Manage nodes

Scenario

In this lab, you will:

Variables can be accessed by other topics.

Navigate to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and ensure you are in the appropriate environment.
Select the Test button in the upper-right of the screen to close the testing panel if the panel is open.
Select Copilots from the left navigation pane.
Select the copilot you created in the earlier lab.
Select the Topics tab.
Select the Customer Details topic.
Select the Variables icon to open the Variables pane.
Select the right-hand check boxes for the three topic variables.
Select Save.

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

Select the Topics tab.
Select the Book a Real Estate Showing topic.
Select the the + icon under the Trigger node and select Send a message.
In the Enter a message field, enter the following text:

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

Select the the + icon under the send a message node and select Add a condition.
Select the DetailsCorrect variable.
Select Go to another topic and select the Customer Details topic.
Select Save.

Select the the + icon under the topic management node and select Add a condition.
In the Enter a message field, enter the following text:

Which property do you want to see?
Select DetailsCorrect for variable.
Select is equal to
Select Yes.
Select Save.

Select the the + icon under the left-hand condition node and select Ask a question.
In the Enter a message field, enter the following text:

Which property do you want to see?
Select User’s entire response for Identify.
Select the variable in Save user response as and enter PropertyName for Variable name
Select Save.
Select the the + icon under the question node and select Ask a question.
In the Enter a message field, enter the following text:

What date and time do you want to see the property?
Select Date and Time for Identify.
Select the variable in Save user response as and enter DateTime for Variable name
Select Save.

Select the Test button in the upper-right of the screen to open the testing panel.
Select the three dots at the top of the testing panel in the upper-right of the screen.
Select Track between topics.
Select the Start a new conversation icon at the top of the testing panel.
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
The copilot responds with the “What is your name?” question, as shown in the following image.

Enter the following information:

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

After you supply the information, an Adaptive Card displays the information that you entered, a question asking if the information is correct, and options to select Yes or No.
Select Yes.
Enter 555 Oak Lane, Denver, CO 80203 to the Which property to you want to see? prompt
Enter Tomorrow 10:00 AM to the What date and time do you want to see the property? prompt.

Select the three dots next to the Settings button in the upper-right of the screen and select Go to demo website.
In the Type your message text box, enter I want to view a property.
Answer the prompts to test the copilot.