Important:
Please find an updated version of this document here.
Copilot Studio is a dynamic platform that enhances the creative process and is a robust tool for developing custom copilots. It uniquely enables the extension of existing copilots, such as Copilot for Microsoft 365, allowing users to customize AI assistance for their particular needs. This functionality is a significant asset for organizations aiming to integrate AI into their workflow seamlessly, offering tailored support across various applications and tasks. Copilot Studio opens up limitless possibilities, empowering users to craft a bespoke AI experience that perfectly matches their goals and augments their productivity tools within the Microsoft ecosystem. It represents a groundbreaking move towards customizable AI, enabling users to push the limits of collaboration and innovation.
Where to start
“Copilot Studio in a Day” provides an excellent introduction to Copilot Studio, guiding you through the initial steps on the platform. It’s structured as an instructor-led course but also suitable for self-study. This learning path involves practical, hands-on activities utilizing the Microsoft Power Platform, focusing on Copilot Studio and Power Automate.
Module 1: Plan your first chatbot
Module 2: Create your first chatbot in Copilot Studio
Module 3: Authoring 101: writing in unified authoring
Module 4: Build Power Automate flows for your chatbot
Your Start
- Sign up for a Microsoft Copilot Studio trial
- Article on getting an Office Developer Subscription as a basis for a Copilot Studio Trial License (the article was written for PVA but is still valid)
- Get access to Microsoft Copilot Studio — license overview
- the bot building handbook
- envisioning worksheet
- requirements gathering sheet
Create copilots with generative AI
- AI-based copilot authoring overview
- Create and edit topics with Copilot Studio
- Build a copilot with generative AIQuickstart guide for building copilots with generative AI.
Enhance and improve your copilots
- Key concepts — Enhanced authoring in Copilot Studio
- Use entities and slot filling in Copilot Studio copilots
- Use variables
- Reuse variables across topics
- Manage topic inputs and outputs
- Additional settings for inputs of topics and actions
- Make HTTP requests
- Sending event activities
- Add end-user authentication to a copilot
- Create expressions using Power Fx
- Ask with Adaptive Cards
- Send proactive messages and cards in Microsoft Teams
Create voice-enabled Copilots
- Use interactive voice response (IVR )in your copilots
- Supported languages for voice-enabled copilots
- Voice-enabled copilot integration with Omnichannel for Customer Service
- Build a voice-enabled copilot from a template
- Configure voice capabilities
- DTMF support for your voice-enabled copilot
- Test your voice-enabled copilot
- Troubleshoot voice-enabled copilots and diagnose runtime error codes
Best practices guidance
- Topics best practices
- Trigger phrases best practices
- Slot-filling best practices
- Reassign ownership of a copilot
- Measuring copilot engagement
- Measuring chatbot outcomes
- Conversational AI project best practices
Administrate Microsoft Copilot Studio
- Assign licenses and manage access to Microsoft Copilot Studi
- Working with environments in Microsoft Copilot Studio
- Export and import copilots using solutions
Publish and integrate
- Key concepts — Publish your copilot
- Configure the demo website and add the copilot to your live website
- Add a copilot to Power Pages
- Add a copilot to Microsoft Teams
- Create copilots for customer engagement and handoff
Monitor and diagnose
Expand copilots with plugins
Originally published at https://the.cognitiveservices.ninja on June 29, 2024.
