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Meesh Consulting

Training · Intermediate

Creating AI Agents

A hands-on day building AI agents for your business with Copilot Studio and the Microsoft tools you already have: what to automate, how to ground an agent in your data, and how to keep it safe.

View datesRun it for my team
  • LevelIntermediate
  • Duration1 day
  • FormatIn person
  • PricePrice on request

About this course

Agents are where most AI budget will go in the next two years, and most of it will be wasted on tools nobody uses. This day is about building one that does a real job, grounded in your own information, with the limits set deliberately.

It is practical and a little sceptical, in the Meesh style. We spend as much time on testing and guardrails as on building.

In-house option

Delivered privately, the agent we build is on your tenant and over your documents, so it can go live once your IT team has reviewed it.

Outline

  1. 1What an agent is, what it is not, and the jobs they do well in small and mid-sized businesses
  2. 2Building a first agent in Copilot Studio over a set of company documents
  3. 3Grounding. Connecting an agent to SharePoint, Dataverse and your data model
  4. 4Guardrails. What the agent may say, what it must refuse, and how to test it
  5. 5Handing off to a person. Designing the escalation so nothing gets lost
  6. 6Measuring whether it is working, and what to build second

Who it is for

  • Operations and customer service leads with repeat questions to answer
  • IT and data staff asked to "do something with AI"
  • Business owners who want to understand agents before buying any

Before you come

  • Attended Empower with Data, or equivalent experience with Power BI and Microsoft 365
  • A laptop and a Microsoft 365 login

What you leave with

  • A working agent built on your documents during the day
  • A test plan for checking an agent before it goes near a customer
  • A short business case template for the first agent in your organisation

Dates

Dates are being finalised. Register interest and we will contact you first.

  • In person

    Creating AI Agents

    A hands-on introduction to building AI agents for your business

    Date
    Date to be announced
    Venue
    To be confirmed
    Register interest
Register interestAsk about an in-house date

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Ask us about Creating AI Agents

Questions about dates, content or running it privately? Send a note and a consultant will reply within one working day.

Prefer to talk it through? Request a free 30-minute call.

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