Manage nodes

Scenario

In this lab, you will:

  • Author the conversational flow

What you will learn

  • How to add nodes to a topic to author the conversational flow

High-level lab steps

  • Configure variable scope
  • Create and edit nodes

Prerequisites

  • Must have completed Lab: Manage topics

Detailed steps

Exercise 1 - Variable scope

Variables can be accessed by other topics.

Task 1.1 - Configure the scope of the variables

  1. Navigate to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and ensure you are in the appropriate environment.

  2. Select the Test button in the upper-right of the screen to close the testing panel if the panel is open.

  3. Select Copilots from the left navigation pane.

  4. Select the copilot you created in the earlier lab.

  5. Select the Topics tab.

  6. Select the Customer Details topic.

  7. Select Variables in the top bar to open the Variables pane.

  8. Select the right-hand check boxes for the three topic variables.

    Screenshot of the variables pane.

  9. Select Save.

Exercise 2 - Author topics manually

The conversational flow in a topics can be created manually by adding nodes.

Task 2.1 - Add a message node

  1. Select the Topics tab.

  2. Select the Book a Real Estate Showing topic.

  3. Select the the + icon under the Trigger node and select Send a message.

    Screenshot of adding a node.

  4. In the Enter a message field, enter the following text:

    Hi, I can help you with booking a real estate property showing.

  5. Select Save.

Task 2.2 - Add a Topic management node

  1. Select the the + icon under the Message node, Topic management, then Go to another topic, then select Customer Details.

    Screenshot of adding a topic management node.

  2. Select Save.

Task 2.3 - Add condition node

  1. Select the the + icon under the Redirect node and select Add a condition.

  2. In the Condition node, select the DetailsCorrect variable.

  3. Select is equal to.

  4. Select Yes.

    Screenshot of adding a condition node.

  5. Select Save.

Task 2.4 - Add question nodes

  1. Select the the + icon under the left Condition node and select Ask a question.

  2. In the Enter a message field, enter the following text:

    Which property do you want to see?

  3. Select User’s entire response for Identify.

  4. Select the variable in Save user response as and enter PropertyName for Variable name.

    Screenshot of adding a question node.

  5. Select Save.

  6. Select the the + icon under the new Question node and select Ask a question.

  7. In the Enter a message field, enter the following text:

    What date and time do you want to see the property?

  8. Select Date and time for Identify.

  9. Select the variable in Save user response as and enter DateTime for Variable name

  10. Select Save.

Task 2.5 - Test the copilot

  1. If it’s not open, select the Test button in the upper-right of the screen to open the testing panel.

  2. Select the three dots at the top of the testing panel in the upper-right of the screen.

  3. If it’s not enabled, enable Track between topics.

    Screenshot of the Testing panel options.

  4. Select the Start a new conversation icon at the top of the testing panel.

  5. When the Conversation Start message appears, your copilot will start a conversation. In response, enter a trigger phrase for the topic that you’ve created:

    I want to book a real estate showing

  6. The copilot responds with the “What is your name?” question, as shown in the following image.

    Screenshot of the Conversation Start message and response.

  7. Enter the following information:

     Name: <Your name>
 Email address: <Your email address>

  8. After you supply the information, an Adaptive Card displays the information that you entered and asks if the details are correct. Select Yes.

  9. Enter 555 Oak Lane, Denver, CO 80203 to the Which property to you want to see? prompt

  10. Enter Tomorrow 10:00 AM to the What date and time do you want to see the property? prompt.

    Screenshot of the Adaptive Card with the information entered.

Exercise 3 - Deploy copilot

Task 3.1 - Configure Authentication

  1. Select Settings in the upper-right of Real Estate Booking Service.

  2. Select the Security tab.

  3. Select the Authentication tile.

    Screenshot of the authentication settings.

  4. Select No authentication.

  5. Select Save.

  6. Select Save in the confirmation window.

  7. Select the X in the upper-right to close out of the Settings.

Task 3.2 - Publish the copilot

  1. Select Publish in the upper-right, then select Publish again.

Task 3.3 - Demo Website

  1. Select the three dots next to the Settings button in the upper-right of the screen and select Go to demo website.

  2. In the Type your message text box, enter I want to book a property.

  3. Answer the prompts to test the copilot.