Use Generative AI in Microsoft Copilot Studio
Scenario
In this lab, you will:
- Create copilot actions
What you will learn
- How to use the Generative answers feature to improve your copilot’s responses.
High-level lab steps
- Enable Generative AI
- Add knowledge
Prerequisites
- Must have completed Lab: Create copilot actions
Detailed steps
Exercise 1 - Configure Generative AI
Task 1.1 - Enable Generative AI
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If it’s not still open, go to the Microsoft Copilot Studio portal
https://copilotstudio.microsoft.comand ensure you are in the appropriate environment. -
Select Copilots from the left navigation.
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Select the Real Estate Booking Service you created in the earlier lab.
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Select the Settings button in the upper-right of the screen.
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Select the Generative AI tab.
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Select Generative under How should your copilot interact with people?.
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Select Medium - More Balanced for How strict should the content moderation be?.
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Select Save.
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Close the Settings menu by selecting the X icon in the upper-right of Copilot Studio.
Task 1.2 - Use generative answers in the Conversational boosting topic
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Select the Topics tab and select the System filter.
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Select the Conversational boosting topic.
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Review the Create generative answers node.
Task 1.3 - Enable knowledge
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Select the Overview tab.
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Verify that general knowledge is Enabled.
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You should see the public website added as knowledge in a prior Lab.
Task 1.4 - Configure Authentication
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Select Settings in the upper-right of the screen.
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Select the Security tab.
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Select the Authentication tile.
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Select Authenticate with Microsoft.
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Select Save.
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Select Save.
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Close the Settings menu by selecting the X in the upper-right of Copilot Studio.
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Select Publish and select Publish again.
Exercise 2 - Add knowledge
Task 2.1 - Add knowledge from Dataverse
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Select the Knowledge tab.
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Select + Add knowledge.
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Select Dataverse.
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Select the Real Estate Property table.
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Select Next.
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Select Next.
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Select Add.
Task 2.2 - Add knowledge from files
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Download this Microsoft case study or SummitRealtyCaseStudy.docx from GitHub.
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Select + Add knowledge.
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Select Files.
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Under Upload files, browse and select the case study that you downloaded.
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Select Add.
Exercise 3 - Configure Fallback topic
Task 3.1 - Use generative answers in System fallback topic
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Select the Topics tab and select the System filter.
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Select the Fallback topic.
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Select the three dots in the Message node and select Delete.
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Select the the + icon under the Condition node, select Advanced, and select Generative answers.
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Select Activity.Text for the Input field.
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Select Edit under Data sources.
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Select Search only selected sources.
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Select the Real Estate Property Dataverse table.
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Deselect Allow the AI to use its own general knowledge.
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Select the Customize checkbox under How strict should content moderation be?, then select Medium.
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Select Save.
Exercise 4 - Test Generative AI
Task 4.1 Test the copilot’s knowledge
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If it’s not open, select the Test button in the upper-right of the screen to open the testing panel.
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Select the Conversation map icon at the top of the testing panel in the upper-right of the screen.
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Select On..
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Select the Start a new conversation icon at the top of the testing panel.
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Explore the copilot and see how it uses the knowledge sources.