AI at Work Playbook

🤖 Build an agent

Let your agent create a ticket with an agent flow

🤖 Build an agentCopilot StudioAdvanced

Task · Copilot Studio: agent flow tool
Time saved · 3-6 hrs to build, then 1-3 hrs a week (estimate, not measured)

⚠️ Licensing: you need a Copilot Studio license (prepaid Copilot Credits or pay-as-you-go through Azure), a Microsoft 365 Copilot license, or a Copilot Studio trial. A trial lets you build and test in the test chat, but you can't publish. Agent usage is metered in Copilot Credits; for Microsoft 365 Copilot licensed users, generative answers and tenant grounding used in Copilot Chat, Teams or SharePoint are zero-rated. Steps follow Copilot Studio's standard experience: if your Home page shows a New experience toggle, Microsoft's quickstart turns it off. Agent flows need a license that includes flows in Copilot Studio, and connectors can be blocked by your organization's data policies.

Steps

  1. Create a SharePoint list (or use your existing ticket system's connector) with columns for Title, Description, Requester and Priority
  2. In Copilot Studio, go to Flows and select New flow > Agent flow. The designer opens with the When an agent calls the flow trigger and the Respond to the agent action already added
  3. Add text inputs to the trigger (Title, Description, Priority), add a SharePoint Create item action between the trigger and the response, and map the inputs to the columns
  4. Add an output (e.g. TicketID) to Respond to the agent, keep Asynchronous response off, and select Publish. The flow must answer within 100 seconds
  5. Open your agent, go to Tools > Add a tool > Flow, pick the flow and select Add and configure
  6. Write the tool description below, set Ask the end user before running to Yes, select Save, and test by asking the agent to log a ticket

Prompt / template

Tool name: Create IT ticket

Tool description:
Creates a new IT support ticket in the IT Tickets list when a user wants to report a problem that the helpdesk knowledge couldn't fix. Use it only after the user confirms they want a ticket. It needs a short title, a description of the problem, and a priority of Low, Medium or High. It returns the ticket number.

Input descriptions:
- Title: a short summary of the problem in the user's words, under 80 characters.
- Description: what happened, what the user already tried, and any error message.
- Priority: High if the user can't work at all, Medium if work is slowed, otherwise Low.

Source · https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-flow-create
Also see · https://learn.microsoft.com/en-us/microsoft-copilot-studio/flow-agent
Also see · https://learn.microsoft.com/en-us/microsoft-copilot-studio/add-tools-custom-agent
Also see · https://learn.microsoft.com/en-us/microsoft-copilot-studio/billing-licensing
Last checked · 2026-10-20

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