Workshop

Build Your Business AI Agent

Turn the knowledge behind one business process into a supervised AI assistant — capture it, structure it, configure a working agent with clear boundaries, and test it before use.

Explore this course

Three colleagues turning blank sticky notes into a laptop setup around a conference table during a hands-on training session in a sunlit modern office.

Duration 4 hours

Language English

Level Beginner

Prerequisites None required

The course at a glance

Build skills you can put to work.

This vendor-neutral, hands-on workshop turns your everyday business knowledge into a supervised AI assistant. You capture the knowledge behind one process — services, FAQs, rules, procedures — organize it into a knowledge file an AI can use, and configure a working agent on the platform your organization already licenses, with clear tone, boundaries, escalation and human handoff. You will choose a sensible level of autonomy and approval points, then test the agent before use and fix what the tests catch. You will leave with a working AI agent for one process, a structured knowledge file for that process, and a test log with handoff rules. You work on your own platform: bring a laptop and a paid business plan of Microsoft 365 Copilot, ChatGPT, Claude or Gemini with agent-building enabled; each scheduled date lists the platform used.

Course objective

Help participants leave able to choose one valuable, low-risk process for agent support, capture its knowledge into a structured file, configure a supervised agent on their own platform with clear boundaries and approval points, and test it before use — with a working agent, knowledge file and test log in hand.

Who is this course for?

Owners, managers, operations champions and team leads at organizations with 10 or more employees. No prior agent-building experience is required; everyday use of a work AI assistant is helpful.

What we'll cover

Key topics

Choosing a valuable, low-risk use case

Guided knowledge capture for one process (services, FAQs, rules, procedures)

Structuring knowledge files and reusable instructions

Configuring the agent on your platform

Tone, boundaries, escalation and human handoff

Choosing the right level of autonomy and approvals

Testing before use

What you'll take away

Learning outcomes

Choose one valuable, low-risk process for agent support using stated selection criteria

Capture that process's knowledge (services, FAQs, rules, procedures) into a structured knowledge file an AI can use

Configure a working agent on the cohort's platform — instructions, tone, boundaries — using its no-code builder

Define the autonomy level, approval points and human-handoff rules, and explain why

Run a documented test set and leave with a test log plus fixes to instructions

Before you join

Come prepared

Materials & tools

Bring the following materials and tools:

Laptop

A paid business plan of Microsoft 365 Copilot, ChatGPT, Claude or Gemini with agent-building enabled (each scheduled date lists the platform used)

Prerequisites

No prerequisites are required for this course.

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