AI Agent Using Copilot 

It started with a challenge from the CEO.

“Can we build something — anything — with AI this quarter that saves time?”

Amira, a business analyst at a fast-growing insurance firm, didn’t know where to begin. She wasn’t a developer. She didn’t know Python or ML models. But she did know the Microsoft Power Platform. She’d built Power Apps before. Some simple flows.

Still, building an AI agent?

That sounded way too advanced. Until she opened Copilot Studio.

A New Era of App Builders: Citizen Developers with AI

Copilot Studio, Microsoft’s latest leap in the Power Platform ecosystem, puts the power of AI agent creation directly into the hands of people like Amira — citizen developers, analysts, operations teams — anyone with a little logic and a lot of curiosity.

Meet Leo: Amira’s First AI Agent

Amira’s use case was small but critical. Her team fielded 30+ questions daily from agents asking about the status of customer policies.

So she created Leo, an AI Agent Using Copilot that:
– Welcomes agents in plain language
– Asks for policy number
– Retrieves policy data from Dataverse
– Gives status updates and escalation options
– Logs conversations to SharePoint

How She Did It: Step-by-Step with Copilot Studio

Step 1: Launch Copilot Studio
Step 2: Define Your Agent’s Purpose
Step 3: Add Topics
Step 4: Build the Conversation Flow
Step 5: Integrate with Dataverse
Step 6: Test and Publish

One Week Later: Measurable Wins

A week into production, Leo had handled 270+ queries — without Amira’s team lifting a finger.

Agent satisfaction shot up. Internal response time dropped from 1 hour to 15 seconds. The CEO? “More of this, please.”

Why This Matters: Intelligent Automation at Scale

Copilot agents aren’t just fancy bots. They are:
– Memory-enabled
– Connected
– Smart
– Fast to build

PowerFy’s Role in Accelerating Agent Adoption

At PowerFy, we help clients go from “What is Copilot Studio?” to “We’ve deployed five agents company-wide” — in just weeks.

Get Started Today

If you’ve used Power Apps or Power Automate, you already have 70% of what it takes to build your first Copilot agent.

All you need now is:
– One problem to solve
– One dataset to use
– One hour to explore

So go ahead — open Copilot Studio. Type your idea. Watch it come to life.
At PowerFy, we are always there to help you. Reach out to us