Use Generative AI in Microsoft Copilot Studio

Scenario

In this exercise, you will:

Use knowledge and Generative AI in your agent

This exercise will take approximately 30 minutes to complete.

What you will learn

How to use the Generative answers feature to improve your agent’s responses.

High-level lab steps

Enable Generative AI
Add knowledge

Prerequisites

Must have completed Lab: Create agent actions

Detailed steps

Exercise 1 - Configure Generative AI

Task 1.1 - Enable Orchestration

If it’s not still open, go to the Microsoft Copilot Studio portal https://copilotstudio.microsoft.com and ensure you are in the appropriate environment.
Select Agents from the left navigation.
Select the Real Estate Booking Service you created in the earlier lab.
Select the Settings button in the upper-right of the screen.
In the Details section, turn Orchestration to Enabled.

Task 1.2 - Use generative answers in the Conversational boosting topic

Select the Topics tab and select the System filter.
Select the Conversational boosting topic.
Review the Create generative answers node.

Task 1.3 - Configure Authentication

Select the ellipses (…) > Settings in the upper-right of the screen.
Select the Security tab.
Select the Authentication tile.
Select Authenticate with Microsoft.
Select Save.
Select Save.
Close the Settings menu by selecting the X in the upper-right of Copilot Studio.
Select Publish and select Publish again.

Exercise 2 - Add knowledge

Task 2.1 - Add knowledge from Dataverse

Select the Knowledge tab.
Select + Add knowledge.
Select Dataverse.
Select the Real Estate Property table.
Select Add.

Task 2.2 - Add knowledge from files

Download this Microsoft case study or SummitRealtyCaseStudy.docx from GitHub.

ℹ️ NOTE: The link to the Microsoft case study is here: https://download.microsoft.com/documents/customerevidence/Files/4000007499/SummitRealtyCaseStudy.docx

Select + Add knowledge.
Under Upload file, browse and select the case study that you downloaded.
Select Add.

Exercise 3 - Configure Fallback topic

Task 3.1 - Use generative answers in System fallback topic

Select the Topics tab and select the System filter.
Select the Fallback topic.
Select the three dots in the Message node and select Delete.
Select the the + icon under the Condition node, select Advanced, and select Generative answers.
Select System tab and select Activity.Text for the Input field.
Select Edit under Data sources.
Select Search only selected sources.
Select the Real Estate Property Dataverse table.
Deselect Allow the AI to use its own general knowledge.
Select the Customize checkbox under Content moderation level and select Medium.
Select Save.

Exercise 4 - Test Generative AI

Task 4.1 Test the agent’s knowledge

If it’s not open, select the Test button in the upper-right of the screen to open the testing panel.
Select the Conversation map icon at the top of the testing panel in the upper-right of the screen.
Select On.
Select the Start a new conversation icon at the top of the testing panel.
Explore the agent and see how it uses the knowledge sources.