Build an HR Copilot Agent That Understands, Responds, and Takes Action

In just 3 hours, create an HR Agent that answers policy and benefits questions, lets users request time off, and routes requests for approval

NB:  If you want to build along with this workshop, you'll need a Microsoft 365 Copilot license. 

🗓️  Live · Oct 15th · 3-Hour Interactive Session | 7pm BST · 11am PDT · 2pm EDT

Your Staff Are All Asking HR the Same Questions. Let’s Fix That.

Tired of digging through SharePoint or PDF files just to answer basic HR questions like:

  • "What are the benefits for health and wellness?"
  • “Where can I find the parental leave policy?”
  • “Can I take time off next Friday?”

Introducing Our New Workshop:

Build an HR Copilot Agent That Understands, Responds, and Takes Action - Presented by Kelly Edinger MCT

This hands-on workshop will walk you through building a fully functional HR Copilot Agent that:

  • Answers questions based on your policies and benefits
  • Lets users request time off directly in chat
  • Automatically routes requests for approval
  • Works across Teams, meetings, SharePoint, and Copilot Chat

We'll start with a quick demo, then build everything step-by-step. You’ll walk away with a working HR Agent you can adapt for any team.

Real Stories from Kelly's previous training..

TASHA Academy member

Game-changer for our team. Great Presenter, we've already started implementing the techniques learned, ..Highly recommend.

RANI Academy member

I know sometimes I get busy, but one of the best platforms for learning.. Great work guys !!

PRIYA Academy member

Kelly was brilliant. You can tell she really gets the real-world struggles of onboarding. She explained things in a way that just clicked, and kept the whole session fun and down-to-earth. Easily one of the best presenters I’ve seen in a while

You Will Learn...

This is a very practical build that fills one of the biggest gaps people face with Copilot: turning knowledge into action.

It’s hands-on, clearly structured, and you’ll leave with something useful, here is what you'll learn:

  • Understand the Copilot Ecosystem - Know when to use a SharePoint Agent, Chat Agent, or Copilot Studio Agent — and why it matters
  • Plan and Package Your Build  - Learn a lightweight, best-practice SDLC using Environments + Solutions (no more messy defaults)
  • Train Your Agent to Think Like HR - Use effective prompting and instruction techniques for Generative AI.
  • Customize out-of-the-box Topics in Copilot Studio (yes, you can make them better)
  •  Add Tools to Your Agent (Automation!) Go beyond just Q&A — automate requests like time-off approvals, escalate queries, and more
  • Deploy Anywhere You Need It - Surface your HR Agent in Teams, Meetings, SharePoint, and the Copilot interface

The Problem We Are Solving

Let’s face it — most “intelligent” agents aren’t all that helpful out of the box. Here’s what we’re fixing:

  • Copilot Chat Agents can’t use automation Tools
  • SharePoint Agents always pull in generic AI answers (even when you don’t want them to)
  • Neither type of Agent is built in a proper SDLC-friendly environment — meaning no control, no packaging
  • Standard search just gives you file links, not clear answers or next steps

Meet Your Agents Hero: Kelly Edinger MCT

Kelly has spoken at previous Collab365 events and contributor to the monthly Academy Q&A sessions.

She's an experienced consultant passionate about helping organizations make the most of their technology investments by putting people and process first. This workshop really taps into her ability to create strategies for improving user experience, maximizing ROI, streamlining and automating processes, whilst keeping data secure.

Who Is the Workshop For?

This is ideal for anyone who…

  • Has an M365 Copilot license (and wants to make it actually useful)
  • Works in HROperations, or IT and needs to support HR use cases
  • Has been frustrated that SharePoint and Chat Agents don’t do what they thought they would
  • Wants to learn how to extend Copilot Studio without a huge learning curve

No dev skills needed. This workshop is designed for makers, admins, and AI champions inside Microsoft 365.

🗓️  Live · Oct 15th · 3-Hour | 7pm BST · 11am PDT · 2pm EDT

Save your place before the price increases!!!

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Time To Master Copilot Agents:
Save your place on this live workshop. (Includes workshop recordings)
$37.00 $197.00 81% Off

Collab365 offers a wide variety of events including trainings, deep dives, showcases, user group and the forum where members of the community can help each other. The community is fantastic! There is a variety of expertise amongst community members. Collab365 moderators are always there to assist. They've brought people from all over the world together. I love the Platinum Membership and don't know what I would do without it. I not only get feedback from members, but I've been able to present some of my own work. Truly thankful for this group.

Beth B // United States (28th May 2025)

The gang at Collab365 are as kind as they are helpful. From the community forum, to regular live webinars, to step up challenges, they cover it all. They operate by providing learning in manageable chunks, using real world examples in easy to understand teaching methods. What I really appreciate is they follow up with you directly.

Steve Morley // Canada (23rd May 2025)

Been using Collab365 for quite a while now. The topics and learning material is brilliantly simple or simply brilliant. Nice easy to follow steps in laymans terms so very approachable for beginners and also for those not at the beginning of their journey. Bought the Platinum package and still to utilise it fully, but I have already learned more than enough for what I have used it for currently. The Guys are also very approachable and on at all hours (even when they should be tucked up in their bed... looking at you Jon. Do you sleep?!?!? :) ) If you wish a training experience or really nice community (honest, even the community is brilliant at helping out) would throughly recommend utilising Collab365

C Johnston // United Kingdom (16th June 2025)

A Quick Note About Licensing

To follow along with this workshop and build your own HR Agent, you'll need access to Microsoft 365 Copilot, which is a $30/month add-on license from Microsoft.

💡 The most affordable option:
The cheapest way to get started is with Microsoft 365 Business Standard or Business Premium, then add the Copilot license.
(Sorry—personal Microsoft accounts or basic business plans won’t work.)

If you're not sure whether you have access, check with your IT admin or visit Microsoft’s Copilot Licensing Page for eligibility.

Don’t worry — everything else we use in the workshop is included in your Microsoft 365 subscription.

Frequently Asked questions:

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

Can I get refund?

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Can I buy a team or multi-user pass?

Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

Can I share the videos and ebooks?

No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

Who do I contact if there's a problem?

Send us an email at hello@collab365.com and we can help. 

Can I cancel my subscription?

Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

How do I get my certifications?

If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

What is included in the Platinum Plan?

The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

  • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
  • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
  • Membership in an active community of 10,000 learners for peer support and networking.
  • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
  • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
  • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

What is not included in the Platinum Plan?

While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

  • One-on-one coaching sessions and personalized, coached training programs.*
  • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
  • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
  • External certifications or formal accreditation from third-party institutions or courses related to these certifications.

*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

Build An HR Copilot Agent With Kelly Edinger

  • Immediate Access : To Session Recordings in the Academy
  • Price: $37 - Lifetime Access!  
  • Get Agents Working For You!
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Clock Is Ticking - Beat The Price Rise, Save Your Space Now!

  * Included in the Platinum Plan