How to Be an Agent Boss: Leading AI Agents at Work

AI agents are becoming part of everyday work—but leading them requires more than just technical know-how. In this course, Jack Rowbotham—a Senior Product Marketing Manager for Copilot Studio at Microsoft—shows you how to become an Agent Boss: someone who builds, delegates to, manages, and improves agents with intention and clarity. You’ll explore how to define agent roles, assign tasks with the right level of oversight, and track performance and ROI. Whether you’re considering out-of-the-box agents or building your own, you’ll gain practical strategies to lead them in the workplace. This course helps you build the skills to use AI agents responsibly and effectively across your day‑to‑day work.

Important note: To build agents in this course, you’ll need access to Microsoft Copilot Studio in a Microsoft 365 tenant (Business/Enterprise). To access Copilot Studio, you can use a free trial, capacity packs, pay‑as‑you‑go, or the capabilities included with Microsoft 365 Copilot. You’ll need to sign in with a business email address because personal accounts aren’t supported.

Learning objectives
Describe the Agent Boss framework to build, delegate to, manage, and improve agents for real business outcomes.
Define and scope agent roles by writing effective instructions and aligning agent capabilities to specific business needs.
Refine and evolve agent capabilities responsibly using structured feedback, iterative improvements, and clear success metrics.