Building your Own Copilot with Copilot Studio

Introduction to the Microsoft Copilot Studio

Microsoft Copilot Studio empowers your teams to create copilots or bots through a guided, no-code graphical interface. This chapter provides an overview on how to get started with Microsoft Copilot Studio.

• The Vision behind Copilot Studio
• Why build copilots?
• Copilot for Microsoft 365
• Copilot Studio licensing
• An introduction to Environments
• Getting started with Copilot Studio
• LAB: Create your first copilot

Adding Knowledge Sources to a copilot

To provide your copilot with an extensive range of knowledge, you can provide links to external Knowledge Sources. Example Knowledge Sources are public Web Sites, SharePoint, Microsoft Graph, Dataverse and other enterprise data sources. Configuring these Knowledge Sources will maximize the amount of data you copilot has access to.

• Overview of Knowledge Sources
• Adding Web Site Knowledge
• Adding Document Knowledge
• Adding Dataverse Knowledge
• Adding Knowledge via Graph Connectors
• Edit Knowledge Sources
• Configuring Generative AI in a copilot
• Test Knowledge Sources
• LAB: Adding Knowledge Sources to a copilot

Enhancing copilots with Actions

Actions allow you to extend the functionality of a copilot so that it can interact with external services. You can use the prebuilt or custom Power Platform connectors as actions or use Power Automate to create an action from scratch.

• Working with Actions
• Calling a Connector Action
• Use and build Power Automate Actions
• Orchestrate Actions using Generative AI
• Configuring Inputs and Outputs for an Action
• Working with Power FX and Adaptive Cards
• Extend existing Microsoft 365 copilots with custom Actions and Libraries
• LAB: Enhancing copilots with Actions

Working with Topics

A topic as a small individual conversation on a specific subject. A copilot typically contains several topics, and these can be chained together to provide automated conversations. In this chapter you will learn how to define your own topics using trigger phrases and conversational paths.

• What are Topics?
• Create and edit Topics
• Defining effective Trigger Phrases
• Add Inputs and Outputs to a Topic
• Sending Messages and asking Questions in a Topic
• Branching and Looping
• Working with Variables
• Calling Actions from Topics
• Orchestrate Topics and Actions using Generative AI
• LAB: Working with Topics

Enhancing Topics

Entities are informational units that represents a certain type of real-world subjects such as a city, phone number, postal code, city, or a person's name. The knowledge discovered by entities allows the copilot to recognize the relevant information from user input and save it for later use. Power FX is a low-code language using which you can write complex logic to work with data and branching in copilots.

• Creating and using Entities
• Implementing Slot Filling
• Working with Power FX
• Working with Adaptive Cards
• Add User Authentication
• Make HTTP Requests
• LAB: Enhancing Topics

Publishing and Monitoring a copilot

Once your copilot has been developed and tested, you can publish it to engage with your customers on multiple platforms or channels. These include Microsoft 365, Microsoft Teams, websites, mobile apps, Facebook... Once published, Copilot Studio has a comprehensive set of analytics that show you the key performance indicators for your copilot.

• Setup Authentication for your copilot
• Customize the look and feel of your copilot
• Publish a copilot to Microsoft 365
• Publish a copilot to external sites
• Analyze copilot Usage and Performance
• Analyze Customer Satisfaction
• LAB: Publish a copilot