Introducing Microsoft Copilot Studio: How to Build your first Copilot

Reza Dorrani
11 Dec 202313:34

TLDRDiscover Microsoft co-pilot Studio, a powerful tool within the Microsoft Power Platform that allows users to create custom AI-driven co-pilots. Utilize natural language processing and generative AI to build dynamic chatbot experiences, complete tasks, and engage in rich conversations. With customization options, secure platforms, and integration with Microsoft Teams, co-pilot Studio empowers users to enhance their collaborative efforts and leverages data from connected sources for real-time responses.

Takeaways

  • 🚀 Introduction to Microsoft co-pilot Studio, a platform for creating custom co-pilot experiences using generative AI.
  • 🤖 Co-pilot Studio allows users to build chatbot experiences dynamically, with real-time task completion capabilities.
  • 🌐 Utilizes natural language processing to enable rich, multi-turn conversations by leveraging information from specified websites.
  • 🛠️ Customization options include naming the co-pilot, selecting languages, and setting up various conversational bot experiences.
  • 🔒 Ensures a secure platform with governance and control features for managing co-pilot interactions.
  • 📄 Offers the ability to upload documents for the co-pilot to use in providing real-time responses to user queries.
  • 🔄 Supports content moderation levels to balance the quantity and relevance of the AI-generated answers.
  • 🔗 Can point to both public-facing and internal websites, such as SharePoint sites, for information sourcing.
  • 🎯 Provides analytics through integration with Power BI for insights into co-pilot usage and performance.
  • 📌 Allows for the creation of custom topics and integration with Power Automate and other connectors for automated actions.
  • 🚀 Publish the co-pilot to various channels, including Microsoft Teams and demo websites for real-world application.

Q & A

  • What is Microsoft co-pilot Studio?

    -Microsoft co-pilot Studio is a platform that allows users to build their own custom co-pilot experiences by leveraging generative AI and natural language processing. It enables real-time collaboration and dynamic task completion through chatbot experiences.

  • How does Microsoft co-pilot Studio utilize generative AI?

    -Microsoft co-pilot Studio uses generative AI to create rich, multi-turn conversations by dynamically pulling information from websites and other data sources. It can generate responses based on content moderation settings like high, medium, or low, which adjust the number of answers and their relevance.

  • What kind of customization options are available in co-pilot Studio?

    -Co-pilot Studio offers customization options such as naming your co-pilot, selecting the language, and defining custom topics. Users can also set up content moderation levels and integrate with various data sources like public websites, internal SharePoint sites, and uploaded documents.

  • How can users get started with co-pilot Studio?

    -To get started with co-pilot Studio, users can visit the demo website, point the bot to a website, and initiate a chat. The bot will use generative AI to have conversations based on the website's information. Users can also sign in to co-pilot studio.microsoft.com to start creating their co-pilot.

  • What is the process for setting up a co-pilot in co-pilot Studio?

    -The process involves naming the co-pilot, selecting the language, pointing to relevant documentation or websites, setting up generative AI with content moderation levels, uploading documents for real-time responses, and creating custom topics with specific triggers and actions.

  • How can co-pilots be integrated with Microsoft Teams?

    -Co-pilots can be published to Microsoft Teams, allowing users to interact with the co-pilot directly within the Teams platform. This requires proper authentication and security settings to ensure a seamless and secure experience.

  • What types of data sources can co-pilots connect to?

    -Co-pilots can connect to public-facing websites, internal SharePoint sites, and uploaded documents stored securely in Dataverse. These data sources provide rich information for the co-pilot to generate accurate and relevant responses.

  • How does co-pilot Studio handle security and governance?

    -Co-pilot Studio provides a secure platform with governance and control features. It ensures that all users who have access to run the co-pilot also have access to the documents and data sources it leverages. Additionally, users can set authentication requirements for internal sites.

  • What analytics capabilities does co-pilot Studio offer?

    -Co-pilot Studio leverages Power BI to provide powerful analytics, allowing users to track and analyze the performance of their co-pilot. This includes insights into which topics are being called, user interactions, and the effectiveness of the generative AI responses.

  • How can users publish their co-pilot to different channels?

    -Once the co-pilot is set up and tested, users can publish it to various channels such as Microsoft Teams, demo websites, and other environments. The co-pilot settings provide options for publishing and managing the deployment of the co-pilot.

  • What kind of responses can co-pilots provide?

    -Co-pilots can provide text responses, links, images, videos, and even leverage adaptive cards for rich text messages. They can also call actions like triggering Power Automate flows, integrating with connectors, or utilizing plugin actions based on user inputs and the topics defined.

Outlines

00:00

🤖 Introduction to Microsoft co-pilot Studio

This paragraph introduces viewers to Microsoft co-pilot Studio, a platform that allows users to create custom co-pilot experiences using generative AI. It emphasizes the collaborative capabilities of AI in the Microsoft Power Platform stack and outlines the features of co-pilot Studio, such as natural language processing for dynamic chatbot experiences, task completion, customization, and a secure, governed platform. The video also provides a brief tutorial on how to start with co-pilot Studio, including trying a demo, leveraging documentation for rich conversations, and publishing the bot to Microsoft Teams.

05:03

📚 Setting Up and Testing the Co-Pilot

In this paragraph, the process of setting up the co-pilot is detailed, including the generative AI aspects and the ability to upload documents to enhance real-time responses. The paragraph explains how to configure the co-pilot with public and internal websites, set content moderation levels, and test the co-pilot's conversational abilities. It also discusses the creation of custom topics and the integration of various data sources to provide comprehensive responses to user queries.

10:04

🎯 Advanced Customization and Publishing the Co-Pilot

The final paragraph focuses on advanced customization options for the co-pilot, such as creating custom topics, leveraging analytics with Power BI, and publishing the co-pilot to various channels. It describes how to save changes, map user inputs to topics, and utilize AI integration tools. The paragraph concludes with a live demonstration of the co-pilot in action on a demo website, showcasing its capabilities in providing information, handling user authentication, and offering a rich user experience.

Mindmap

Keywords

💡Microsoft co-pilot Studio

Microsoft co-pilot Studio is a platform that enables users to create custom AI-driven co-pilots. These co-pilots can leverage generative AI to engage in rich, multi-turn conversations and dynamically complete tasks. In the context of the video, it represents the main tool being discussed, allowing users to build chatbot experiences tailored to their needs using natural language processing and AI capabilities.

💡Generative AI

Generative AI refers to the technology's ability to create new content or responses based on learned patterns and data. In the video, it is used to enable the co-pilot to have dynamic conversations by generating answers in real-time, utilizing information from various sources like public websites and internal SharePoint sites.

💡Chatbot

A chatbot is an AI application that provides conversational interfaces through which users can interact. In the context of the video, chatbots are created using Microsoft co-pilot Studio to assist users by answering questions, providing information, and completing tasks through conversational interactions.

💡Conversational Bot Experience

A conversational bot experience refers to the interactive and engaging dialogue that users have with AI-powered chatbots. The video emphasizes the creation of such experiences using Microsoft co-pilot Studio, where the co-pilot can understand and respond to user inputs naturally, making the interaction feel more like a conversation with a human assistant.

💡Customization

Customization in the context of the video refers to the ability of users to tailor the co-pilot's features, responses, and behavior according to their specific requirements. This includes selecting the language, setting up generative AI parameters, and defining custom topics.

💡Documentation

Documentation in this context refers to the official guides and reference materials that provide information on how to use Microsoft co-pilot Studio and its features. It is a critical resource for users to learn and understand the capabilities and functionalities of the platform.

💡Data Verse

Data Verse, now known as Dataverse, is a cloud-based data platform that stores and manages data to be used by various applications, including AI-driven co-pilots. In the video, it is where the uploaded document is securely stored and used to enhance the co-pilot's real-time responses.

💡Power Automate

Power Automate is a service that helps create automated workflows and tasks across multiple applications and services. In the video, it is mentioned as an option for users to set up actions that the co-pilot can perform in response to user inputs, such as triggering a flow to fetch information from an RSS feed.

💡Microsoft Teams

Microsoft Teams is a platform that combines chat, video meetings, file storage, and app integration to support team collaboration. In the video, it is mentioned as one of the channels where users can publish and deploy their custom co-pilots for use in team collaboration scenarios.

💡Adaptive Cards

Adaptive Cards are a way to create interactive, rich card experiences that can be used across various platforms and devices. They can contain text, images, buttons, and other media to provide a more engaging user experience. In the video, they are mentioned as a feature that can be leveraged to send rich text messages, including images and videos, as part of the co-pilot's responses.

💡Analytics

Analytics refers to the process of examining data to draw insights and make data-driven decisions. In the context of the video, it highlights the ability of co-pilot to provide powerful analytics using tools like Power BI, which can help users understand how their co-pilot is performing and how users are interacting with it.

Highlights

Introduction to Microsoft co-pilot Studio and its capabilities in the era of co-pilots with AI real-time collaboration.

Generative AI's role in building dynamic chatbot experiences through natural language processing.

Customization options available for co-pilots, including naming and language selection.

The ability to dynamically complete tasks and enhance conversational bot experiences.

Overview of co-pilot Studio's features like easy design, secure platform, governance, and control.

Information on pricing, documentation, and support for co-pilot Studio.

Demonstration of pointing the bot to a website and initiating a rich multi-turn conversation using site information.

Process of creating a co-pilot by naming it and selecting the language, then starting the setup.

Capability to test the co-pilot and set up generative AI with custom topics and plugins.

Option to upload a document to dataverse for secure and real-time response generation.

Content moderation levels (high, medium, low) to balance the number of responses with relevance.

Integration with public websites and internal SharePoint sites for co-pilot knowledge base.

Authentication requirements for internal sites and the setup process for the co-pilot bot.

Creating custom topics and leveraging co-pilot's assistance in framing the experience.

Utilization of generative answers connected to public and internal data sources for enriched responses.

Inclusion of powerful analytics through PowerBI for co-pilot performance insights.

Publishing the co-pilot to various channels like Microsoft Teams, demo websites, and more.

Live testing and interaction with the co-pilot through the demo website.

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