Go to https://copilotstudio.microsoft.com and sign in
You’ll see this screen:
You can then start to create your chatbot by describing its uses:
This then moves on to the next stage:
If you click on ‘Skip to configure’ you see this screen which allows you to fine tune it in more detail:
This can then be used to further configure the chatbot. Here I’ve added a new logo, a name, updated some of the default prompts and further information can be added for reference in knowledge:
Your agent is now ready to use:
Make your agent ready for any task by sharing background treasury information, like our Your Treasury Formula Sheet...