Building and Managing Custom Agents in Copilot and SharePoint

Organizations are increasingly adopting AI to automate repetitive workflows and improve information retrieval. Designing custom AI assistants that understand your specific business data is now an essential skill for modern professionals.\n\nThis text-only course guides you through the entire lifecycle of creating, testing, and managing custom agents within Copilot Chat and SharePoint. You will learn how to turn static documents and team sites into interactive, intelligent assistants that can answer questions, summarize files, and execute tasks.\n\nWhat you'll learn:\n- Understand the foundational architecture of AI agents and how they integrate with Copilot Chat and SharePoint.\n- Create custom agents from scratch using intuitive low-code tools and configurations.\n- Ground your agents by securely connecting them to SharePoint document libraries and specific data sources.\n- Apply basic prompt engineering principles to refine how your agent responds to user queries.\n- Test and debug your agent's conversational flow to ensure accurate and helpful answers.\n- Manage access, publish your agents, and maintain them over time as your team's needs evolve.\n\nThe course begins with core definitions and architectural concepts before moving into step-by-step guides for configuring, grounding, and testing your first agent. You will explore practical scenarios and read through configuration examples to build confidence.\n\nThis course is designed for business professionals, site administrators, and tech-savvy beginners who want to leverage AI within their workspace, with no coding experience required.\n\nStart building your own intelligent workspace assistants today.