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Copilot Chat Navigator / Lotse ✌️

This is part of a broader set of Copilot agent and learning materials. Check out my projects site to get an overview: https://www.jaysons.dev

Revision 01.10.2025 - added english language agent source

Source: https://github.com/JaysonBucket/ChatLotse
License: MIT

Find a HowTo Video here: https://www.youtube.com/watch?v=OUJ2QMdkSmU

Make a difference - set priority on accessibility - Workplace AI can help 💡

Issues, comments, recommondations? Let me know. Thanks for your contribution!

Screenshot of the agent start screen showing the options for interactions such as free text or defined options like starting the prompt of the day.

once triggered, the daily flow starts

Screenshot of the agent showing the prompt of the day.

About

  • this repository contains the necessary sources to create a declarative agent for Copilot Chat which delivers example prompts to users for one month (31 days)
  • every single day is stuffed with a topic and a prompt example
  • current instruction is meant to work from 1st until last day of a month - ending in a fabulous final including the creation of a medal 🏅
  • to make interaction more engaging the agent also thows a random historic event that happened on the current day

Remarks

  • sources currently only available in German - but feel free to translate - also possible to ask the agent to please change to your preferred language and it does so
  • as the instructions are simple - feel free to adapt as needed to meet your orgs needs (best: use simple mathematical actions for this to make sure it works properly)
  • as you are going to set up a solely web grounded, declarative only agent it should work free of charge even without M365 Copilot license (no guarantees, see complementary links below)
  • the agent solely uses already available M365 Copilot Chat functionality - nothing added - nothing worked through
  • as no internal information is being worked with - only the instructions and web information - there shouldn't be any demands around addtl. data protection or works council approval (no guarantte, make sure to involve everyone needed timely and fair)
  • download the sourcefile
  • check the contents and change as you wish (main functionality is given through schema and instructions, just focus on chaning the contents to not mess it up ✌️)
  • open the M365 Copilot agent builder tool of your choice - Copilot Studio lite is completely sufficient (Unsure? Check sources on the bottom)
  • Name the agent (be creative, your users should enjoy the interaction)
  • Enter your agent description (sample within the source document)
  • copy the agent body part of the sourcefile (or your adjusted version) into the instruction space
  • copy the start / sample messages into the corresponding place
  • make it fun, give it a nice icon people will love
  • click create
  • have a first testrun and share with a limited amount of people
  • deploy to your org: https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps?view=o365-worldwide
  • pint it to create maximum visibility https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-pinning-agents?view=o365-worldwide
  • send out some communication and inform your champions to make sure your message reaches as many users as possible
  • make sure to not only set up and deploy an agent - make your orgs workplace AI journey successful through communication, collaboration and fun - collect all the medals created (this happens on the last day of the challenge) on one single place and let the community decide which one should go through the 3D printer

Complementary Information

ℹ️ M365 Copilot Chat eligible subscriptions: https://learn.microsoft.com/en-us/copilot/manage#microsoft-365--chat-eligibility
ℹ️ M365 Copilot Chat overview: https://learn.microsoft.com/en-us/copilot/overview?source=recommendations
ℹ️ M365 Copilot declarative agents overview: https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/overview-declarative-agent
ℹ️ M356 Copilot agent builder tool overview: https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/declarative-agent-tool-comparison
🚀 keen on going deep on M365 Copilot agents? Check out the Copilot Developer Camp Contents: https://microsoft.github.io/copilot-camp/

About

31-day declarative Copilot Chat agent dropping a daily prompt example with a fun historic fact, ending with a personalized medal. Onboards entire organizations to Copilot Chat without PAYG or extra licensing. EN + DE sources included.

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