How to Use Microsoft Copilot Studio (Step-by-Step Tutorial)

Video Description

Learn how to use Microsoft Copilot Studio to build your own AI agents—no coding required! In this tutorial, I’ll walk you through every step of the process, from creating an agent to training it with your documents, connecting tools like email, and even setting up automated triggers. We'll build a sample customer service agent named Chipbot for the Kevin Cookie Company. You’ll see how to upload knowledge files, set up email automation, connect databases, and publish your agent so it can work 24/7 for your team. Whether you’re automating support, creating a research bot, or setting up task workflows, Copilot Studio gives you powerful tools in an easy-to-use interface. Host: Kevin Stratvert 📚 RESOURCES - Try Copilot Studio Simple: https://microsoft365.com - Try Copilot Studio Advanced: https://copilotstudio.microsoft.com - Learn Power Automate: https://youtu.be/dDO4Y4aDYXw - Example FAQ Template: https://1drv.ms/w/s!AmxrofZZlZ-whq9MFFKg9WE_lE69Eg?e=Cub9Zf ⌚ TIMESTAMPS 00:00 - Intro: What is Microsoft Copilot Studio? 00:39 - How to get Copilot Studio 00:54 - Explore Built-in AI Agents 01:37 - Difference Between ChatGPT and Copilot Agents 02:15 - Create a New Agent from Scratch 03:23 - Provide More Context & Knowledge Sources 04:40 - Configure Agent Settings & Adding a Profile Image 06:07 - Upload FAQ 07:07 - Set Agent Capabilities & Suggested Prompts 07:45 - Test Agent Responses 08:19 - Publish Your Agent to Your Org 09:04 - Switch to Advanced Copilot Studio 09:54 - Add Advanced Data Sources 10:53 - Toggle Web Search 11:10 - Use Tools: Send an Email 14:49 - Use the Activity Map 15:17 - Create a Trigger for Incoming Emails 17:53 - Publish Your Agent 18:22 - Enable Channels (Teams, Web, Slack, etc.) 18:47 - Monitor Activity & Usage Analytics 19:43 - Wrap Up 📺 RELATED VIDEOS - Playlist with all my videos on Microsoft Copilot: https://www.youtube.com/playlist?list=PLlKpQrBME6xJ4Begw9PA0YbaUe3Nae445 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter/ 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr ✅ 💵 Quickbooks Online | https://bit.ly/intuitquickbooksonline ✅ 👥 Hubspot | https://hubspot.sjv.io/DKo6jb ✅ 📈 Semrush | https://bit.ly/semrush14dayfreetrial ✅ 🎥 Descript | https://get.descript.com/sf22jb63w2tx 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #MicrosoftCopilotStudio #CopilotTutorial #AIagents