Create a copilot with Copilot Studio

In this exercise, you’ll use Copilot Studio to create a simple copilot that can answer employee questions about expense policies in a fictional corporation.

This exercise will take approximately 45 minutes to complete.

Note: This exercise assumes you already have a Copilot Studio license or have signed up for a free trial.

Create a copilot

Let’s start by using Copilot Studio to create a new copilot. The copilot will initially have very limited capabilities, which you’ll extend later in the exercise.

In a web browser, navigate to Copilot Studio at https://copilotstudio.microsoft.com/, signing in with your work or school account if prompted. Skip any welcome messages.

Note: The first time you open Copilot Studio, it may display a chat interface to create your first copilot. If this happens, click the … menu at the top right (next to the Create button) and select Cancel copilot creation to leave the chat interface and view the Copilot Studio home page.
View the Copilot Studio home page, which should look similar to this:

On the home page, you can start creating a copilot and view copilots you have recently worked on. The Power Apps environment in which your copilots are defined is shown at the top of the page. You can also navigate to the Create page for more copilot creation options and the Copilots page to view all of your existing copilots.

Note: In addition to copilots you have created, you may see other copilots such as Copilot for Microsoft 365, which you can use Copilot Studio to extend.
In the navigation pane on the left, select Create to view a page on which you can create a new copilot, like this:

You can create a copilot or a copilot action, or you can start with a template. In this exercise, you’ll create a new copilot.
Select the option to create a New copilot. Copilot Studio responds by providing a chat interface in which you can describe the functionality of the copilot you want to build - essentially, you can use a copilot to create a copilot!

Tip: You can use the Skip to Configure option to skip the chat-based copilot creation experience. In this exercise, we’ll use the chat interface.

Enter the following prompt:

 Create a copilot to help employees with expense claims.

Review the response from Copilot Studio. The chat pane should look similar to the following:
Continue the conversation to define your copilot, which should:
- Use a friendly, professional tone.
- Not use any publicly accessible websites to get its information (you’ll add a source of knowledge for your copilot later).
- Avoid providing any tax advice.
When you’re done, a preview of the chat interface for your copilot is displayed beside the conversation used to create it. An appropriate name for the copilot has also been generated.
When you’re ready, select Create at the top right to create your copilot. After a short while, it will be displayed like this (you can unpin the pane on the left to see it more clearly):
In the Test your copilot pane, enter the following prompt:
```
 Hello
```
Review the response, which should be an appropriate message.
Now try the following prompt:
```
 Who should I contact about submitting an expense claim?
```
This time the response may be appropriate, but it’s also likely to be fairly generic. In a real organization, you’d want the copilot to provide an email address of phone number for the user to contact.
Let’s try another prompt:
```
 What's the expense limit for a hotel stay?
```
Again, the response may be appropriate but generic. In a real organization, you’d want the copilot to provide a more specific response based on the company’s expense policies.
Close the Test your copilot pane.

Manage topics in your copilot

You can use topics to provide explicit responses to triggers, such as common questions or requests that you expect your users to enter.

In the page for your copilot, select the Topics tab to see the topics defined in your copilot.

The copilot has a few Custom topics that are triggered by input from the user, and some additional System topics that are triggered by specific events, such as errors or unexpected input. You can filter the topics by category or use the All filter to see them all.
Select the Greeting custom topic to view it on the authoring canvas, which is a visual designer for creating and editing topics and looks similar to this:

The Greeting topic is triggered by an input in which one of the following phrases is present:
- Good afternoon
- Good morning
- Hello
- Hey
- Hi
The response to this trigger is to return a message to the user saying Hello. How can I help you today?. The inclusion of this topic in the copilot explains the response you saw previously when testing it.
Return to the Topics page, and view the System topics. Note that these include topics for common events in a conversation. In particular, note the following system topics:
- Conversational boosting: This topic is triggered when the user submits a message for which the copilot can’t identify a corresponding topic (the user’s intent is unknown). The topic then attempts to respond to the user’s message by using generative AI.
- Fallback: This topic is a “fail-safe” topic that responds when the intent is unknown and an appropriate conversational AI response can’t be generated. The fallback topic includes logic to enable the user to try again up to three times before gracefully ending the conversation, often by escalating to a human operator.
Return to the Topics page, and note that there are three Custom topics with names that begin Lesson …. These are sample topics designed to help you learn how to create topics of your own. We’re not going to use them in this exercise, so one-by-one, use the More options (…) menu that appears to the right of each Lesson … topic name to Delete them.
In the Topics page, in the + Add a topic menu, select Topic > Create from description with copilot.
In the Create a description with copilot dialog box, name the new topic Ask about expenses contact and enter the following text to tell copilot what the topic should do:
```
 When the user asks who to contact about expense claims, tell them to send an email to finance@contoso.com.
```
Select Create.
After a short wait, a new topic named Ask about expenses contact should be created and opened in the authoring canvas, where it should look similar to this:

The new topic should be triggered by phrases that ask about a contact for expenses, and respond with a message telling the user to send an email to the appropriate address.
Use the Save button (at the top right) to save the new topic in your copilot.
Open the Test pane, and enter the following prompt:
```
 Who should I contact about submitting an expense claim?
```
View the response, which should be based on the topic you just added (even though the text you entered doesn’t match any of the phrases in the trigger exactly - it should be close enough semantically to trigger the topic).

Add a knowledge source for Generative AI responses

You can add topics for all of the inputs that you expect a user to enter; but you can’t realistically expect to anticipate every question that will be asked. Currently, your copilot uses a Conversation boosting topic to generate AI responses from a language model, but this results in generic answers. You need to provide a source of knowledge in which the generative AI responses can be grounded to provide more relevant information.

Open a new browser tab and download the expenses policy document file from https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx, saving it locally. This document contains details of the expenses policy for the fictional Contoso corporation.
Return to the browser tab for Copilot Studio, and close the Test your copilot pane to see the page more easily, then select the Knowledge tab to see the knowledge sources defined in your copilot (currently there should be none).
Select + Add knowledge, and note the multiple types of knowledge source that you can add to your copilot.
Select Files, and upload the expense policy document you downloaded previously.

Note: After uploading the file, you will need to wait while it is indexed; which may take 10 minutes (or longer). Now might be a good time to take a coffee break while you review the expenses policy document at https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx in another browser tab!
When the file is ready, view the Topics page and open the Conversational boosting system topic. Recall that this topic is triggered by an unknown intent, and then tries to create a generative AI response based on data sources containing knowledge; such as the file you uploaded.

Note: If no relevant answer is found in the custom knowledge sources you have added, the topic may use the knowledge inherent in the language model to provide a more generic answer. You can configure the topic to restrict its search to specific knowledge stores if you want greater control over the generative AI responses it returns.
Expand the Test pane and restart the conversation. Then enter the following prompt:
```
 What's the expense limit for a hotel stay?
```
The response should be based on the information in the knowledge source you uploaded, and include a citation reference.
Try asking some follow-up questions, such as:
- What about flights?
- What guidelines are there for entertainment expenses?

Publish your copilot

Now that you have a working copilot, you can publish it for people to use. The available channels through which you can deliver your copilot depend on the type of authentication you want to use to restrict access to it. In this case, you’ll enable access for anyone and then publish the copilot for use in a demo web page.

Hide the Test your copilot pane. Then, at the top of the page, select the Channels tab and review the channels to which you can deploy your copilot. The available channels depend on the authentication settings for your copilot.
Select Settings at the top of the page.
In the Settings pane, on the Security page, select Authentication. Then select the option for No authentication and Save the changes to the configuration (confirming that you want to enable access to the copilot for anyone).
Close the Settings pane. Then, view the Channels page.
At the top of the page, select Publish. Then, on the Publish page, select Publish, and publish your copilot. Publishing will take a minute or so.
After your copilot has been published, verify the Publish status on the Channels page.
Select the Demo website channel. This is an appropriate channel for users to test your copilot.
In the Demo website pane, enter the following settings:
- Welcome message: Ask me about Expense claims
- Conversation starters:
```
  "Hello"
  "Who should I contact with expense enquiries?"
  "What are the expense limits for flights?"`
```
Select Save to save the settings. Then Copy the link to your copilot demo website to the clipboard.
In a new browser tab, navigate to the URL you copied to open the demo website, which should look similar to this:
Enter the message What are the expense limits for meals? and view the response.
Try a few more questions and view the responses from your copilot. It will have limited functionality, but should be able to provide relevant answers to questions about expense claims.

Challenge

Now that you’ve seen how to use Copilot Studio to create a simple copilot, it’s time to apply what you’ve learned on your own. Try creating a copilot that provides answers to questions about Microsoft Copilot!

Create a new copilot.
Use the https://www.microsoft.com/en-us/microsoft-copilot/ website as a knowledge source.
Do not include lesson topics.
Publish the copilot so that users can test it in a demo website.

Tip: If you need help, consult the Copilot Studio documentation at https://learn.microsoft.com/microsoft-copilot-studio/.