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Artificial intelligence productivity tools and techniques training course
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Creating AI Agents in Microsoft Copilot

Formats ⟩  Live Virtual: 4 hrs./1 Day  |  In-Person: 6 hrs./1 Day

Creating AI Agents in Copilot equips participants with the knowledge and practical skills to design, build, and deploy effective AI agents using modern Copilot tools. This course explores the foundational concepts behind AI systems, including transformer models and strategic frameworks, before guiding learners through the process of architecting agents, defining rules, and shaping outputs. Participants will gain hands-on insight into leveraging Retrieval-Augmented Generation (RAG), integrating content, and testing performance. The course also addresses critical considerations such as security, ethics, and deployment readiness. By the end, learners will be able to confidently create AI agents that are purposeful, controlled, and aligned with organizational goals.

Learning Objectives »

  • Understand how Copilot agents function.
  • Explain key concepts behind AI agents and Copilot systems.
  • Apply AI-first design principles to improve success.
  • Design, configure AI agents using purpose, rules, and guardrails.
  • Integrate external knowledge sources (RAG).
  • Test and optimize agent performance.
  • Apply security, bias, and ethical considerations.
  • Identify opportunities to scale AI agents across the organization.

Course Agenda

The Engine & The Blueprint

  1. Transformer Engine Review
  2. The 5% Success Formula
  3. Macro/Micro Strategy
  4. The 3 Pillars Framework

Architecting the Agent (The Setup)

  1. The Birth of a Copilot Agent
  2. Using AI to Create AI
  3. Establishing the “Rules”
  4. Controlling the Lens

The Knowledge Layer (RAG & Content)

  1. RAG (Retrieval-Augmented Generation)
  2. Injecting Content
  3. Testing the Pillars

Security, Ethics, and Deployment

  1. AI Agent Security
  2. The Ethical Boundary
  3. Final Polish
  4. The Roadmap to the 5%
Artificial intelligence productivity tools and techniques training course

Creating AI Agents in Microsoft Copilot

Formats ⟩  Live Virtual: 4 hrs./1 Day  |  In-Person: 6 hrs./1 Day

Creating AI Agents in Copilot equips participants with the knowledge and practical skills to design, build, and deploy effective AI agents using modern Copilot tools. This course explores the foundational concepts behind AI systems, including transformer models and strategic frameworks, before guiding learners through the process of architecting agents, defining rules, and shaping outputs. Participants will gain hands-on insight into leveraging Retrieval-Augmented Generation (RAG), integrating content, and testing performance. The course also addresses critical considerations such as security, ethics, and deployment readiness. By the end, learners will be able to confidently create AI agents that are purposeful, controlled, and aligned with organizational goals.

Learning Objectives »

  • Understand how Copilot agents function.
  • Explain key concepts behind AI agents and Copilot systems.
  • Apply AI-first design principles to improve success.
  • Design, configure AI agents using purpose, rules, and guardrails.
  • Integrate external knowledge sources (RAG).
  • Test and optimize agent performance.
  • Apply security, bias, and ethical considerations.
  • Identify opportunities to scale AI agents across the organization.

Course Agenda

The Engine & The Blueprint

  1. Transformer Engine Review
  2. The 5% Success Formula
  3. Macro/Micro Strategy
  4. The 3 Pillars Framework

Architecting the Agent (The Setup)

  1. The Birth of a Copilot Agent
  2. Using AI to Create AI
  3. Establishing the “Rules”
  4. Controlling the Lens

The Knowledge Layer (RAG & Content)

  1. RAG (Retrieval-Augmented Generation)
  2. Injecting Content
  3. Testing the Pillars

Security, Ethics, and Deployment

  1. AI Agent Security
  2. The Ethical Boundary
  3. Final Polish
  4. The Roadmap to the 5%
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