Build a custom assistant for your role.

Copilot Agents are the step up from Pages — purpose-built AI assistants for a specific role or workflow, connected to your org's data. Think a sales-research agent, an HR policy agent, an IT helpdesk agent. This lesson walks three real builds, then you'll assemble a safe one yourself.

You'll judge what makes an agent good (or dangerous), and build a production-ready spec. About 16 minutes.

Agents are Custom GPTs for the Microsoft world

Like ChatGPT's Custom GPTs, but built for your organization — wired to your SharePoint, Teams, and company knowledge. The agent already knows your context, so you stop re-explaining it every time.

When is building an Agent worth it over just chatting with Copilot each time?

Researches any prospect before a meeting — from your CRM, past emails, and the web.

Reps say its briefings are wrong. The most likely cause?

Answers the repetitive ones — PTO, benefits, expenses — from your real policy docs. Here's a draft of its instructions:

What's missing that makes this draft a real liability?

First-line IT is mostly password resets, VPN, and how-tos. An agent can clear 60–70% before a human sees it — if it knows when to step aside.

The worst version of an IT agent is one that:

You're building the "HR Help" agent. A flashy agent isn't a safe one — tap the four essentials every production agent needs and watch its safety climb:

You can build agents that know your org's data — and, more importantly, build them so they don't get you in trouble.