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Build a copilot agent

Go to https://copilotstudio.microsoft.com and sign in
You’ll see this screen:

Copilot intro page

You can then start to create your chatbot by describing its uses:

Entering basic instructions

This then moves on to the next stage:

Summary page - copilot

If you click on ‘Skip to configure’ you see this screen which allows you to fine tune it in more detail:

Detailed instructions

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:

Copilot5

Your agent is now ready to use:

Ready to use - copilot agent

Make your agent ready for any task by sharing background treasury information, like our Your Treasury Formula Sheet...

Your Treasury Formula Sheet
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