{"id":32091,"date":"2025-07-24T08:38:15","date_gmt":"2025-07-24T06:38:15","guid":{"rendered":"https:\/\/www.abd.es\/?p=32091"},"modified":"2025-07-30T12:11:48","modified_gmt":"2025-07-30T10:11:48","slug":"crear-agente-microsoft-copilot","status":"publish","type":"post","link":"https:\/\/www.abd.es\/en\/2025\/07\/crear-agente-microsoft-copilot\/","title":{"rendered":"How to create your own Microsoft Copilot agent step by step"},"content":{"rendered":"<p>Generative artificial intelligence is already part of the daily operations of many companies, and Microsoft Copilot is one of the key tools to take full advantage of it.<\/p>\n<p>In this quick guide, we explain <strong>how to create your own <a href=\"https:\/\/www.abd.es\/en\/microsoft-copilot\/\">Microsoft Copilot<\/a> agent from Copilot Chat<\/strong>, customizing it with your own data and preferences.<\/p>\n<p>https:\/\/youtu.be\/nkbmePVnXjw<\/p>\n<h2>What is an agent in Microsoft Copilot?<\/h2>\n<p>A <strong>Microsoft Copilot agent<\/strong> is an AI instance that you can configure to operate in a personalized way within your Microsoft 365 environment. Through <strong>Copilot Studio<\/strong> (formerly Power Virtual Agents) or directly from <strong>Copilot Chat<\/strong>, you can define its behavior, knowledge base, and capabilities.<\/p>\n<h2>Requirements to create a Copilot agent<\/h2>\n<p>Before getting started, make sure you meet these minimum requirements:<\/p>\n<ul>\n<li class=\"translation-block\">An <strong>active Microsoft 365 account<\/strong>.<\/li>\n<li>Access to <strong>Copilot for Microsoft 365<\/strong> with admin permissions.<\/li>\n<li>Internet connection and an up\u2011to\u2011date browser.<\/li>\n<\/ul>\n<p>With these elements in place, you can begin <strong>creating your personalized Copilot agent<\/strong>.<\/p>\n<h2>Steps to create your Microsoft Copilot agent<\/h2>\n<h3>1. Sign in to Microsoft 365 and open Copilot Chat<\/h3>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-32096 size-large\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/1-1-1024x577.webp\" alt=\"crear un agente de Microsoft Copilot\" width=\"800\" height=\"451\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/1-1-1024x577.webp 1024w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/1-1-300x169.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/1-1-768x433.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/1-1.webp 1285w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>From the Microsoft 365 portal, access <strong>Copilot Chat<\/strong>. Within the interface, select the option <strong>Create agents<\/strong>.<\/p>\n<h3>2. Define the purpose of the agent<\/h3>\n<p><img decoding=\"async\" class=\"alignnone wp-image-32095 size-full\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/2-7.webp\" alt=\"prop\u00f3sito agente\" width=\"566\" height=\"364\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/2-7.webp 566w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/2-7-300x193.webp 300w\" sizes=\"(max-width: 566px) 100vw, 566px\" \/><\/p>\n<p>Microsoft will ask you for a brief description of the agent. You can write something like:<\/p>\n<p>\u201cI want to create an agent that answers questions about Microsoft 365 licensing and support after a migration.\u201d<\/p>\n<p>This initial information will guide the agent\u2019s behavior.<\/p>\n<h3>3. Answer the configuration questions<\/h3>\n<p>The system will ask questions such as:<\/p>\n<ul>\n<li>What will the agent\u2019s name be?<\/li>\n<li>What type of information should it provide?<\/li>\n<li>Which topics should it prioritize?<\/li>\n<\/ul>\n<p>Respond according to your needs. In the video example, the agent was designed to answer questions about <strong>Microsoft 365 licensing<\/strong> and <strong>technical support after a migration<\/strong>.<\/p>\n<h2>Customize your agent\u2019s knowledge<\/h2>\n<p><img decoding=\"async\" class=\"alignnone wp-image-32094 size-full\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/3-7.webp\" alt=\"personalizaci\u00f3n agente\" width=\"537\" height=\"284\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/3-7.webp 537w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/3-7-300x159.webp 300w\" sizes=\"(max-width: 537px) 100vw, 537px\" \/><\/p>\n<p>Microsoft Copilot allows <strong>allows you to add external knowledge sources<\/strong>, such as:<\/p>\n<ul>\n<li>URLs (for example, <a href=\"https:\/\/www.microsoft.com\" target=\"_blank\" rel=\"noopener\">https:\/\/www.microsoft.com<\/a>).<\/li>\n<li>Corporate documents.<\/li>\n<li>Databases or other internal resources.<\/li>\n<\/ul>\n<p>This is useful if you want the agent to respond with information specific to your company, products, or services.<\/p>\n<h2>Test and adjust the agent\u2019s behavior<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-32093 size-full\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/4-4.webp\" alt=\"prueba y ajuste del agente\" width=\"471\" height=\"481\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/4-4.webp 471w, https:\/\/www.abd.es\/wp-content\/uploads\/2025\/07\/4-4-294x300.webp 294w\" sizes=\"(max-width: 471px) 100vw, 471px\" \/><\/p>\n<p>Once created, you can test the agent with real questions such as:<\/p>\n<p>\u201cWhat are the differences between Microsoft 365 Business Basic and Business Standard?\u201d<\/p>\n<p>In addition, you can access the agent\u2019s settings to:<\/p>\n<ul>\n<li>Edit instructions.<\/li>\n<li>Add or remove knowledge sources.<\/li>\n<li>Enable advanced capabilities (such as code generation or image handling).<\/li>\n<\/ul>\n<h2>Advantages of creating an agent with Copilot Chat<\/h2>\n<ul>\n<li>Automate frequent questions within your organization.<\/li>\n<li>Reduce the workload for your support or IT team.<\/li>\n<li>Customize the AI according to your internal processes.<\/li>\n<li>Enhance the user experience across the Microsoft 365 ecosystem.<\/li>\n<\/ul>\n<h2>ABD Consulting helps you implement AI with Microsoft Copilot<\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/04\/46-1024x576.webp\" alt=\"ABD\" \/><\/p>\n<p>At <a href=\"https:\/\/www.abd.es\/en\/\"><strong>ABD Consulting and IT Solutions<\/strong><\/a> we are experts in Microsoft solutions and in integrating artificial intelligence into business environments. As an <strong>official partner<\/strong>, we help you:<\/p>\n<ul>\n<li>Configure and customize agents with Microsoft Copilot.<\/li>\n<li>Deploy Copilot for Microsoft 365 across your organization.<\/li>\n<li>Train your teams to take full advantage of AI.<\/li>\n<\/ul>\n<p><strong>Would you like to try Copilot in your company?<\/strong> <a href=\"https:\/\/www.abd.es\/en\/contacto\/\">Contact us<\/a> and we\u2019ll help you set up your own Microsoft Copilot agent from scratch.<\/p>","protected":false},"excerpt":{"rendered":"<p>La inteligencia artificial generativa ya forma parte del d\u00eda a d\u00eda de muchas empresas, y Microsoft Copilot es una de las herramientas clave para sacarle partido. En esta gu\u00eda r\u00e1pida te explicamos c\u00f3mo crear tu propio agente de Microsoft Copilot desde Copilot Chat, personaliz\u00e1ndolo con tus propios datos y preferencias. https:\/\/youtu.be\/nkbmePVnXjw \u00bfQu\u00e9 es un agente [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":32202,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[79],"tags":[3558,1757,1617,733,3474,3462],"class_list":["post-32091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos","tag-agentes","tag-copilot","tag-ia","tag-inteligencia-artificial","tag-microsoft-365-copilot","tag-microsoft-copilot"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>C\u00f3mo crear tu propio agente de Microsoft Copilot paso a paso<\/title>\n<meta name=\"description\" content=\"Descubre c\u00f3mo crear tu propio agente de Microsoft Copilot paso a paso desde Copilot Chat. 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