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Top Tips for Creating Your First Copilot Agent

Published 06/08/2025

Author: Kat Beedim

Top Tips for Creating Your First Copilot Agent

Copilot Agents & Studio: Building Intelligence into Workflows

Welcome to Tip #5 in our Copilot Top Tips series!

So far, we’ve shown you how Microsoft 365 Copilot can supercharge the tools you already use, helping you write faster in Word, analyse smarter in Excel, create standout slides in PowerPoint, and tame your inbox in Outlook.

Now, we’re going beyond the apps and into automation with Copilot Studio and Copilot Agents, bringing intelligence and responsiveness into your day-to-day operations. You can build agents that handle repetitive tasks, provide instant answers, and support internal processes, without needing to write a single line of code.

Whether it’s onboarding, FAQs, or internal campaign support, building your first Copilot Agent can unlock real efficiency across your organisation. Here’s how to get started with confidence, and create something useful, usable, and scalable.

 

1. Define Your Use Case Clearly

Before you open Copilot Studio, take a step back and ask: what problem am I solving?

Start with a focused, high-impact use case. Here are a few great starting points:

  • Onboarding: Help new starters get up to speed with policies, tools, and team intros.
  • FAQs: Reduce repetitive queries to HR, IT, or operations by automating answers.
  • Internal Campaign Support: Provide updates, track engagement, and answer campaign-related questions.

A well-defined use case will keep your agent focused and ensure it delivers real value from day one.

2. Gather and Structure Your Content

Copilot Agents are only as good as the information they’re built on. Spend time gathering the right content:

  • For onboarding: Company policies, welcome packs, team structures, tool access guides.
  • For FAQs: Common questions and approved answers from HR, IT, or other departments.
  • For campaigns: Messaging, timelines, goals, and reporting metrics.

Structure your content into categories or topics. This makes it easier to build flows and helps Copilot deliver more accurate responses.

3. Design for Natural Conversations

Your agent should feel helpful, not robotic. Copilot Studio supports natural language processing, so design your flows with real conversations in mind.

  • Use plain language: Write prompts and responses the way people actually speak.
  • Anticipate variations: People might ask the same thing in different ways, plan for that.
  • Add personality: A touch of humour or warmth (where appropriate) can make the experience more engaging.

You can also use branching logic to guide users through more complex interactions without overwhelming them.

4. Use Copilot Studio’s Built-In Features

Copilot Studio comes with powerful tools to help you build faster and smarter:

  • Templates: Start with a pre-built template for common use cases like onboarding or support.
  • Variables and conditions: Personalise responses based on user input or context.
  • Power Automate integration: Trigger workflows like sending emails, updating SharePoint, or logging tickets.

Don’t reinvent the wheel, use what’s already there to accelerate your build.

5. Test, Test, and Test Again

Testing is where your agent goes from “it works” to “it works well.”

  • Run through real scenarios: Ask colleagues to try it and give honest feedback.
  • Check for dead ends: Make sure every path leads somewhere useful.
  • Review tone and clarity: Are the responses helpful, friendly, and easy to understand?

Use Copilot Studio’s built-in analytics to see where users drop off or get stuck, and refine accordingly.

6. Plan for Maintenance and Updates

Your agent isn’t a one-and-done project. It needs care and feeding.

  • Schedule regular reviews: Check content every quarter to keep it accurate.
  • Monitor usage: Look at what people are asking and where the agent could improve.
  • Add new capabilities: As your confidence grows, expand your agent’s scope.

Think of it as a digital team member, it needs training and feedback to stay sharp.

7. Collaborate Across Teams

Don’t build in a vacuum. The best agents are built with input from the people who’ll use them.

  • Work with subject matter experts: HR, IT, or campaign leads can provide accurate content.
  • Involve end users early: Their feedback will help you design better flows.
  • Share ownership: Make sure someone is responsible for maintaining the agent long-term.

Collaboration ensures your agent is useful, usable, and used.

8. Keep It Simple (at First)

It’s tempting to build an all-singing, all-dancing agent from the start. Resist that urge.

  • Start small: Focus on one use case and do it well.
  • Build iteratively: Add new features based on feedback and demand.
  • Avoid overcomplication: If a human would struggle to answer the question, your agent probably will too.

A simple, effective agent is better than a complex one that confuses users.

Final Thoughts

Creating your first Copilot Agent is a brilliant way to bring automation and intelligence into your workflows. With the right planning, content, and testing, you can build something that saves time, reduces friction, and improves the employee experience.

So whether you’re welcoming new hires, answering common questions, or supporting your next big campaign, Copilot Studio gives you the tools to do it with style and smarts.

Powered by CPS: Your Copilot Partner of Choice

At CPS (Corporate Project Solutions), we don’t just talk about intelligent automation, we build it. As the #1 Copilot partner in the UK, we’ve helped organisations across sectors unlock the full potential of Microsoft 365 Copilot, from strategy to scale.

One of our most powerful enablers is the Agent Factory, a proven framework for rapidly designing, deploying, and managing Copilot Agents across your organisation. Whether you’re building an onboarding assistant, an internal campaign tracker, or a knowledge bot for FAQs, Agent Factory gives you the structure and speed to get there faster.

We also offer a suite of accelerators, pre-built templates and conversation flows tailored to common business scenarios. These accelerators help you:

  • Reduce development time
  • Ensure consistency and compliance
  • Deliver value from day one

Whether you’re in the early stages of exploring Copilot or ready to scale across departments, CPS brings the expertise, tools, and support to make it happen.

Get in touch to discuss how we can help

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