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

  1. 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.

  2. Select Agents from the left navigation.

  3. Select the Real Estate Booking Service you created in the earlier lab.

  4. Select the Settings button in the upper-right of the screen.

  5. In the Details section, turn Orchestration to Yes.

  6. Select Save.

  7. Close the Settings window.

Task 1.2 - Use generative answers in the Conversational boosting topic

  1. Select the Topics tab and select the System filter.

  2. Select the Conversational boosting topic.

    Screenshot of the Conversational boosting topic nodes.

  3. Review the Create generative answers node.

Task 1.3 - Configure Authentication

  1. Select Settings in the upper-right of the screen.

  2. Select the Security tab.

  3. Select the Authentication tile.

  4. Select Authenticate with Microsoft.

  5. Select Save.

  6. Select Save.

  7. Close the Settings window.

  8. Select Publish and select Publish again.

Exercise 2 - Add knowledge

Task 2.1 - Add knowledge from Dataverse

  1. Select the Knowledge tab.

  2. Select + Add knowledge.

  3. Select Dataverse.

  4. Select the Real Estate Property table.

    Screenshot of adding website knowledge.

  5. Select Add to agent.

Task 2.2 - Add knowledge from files

  1. Open and new window and navigate to https://download.microsoft.com/documents/customerevidence/Files/4000007499/SummitRealtyCaseStudy.docx to download the Microsoft case study file.

  2. Select + Add knowledge.

  3. Under Upload file, browse and select the case study that you downloaded.

    Screenshot of adding file knowledge.

  4. Select Add to agent.

    Screenshot of knowledge.

Exercise 3 - Configure Fallback topic

Task 3.1 - Use generative answers in System fallback topic

  1. Select the Topics tab and select the System filter.

  2. Select the Fallback topic.

    Screenshot of the system fallback topic nodes.

  3. Select the three dots in the Message node and select Delete.

  4. Select the the + icon under the Condition node, select Advanced, and select Generative answers.

  5. In the Input field, select the System tab and select Activity.Text.

  6. Select Edit under Data sources.

    Screenshot of the create generative answers node.

  7. Select Search only selected sources.

  8. Select the Real Estate Property Dataverse table.

  9. Deselect Allow the AI to use its own general knowledge.

  10. Select the Customize checkbox under Content moderation level and select Medium.

  11. Select Save.

Exercise 4 - Test Generative AI

Task 4.1 Test the agent’s knowledge

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

  3. Explore the agent and see how it uses the knowledge sources.