Transform copilot development with Microsoft Copilot Studio | BRK212H

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[MUSIC] OMAR AFTAB: Hello everyone. I'm Omar Aftab, VP of Conversational AI here at Microsoft. We're going to talk a little bit today about Copilot Studio, which Satya announced in his keynote this morning, and how you can use it to build your very own Copilot or customize Microsoft Copilot. I think we all believe that the future is conversational. There was a Gartner report recently that said, in just three years, a third of all work experiences will be conversational. That's 80 percent of company to customer interactions will be with a digital concierge or a virtual agent. As you're aware from all of our other announcements today at Ignite, there's an entire Copilot ecosystem that's emerging around Microsoft Copilot. Our first Copilot solution was GitHub Copilot. That's been GA for more than a year now. We're all familiar with it and the amazing leap in productivity that it has already brought. We have a set of Copilot experiences designed for core business functions like Copilot for sales, Copilot for service, and more. We're enabling anyone to create low-code and no-code solutions with Copilot for Power apps, Power pages, and more. Just a few weeks ago, we announced that Copilot for M365 was now GA. Underneath this emerging ecosystem is Copilot Studio, which is a new product that allows users to extend and customize first party Copilots or build their own custom Copilots. Because those are the two key asks we're hearing from customers. I really want to enable to use of my own business data, my own processes, my own enterprise specific scenarios into these Microsoft Copilot experiences, so I can configure and tailor them for my users and my own employees. Or I want to build my own new custom Copilots and publish it to the channel of my choice for my users to interact with. With Copilot Studio, you can do both of these things through one SAS based graphical tool. Within the studio, you have a variety of conversational tools at your fingertips. You can enable generative AI over your enterprise knowledge, your websites, your SharePoints, your files, and instantly get rich multi-turn GPT conversations over them. For key scenarios, you can build manual topics where you control the flow of turn by turn dialogue, or you can call actions. Call APIs, build AI plug-ins with hundreds of pre-built connectors to common back-end systems. You will even be able to build and use custom Copilot GPTs, similar to what you saw in the recent open AI announcement. Then you take all these powerful capabilities and you create your very own custom Copilots to deploy your own site or channel of your choice. Or you can choose to extend Microsoft first party Copilots with your own enterprise scenarios. For example, you could enable your employees interacting with M365 Copiloting teams to ask about their benefits information or look up sales status or more. Now, Copilot Studio will be included with the M365 Copilot skew. You get the Microsoft Copilot, and along with it you get the tool to configure it and customize it. Underneath all of this, Copilot Studio brings together and integrates with a variety of technology pieces from Power Virtual Agents to Power Platform AI Builder, to Azure Open AI Studio to Azure Cognitive-Services, Azure Bot-Service, and much more. Let me double click on the first of those two use cases the customers are asking for. Building your very own custom Copilot. Copilot Studio exposes a full end to end life cycle for Copilots within a single pane of glass. You can build, deploy, analyze, manage Copilots all from within the same web experience. Since it's a SAS service, everything you build is live instantly. You can simply sign up and start creating your Copilot in the graphical studio. And the first thing you do is enable generative AI over your knowledge base. You simply point to your knowledge sources, the ones you want your Copilot to understand, your websites, your SharePoints, your files, your back-end APIs. The Copilot will be able to instantly deliver rich, multi-turn generative AI powered conversations over them. You could point to, for example, your HR policy documents, your HR SharePoints, your benefit brochures, your PDFs or files and then ask, what is the leave policy and get answers relevant for your company. Then, fine, you've got your Copilot up and running with generative answers over your knowledge. You'll want to supplement it with any additional specific topics you want it to handle. Customers often tell us that in addition to generative answers, they want to have tight control over what the Copilot says for business critical topics. Say you want to process a return or take an order and you don't want to send that to the LLM. That too can be easily done right within Copilot Studio.You can use the graphical studio to build custom-manual topics where you control the flow of turn by turn dialogue explicitly. Now your Copilot can answer questions both using generative AI and your own custom-built responses. But beyond just answering questions, you'll also want your Copilot to call APIs and take action on the user's behalf. To do this, you can easily integrate the Copilot with your back-end APIs, with hundreds of pre-built connectors to common systems that come with Copilot Studio. You could call, for example, your SAP back-end or any of your custom enterprise APIs. You can also create generative AI plug-in actions and Copilot will automatically chat with the user and gather the information necessary to use them. Think about this for a second. Say you want to call an order status API and it requires an e-mail address. All you need to do is expose that API as a plug-in and the system will automatically figure out, this needs an e-mail address. It'll ask the user, hey, what's your e-mail address? With that response, it'll call the plug-in and invoke it. Now your Copilot can answer questions and take actions. Once you're ready to get your Copilot up and running, interacting with your users and employees, you can simply deploy it with a few clicks to the channel of your choice. Since Copilot Studio is a SAS service, it'll be live and ready to use immediately. There's no infrastructure to deploy or manage. Then as users interact with your Copilot, you can see how it's working with built-in analytics. You can monitor your Copilot's performance, get insights into what's working well, what new topics or knowledge you might want to add into it next. Let's see all of this in action with a demo. I'm going to ask Gary on my team to come up and build us a Copilot. (applause) GARY PRETTY: Thank you. (applause) Awesome. Thank you so much, Omar. All of the customers that you can see on the screen right now are already using Copilot Studio to build their own custom Copilots. Using the power of generative AI to bring value to their users. But today we're going to focus on one specific customer, which is Holland America. Holland America have been recognized for 150 years as leaders in cruising. They operate 11 ships, more than 500 sailings a year to all seven continents. But booking a cruise can be hard, and Holland America know that there's a lot to think about. The type of state room that you'd like to book, the location. Which cruise do you want? Which excursions will you have along the way? Holland America are using Copilot Studio to build a custom Copilot that can act as a virtual concierge on hollandamerica.com and be with their users throughout their digital journey. Over the course of the next 10 minutes or so, I'm going to show you how simple it is to get started with Copilot Studio. How you can make your Copilot instantly useful by grounding it in data. How you have control to add those specific use cases using our authoring canvas. Then how we can scale that out with plug-in actions. Let's switch over to the demo machine and we'll take a look. Awesome. Here, I am on the creation screen for my Copilot, and all I need to do is provide a name like I have done here and I've pointed it to the Holland America website. Now from here, all I do is click "Create", and within a few seconds, it will have created a Copilot just like this one. Now, instantly because I'm pointing to hollandamerica.com, I can start asking questions. Here I say, do I need a passport for my cruise? We can't necessarily anticipate all the questions that customers are going to ask, but using the data on the website, we search across that and we use the power of GPT and our generative answers capability to summarize an answer, rich and with citations so that your users have full confidence as to where that data came from. Even better, I've heard that I need six month validity on my passport. I ask why do I need six month validity? But I don't have to say why do I need six month validity on my passport because the generative answers capability uses the conversation history and the context of the conversation so that I can have a natural and fluid engagement with my Copilot. Now that's pretty incredible. But beyond the use of generative AI to answer these probably thousands of questions, any questions that your users have, what most companies need is control to build more specific use cases and scenarios for their Copilots. For that we use topics. I'm going to head over to the topics page. Now a topic is an individual module of conversation that you can design to determine what questions will your Copilot ask. What messages will it send? I've started building one of these in our state of the art dialogue builder. You can see here, it's actually relatively simple for me to get going. I provide some phrases that are examples of what your users might say in order to trigger that particular topic. Then I can add nodes to my canvas. Here I can add a question node to ask them if they have an existing booking. I can branch my conversational logic. If they do have an existing booking, I can say, great, now I can get you personalized recommendations based on your existing spend, based on your existing engagement, your recent engagement with Holland America. Adding more nodes to this canvas is incredibly simple. There's a wide range of things that you can do. But what I want to do is just add an extra message node just to really introduce the topic. Sure, I'm happy to help you find that information. Then instantly, we can say what excursions are available for my crews? You can see now that it's executing in the test chat on the right hand side, I even have full visibility of exactly where I am within my topic at all times. The testing experience is really right there along with you, so that if you want to jump out and make some changes and then carry on with your conversation, then you can do that. Here, I can say, yeah, I've got an existing booking, they ask me for my booking number. We're now at that it's gone down the right branch for the condition, and it's asking me the question. Here I'll give it my booking number. It makes a call out to Power Automate. We have integration with lots of external systems including Power Automate, and right there it's brought back personalized recommendations for potential excursions for me on my cruise. That's awesome. Let's just stop there for a second and just really highlight. We had the power of generative answers, the ability to ground my Copilot in my data in order to answer questions. We also though, have full control of the conversation. When you're building the topic, you are entirely in control. When you need it, that control is there. Now we're going to move on and we're going to talk about plug-in actions which Omar was mentioning before. Because it's fantastic that I can build out my specific scenarios in my Copilot. But how can I then scale it to make sure that my Copilot really has a rich plethora of capabilities available to it? Adding the plug-in action is incredibly simple. I simply open the wizard and I can search across the available thousands of connectors. I can search across my own pre-built connectors which wrap my own enterprise APIs. I can also use Power Automate flows and the new flows for Copilot that have been announced. Once I select one of these, it takes me just three clicks to add it to my Copilot. I've already added one here. This is one of Holland America's APIs for getting cruise itinerary and booking details. There's nothing really complicated here. It's just going to call that API endpoint and return a JSON payload with a lot of information. But where this gets really magical, is when I head over to our generative AI page and I enable generative actions. Generative actions will enable your bot, using the power of GPT and Azure Open AI to pick the correct plug-in, depending on the user's query, execute that plug-in, and then provide an appropriate response without any authoring needed. Let's take a look at what that's like. I'm going to restart my conversation. Now that generative actions is enabled, I'm going to ask, what date does my cruise depart? I'm also going to open a new dynamic chaining log, which will show me the plug-ins that have been picked for me by the Copilot. As soon as I ask that question, it's going to select hopefully the Holland America plug-in. It's done that but it has also recognized as Omar said before, there's a missing piece of information that I just don't have in order to be able to execute this API. It has asked me that question, it has generated the question for me. I didn't have to author anything. Let's go ahead and put in our booking number. Just like that, it will populate the booking number, call the API and generate a response for me, a very succinct response that's contextual and relevant to my question. What happens if I ask something more open ended though? Where does it stop? That should select the same plug-in, pick the same plug-in for me and then provide an answer. Now, think about that. That was a more open ended question. I could have meant anything. I didn't provide the context that I was still talking about a cruise. I didn't even provide my booking number. It used the whole context of the conversation that I've been having over the last few terms, which was entirely generated for me to select that plug-in, execute it, and provide me with this rich answer. All of this was based of three clicks. Adding the plug-in, in three clicks is all I had to do to enable this experience. (applause) Let's just quickly summarize. We saw at the beginning how straightforward and quick it is getting started building your own Copilot, how quickly you can make it useful by grounding it in your data. Today we saw a public website, but you can also point your Copilot to SharePoint sites, OneDrive sites, and even bring your own data with Azure OpenAI Studio. Then we saw how you're always in control where you need it. Using the state of the art Dialogue Builder, and the rich intuitive experience that you have there. Then finally, we saw how you can scale your Copilot by simply adding your own custom APIs using a thousands of pre-built connectors. We watched as your Copilot generated turn after turn, after turn of the conversation, with only three clicks worth of effort from me. With that, I'm going to hand back to Omar, but thank you so much. (applause) OMAR AFTAB: As we just saw, you can use Copilot Studio to easily create your very own Copilot like Holland America has. But the other thing that customers have been asking for as we discussed, is the ability to extend Microsoft Copilot experiences with their own enterprise scenarios. Now let's have a look at how you can do that with all the same powerful conversational capabilities that we just saw. Say all your employees are using Copilot for Microsoft 365, for example. Say you'd like to allow them to ask questions about medical leave, or simply query one of your back-end systems right from where they are right now, right from within Copilot for Microsoft 365. Well, with Copilot Studio, that's incredibly simple to do. You start from Copilot in Microsoft 365, and you find that it can't do something you want. You discover and launch Copilot Studio. Then you use the same intuitive graphical interface that Gary just showed with all of those capabilities to build new topics that you want Copilot to be able to handle. You can look up enterprise data, expose generative answers, call your back-end APIs, all of the things we just saw and more. Then you can publish those back to Copilot with just a click. Now, when you ask the same question in Microsoft 365, it can answer your request. I'm going to ask Kendra and my team to come up and show us two demos. The first is a quick video that shows extending Microsoft 365 Copilot with an AI plugin to look up and return some enterprise back-end information. The second will show extending Microsoft 365 Copilot with a full conversational topic. Kendra. KENDRA SPRINGER: Thanks, Omar. OMAR AFTAB: Thank you. (applause) KENDRA SPRINGER: Awesome. For this first demo, I'm going to touch on the two different ways that Omar just highlighted that's possible for extending your Microsoft Copilots. As you can see, you can now easily access both ways to extend directly from the left hand nav of the Copilot studio. Let's first start by taking a look at AI plugins. The new AI plugin experience allows you to take a single plugin action, whether it's a connector, a power automate flow, or one of the new dynamic prompts. It allows you to wrap these plugins in order to extend your Microsoft 365 Copilot. Soon you will also be able to use these across multiple Copilots created within the Copilot studio. I'm going to now show you a quick video of the end to end experience from creation to extension within Microsoft 365 Copilot. SPEAKER 1: Kim, a Customer Service Representative, is preparing for an upcoming meeting with City Power and Lights. KIM: Show me the case details for City Power and Lights. SPEAKER 1: Copilot retrieves the case details from Dynamics 365. But Kim wants to know the case resolution, and so she continues. KIM: Summarize case resolution. SPEAKER 1: Copilot says, Dynamics plugin doesn't have any information about the case resolution. Kim asks Copilot how to create a plugin. Copilot informs Kim to use Microsoft Copilot Studio to create and manage plugins. Kim navigates to Microsoft Copilot Studio, and create a new prompt Plugin. She names the plugin as Summarize case resolutions by case number, and adds necessary fields from Dynamics 365. She tests the prompt with case number, and confirms the output. She saves the prompt. Now Kim comes to Copilot from Microsoft 365, and enables the prompt plugin from the Plugin fly out. She retries the question, and this time Copilot returns the case resolution details. This shows how easy for one to create new plugins in Microsoft Copilot Studio, and use it in Copilot for Microsoft 365. KENDRA SPRINGER: I hope you can see how incredibly easy that was to do, and how incredibly powerful that is for extending your Microsoft 365 Copilot. Now we're going to go back to what was announced earlier in Rajesh's Keynote. While wrapping in action such as a connector, or a power automate flow as a plug-in is a simple way to light this up as an action within Microsoft 365. However, sometimes you might need to access data from multiple sources, or even manipulate that data that you retrieve. That's where conversational plugins in Copilot Studio really come in, built within the intuitive dialogue builder that you saw earlier. Better yet, you now benefit from all of the life cycle management features that you get when building topics right within Copilot Studio. Let's go ahead and take a look at this in action. SPEAKER 2: Microsoft Copilot Studio allows customers to create their own conversational experiences, and make them available to users wherever they are across multiple channels. Microsoft Copilot Studio can also be used to extend and customize Microsoft Copilot across surfaces like Microsoft 365 and Windows enabling personalized company specific use cases for your customers and employees. Let's take a look at how this works. Here I'm using Copilot in Microsoft 365, and I've tried to ask a question about the current outstanding repair orders. But as we can see, Copilot doesn't know how to handle this enterprise scenario natively. With Microsoft Copilot Studio, lighting up this scenario can be done in just a few minutes. I can create a topic using the new Copilot trigger, and provide a description of what my new topic will do. This ensures Microsoft Copilot understands its purpose and knows when to invoke it for a user. The information that's needed to respond to the query about repair orders is going to come from multiple places. The great news is that I can easily connect to external systems by adding plugins based on thousands of prebuilt connectors and my own Enterprise APIs. I've already added an SAP plugin to fetch the latest repair order information, and a custom connector plugin to pull a list of product recalls from one of our enterprise APIs. Calling these plugins is as simple as adding a node to my Canvas. I also want to ensure that we don't provide information about completed repair orders. Thanks to the power of the Dial-Up builder, I can filter this information out with a simple power effects formula. Finally, I'll use the built in prompt node to easily use GPT to combine and summarize this disparate datasets into the response that I want to provide to my user. With my topic finished, I can choose to publish it to Microsoft 365 with a click. Now, back in Microsoft Copilot asking the same question instantly yields the response that I wanted drawing data from multiple enterprise data sources, and harnessing the power of GPT. Microsoft Copilot Studio allows for limitless opportunities to extend and enhance Copilots for companies and users across a myriad of use cases. This is only the beginning with the support for even more powerful capabilities coming after Ignite. KENDRA SPRINGER: Now we'll switch to our last example of how you can extend Copilots using Copilot Studio. So far we've really tapped into how you can extend Microsoft 365 Copilot. But there are Copilots across the entire Microsoft ecosystem, and you can also use Copilot Studio to extend those. Like I said, this pattern isn't limited to just M365. Here's a demo of the very same extension pattern being used in yet another Copilot. In this case, we're going to look at Power Apps Copilot Control. Do I have to go to play this one? Here we go. Adding the Copilot control to any Canvas app takes just seconds. Out of the box, you're instantly able to answer questions from public websites and data verse tables. But sometimes you want to extend your Copilot with specific use cases, and for that you can extend with Copilot Studio. Here you can build topics using the rich authoring Canvas that we saw earlier. Adding questions and messages, and using conditions to control your conversation. When you're done again, you simply hit "Publish", and your Copilot will show up now within your Copilot control with all of the changes that you just made. Now back in Power Apps, you can test your new Copilot to make sure everything is working. Thanks for bearing with me on all the screens, and all the videos. Appreciate it. To wrap this up, hopefully in this session, what you will take away is how simple Copilot Studio makes it to build your own Copilot, or extend Microsoft Copilots. Don't just take our word for it. Try it today for yourself at aka.ms/TryCopilotStudio. (applause)
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Channel: Microsoft Ignite
Views: 18,350
Rating: undefined out of 5
Keywords: BRK212H, Breakout, Business Applications, Copilot, Ed Donahue, English (US), Gary Pretty, Intermediate (200), Jack Rowbotham, Kendra Springer, Omar Aftab, Power Platform, Power Virtual Agents, Transform copilot development with Microsoft Copilot Studio | BRK212H, ignite, ignite 2023, j7m8, microsoft, microsoft ignite, microsoft ignite 2023, ms ignite, ms ignite 2023, msft ignite, msft ignite 2023
Id: WbnOSudzy5o
Channel Id: undefined
Length: 29min 8sec (1748 seconds)
Published: Sat Nov 18 2023
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