as the main Copilot to orchestrate the agents. I’m working on learning the best way to do it from Copilot Studio. Stay tuned.
Great Done! I’m still curious. Lovely NLP, perhaps hard for an AI to reach
I love your work… I have a standard Microsoft business license. If I add the additional $30 per month for this copilot license, will it give me the ability to deploy autonomous agents 100%? Or Do i need Azure resources to pull off the full autonomous agents
For autonomous agents you need Copilot Studio, which is a tenant license of $200/month/25k messages, or there are pay as you go options. With the $30/month Microsoft 365 Copilot license you can build agents from inside Microsoft 365 Copilot - that's shown in this video - it's a much more restricted experience - ua-cam.com/video/211EGT_2x9c/v-deo.html
How about reducing powerautomate trigger polling interval? I think it's 3 minutes by default :-) Nice videos by the way, I love how clearly you explain these things
When it worked it was well under 3 minutes (it’s usually just that first test that can take a while). I haven’t tried the scheduled trigger yet.
Do you need to include a request for the email in the prompt for the mail to get sent since the action is already added?
No, you don't, I just did that part for testing the different pieces as I was building it. In the final autonomous agent there is no prompt, it uses the instructions and just knows when to send the email based on that.
Would it work to provide a template for your email replies (for better appearance and layout) in a document as a Knowledge Source?
I've had some tips from the community that telling it to write in rich text or HTML format in the instructions will solve the formatting problem. I'm not sure how a template would work with generative AI given that it's creating the content, but many more things are possible than what i know how to do yet!
Just curious why we can't change it, or why i cant create my own power automate from scratch and call this action. I want to accept an http web request to call the copilot agent. Please shared if you have more insight on this feature
If you want to create using Power automate from scratch there is now an option there to call a generative action, which might be the solution you are looking for. All these things are so new, still working through when it's best to use what. Not being able to change the trigger in Power Automate as shown here is most likely a temporary glitch with preview feature, it is definitely set up to look like you should be able to edit it.
I'm currently job hunting and I had 2 great interviews this week. The first one I would be doing process improvement and automation with power automate, for an internal help desk. and i'm thinking - ooh, how could this be used? have they looked into it? but they are government cloud so probably another year or more until its available.
(The other job is a business/data analyst for a data warehouse team)
Good luck with the job hunting. I think even if you get the job with the government cloud and this technology is a little further behind, taking them on the thought process towards that when it is available would be so valuable. Good luck.
@@LisaCrosbie thank you!!
How do you make a trigger that can identify that it concerns a returns request without the customer having to use a specific subject? In real life I can imagine that not everyone uses the same subject title.
Yeah really curious about this to!
I imagine you would likely create rules in outlook/email client to identify keywords and phrases that has a forwarding rule that sends the email to the email address your connecting to copilot.
Additionally, you could recommend to the internal business team (eg Customer Service or Returns) to approve the creation of a custom email that can be provided to customers as a “direct line” to returns, used for forwarding emails from the current email, AND be directly connected to this copilot.
Hopefully, the new email will gain adoption due to its relevance to the customer - reducing the volume going to the original email address. Driving customer experience and reducing time to resolution. If not, the forwarding rules will still be in effect ensuring your process still works.
@ I’m not sure if I’m quite following it. I understand the part of creating a flow that identifies and categorizes incoming emails and forwarding the email to the copilot’s email adres. The second part I don’t think I understand
It was a great video and introduction. For the next videos please go deeper with the advanced options like Sharepoint permissions to use it as the knowledge based for internal and external user.
I am wondering why you limited the subject to a specific wording? Couldn't you use the instruction and have AI detects the subjects related to return? or even if the subject was not clear, use the body of the email to detect the request?
Also, your email is in your website an it's easy to guess LOL
I’m working on content using the SharePoint connector although that will only ever work for internal authentication. I limited the subject to a specific wording because I wanted to keep this beginner tutorial as basic as possible, really focus on the concepts and building blocks, but you don’t have to restrict by subject line and I’m going to do more sophisticated things next. I know my email address is public and everywhere but I have had UA-cam take down previous videos because their AI detects a real email on the screen so I’m not risking that again!
Is it possible to change the display name to something different when sending emails instead of displaying the person's email name who created the AI Agent ? . I tried but could not find any solution yet.
I haven’t tried it yet with a different inbox but it should be able to send it out from the email name and address you choose. There will be a way to change that in the action. I’m still working through it all, thanks for the question.
Would you pls add a video of voice enable it’s like talking bot assistant that can answer phone call and make an appointment please
Working on that, I need to get all the pieces set up in a demo system first. Thanks for the suggestion and support.
How do you train it to use dataverse table data in conversation. It just answers random wrong answers in my testing
I'm working on Dataverse content for next year - it makes a big difference if you use the synonyms, glossary, descriptions when you set it up. What is your scenario / data tables and what kinds of questions are you asking?
Fixed this issue and all now good. Next trick is to fix the email format as mine contains 24 numbered bullet points of things the agent has recommended the user do but they all flow together without a line break after each bullet point! 😂
Original comment:
My email receipt trigger works fine and it generates the wording of the email within the agent's response being the answer to a question in the trigger email, but it fails to then send back an email. I note the activity display does not show any activity, the send email action is as per your example, any suggestions on what to check?
I would suggest to add HTML formatting guidelines in the instructions, telling for instance the agent to use for unordered lists (bullet points). You can even provide templates of expected outputs.
Use Tags for Formatting:
: Wrap paragraphs of text.
and : Create bullet point lists.
and : Create numbered lists.
: Add a line break.
: Make text bold.
: Make text italic.
text: Create clickable links.
Structure the Email:
Start with a greeting in .
Use for sentences or blocks of text.
Use or for lists.
End with a closing message in .
Examples
Example 1: Welcome Email
html
Copy code
Hi [Name],
Welcome to [Company]! Here’s what you can look forward to:
Exclusive updates
Special offers
24/7 support
Have questions? Contact us.
Cheers,[Your Name]
Example 2: Meeting Invite
html
Copy code
Hi [Name],
You’re invited to discuss:
Topic 1
Topic 2
Date: [Date]Time: [Time]Location: [Location]
Let us know if you can join!
Best,[Your Name]
Anyone that tried this out have trouble getting the email response from the agent to customer after publishing? I am trying to run it as an automated agent but the status gets stuck in 'In Progress' after I receive the customer email and the automation triggers.