Later in 2024, Custom Agents in Microsoft Copilot Studio becomes available. Currently in a limited private preview, Custom Agents allows you to create specialized virtual assistants tailored to your unique business needs. These agents are designed to streamline complex business processes, adapt to user interactions, and enhance operational efficiency.
What are Custom Agents?
With Custom Agents, you can build custom copilots that act as agents that work independently under your direction to:
- Adapt and improve through continuous user input.
- Streamline repetitive and extensive business tasks.
- Analyze and act upon user interactions and decisions.
- Document any unusual requests and seek guidance when necessary.
- Incorporate past interactions to enhance relevance and precision.
Examples of Custom Agents in Copilot Studio
Custom agents in Copilot Studio can be developed for a variety of business functions. Here are a few examples:
Order Management Agent
- Automates the entire order process from reception to fulfillment.
- Learns customer preferences for future recommendations.
- Handles substitutions for out-of-stock items intelligently.
Customer Support Agent
- Resolves common customer inquiries and issues.
- Directs more complex cases to human representatives.
- Remembers past interactions to provide personalized service.
Human Resources Agent
- Manages employee onboarding and offboarding processes.
- Tracks leave requests and approvals.
- Answers frequently asked HR-related questions.
Finance Assistant Agent
- Processes expense reports and reimbursement claims.
- Monitors budgets and alerts for anomalies.
- Advises on cost-saving opportunities based on spending patterns.
Integration with SharePoint and OneDrive
With Copilot Studio, you can also create custom copilots using SharePoint and OneDrive data. This integration allows for quick access to organizational knowledge and further customization in Copilot Studio. SharePoint Site owners can enable any site to get a built-in copilot, scoped to the content of that site.
More information
Learn about creating custom copilots from SharePoint: https://techcommunity.microsoft.com/t5/microsoft-sharepoint-blog/microsoft-build-2024-create-custom-copilots-from-sharepoint/ba-p/4146527.
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