{"id":42175,"date":"2024-05-29T15:26:01","date_gmt":"2024-05-29T13:26:01","guid":{"rendered":"https:\/\/www.schneider.systems\/?p=42175"},"modified":"2025-04-15T10:18:40","modified_gmt":"2025-04-15T08:18:40","slug":"microsoft-copilot-studio-build-custom-agents","status":"publish","type":"post","link":"https:\/\/www.schneider.systems\/lu\/microsoft-copilot-studio-build-custom-agents\/","title":{"rendered":"Microsoft Copilot Studio: Build Custom Agents"},"content":{"rendered":"<p style=\"text-align: justify;\">Later in 2024, <strong>Custom Agents<\/strong> in <strong>Microsoft <a href=\"https:\/\/www.schneider.systems\/lu\/microsoft-copilot-studio-available\/\">Copilot Studio<\/a><\/strong> becomes available. <strong>Currently in a limited private preview<\/strong>, Custom Agents allows you to create <strong>specialized virtual assistants<\/strong> tailored to <strong>your unique business needs<\/strong>. These agents are designed to <strong>streamline complex business processes<\/strong>, <strong>adapt to user interactions<\/strong>, and <strong>enhance operational efficiency<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-42176 aligncenter\" src=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-29-Update-Website-Microsoft-Copilot-Studio-Build-Custom-Agents.jpg\" alt=\"\" width=\"800\" height=\"514\" srcset=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-29-Update-Website-Microsoft-Copilot-Studio-Build-Custom-Agents.jpg 800w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-29-Update-Website-Microsoft-Copilot-Studio-Build-Custom-Agents-300x193.jpg 300w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-29-Update-Website-Microsoft-Copilot-Studio-Build-Custom-Agents-150x96.jpg 150w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-29-Update-Website-Microsoft-Copilot-Studio-Build-Custom-Agents-768x493.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><strong>What are Custom Agents?<\/strong><\/h2>\n<p style=\"text-align: justify;\">With <strong>Custom<\/strong> <strong>Agents<\/strong>, you can <strong>build custom copilots<\/strong> that act as <strong>agents<\/strong> that <strong>work independently<\/strong> under your direction to:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Adapt<\/strong> and improve through continuous user input.<\/li>\n<li><strong>Streamline<\/strong> repetitive and extensive business tasks.<\/li>\n<li><strong>Analyze<\/strong> and act upon user interactions and decisions.<\/li>\n<li><strong>Document<\/strong> any unusual requests and seek guidance when necessary.<\/li>\n<li><strong>Incorporate<\/strong> past interactions to enhance relevance and precision.<\/li>\n<\/ul>\n<div style=\"width: 800px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-42175-1\" width=\"800\" height=\"450\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-_-Build-copilots-with-agent-capabilities.mp4?_=1\" \/><a href=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-_-Build-copilots-with-agent-capabilities.mp4\">https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-_-Build-copilots-with-agent-capabilities.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><strong>Examples of Custom Agents in Copilot Studio<\/strong><\/h2>\n<p style=\"text-align: justify;\"><strong>Custom agents in Copilot Studio<\/strong> can be developed for a <strong>variety of business functions<\/strong>. Here are a few <strong>examples<\/strong>:<\/p>\n<h3 style=\"text-align: justify;\">Order Management Agent<\/h3>\n<ul style=\"text-align: justify;\">\n<li><strong>Automates<\/strong> the entire order process from reception to fulfillment.<\/li>\n<li><strong>Learns<\/strong> customer preferences for future recommendations.<\/li>\n<li><strong>Handles<\/strong> substitutions for out-of-stock items intelligently.<\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\">Customer Support Agent<\/h3>\n<ul style=\"text-align: justify;\">\n<li><strong>Resolves<\/strong> common customer inquiries and issues.<\/li>\n<li><strong>Directs<\/strong> more complex cases to human representatives.<\/li>\n<li><strong>Remembers<\/strong> past interactions to provide personalized service.<\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\">Human Resources Agent<\/h3>\n<ul style=\"text-align: justify;\">\n<li><strong>Manages<\/strong> employee onboarding and offboarding processes.<\/li>\n<li><strong>Tracks<\/strong> leave requests and approvals.<\/li>\n<li><strong>Answers<\/strong> frequently asked HR-related questions.<\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\">Finance Assistant Agent<\/h3>\n<ul style=\"text-align: justify;\">\n<li><strong>Processes<\/strong> expense reports and reimbursement claims.<\/li>\n<li><strong>Monitors<\/strong> budgets and alerts for anomalies.<\/li>\n<li><strong>Advises<\/strong> on cost-saving opportunities based on spending patterns.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><strong>Integration with SharePoint and OneDrive<\/strong><\/h2>\n<p style=\"text-align: justify;\">With <strong>Copilot Studio<\/strong>, you can also <strong>create custom copilots<\/strong> <strong>using SharePoint <\/strong>and<strong> OneDrive data<\/strong>. This integration allows for quick access to <strong>organizational knowledge<\/strong> and further <strong>customization<\/strong> in Copilot Studio. <strong>SharePoint Site<\/strong> <strong>owners<\/strong> <strong>can enable any site to get a built-in copilot<\/strong>, scoped to the content of that site.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-42184 aligncenter\" src=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2-800x450.png\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2-800x450.png 800w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2-300x169.png 300w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2-150x84.png 150w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2-768x432.png 768w, https:\/\/www.schneider.systems\/media\/2024\/05\/SCHNEIDER-IT-MANAGEMENT-2024-05-25-Update-Microsoft-Copilot-Studio-Sharepoint-BuiltinCopilot-2.png 999w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>Licensing Copilot Studio<\/strong><\/h2>\n<p>There are <strong>three different Copilot Studio license plans<\/strong>:<\/p>\n<ul>\n<li><strong>Pay-as-you-go<\/strong>: $0.01 per message<\/li>\n<li><strong>Message packs<\/strong>: $200 per tenant, per month<\/li>\n<li><strong>Copilot Studio in <a href=\"https:\/\/www.schneider.systems\/lu\/microsoft-365-copilot-the-future-of-productivity\/\">Microsoft 365 Copilot<\/a><\/strong>: $30 per user, per month<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><strong>More information<\/strong><\/h2>\n<p style=\"text-align: justify;\">Learn about <strong>creating custom copilots from SharePoint<\/strong>: <a href=\"https:\/\/techcommunity.microsoft.com\/t5\/microsoft-sharepoint-blog\/microsoft-build-2024-create-custom-copilots-from-sharepoint\/ba-p\/4146527\">https:\/\/techcommunity.microsoft.com\/t5\/microsoft-sharepoint-blog\/microsoft-build-2024-create-custom-copilots-from-sharepoint\/ba-p\/4146527<\/a>.<\/p>\n<p style=\"text-align: justify;\">To learn how we can help you with <strong>your<\/strong> <strong>Microsoft licensing requirements<\/strong>, please visit: <a href=\"https:\/\/www.schneider.systems\/software\/microsoft\/\">https:\/\/www.schneider.systems\/software\/microsoft\/<\/a>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.schneider.systems\/contact\/\">Contact us<\/a> for <strong>expert services<\/strong> on your specific <strong>Microsoft Online Services and software <\/strong>requirements and to <strong>request a quote today<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Later in 2024, Custom Agents in Microsoft Copilot Studio becomes available. Currently in a limited private preview, Custom Agents allows you to create specialized virtual assistants tailored to your unique [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":33016,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[288,671,242,149],"tags":[],"class_list":["post-42175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-365","category-microsoft-copilot","category-microsoft-onedrive","category-microsoft-sharepoint-online"],"_links":{"self":[{"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/posts\/42175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/comments?post=42175"}],"version-history":[{"count":5,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/posts\/42175\/revisions"}],"predecessor-version":[{"id":57796,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/posts\/42175\/revisions\/57796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/media\/33016"}],"wp:attachment":[{"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/media?parent=42175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/categories?post=42175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.schneider.systems\/lu\/wp-json\/wp\/v2\/tags?post=42175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}