Build an initial agent

Scenario

In this exercise, you will:

• Create and name an agent
• Add description for what the agent should do
• Configure Generative AI answers

This exercise will take approximately 15 minutes to complete.

What you will learn

• How to create an agent using natural language
• How to configure Generative AI answers for an agent

High-level lab steps

• Create a new agent
• Tell your agent what its primary purpose is and how it should act
• Add Generative AI instructions

Prerequisites

• Must have completed Lab: Import Dataverse solution

Exercise 1 - Create agent

In this exercise, you will access the Microsoft Copilot Studio portal, the Developer environment and create a new agent.

Task 1.1 – Create an agent in the Bookings solution

1. In a new browser tab, navigate to https://copilotstudio.microsoft.com.

2. Make sure that you are in the appropriate environment.

3. Select Agents in the left navigation.

4. Select the arrow next to Create blank agent > Advanced create.

5. Update the Solution to Bookings

6. Enter labagent for Schema Name.

7. Select Confirm and create.

Task 1.2 – Configure your agent

1. In the Details section, select Edit

2. In the Name text box, enter Real Estate Booking Service

3. In the Description text box, enter Create bookings for real estate properties

4. Select Save.

5. In the Instructions section, select Edit

6. Update the instructions to Create an agent for topics relating to creating bookings for real estate properties and Save.

7. In the right Test your agent pane, enter How do I make a booking? and view the response.

Leave this window open.

Exercise 2 - Add Generative AI answers

In this exercise, you will access the Microsoft Copilot Studio portal and add knowledge that the agent will use to answer questions by using Generative AI.

Task 2.1 - Disable generative orchestration

1. Select Settings.

2. For Use generative AI orchestration for your agent’s responses? select No - Use classic orchestration, limiting responses to the content and behavior defined in your agent’s topics. This turns Orchestration off for the purpose of this lab.

3. Select Save.

4. Close out of the Settings window.

Task 2.2 – Add a knowledge source

1. Select the Knowledge tab.

   

2. Select + Add knowledge.

3. Select Public websites

4. In the Public website link text box, enter https://word.cloud.microsoft/.

   

5. Select Add.

6. Select Add to agent.

7. Select the Overview tab.

8. Select the ellipses … menu at the top of the Test your agent pane.

9. Enable Track between topics.

   

10. At the top of the Test your agent pane, select the Start new test session icon.

    

11. In the Ask a question or describe what you need text box, enter How do I boost real estate promotion? View your response.