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Build a Copilot agent for a business use case

With Agent Builder, anyone can create their own agent, no code: describe it in natural language, add your instructions, enable options (images, sources) or start from a ready-made template.

✅ How to

  1. 1Open Agent Builder from Copilot (m365copilot.com, the Teams app or the Microsoft 365 Copilot app): left menu › Create › New agent.
    Build a Copilot agent for a business use case : étape 1
  2. 2Create it through conversation: in the Describe tab, Agent Builder greets you with “Hi, I'm here to help you build an agent.” Describe in natural language what the agent should do, it builds itself from your description.
    Build a Copilot agent for a business use case : étape 2
  3. 3Switch to the Configure tab to write the Instructions: name, description, then the agent's role, tone, rules and boundaries. This is the “spec sheet” that drives its behavior.
    Build a Copilot agent for a business use case : étape 3
  4. 4Set the available options: choose the sources (websites, SharePoint…), turn on “Create images” so the agent can generate visuals, or “Create documents, charts and code” (Word/Excel/PowerPoint), and add starter prompts.
    Build a Copilot agent for a business use case : étape 4
  5. 5Don't want to start from scratch? Pick a Template: Agent Builder offers a ready-to-use library (Plan My Day, Executive Briefing, Text Translator, Quiz Tutor…).
    Build a Copilot agent for a business use case : étape 5
  6. 6Select a template, customize it (instructions, sources, tone) and test it live in the preview before clicking Create.
    Build a Copilot agent for a business use case : étape 6
  7. 7💡 Tip: out of ideas? First launch the Idea Coach agent (free, in Copilot Chat) to brainstorm the scope, role and use cases of your future agent before building it.

⚡ Prompt to copy

You are a [role, e.g. HR onboarding] assistant. Answer only from the provided sources. Tone: welcoming and clear. If info is missing, point to the right contact. End each answer with a concrete next step.
#agents#agent builder#no-code#métier#automatisation

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