Project Management - Corporation X Webflow Template

Copilot Studio

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Build custom AI agents and chatbots for your organisation. Training on Microsoft's platform for creating tailored AI solutions.

Copilot Studio Fundamentals

  • What Copilot Studio enables
  • Agents, topics, and conversations
  • The building interface
  • Publishing and deployment

Building Conversational Agents

  • Designing conversation flows
  • Trigger phrases and intents
  • Entities and slot filling
  • Branching and conditions
  • Fallback and error handling

Knowledge and Data

  • Connecting to SharePoint and websites
  • Document-based knowledge
  • Custom data sources
  • Grounding and accuracy

Advanced Features

  • Power Automate integration
  • Custom connectors
  • Authentication and user context
  • Analytics and improvement

Use Cases

  • Internal knowledge assistants
  • IT and HR helpdesks
  • Customer support agents
  • Process guidance bots
  • Onboarding assistants

Workshop Format

Hands-on building from the start. Your team creates a working agent during the session, not just learns about the platform.

Typical Structure (Full Day)

  • Platform overview and fundamentals (60 mins)
  • Building your first agent with exercises (90 mins)
  • Lunch
  • Adding knowledge sources (60 mins)
  • Advanced features and integration (60 mins)
  • Polish and deployment (30 mins)

Pre-Workshop

We identify a real use case for your agent before the workshop. Your team builds something they'll actually deploy, not a throwaway exercise.

Delivery Options

  • Training workshop: Learn Copilot Studio by building
  • Guided build: We build a production agent together, transferring knowledge as we go
  • Build for you: We create the agent; you receive training on maintenance

Requirements

  • Copilot Studio licenses (we can advise on licensing)
  • Identified use case and requirements
  • Access to any data sources to be connected

This Training Is For

  • Teams who want to build custom AI assistants
  • IT and digital teams responsible for AI solutions
  • Department leads who want bots for their teams
  • Anyone building internal tools and automation

Common Use Cases

  • Knowledge base assistant that answers staff questions using company documents
  • IT helpdesk bot for common issues and requests
  • HR assistant for policy questions and processes
  • Customer support agent for product/service queries
  • Onboarding guide for new starters

Training Outcomes

Your team will understand Copilot Studio's capabilities, be able to build and maintain agents, and have created a working solution for your organisation.

Ongoing Support

Agents need maintenance as content changes. We can provide ongoing support through AI Partnership arrangements.

Ready to get more from Microsoft 365?

Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell — just an honest conversation.