Learn the basics of settings, instructions, GPTs, topics, evaluation, analytics, publishing, and channels so you can understand how agents are built, tested, and shared.
In Introduction to Copilot Studio: The Basics, Amelia Roberts gives beginners a practical foundation for understanding and building in Microsoft Copilot Studio. You’ll learn how to navigate the core setup areas, configure important settings, and shape an agent’s behavior through clear instructions. The course also introduces key concepts like GPTs and topics so you can understand how Copilot Studio organizes conversations, responses, and user interactions.
From there, Amelia walks through the tools that help you improve, measure, and share your agent. You’ll learn how evaluation helps test quality, how analytics provide insight into usage and performance, and how publishing and channels make your agent available to users. By the end, you’ll understand the basic building blocks of Copilot Studio and have a clear path for continuing into more advanced agent design.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces Copilot Studio and explains what you’ll learn throughout the course. You’ll get a high-level look at the platform, how it supports agent creation, and why the basics matter before moving into more advanced builds. This module sets expectations and gives you a clear roadmap for the rest of the course.
Module 01 - Settings
Start by exploring the key settings that shape how your Copilot Studio agent behaves. Amelia walks through important configuration areas and explains why setup choices matter early in the build process. You’ll learn how settings provide the foundation for a more controlled, consistent, and manageable agent experience.
Module 02 - Instructions17 min.
Learn how instructions guide your agent’s tone, behavior, and response patterns. Amelia explains how clear instructions help the agent understand its role and stay aligned with your intended use case. This module helps you think more intentionally about what your agent should do, how it should respond, and where its boundaries should be.
Module 03 - Understanding GPTs22 min.
Amelia introduces GPTs and explains how they fit into the Copilot Studio experience. You’ll learn what GPTs are, how they support generative responses, and why understanding them helps you make better design decisions. This module gives you the background needed to work more confidently with AI-powered agent behavior.
Module 04 - Topics21 min.
Topics help structure the conversations your agent can handle. Amelia explains how topics work, how they organize user intent, and why they are useful for guiding specific flows or responses. You’ll learn how topics can make an agent more predictable, purposeful, and easier to maintain.
Module 05 - Evaluation18 min.
Learn how to evaluate your agent before putting it in front of users. Amelia explains why testing matters, what to look for in responses, and how evaluation helps identify gaps or inconsistent behavior. This module helps you improve quality and build more confidence in the agent’s performance.
Module 06 - Analytics15 min.
Analytics help you understand how your agent is being used and where it may need improvement. Amelia covers the types of insights analytics can provide, from user activity to performance patterns. You’ll learn how analytics can guide better decisions after your agent is live.
Module 07 - Publishing and Channels19 min.
Once your agent is ready, you’ll need to publish it and make it available through the right channels. Amelia explains the publishing process and how channels determine where users can interact with your agent. This module helps you move from building and testing to real-world access and adoption.
Module 08 - Conclusion and Next Steps7 min.
Amelia wraps up the course by reviewing the core Copilot Studio concepts covered throughout the modules. You’ll leave with a clearer understanding of settings, instructions, GPTs, topics, evaluation, analytics, and publishing. This final module also points you toward the next steps for growing your skills and building more advanced agents.
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
