From Copilot to AI agents: Build your first digital assistant

Learn how to move from using AI to ask questions to building a simple AI agent that can help with recurring tasks and add value to your work.

You will gain insight into

• What distinguishes an AI agent from a standard chatbot
• How to design, test and improve an agent
• When Copilot is sufficient and when Copilot Studio becomes relevant
• How to share and use agents when collaborating with others

We will focus on three key topics:

1. Agent design: Purpose, target audience, context, instructions, trigger, boundaries, human review and recipient.
2. Build, test and improve: Quality, reliability and continuous improvement.
3. Sharing and scaling: Permissions, collaboration and when Copilot Studio becomes relevant.

AI agents are the next step in the evolution of generative AI. Stefano Vincenti will show you how to build a simple agent using instructions and existing material. You will gain insight into design principles, quality assurance and the practical considerations involved when AI is used to carry out tasks more independently. Afterwards, you will receive a prompt guide, the slides and a link to the recording, enabling you to continue working independently.

The training will primarily use the premium licence for Microsoft 365 Copilot and Copilot Studio.  Please note that the content may be subject to change following updates to Microsoft Office.

Program
08:30–08:35: Welcome and introduction
08:35–09:15: Teaching session and live demonstration with Stefano Vincenti
09:15–09:30: Q&A and questions from participants

Target audience
You already use Copilot or a similar AI tool regularly and would like to build, improve or share AI agents.

Online participation
You can take part in online polls and submit questions in the chat, which our host will follow up on. There will be no exercises during the session.

Materials: You will receive a prompt guide, the slides and access to the recording
After the session, you will receive a prompt guide, Stefano’s slides and a recording of the training, enabling you to continue working independently. The recording will be available for up to 14 days.

About the trainer
Stefano Vincenti is an external lecturer at the IT University of Copenhagen and co-founder of the AI company BotTellMe.com. He teaches generative AI and helps organisations turn AI theory into practice. His experience includes roles at Nexi Group, Saxo Bank, BEC and Bang & Olufsen.

Other information
Please note that the name and email details of all registered participants for this event may be passed on to the instructor and course provider for the purpose of running the event. We do not share your information with the other course participants.

Your name, email, picture and video may be visible to the other participants at the event. You may at any time object to the disclosure of your personal data and to it being made visible to the other participants. You can do this by sending an email to clu-gdpr@finansforbundet.dk stating the name of the event, after which you will be unregistered.