Microsoft Copilot Studio Beginners Tutorial

hello everyone Resa here this video is a stepbystep tutorial on how to build your own custom co-pilots by using Microsoft co-pilot studio with a brand new refreshed look and a new conversational driven experience we can simply describe what we want a co-pilot to do and the knowledge that it should have your Enterprise business data or external sources and so much more so let's check it out in [Music] action with Microsoft co-pilot Studio new refreshed look creating and testing co-pilots has become incredibly simple to get started with copilot Studio start with copilot studio. microsoft.com on the homepage we can describe in everyday words what we would like like the co-pilot to do I can view a list of recent co-pilots we can also start with a template we've been provided with a variety of pre-built co-pilot samples for departments and industries simply select the template configure basic details and click create we can also access learning resources like documentation and learning paths so let's go ahead and describe our co-pilot needs in everyday words click submit this is the new conversational Builder experience for creating co-pilot here I can answer questions about the co-pilot that I plan to build and on the right hand side I can observe a summary of what the large language model is interpreting based on my inputs what is the specific tone I would like the copilot to operate in now if you're not sure about what that means I want the scop pilot to have an informative tone next it says where should the co-pilot find information from there's a website for the US Department of state that has a lot of good information about visa requirements travel advisories and more so that's the website that I would like the co-pilot to get information from so I'll simply plug in that website URL I can also provide additional websites for providing weather related information leverage the specific website it goes ahead and provides an an option for me to test the co-pilot experience now at this point the co-pilot is not yet created what are the visa requirements for India and copilot goes and grabs the information that it has acquired from the external website and this takes me to a reference page there that has information about the visa requirements needed for traveling to India I'll go ahead and click create at this point so this will start setting up my co-pilot here I am in the co-pilot Builder experience in the overview tab I have the details about my co-pilot I can edit this I can change the name upload an icon save knowledge these are the two websites that I provided information for note there is an option here that allows AI to use general knowledge as well how long is the flight from Houston to Mumbai knowledge if I click on ADD knowledge this is where we can start grounding our co-pilot with data data that can come from public websites it uses Bing search to get that information documents here I can upload files and then co-pilot will scan through those documents and provide responses based on the content of those files I can connect to a SharePoint URL or a location on one drive this uses Graph Search to return those results one of the new options is to ground data for co-pilot directly from TSE this connects to data verse for your current environment here is an example of a co-pilot that I have grounded with data from my data verse tables you simply select data verse and it will list out all the tables in your current environment you can pick the table hit next next and click add so let's ask a question against our data set how many pro projects are currently in Flight the response there are currently 14 projects in flight now it has a link here that opens up my model driven power app that shows all the project information if I filter this by in progress you will note that there are 14 records Microsoft fabric one Lake coming soon so you can literally ground Knowledge from any of your available data sources actions actions that allow us to connect to the entire connector ecosystem thousands of connectors that we can connect to custom connectors leverage power automate flows and more we have the MSN with weather connector that gets the forecast for today I'll select the specific connector it goes and creates a connection using my account end user authentication do you want to use the logged in users authentication or do you want to use the co-pilot author's authentication so you have both these options to control the connection from a configuration standpoint here's the name of the action description is what co-pilot will use to know when it has to use this action so it's important that you give your description clearly I'll click next inputs and outputs this is well we can configure one of the inputs it requires is the location it's going to dynamically fill it with the best option by interacting with the user for units in instead of asking this from the user I also have the option to preset this so I'll set a value click confirm I'll go and pick Celsius click save that's the setup for my inputs outputs this connector provides several pieces of information once again I can edit pick and choose which outputs I would like it to provide and right at the bottom here display AI will dynamically generate the response based upon the information that it gets from these outputs if you want to provide your own specific response we can also do that we can give our response in a standard message format or even Leverage The Power of adaptive cards I'll pick the standard message format here provide a bulleted response I'll go to insert variable this action will output responses one of the details that this connector provides is a summary there is Day summary and night summary so I'll pick day and on similar lines I'll pick weather information for the night I'll click save next I'll hit finish and just like that within a matter of a few minutes I've created something known as a plug-in action that the co-pilot can leverage to respond to the user the trigger is powered by co-pilot enable your co-pilot to respond with the best combination of actions and topics using generative AI I'll head over to the generative AI settings for my co-pilot and here I'll change this to generative AI I'll click save change is saved let's ask questions and one of the options here while we are testing is to open a conversation map to follow along the testing process I need visa requirements for New Zealand it provides a response based upon the website that I added as knowledge for my co-pilot I need weather information for oand this time co-pilot Leverage The Power of gen to decide that it's going to point to my action that leverages the MSN connector to get those details and here's the response I need 7-day weather information topics we have the option to create our own custom topics that can be triggered by co-pilot and these topics as well we can create by simply describing what we need with co-pilot or we can build these from blank because I have gen selecting which topic to trigger notice the trigger here says triggered by co-pilot and the description plays a key role in deciding whether the specific topic will get triggered so let's say my organization is offering discount codes if users are traveling to certain countries I've simply described my topic here in natural language next I'll go and ask a question from the user the response we have a list of entities that we can choose from one of the pre-built entities is country or region I'll go ahead and select this the response is being stored in this variable I can rename this so that includes the country information and right after this I'll add a condition condition to check if this variable is equal to let's say India I can also add multiple conditions here Australia in that case I would like to provide a message the message info to provide this in the form of a basic card for the image I'll point to an image on the web can also add a button this one will open a URL I'll call this get codes for all the other countries I'll give a message that no discount code are currently available and click save Let's test our co-pilot I'll say check discount codes which country I'll say Australia gets me the discount codes I can click on get codes that will open the URL analytics provides deeper insights into what the co-pilot is doing how gen is responding to where adding new and updated knowledge sources would benefit the co-pilot channels publish our co-pilot and make it available to various channels I'll start with the authentication settings for my co-pilot so under security we have authentication authenticate with Microsoft option so it uses andro ID o for my scenario I'll pick no authentication and click save back to channels my co-pilot is not yet published so I'll first click publish I'll close this the action will continue in the back end to publish the co-pilot and we have various channels through which we can make this co-pilot available to our end users the demo website and simply copy the URL file this in my web browser and here is my travel assistant co-pilot if you enjoyed this video then do like comment and subscribe to my YouTube channel and thank you so much for watching

Channel: Reza Dorrani

Views: 17,967

Keywords: copilot studio, microsoft copilot, how to create a chatbot, microsoft copilot studio, generative ai, get started with copilot studio, copilot studio microsoft, copilot studio tutorial, copilot studio demo, copilot studio chatbot, copilot studio generative ai, reza dorrani, microsoft copilot ai, copilot, power virtual agents, power virtual agents copilot, copilot studio plugins, copilot studio example, copilot studio training, copilot studio topics, tutorial, beginners tutorial

Id: VNRaA2BpuBs

Length: 14min 23sec (863 seconds)

Published: Tue May 28 2024