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Duration Level Prerequisites
10 min Beginner Lab 00 complete; access to the Copilot Studio portal

Overview

The skills-for-copilot-studio plugin operates on existing cloud agents — it can clone, push, pull, and edit, but it does not bootstrap a brand-new agent from an empty environment. Create that initial agent in the portal first. Name it HelloWorldAgent so the folder name the plugin creates during Lab 06 matches the lab text verbatim.

Learning objectives

  • Pick the right Power Platform environment in the portal environment switcher.
  • Create a blank agent named HelloWorldAgent.
  • Confirm the new agent appears in the Agents list and opens cleanly in the portal edit view.

Exercise 3.1 — Pick the target environment

  1. Browse to https://copilotstudio.microsoft.com.
  2. In the top-right corner, open the environment switcher.
  3. Pick the environment you want to host the workshop agent (for example, Contoso, your default trial environment, or a dedicated developer environment).

Copilot Studio portal with environment switcher open

Exercise 3.2 — Create the blank agent

  1. From the Agents list, click Create blank agent. If the list is empty, the button appears as a large empty-state card.
  2. In the create dialog, set the name to:

     HelloWorldAgent
    
  3. Accept the defaults for description, instructions, and other fields. You will replace the agent body via YAML in later labs.
  4. Click Create.

Create blank agent dialog with HelloWorldAgent typed as the name

Exercise 3.3 — Confirm the agent opened

  1. After creation, the portal redirects to the agent edit view for HelloWorldAgent.
  2. Leave the browser tab open — you will return to it in Lab 08 to publish, and again in Lab 09 to test.

HelloWorldAgent edit view in the Copilot Studio portal immediately after creation

Verification Checkpoint

Before proceeding, verify:

  • The environment switcher shows the environment you intend to use for the rest of the workshop.
  • HelloWorldAgent appears in the Agents list for that environment.
  • The agent edit view for HelloWorldAgent loads without errors.

Next Steps

Proceed to Lab 04 — Set up local workspace and launch Copilot CLI.


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