Use an agent with a 3rd party account - Microsoft Copilot Tutorial

- In this video, we will start looking at more specialized agents that can actually do things that Copilot cannot do on its own. In the Copilot chat, in the panel on the right, I'll click Get agents and we see the list of agents that you can install. Now, some of these, including the Career Coach, the Prompt Coach, and the Writing Coach, which we saw in another video, are basic agents offered by Microsoft. But many of these other agents will connect to third party apps and services. Each of these is able to answer questions and help with tasks that specifically relate to those services. So each one will work differently. And many of these will require you to sign into an account with those services. So scroll through the list, and if you have an account with Trello, or monday.com, or Confluence or any of these other services, you can install and set them up. I'll just choose one as an example. Dropbox is a popular cloud storage service. You can use it to store and share files online. I do have a Dropbox account, so let's try the Dropbox agent. I'll click on it to see information about it, then I'll click the add button to install it. When it takes me back to the Copilot interface, I can see the Dropbox agent listed on the right. I can select it and ask questions specifically about the files I have stored on Dropbox. Now, to get started, I'll use one of the suggested prompts here. Here's a prompt to ask the agent to find PDF files. I'll select that and I'll click send. But the first time you use an agent like this, there is a little setup. First, you'll need to give it permission to connect Copilot to that service. I will allow that. And next, any agent that connects to a third party service will prompt you to sign into that service. So I'll sign in with my Dropbox account. Now it's connected and it will answer the question from the prompt, and here are the PDF files that it found in my Dropbox account, along with links to open each of those files. And now that it's set up, I'll reset by clicking the New chat button at the top and I can ask it to help me find files that I have stored on Dropbox. So I'll ask it whether I have any files with information about Kinetico products. Kinetico is one of my clients, and it did find files related to them on my Dropbox. Here they are. I'll click new chat again to reset, and then I'll ask it to show me any catalog files that I have, and it shows me catalogs, but it also found some brochures. It looks like the AI is trying to help me find related files. I'll use the chat field for a follow-up request. I'll just ask it to exclude brochures. That refines the results, and now it's showing me different files. I can continue to refine the results, or since I do see the file that I want, I can click on the link to open it right here. Now, clearly each online service is different, so the other agents will be able to answer different types of questions depending on those accounts. But now we have a whole category of agents that use the Copilot interface, but can do things that Copilot would never be able to do on its own, and we're starting to see that agents in Copilot have the potential to be very powerful and very helpful.