Build an initial copilot
Scenario
In this lab, you will:
- Create and name a copilot
- Add description for what the copilot should do
- Configure Generative AI answers
What you will learn
- How to create a a copilot using natural language
- How to configure Generative AI answers for a copilot
High-level lab steps
- Create a new copilot
- Tell your copilot 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 copilot
In this exercise, you will access the Microsoft Copilot Studio portal, the Developer environment and create a new copilot.
Task 1.1 – Microsoft Copilot Studio portal
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In a new tab, navigate to the Microsoft Copilot Studio portal
https://copilotstudio.microsoft.com
and sign in with your Microsoft 365 credentials if prompted again. -
Make sure that you are in the appropriate environment.
Task 1.2 – Create a copilot
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Select Create from the left navigation pane and select the New copilot tile.
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Select Skip to configure.
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In the Name text box, enter
Real Estate Booking Service
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In the Description text box, enter
Create bookings for real estate properties
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In the Instructions text box, enter
Create a copilot for topics relating to creating bookings for real estate properties
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Primary language should be set to English.
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Select the three dots next to the Create button in the upper-right of the screen and select Edit advanced settings.
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Select the Bookings solution.
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Enter
labcopilot
for Schema Name. -
Select Save.
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In the bottom-right of the screen, select I’m done. Let’s try it out.
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In the Type your message text box, enter
How do I make a booking?
. View the response. -
In the upper-right of the screen, select Create.
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 copilot will use to answer questions by using Generative AI.
Task 2.1 – Enable Generative AI answers
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In the Knowledge section of the Overview tab, ensure that Allow the AI to use its own general knowledge is Enabled.
Task 2.2 – Add a knowledge source
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Select the Knowledge tab.
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Select + Add knowledge.
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Select Public websites
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In the Public website link text box, enter
https://create.microsoft.com/en-us/
. -
Select Add.
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Select Add.
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Select the Overview tab.
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Select the three dots at the top of the testing panel in the upper-right of the screen.
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Select Track between topics.
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Select the Start a new conversation icon at the top of the testing panel.
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In the Type your message text box, enter
How do I boost real estate promotion?
.