Introducing Microsoft Copilot Studio: How to Build your first Copilot

Reza Dorrani
11 Dec 202313:34

TLDRIn this video, Resa introduces Microsoft co-pilot Studio, a tool that allows users to create custom AI co-pilots leveraging generative AI capabilities. The video demonstrates how to build a co-pilot using natural language processing, dynamically complete tasks, and engage in rich conversations using information from websites and documents. It also covers customization, security features, and publishing options, showcasing the co-pilot's ability to connect to Microsoft Teams and other channels.

Takeaways

  • 🚀 Introduction to Microsoft co-pilot Studio, a platform for creating custom co-pilots with generative AI capabilities.
  • 🤖 Real-time collaboration with AI through co-pilot Studio in the Microsoft Power Platform stack.
  • 🛠️ Customization and building of conversational bot experiences using natural language and dynamic task completion.
  • 🔒 A secure platform with governance and control for co-pilot creation and interaction.
  • 📄 Integration of public and internal websites, including SharePoint, to provide rich multi-turn conversations.
  • 📈 Content moderation settings to balance between the quantity and relevance of AI-generated responses.
  • 📂 Uploading documents to Dataverse to power real-time responses and enhance co-pilot knowledge base.
  • 🎯 Testing and setup of generative AI within co-pilot Studio for tailored user interactions.
  • 🔗 Utilization of adaptive cards and links for delivering rich, multimedia content in bot responses.
  • 📊 Analytics and insights provided by co-pilot Studio, leveraging Power BI for performance tracking.
  • 🚀 Publishing options for co-pilots across various channels, including Microsoft Teams and demo websites.

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 using generative AI and natural language processing. It enables real-time collaboration and dynamic task completion within the Microsoft Power Platform stack.

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

    -Microsoft co-pilot Studio leverages generative AI to create rich, multiturn conversations and dynamically complete tasks by utilizing natural language and information from connected websites or documents.

  • 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, boosting conversations, and creating custom topics. Users can also set up content moderation levels to balance between the quantity and relevance of responses.

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

    -To get started with co-pilot Studio, users can try a demo by pointing the bot to a website, which will then use generative AI to have conversations based on the site's information. Alternatively, users can visit co-pilot studio's official website to start creating their co-pilot.

  • What are the capabilities of co-pilot Studio in terms of security and governance?

    -Co-pilot Studio provides a secure platform with governance and control features. It includes authentication settings for internal sites, data security through Dataverse for uploaded documents, and the ability to manage access and permissions for users interacting with the co-pilot.

  • Can co-pilot Studio be integrated with Microsoft Teams?

    -Yes, co-pilot Studio can be published to Microsoft Teams, allowing users to interact with the co-pilot within the Teams environment and leverage the full co-pilot Studio experience.

  • How does co-pilot Studio handle unknown user inputs?

    -When a user input does not match any predefined topic triggers, co-pilot Studio uses an 'unknown intent trigger' to generate responses by pulling from connected data sources or documents to provide relevant information.

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

    -To set up generative AI, users can point to public websites or upload documents that the co-pilot can use to generate responses. Users can also select a content moderation level and define custom topics with specific triggers and responses.

  • How can co-pilot Studio be used for internal knowledge sharing within an organization?

    -Co-pilot Studio can point to internal SharePoint sites or other internal resources, requiring users to authenticate when accessing these resources. This allows the co-pilot to provide information and resources specific to the organization's internal knowledge base.

  • What analytics capabilities does co-pilot Studio offer?

    -Co-pilot Studio leverages Power BI to provide analytics on the co-pilot's performance and user interactions. This helps in understanding which topics are frequently accessed and how the co-pilot is assisting users.

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

    -Once the co-pilot is created and set up, users can publish it to multiple channels such as Microsoft Teams, demo websites, and other environments where the co-pilot can interact with users and provide assistance.

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 nature of AI in the Microsoft Power Platform stack and outlines the capabilities of co-pilot Studio, such as building chatbot experiences, completing tasks dynamically, and ensuring a secure and governed platform. The video demonstrates how to access a demo, leverage generative AI to have multi-turn conversations using website information, and publish the bot to Microsoft Teams. It also mentions the availability of documentation, pricing, and support resources.

05:03

📚 Setting Up and Testing the Co-Pilot

The second paragraph delves into the setup process of the co-pilot, starting from creating a co-pilot in the co-pilot Studio to configuring generative AI by pointing to public and internal websites. It discusses the options for content moderation and the ability to upload documents to enhance real-time responses. The paragraph also covers testing the co-pilot, enabling topic tracking, and the process of building custom topics. The integration of various data sources, such as SharePoint sites and uploaded documents, is highlighted, along with the co-pilot's ability to provide relevant and accurate responses based on the connected data.

10:04

🎯 Customization and Publishing the Co-Pilot

The final paragraph focuses on customizing the co-pilot experience, including creating custom topics, leveraging analytics with Power BI, and publishing the co-pilot to different channels. It details the process of setting up a custom topic for training requests, using connectors and plugin actions, and integrating with authentication for internal resources. The paragraph concludes with a mention of the co-pilot's ability to fetch and display information, such as the latest YouTube video from an RSS feed, and the options available for publishing the co-pilot, including the demo website and Microsoft Teams.

Mindmap

Keywords

💡Microsoft co-pilot Studio

Microsoft co-pilot Studio is a platform that allows users to create custom AI-driven co-pilots. These co-pilots can engage in natural language conversations, dynamically complete tasks, and leverage generative AI capabilities. In the context of the video, it is the central tool for empowering users to build their own co-pilot experiences, as demonstrated by the process of setting up and publishing a co-pilot for various applications.

💡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, this concept is used to enable the co-pilot to have rich, multi-turn conversations using information from websites or uploaded documents. It allows the co-pilot to provide real-time, relevant responses to user queries.

💡Chatbot

A chatbot is an AI application that provides conversational experiences through text or voice interactions. In the video, the chatbot is created using Microsoft co-pilot Studio and is designed to assist users by answering questions, providing information, and completing tasks through natural language processing and generative AI capabilities.

💡Customization

Customization in the context of the video refers to the ability of users to tailor the co-pilot's features, conversational topics, and responses to meet specific needs or preferences. This includes setting up generative AI with specific content moderation levels and creating custom topics that respond to user inputs.

💡Conversational Bot

A conversational bot is a type of AI software designed to interact with humans through spoken or written language. In the video, the Microsoft co-pilot Studio enables the creation of such bots that can dynamically engage in conversations, understand user intent, and provide relevant information or perform tasks.

💡Data Governance

Data governance refers to the set of policies, practices, and standards that ensure the proper management, availability, usability, and integrity of data. In the context of the video, data governance is crucial for the secure operation of the co-pilot, ensuring that user data is handled responsibly and in compliance with relevant regulations.

💡Power Platform

The Power Platform is a suite of Microsoft applications and services that empowers users to analyze data, build solutions, and automate processes without the need for extensive coding skills. In the video, the co-pilot is shown to integrate with Power Platform services, such as Power Apps and Power Automate, to provide users with relevant information and resources.

💡Authentication

Authentication is the process of verifying the identity of a user or system. In the video, authentication is necessary when the co-pilot points to internal sites, like SharePoint, to ensure that only authorized users can access the information provided by the co-pilot.

💡Adaptive Cards

Adaptive Cards are a flexible UI component that can be used across various platforms to present information in a visually appealing and interactive manner. In the video, the co-pilot uses adaptive cards to send rich text messages that include images, videos, or links, enhancing the user's experience by providing multimedia content.

💡Analytics

Analytics refers to the discovery and communication of meaningful patterns in data, often with the purpose of informing decision-making. In the video, the co-pilot integrates with Power BI to provide analytics, giving users insights into how the co-pilot is performing and which topics are most frequently engaged with.

💡Publishing

Publishing in the context of the video refers to the process of making the co-pilot accessible to users by deploying it to various channels. This allows the co-pilot to interact with users, providing assistance and information as intended.

Highlights

Introduction to Microsoft co-pilot Studio and its capabilities in the era of co-pilots.

AI as a real-time collaborator in the Microsoft Power Platform stack with co-pilot creation.

Using generative AI and natural language to build dynamic chatbot experiences with Microsoft co-pilot studio.

An overview of co-pilot Studio, including customization and building conversational bot experiences.

The security and governance features of co-pilot Studio for a controlled platform.

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

Starting with a demo to experience the co-pilot creation process.

Pointing the bot to a website to leverage generative AI for rich multi-turn conversations.

Creating and naming a co-pilot on co-pilot studio.microsoft.com.

Boosting conversations by selecting websites and setting content moderation levels.

Uploading a document to dataverse for the co-pilot to use for real-time responses.

Testing the co-pilot and its ability to respond with relevant information and references.

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

Integrating with power automate and other connectors for action calls within the co-pilot.

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

The co-pilot's ability to list all created co-pilots in a specific environment.

Authenticating users and utilizing single sign-on for secure access to internal resources.

Leveraging analytics with PowerBI for insights into co-pilot interactions and performance.

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