Module 14: Agent Builder

Module 14

Agent Builder

Build focused Microsoft 365 Copilot agents with clear purpose, curated knowledge, practical instructions, careful testing, and realistic governance boundaries.

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Feature reminder: Agent Builder availability, builder permissions, sharing, publish options, and supported knowledge sources can vary by tenant, license, admin controls, and rollout.

Module Outcomes

Explain

Explain what a Microsoft 365 Copilot Agent Builder agent is and when it is appropriate.

Design

Design a narrow agent purpose with instructions, starters, knowledge, and review expectations.

Test

Test an agent for source fit, answer quality, permissions, edge cases, and handoff limits.

Lessons

  1. Lesson 14.1: What an Agent Is in Plain EnglishUnderstand Agent Builder agents as focused Copilot experiences, not magic assistants.
  2. Lesson 14.2: Good Agent Ideas vs Bad Agent IdeasSeparate strong agent candidates from risky, vague, or unnecessary ones.
  3. Lesson 14.3: Building Your First AgentTurn a focused idea into a practical first Agent Builder prototype.
  4. Lesson 14.4: Writing Better Agent InstructionsWrite instructions that shape consistent, useful, and safer agent behavior.
  5. Lesson 14.5: Adding Knowledge and Testing ResponsesChoose knowledge sources and test the agent before users trust it.
  6. Lesson 14.6: Agent Builder Capstone: Build a Team Helper AgentDesign a complete team helper agent with instructions, knowledge, tests, and rollout plan.

Module Capstone

Build a team helper agent specification, test plan, and launch checklist for a safe internal workflow.

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