Custom Agent Fundamentals #2
Hands-on workshop for an internal document search and email escalation agent
Learn about Custom Engine Agents
This material is a step-by-step guide for users who are creating a Custom Engine Agent with Copilot Studio for the first time.
Agent scenario
Configure an agent that can search and explain documents, and contact the document owner or manager when needed.
Workshop contents
- Write Instructions
- Connect Knowledge (SharePoint)
- Add a Tool: Pre-built Connector (send email)
- Add a Flow (send channel notification, then update SPO)
- Add a Trigger
- Publish and share the agent
📋 Workshop steps
| Step | Description | |
|---|---|---|
| ⚙️ | Step 1. Create an agent | Create an agent and write Instructions |
| 🔗 | Step 2. Tools: connector | Add a Tool (connector) |
| 🔄 | Step 3. Tools: Flow | Add a Tool (Flow) |
| ⚡ | Step 4. Add a Trigger | Add a Trigger |
| 🚀 | Step 5. Publish and share | Publish and share the agent |