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TechWorkshop L200 Creating Computer-using agents with Windows 365 for agents

Task 01: Create and configure an agent

Description

You’ll create a blank agent named Order Processing Agent in Copilot Studio, add a description, and configure a Computer Use tool with custom multi-step instructions that direct the agent to read unprocessed orders from the W365A Lab Product Orders.xlsx spreadsheet on SharePoint and submit each order to the Order Management Portal. You’ll then connect the tool to the cloud PC pool from Exercise 01 and configure a human supervision email address.

Success criteria

  • You created the Order Processing Agent and saved the description Use a computer to navigate a website and process orders.
  • You added a Computer Use tool with the provided order-processing instructions referencing the SharePoint site URL.
  • You configured the tool to use the same cloud PC pool as Exercise 01 and verified an active connection.
  • You selected a human supervision email address and saved the tool.

01: Create and configure an agent

  1. Open an InPrivate browser session in Microsoft Edge and go to https://www.copilotstudio.com/.

  2. On the command bar, select Sign in to Copilot Studio.

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  3. Sign in by using credentials for a user that has a Copilot license but does NOT have administrative privileges.

  4. In the left pane, select Agents.

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  5. On the Agents page, on the command bar, select + Create blank agent.

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  6. In the Name your agent dialog, in the Name field, enter the following text and then select Create

    Order Processing Agent

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    Your experience may differ from this step. In the previous version of the user interface, Copilot Studio automatically created a name for the agent. You can change the name on the Overview page for the agent.

  7. Once the agent is provisioned, on the Details tile, select Edit.

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  8. In the Description field, enter Use a computer to navigate a website and process orders.

  9. At the upper right of the Details tile, select Save.

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  10. Move down the page to the Tools section and then select + Add tool.

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  11. In the Add tool dialog, select Add new Computer Use.

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  12. In the New computer use dialog, in the Instructions field, enter the following text:

     Dismiss any popups or interruptions encountered during this task.
 To complete this task, open the Order Management Portal in a browser tab: https://automatemywebsite.blob.core.windows.net/web/OrderPortal/index.html
 Open the Sales and Marketing SharePoint site in a separate tab: @lab.Variable(SPSiteURL)
 On the SharePoint site and locate the "W365 Lab Product Orders" Excel file in the Sales folder. Each unprocessed row represents a new customer order.

 For each row where OrderStatus is "New":

 Read the Customer Name, Product Name, Product SKU, and Quantity. 
 Create a new order in the Order Management Portal using this information.
 Determine today's date by navigating to https://www.bing.com/search?q=today's+date and reading the date shown
 Set the delivery deadline to today's date and initial status to "Received".
 Submit the order.
 Filter the Orders view to show "Received" orders
 After submission:
 Capture the generated Order ID.
 Return to the opened spreadsheet
 Write the Order ID to the corresponding "OrderID" column
 Update the "OrderStatus" column to "Received"
 Repeat until all applicable rows are processed Return to the open Order Portal tab to view the main Dashboard page.

  13. Review the instructions to ensure that you understand the process that the agent will use.

  14. Then, select Add and configure.

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  15. On the Order Processing Agent tool page, go to the Machines section.

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  16. Configure the tool to use the same machine pool that you used for Exercise 01.

  17. In the Connection field, ensure that there is an active connection. Reconnect if necessary, and then select Save.

  18. On the Order Processing Agent tool page, go to the Human supervision section.

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  19. Select an account where the system should send email messages when additional information or confirmation is needed.

  20. On the command bar, select Save.

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