An AI agent in Copilot Chat is a customized assistant you set up to handle specific processes or tasks for you. Instead of a one-size-fits-all chatbot, you define what the agent should focus on—such as guiding employees through a workflow, answering common customer questions, or helping with internal procedures. These agents are designed to help you manage more complex, multi-step work. You can use them to: - Walk users through repeatable processes - Standardize how information is shared - Reduce manual effort on routine questions and tasks In short, an AI agent in Copilot Chat helps you reimagine how you handle recurring work, so your team can focus on higher-value activities.

You don’t need any coding skills to create or manage an AI agent in Copilot Chat. The service includes an agent builder that uses a guided, no-code experience. With the agent builder, you can: - Set up a new agent from scratch using simple configuration steps - Edit the agent’s behavior and instructions as your needs change - Share the agent with colleagues so they can use it in their own work Because it’s a no-code environment, business users, operations teams, and subject-matter experts can own and refine agents directly, without waiting on development resources.

To get started, you open the agent builder in Copilot Chat and follow the on-screen steps to define what your agent should do. You’ll: 1. Describe the purpose of the agent and the types of tasks or processes it should support. 2. Configure how it should respond and what information it can use. 3. Test the agent in Copilot Chat to make sure it behaves as expected. Once you’re comfortable with how it works, you can share the agent with your team so others can access it directly in Copilot Chat. This lets you reshape how knowledge and processes are delivered across your organization, using a consistent, reusable AI assistant tailored to your needs.