About this video

• Video Title: This Copilot Agent ANSWERS Your EMAILS! Build it in Microsoft Copilot Studio By a Microsoft Engineer
• Channel: Collaboration Simplified
• Speakers: Shervin Chaffy
• Duration: 00:32:38

Overview

This video demonstrates how to build an autonomous AI agent using Microsoft Copilot Studio that can monitor an Outlook inbox and automatically answer incoming emails. The presenter, Shervin Chaffy, a Microsoft Principal Technical Specialist, walks through the entire process, from showcasing a demo of the agent to explaining the requirements, building the agent step-by-step, adding knowledge sources, actions, and triggers, and finally, troubleshooting common issues and fine-tuning the agent. The goal is to help viewers create a personalized AI assistant to save time on email management.

Key takeaways

• Autonomous Email Answering Agent: A custom AI agent can be built using Microsoft Copilot Studio to automate responses to emails, acting on your behalf.
• No-Code Development: The agent can be built without requiring any coding knowledge, making it accessible to a wider audience.
• Customizable Knowledge Sources: The agent can be trained on various sources like public websites, SharePoint sites, and local documents to provide accurate and relevant answers.
• Controlled Triggering and Actions: Users can define when the agent should be triggered (e.g., for specific senders) and what actions it should take (e.g., drafting a response for review).
• Troubleshooting and Fine-Tuning: The video addresses common issues, such as connection errors, and provides methods for fine-tuning the agent's behavior and instructions for better performance.
• Deep Reasoning (Preview): The video explores the use of "deep reasoning" models in preview, which can enhance the agent's analytical capabilities.
• Outlook Rule for Loop Prevention: Creating an Outlook rule to move emails processed by the agent to a specific folder is crucial to prevent email loops.

To build the autonomous AI agent, the essential requirements are:

• Microsoft Copilot Studio: Access to Microsoft Copilot Studio is necessary. A free trial is available if you don't already have it.
• Work or School Email Address: You need a work or school email address to log into Copilot Studio. If you don't have one, a workaround involving a Microsoft Teams free trial for business is suggested to create the necessary account type.