AI CORNER
Create a Custom Copilot Agent
Enterprise Data Protection
COTE: Ethical Use of AIGlossary
Agent
Copilot chat agents are focused helpers inside Microsoft Copilot that handle specific tasks, like answering questions about your syllabus or creating quiz questions, so you get targeted, specialised responses.
To learn now to log into CUNY Copilot, please see the post below.
AI WORKFLOW GALLERY Accessing & Using CUNY Copilot Enterprise Data Protection | COTE: Ethical Use of AIGo to the...
Once in your Copilot chat account, click the side panel button at the top-right.
Click the Create an agent link.
Click the Configure tab at the top.
Type you agent’s name.
Briefly describe the agent’s specialty in the description field.
In the Instructions field, type the task that your agent should execute. Include the step-by-step instructions.
Turn on the Web search toggle.
Paste the URL you want Copilot to use (e.g., a URL to the journal article).
The Knowledge section lets you tell your Copilot where to look for information. You can add trusted websites (like CUNY or your department page) so the agent gives answers based on those sources, not random internet results.
In Title, type a short label (e.g., “Summarize Notes”).
In the Message field, type the full question or request (e.g., “Summarize the key points from these meeting notes.”).
Add more prompts by clicking + Add new.
Use the trash icon to delete a prompt if needed.
Starter prompts are pre-written questions or messages that appear when someone opens your Copilot agent.
Click the Create button at the top.
You will be prompted to set the sharing link of your agent. Please follow the instructions in the Share Copilot Agent section of this handout.
Once in your Copilot chat account, click the side panel button at the top right to expand it.
Click the Create an agent link.
Click the My Agent drop-down at the top of the page.
Click the agent from the list that you wish to edit.
Repeat the steps of editing the Copilot agent described above (Create an agent > My Agents).
Click the Share button at the top right (if not immediately visible, click on the three dots at the top right).
Set the link access by choosing between:
- Anyone in your organization (this option will enable all CUNY students, faculty, and staff who have this link to access it)
- Specific users in your organization (requires you to manually add CUNY users who will have access to your agent, e.g., only your current class)
- Only you
Click the rectangle icon at the end of the URL to copy to shareable link.
Paste the link into Brightspace, email, or MS Teams.
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