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

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.
If prompted, select Start free trial.
Make sure that you are in the appropriate environment.

Task 1.2 – Create a copilot

Select Create from the left navigation pane and select the New agent tile and Skip Configuration in the top right.
In the Name text box, enter Real Estate Booking Service
In the Description text box, enter Create bookings for real estate properties
In the Instructions text box, enter Create a copilot for topics relating to creating bookings for real estate properties
At the top, Language should be set to English (en-US).
Select the three dots in the upper-right of the page and select Edit advanced settings.
Select Bookings under Solution.
Enter labcopilot for Schema Name.
Select Save.
In the upper-right of the screen, select Create.
In the right Test your agent pane, enter How do I make a booking?. 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 copilot will use to answer questions by using Generative AI.

Task 2.1 – Enable Generative AI answers

In the Overview tab, ensure that Allow the AI to use its own general knowledge is set to Enabled within the Knowledge section.

Task 2.2 – Add a knowledge source

Select the Knowledge tab.
Select + Add knowledge.
Select Public websites
In the Public website link text box, enter https://create.microsoft.com/en-us/.
Select Add.
Select Add.
Select the Overview tab.
Select the three dots at the top of the Test your agent pane.
Enable Track between topics.
At the top of the Test your agent pane, select the Start a new conversation icon (refresh icon) next to the X.
In the Type your message text box, enter How do I boost real estate promotion?.