Generative AI and Agentic AI Training Course

This practical, hands-on course introduces participants to AI agents in Microsoft 365 Copilot and demonstrates how they can build their own simple agents without any coding or additional tools.

Participants will explore Microsoft-built agents such as Researcher and Analyst, understand how AI agents work in a business context, and learn how to design and use their own agents using structured prompts and workflows in Copilot.

The course focuses on real-life scenarios, enabling participants to automate repetitive tasks, improve productivity, and create reusable AI assistants that can be easily shared across teams.

By the end of the session, participants will have built their own AI agent and will be able to apply the same approach in their daily work.

By the end of this training, participants will be able to:

By the end of this training, participants will be able to:

Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.

By the end of this training, participants will be able to:

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-powered assistant embedded into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

By the end of this training, participants will be able to:

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

WrenAI is an AI-powered analytics platform designed to connect data, model insights, and generate dashboards. In enterprise environments, robust governance and security are critical to ensuring safe and compliant adoption.

This instructor-led, live training (online or onsite) is aimed at advanced-level enterprise professionals who wish to implement governance, compliance, and security patterns for WrenAI at scale.

By the end of this training, participants will be able to:

• Design and implement permissioning models in WrenAI.
• Apply auditability and monitoring practices for compliance.
• Set up secure environments with enterprise-level controls.
• Roll out WrenAI safely across large organizations.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with governance and security configurations.
• Practical exercises simulating enterprise rollout scenarios.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI enables organizations to move beyond static dashboards toward conversational analytics and embedded generative BI. This transition requires careful adoption planning, migration of assets, and effective change management practices.

This instructor-led, live training (online or onsite) is aimed at intermediate-level BI and data platform professionals who wish to modernize legacy BI systems with WrenAI.

By the end of this training, participants will be able to:

• Evaluate legacy BI environments and identify modernization opportunities.
• Plan and execute migrations from static dashboards to WrenAI.
• Adopt conversational analytics and embedded GenBI capabilities.
• Lead organizational change management for BI modernization.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with migration and adoption planning.
• Practical labs on conversational analytics and embedded GenBI.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI enables natural language to SQL generation and AI-powered analytics, making data access faster and more intuitive. For enterprise-grade use, quality assurance and observability practices are essential to ensure accuracy, reliability, and compliance.

This instructor-led, live training (online or onsite) is aimed at advanced-level data and analytics professionals who wish to evaluate query accuracy, apply prompt tuning, and implement observability practices for monitoring WrenAI in production.

By the end of this training, participants will be able to:

• Evaluate the accuracy and reliability of NL to SQL outputs.
• Apply prompt tuning techniques to improve performance.
• Monitor drift and query behavior across time.
• Instrument WrenAI with logging and observability frameworks.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with evaluation and tuning techniques.
• Practical labs on observability and monitoring integrations.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI API is a powerful interface for generating SQL queries from natural language, building custom applications, and integrating charts into internal platforms.

This instructor-led, live training (online or onsite) is aimed at intermediate-level engineers who wish to use the WrenAI API for practical applications, including SQL generation, visualization, and app integration.

By the end of this training, participants will be able to:

• Authenticate and connect applications to the WrenAI API.
• Generate SQL queries from natural language inputs.
• Create and embed charts using API endpoints.
• Integrate WrenAI into backend systems and internal tools.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with API calls and integrations.
• Practical projects connecting apps, charts, and data pipelines.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI Cloud is a modern platform for connecting data sources, modeling data, and building interactive dashboards.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level data professionals who wish to learn how to set up WrenAI Cloud, model data, and visualize insights in dashboards.

By the end of this training, participants will be able to:

• Set up and configure WrenAI Cloud environments.
• Connect WrenAI Cloud to multiple data sources.
• Model data and define relationships for analytics.
• Create interactive dashboards for business insights.

Format of the Course

• Interactive lecture and discussion.
• Hands-on cloud platform configuration and data modeling.
• Practical exercises in dashboard building and visualization.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI provides finance teams with the ability to model KPIs, integrate standardized metrics, and design dashboards that align with regulatory requirements and audit standards.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level finance professionals who wish to use WrenAI for building compliant financial data models and dashboards that support decision-making and risk management.

By the end of this training, participants will be able to:

• Model financial KPIs and metrics in WrenAI.
• Build dashboards aligned with regulatory and audit requirements.
• Integrate WrenAI with finance data sources for real-time reporting.
• Apply best practices for financial analytics and risk monitoring.

Format of the Course

• Interactive lecture and discussion.
• Hands-on exercises with financial data models.
• Practical labs on dashboard design and compliance reporting.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI is an open-source generative BI tool that enables natural language to SQL conversion and semantic data modeling.

This instructor-led, live training (online or onsite) is aimed at advanced-level data engineers, analytics engineers, and ML engineers who wish to build robust semantic layers, tune prompts, and ensure reliable SQL generation.

By the end of this training, participants will be able to:

• Implement semantic models for consistent metric definitions across teams.
• Optimize text-to-SQL performance for accuracy and scalability.
• Configure and enforce guardrails to avoid invalid or risky queries.
• Integrate WrenAI OSS into data pipelines and analytics workflows.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI is a conversational analytics platform that translates natural-language queries into reliable analytics, enabling non-technical teams to generate insights quickly and consistently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level product managers, analysts, and data champions who wish to adopt conversational analytics and build self-service BI capabilities with WrenAI.

By the end of this training, participants will be able to:

• Design conversational analytics workflows that surface reliable product insights.
• Create and maintain a standardized metrics layer for consistent reporting.
• Use natural-language to SQL features effectively to answer product questions.
• Embed WrenAI-driven self-service dashboards and guardrails in product workflows.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Wren AI and sample datasets.
• Workshop: build a self-service dashboard and conversational query set.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI enables SaaS providers to embed generative business intelligence (GenBI) directly into customer-facing products. This course equips SaaS teams with the skills to integrate Wren AI through its Embedded API, configure white-label analytics, and manage multi-tenant deployments.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level SaaS product leaders, data engineers, and full-stack developers who wish to deploy WrenAI as an embedded analytics solution in SaaS environments.

By the end of this training, participants will be able to:

• Integrate WrenAI using the Embedded API for customer-facing applications.
• Implement white-label conversational BI with branding and customization.
• Design secure and scalable multi-tenant deployments.
• Monitor usage, optimize performance, and ensure compliance in SaaS environments.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs using WrenAI Embedded API.
• Workshop: design and deploy a white-label analytics feature for a SaaS use case.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

WrenAI Spreadsheets and Metrics Library enable fast reporting through AI-powered spreadsheet workflows and a library of pre-built, cross-platform business metrics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level operations professionals who wish to accelerate reporting and analysis using WrenAI Spreadsheets and the Metrics Library.

By the end of this training, participants will be able to:

• Build AI-powered spreadsheets for data analysis and reporting.
• Leverage the WrenAI Metrics Library for standardized KPIs.
• Connect spreadsheets to multiple data sources for live updates.
• Create automated workflows to streamline operational reporting.

Format of the Course

• Interactive lecture and discussion.
• Hands-on spreadsheet building with WrenAI.
• Practical exercises with metrics and KPI reporting.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.