Building Your First Agent
Step-by-step how-to guide for building your first agent in Copilot Studio, from creating a new agent to defining its purpose, adding topics, and testing it in government cloud environments.
Explore our collection of video tutorials covering deployment, security, governance, and adoption of Microsoft 365 Copilot in U.S. government environments.
148 videos available
Step-by-step how-to guide for building your first agent in Copilot Studio, from creating a new agent to defining its purpose, adding topics, and testing it in government cloud environments.
Practical how-to guide with detailed techniques for writing prompts that get better results from Microsoft 365 Copilot. Covers specificity, context, examples, iteration, and many government-relevant prompt examples.
Explains when Microsoft Copilot Studio is the right choice for your AI solution needs. Covers scenarios where out-of-the-box Copilot is sufficient, when Copilot Studio adds value, and a practical framework for build-vs-buy decisions in government environments.
How-to guide for handling situations when Copilot provides incorrect or unsatisfactory responses. Covers why mistakes happen, verification strategies, correcting and redirecting, and reporting issues—with special emphasis on accuracy requirements in government work.
Explains the limitations of free Copilot Chat and what features require a paid Microsoft 365 Copilot license.
Introduction to Microsoft Copilot Studio — what it is, what you can build with it, and why it matters for government agencies. Covers the low-code platform's core capabilities, the types of AI agents and copilots you can create, and how it integrates with Microsoft 365 and existing systems.
How-to guide for measuring the actual value realized from your Copilot investment using quantitative metrics, qualitative stories, and ROI calculations.
How-to guide for identifying and prioritizing high-impact use cases to focus your Copilot adoption efforts where they deliver the most value.
How-to guide for designing and delivering effective Copilot training programs that drive real usage, not just attendance.
How-to guide for creating topics and configuring triggers in Copilot Studio agents, covering topic organization, trigger phrase best practices, conversation flow management, and topic handoffs in government environments.
How-to guide for testing your Copilot Studio agent before deployment, covering the built-in test chat, conversation path testing, issue identification, and user validation in government environments.
How-to guide for keeping Copilot adoption momentum going after the initial launch excitement fades, preventing the adoption plateau.
How-to guide for defining clear, measurable success criteria for your Copilot adoption initiative before you launch.
How-to guide for aligning stakeholders across the organization to support Copilot adoption.
How-to guide for creating role-specific Copilot training that maximizes relevance by matching scenarios and prompts to each role's daily work.
Explains the importance of responsible AI use and keeping humans in the loop when working with Microsoft 365 Copilot in government environments, covering review practices, accountability, and organizational expectations.
How-to guide for creating effective reports on Copilot adoption and value that answer the questions leadership actually asks.
How-to guide for identifying and capturing quick wins to build early momentum and credibility for your Copilot adoption initiative.
How-to guide for publishing your Copilot Studio agent and making it available to users in government cloud environments. Covers the pre-publishing checklist, step-by-step publishing process, deploying to different channels, and updating agents that are already live.
How-to guide covering the four elements of effective prompting for Microsoft 365 Copilot in government environments. Learn the Goal-Context-Source-Expectations framework that applies to every prompt you write.
Explains what government users should know about privacy, data access, and current limitations when using Microsoft 365 Copilot in GCC, GCC High, and DoD environments.
How-to guide for integrating Power Automate flows with your Copilot Studio agent in government cloud environments.
How-to guide for executing a phased Copilot rollout from pilot through organization-wide deployment, with clear criteria for advancing between phases.
Overview of Microsoft's official adoption resources and how to use them effectively for your Copilot rollout in government environments.
How-to guide for using Copilot Chat with a Microsoft 365 Copilot license to access organizational data in government environments.
How-to guide for connecting knowledge sources to your Copilot Studio agent, including SharePoint sites, web content, uploaded documents, and knowledge management best practices in government cloud environments.
How-to guide for treating Copilot as a conversation partner. Learn techniques for asking modifications, building on responses, steering results closer to what you need, and knowing when to start fresh.
How-to guide for identifying, recruiting, and enabling Copilot champions to drive adoption in your organization.
How-to guide for addressing resistance and skepticism about Copilot adoption—understanding root causes, responding effectively, and converting skeptics into advocates.
How-to guide for enabling and configuring generative answers in your Copilot Studio agent, including source configuration, behavior controls, and combining generative answers with authored topics in government environments.
How-to guide for establishing effective feedback loops that capture user experiences, surface issues early, and continuously improve your Copilot adoption program.
How-to guide for managing Copilot Studio environments for development, testing, and production in government cloud environments.
How-to guide for using entities and slot filling to capture structured information in Copilot Studio agent conversations, including built-in entities, custom entities, and variable management in government environments.
How-to guide for applying Data Loss Prevention policies to Copilot Studio agents to control data flows and protect sensitive information in government cloud environments.
How-to guide for integrating your Copilot Studio agent with Microsoft Dataverse in government cloud environments.
Deep dive into building custom connectors to integrate your Copilot Studio agent with any API in government cloud environments.
How-to guide for using Copilot in Word to summarize long documents, extract key points and themes, and create executive summaries in government cloud environments.
How-to guide for using Copilot in Word to rewrite, edit, and improve existing content including adjusting tone, length, and style in government cloud environments.
How-to guide for using Copilot in Word to draft documents from scratch or from existing content in government cloud environments.
How-to guide for using Copilot in Teams meetings to get summaries, catch up on missed content, and stay informed in government cloud environments.
How-to guide for using Copilot to summarize and search Teams chat conversations in government cloud environments.
How-to guide for using Copilot to work with Teams channels, catch up on discussions, and find relevant content in government cloud environments.
Compares Microsoft Copilot Studio's low-code approach to building custom AI agents with code, helping government teams choose the right approach for their requirements.
Explains Copilot Studio licensing options and requirements, including per-user and capacity-based models, what's included with other Microsoft licenses, and how to calculate your agency's needs.
Explains Copilot Studio availability and considerations for GCC, GCC High, and DoD environments, including feature differences from commercial, data residency, and compliance requirements.
How-to guide for establishing governance controls for Copilot Studio in government organizations, covering agent creation controls, review processes, and compliance monitoring.
How-to guide for setting up your Copilot Studio environment and getting ready to build, including Power Platform environment creation, prerequisites, dev vs. production separation, and security configuration for government clouds.
How-to guide for using Copilot in PowerPoint to improve design and polish existing presentations in government environments.
How-to guide for using Copilot in PowerPoint to create presentations from scratch or from existing content in government environments.
How-to guide for using Copilot in Outlook to summarize emails and draft responses in government cloud environments.
How-to guide for using Copilot's coaching features in Outlook to improve email tone and clarity in government cloud environments.
How-to guide for using Copilot with Outlook calendar for scheduling and meeting management in government cloud environments.
How-to guide for using Copilot in OneNote to organize notes, generate content, and find information across notebooks in government environments.
How-to guide for using Copilot Notebooks for complex research and extended thinking sessions in government environments.
How-to guide for using Copilot in Microsoft Loop to collaborate and generate content in real-time in government environments.
How-to guide with practical examples of using Microsoft 365 Copilot for common government work tasks including policy writing, meeting preparation, report analysis, and correspondence in GCC, GCC High, and DoD environments.
Deep dive into using Copilot with Python in Excel for advanced data analysis, statistical modeling, and custom visualizations in government cloud environments.
How-to guide for using Copilot in Excel to create formulas, understand complex formula logic, explain existing formulas, and troubleshoot formula errors in government cloud environments.
How-to guide for using Copilot in Excel to analyze data, discover insights and trends, create visualizations, and answer questions about spreadsheet data in government cloud environments.
How-to guide for using the Copilot dashboard in the Microsoft 365 Admin Center and Viva Insights to track adoption progress and identify areas needing attention.
How-to guide for using Copilot Chat as a writing assistant to draft content faster, improve clarity and tone, and reformat text.
How-to guide for getting started with the free Copilot Chat experience available to all M365 users in government environments.
How-to guide for using Copilot Chat as a brainstorming partner to generate ideas, refine concepts, and organize output into actionable next steps.
How-to guide covering best practices for designing effective conversational experiences in Copilot Studio, including writing natural dialogue, handling errors gracefully, and building trust in government agent interactions.
How-to guide for continuously improving your Copilot adoption program based on data, feedback, and results—establishing improvement cycles that scale what works and fix what doesn't.
Overview of connectors in Copilot Studio and how they extend agent capabilities in government cloud environments.
How-to guide for creating effective communications to drive Copilot awareness and adoption across your organization.
How-to guide for deploying your Copilot Studio agent to different channels including Microsoft Teams, custom websites, and mobile endpoints in government cloud environments.
How-to guide for developing internal expertise to support ongoing Copilot adoption, reduce external dependency, and sustain optimization over time.
How-to guide covering authentication patterns for securing your Copilot Studio agent and its integrations in government cloud environments.
How-to guide for using API actions to connect your Copilot Studio agent to external services in government cloud environments.
How-to guide for managing the full lifecycle of Copilot Studio agents from creation through retirement in government cloud environments.
How-to guide for monitoring your Copilot Studio agent's performance and user engagement using the built-in analytics dashboard in government cloud environments.
Deep dive into advanced prompting techniques for Microsoft 365 Copilot power users in government environments, covering chain-of-thought prompting, role-based prompting, few-shot examples, and combining multiple techniques.
How-to guide for building a comprehensive adoption strategy for Microsoft 365 Copilot in government organizations.
Explains the key metrics to track for understanding Copilot adoption success—distinguishing usage metrics from value metrics and leading indicators from lagging ones.
How-to guide for creating and using usage reports to track Microsoft 365 Copilot adoption and impact in government environments.
Comprehensive troubleshooting guide for Microsoft 365 Copilot issues reported by users and admins. Learn systematic diagnostic approaches, use admin tools to resolve common problems, and understand when to escalate to Microsoft support.
Explains support options and escalation paths for Microsoft 365 Copilot issues in government organizations. Covers internal support tiers, Microsoft government support channels, when to escalate versus self-service, and documenting effective support requests.
Explains the Semantic Index for Copilot, how it's built from your organizational content, what to expect during rollout, and how to monitor indexing progress in government environments.
How-to guide for running a Copilot readiness assessment to identify gaps before deployment. Covers Microsoft's readiness tools, permission and oversharing evaluation, user readiness and training needs, and building a remediation plan for identified issues in government environments.
How-to guide for configuring policies that control Microsoft 365 Copilot behavior and access. Covers available policy settings, configuration through the admin center and PowerShell, targeting policies to specific users or groups, and testing before broad deployment.
How-to guide for selecting and configuring your Copilot pilot group for maximum learning and impact. Covers selection criteria, group composition, technical setup, onboarding, and feedback collection mechanisms.
How-to guide for configuring network and endpoint requirements for Microsoft 365 Copilot. Covers required URLs and endpoints, proxy and firewall configuration, bandwidth considerations, client version requirements, and testing connectivity before deployment in government environments.
Explains Microsoft 365 Copilot licensing requirements and options for government organizations. Covers base license eligibility, the Copilot add-on, government SKU availability across GCC, GCC High, and DoD, and practical guidance for procurement and cost planning.
How-to guide for assigning Microsoft 365 Copilot licenses to users in your organization. Covers manual assignment in the admin center, group-based licensing for scale, PowerShell automation, and troubleshooting common assignment issues.
How-to guide for identity and authentication configuration requirements for Microsoft 365 Copilot. Covers Entra ID setup, MFA enforcement, Conditional Access policies, hybrid identity considerations, and the identity posture government organizations must verify before enabling Copilot.
Step-by-step walkthrough of deploying Microsoft 365 Copilot in a GCC High environment. Covers GCC High-specific requirements and limitations, detailed deployment steps, connectivity and compliance considerations, and testing and validation procedures.
Step-by-step walkthrough of deploying Microsoft 365 Copilot in a GCC environment. Covers GCC-specific configuration, the deployment process from tenant verification through user enablement, common GCC challenges, and how to validate a successful deployment.
Deep dive into Department of Defense-specific considerations for deploying Microsoft 365 Copilot. Covers the DoD cloud environment, IL5 compliance, DoD-specific security requirements, approval processes, and the unique challenges of enabling AI capabilities in defense environments.
Comprehensive checklist of prerequisites for deploying Microsoft 365 Copilot in government environments. Covers licensing foundations, Entra ID readiness, SharePoint and OneDrive checks, and the baseline configurations you must confirm before assigning a single Copilot license.
How-to guide for planning a phased Microsoft 365 Copilot deployment in government organizations. Covers defining deployment phases, selecting pilot groups, establishing success criteria, and planning communications and training for each rollout phase.
How-to guide for using the Copilot dashboard to monitor usage, adoption, and value realization in government environments.
How-to guide for identifying and resolving common issues during Microsoft 365 Copilot deployment. Covers licensing and assignment problems, network connectivity issues, feature availability gaps, and user access troubleshooting.
How-to guide for configuring Microsoft 365 Copilot settings in the admin center. Covers navigating the Copilot settings page, configuring organizational defaults, managing app-specific settings, and reviewing data access and privacy controls.
How-to guide for configuring Copilot settings specific to Microsoft Teams.
Learn to configure SharePoint and OneDrive Copilot settings for government environments. This video covers Restricted Access Control policies, Restricted Content Discovery, and site-level controls to govern what Copilot can access and surface in responses.
How to apply Microsoft Purview retention to Copilot interaction data and Copilot-created artifacts. We'll cover what you should retain (and why), how to align retention with government schedules, and how to test that retention behavior works as expected during a Copilot pilot.
An overview of the practical responsible-AI and safety controls built into Microsoft 365 Copilot, and what agencies still need to do on the governance side. We'll cover how Microsoft frames safety mitigations, how to set expectations for users, and what to document for oversight in GCC, GCC High, and DoD.
How-to guide for configuring Copilot settings specific to Outlook. Admins learn to control Copilot app deployment, manage pinning controls, and configure Outlook-specific availability across web, desktop, and mobile clients in government environments.
How to run ongoing governance once Copilot is in production. We'll cover review cadences, metrics, policy exception handling, incident response coordination, and continuous improvement—so your Copilot program stays compliant and useful as the product evolves.
How to operate Copilot as an enterprise service in large government organizations. We'll cover scaling access management, automation, reporting, support operations, and governance processes so Copilot doesn't become a one-off pilot that never stabilizes.
A practical explainer of DoD Impact Levels (IL2, IL4, IL5) and how to talk about Copilot deployments in that context without over-claiming. We'll define what Impact Levels mean, how Microsoft publishes IL-related compliance information, and what you should document when deploying Copilot in GCC, GCC High, or DoD.
A deep dive into building a practical governance framework for Microsoft 365 Copilot in government organizations. We'll define roles and decision rights, establish policy and control baselines, and outline an operating model for ongoing risk review as Copilot features evolve.
A practical guide to treating Copilot interaction data as discoverable content. We'll explain what Copilot interaction records are, how they fit into Microsoft Purview eDiscovery workflows, and how to plan for legal holds, exports, and review processes in government environments.
A practical policy blueprint for government organizations adopting Microsoft 365 Copilot. We'll cover the key policy areas you should define (acceptable use, verification, sensitive data handling, external sharing, and accountability), and how to make those policies usable—not just compliant.
How-to guide for creating and using Copilot Pages to collaborate on AI-generated content.
How-to guide showing all the places you can access Copilot Chat across Microsoft 365—from the web to Teams to mobile devices.
How-to guide for using Copilot Chat to research topics and find information from the web, with specific guidance for government environments where web grounding defaults differ.
How-to guide for uploading and analyzing files with Copilot Chat to extract insights and information.
A practical admin overview of how you control Copilot in a Microsoft 365 tenant. We'll cover enabling Copilot for users, the key configuration areas administrators should review before rollout, and the operational controls you'll use to manage Copilot over time in government environments.
A practical walkthrough of using Microsoft Purview Compliance Manager to manage Copilot-related compliance work. We'll cover how to translate Copilot security and privacy documentation into assessments, track improvement actions, and produce a status view that's useful for ATO and leadership updates.
A step-by-step guide to enabling and using audit logs for Microsoft 365 Copilot activity. You'll learn where Copilot events show up in Microsoft Purview Audit, how to search and export results, and how to align audit retention with government compliance expectations.
A hands-on guide to controlling who can use Copilot: licensing strategy, group-based assignment, and identity enforcement with Conditional Access. Designed for government administrators who need to roll Copilot out safely and prove that access is intentional in GCC, GCC High, and DoD.
A clear, procurement- and ATO-friendly explanation of how to think about FedRAMP authorization when evaluating Microsoft 365 Copilot.
A guide to threat protection for Copilot: compromised identity, insider risk, and data exfiltration. Learn how to use Microsoft Defender and Audit to monitor Copilot activity.
How Microsoft Purview sensitivity labels work with Copilot. Learn how labels travel with the data, how they affect summaries, and what users need to know.
How to audit and monitor Microsoft 365 Copilot activity using Purview Audit. Learn what gets logged, how to investigate, and how to integrate signals into your SIEM.
Copilot accelerates discovery, which means it can rapidly surface content you already overshared. Learn the most common risk patterns in SharePoint/OneDrive and how to fix them.
How to configure Purview DLP to prevent data leakage in Copilot interactions. A step-by-step guide for government agencies to set guardrails without blocking productivity.
A practical, government-ready explanation of data residency for Microsoft 365 Copilot in GCC, GCC High, and DoD—what’s stored, what’s processed, and what to document.
Security-team walkthrough of the Copilot request flow and the controls protecting data in GCC, GCC High, and DoD.
A clear, security-team explanation of permission-trimmed access in Microsoft 365 Copilot, why discovery risk increases, and what to fix before broad rollout.
A clear, evidence-based explanation of Microsoft’s commitment that Copilot does not train on your data, distinguishing "processing" from "training" for government security reviews.
Clarifies what Microsoft 365 Copilot actually is — an AI assistant embedded directly in the M365 apps you use every day — and dispels the most common misconceptions from consumer AI tools like ChatGPT.
Provides a practical roadmap for organizations ready to move from evaluation to action. Covers the key steps from executive alignment through pilot launch, including technical prerequisites, stakeholder engagement, pilot design, and success criteria.
A hands-on walkthrough of Copilot features across the core Office apps, showing document drafting, data analysis, and presentation creation.
A hands-on walkthrough of Copilot features in Microsoft Teams, including meeting summaries, chat catch-up, and channel assistance.
A hands-on walkthrough of Copilot features in Outlook, including email drafting, summarizing threads, and scheduling assistance.
Examines the core value proposition of Microsoft 365 Copilot for government organizations through the lens of workforce productivity, mission capacity, and knowledge work efficiency. Addresses why traditional productivity gains matter more than ever in government context and how AI assistance fundamentally changes the equation.
Tackles the adoption concern by examining why AI adoption differs from traditional software rollouts, providing research-backed insights on user enthusiasm for AI tools, and offering practical change management strategies.
Addresses concerns about Copilot being "too new" or immature by examining Microsoft's enterprise AI track record, production maturity indicators, and real-world deployment scale. Provides guidance on distinguishing bleeding-edge experimentation from enterprise-ready technology.
Addresses the "too expensive" objection by examining Copilot's ROI through the lens of government workforce costs, opportunity costs, and Forrester TEI findings. Demonstrates how the $30/user/month investment compares to fully-burdened employee costs and quantifies productivity gains that justify the expense for mission-critical roles.
Directly addresses security and compliance objections by explaining Copilot's architecture in GCC, GCC High, and DoD environments. Covers data residency, compliance certifications, permission inheritance, and zero-trust principles.
Addresses the workforce concern that AI will replace government employees by examining the augmentation vs. automation paradigm, historical technology adoption patterns, and the reality of government workforce challenges.
Tackles the general "we're not ready" objection by reframing readiness from a technical question to a change management question. Explores what real readiness looks like, why waiting for perfect conditions is counterproductive, and provides a practical pilot-based approach.
Tackles the "our data isn't ready for AI" objection by explaining how Copilot works with your existing Microsoft 365 data through the Graph API without requiring special preparation, data lakes, or AI training. Clarifies what "data readiness" really means and provides practical guidance on information architecture improvements that enhance Copilot effectiveness.
A clear explanation of how Microsoft 365 Copilot processes requests, from grounding in your data through the Microsoft Graph to generating responses.
Examines the unique workforce challenges facing government organizations—aging workforce, retirement waves, recruitment difficulties, and capacity constraints—and positions Copilot as a strategic workforce multiplier rather than technology upgrade.
Deep dive into the Forrester Total Economic Impact study findings, translating enterprise ROI data into government-specific context. Examines productivity gains, payback periods, and cost-benefit calculations relevant to federal, state, and local agencies evaluating Copilot investment.
A comprehensive executive briefing designed for senior government leaders who need to understand Copilot's strategic implications, business value, and decision requirements. Covers what Copilot is, why it matters for government, ROI framework, security posture, and path forward.
Introduction to Copilot Pages and Notebooks, the collaborative spaces for working with AI-generated content alongside your team.
Untangles Microsoft's Copilot naming confusion and explains the difference between free Copilot Chat, licensed Microsoft 365 Copilot, and consumer Copilot products.
Overview of Microsoft 365 Copilot availability and differences across U.S. Government cloud environments (GCC, GCC High, DoD).
Introduction to Copilot Chat, the free AI assistant available to all M365 users for web research, brainstorming, and general assistance.
Explains how Copilot accesses organizational data, respects permissions, and what boundaries exist around data visibility.
Provides a structured framework and practical template for building a compelling Copilot business case for government organizations. Covers ROI calculations, cost-benefit analysis, risk assessment, and narrative structure.
Addresses the "we've already invested in Microsoft 365" perspective by showing how Copilot represents natural evolution rather than new system adoption. Explains sunk cost reality, incremental investment value, and opportunity cost of not maximizing existing M365 capabilities.
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