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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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.
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Select Copilots from the left navigation pane.
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Select the copilot you created in the earlier lab.
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Select Settings 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 decide how to respond.
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Select Medium for Copilot content moderation.
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Select Save.
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Close the Settings pane.
Task 1.2 - Use generative answers in the Conversational boosting topic
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Select the Topics tab and select System.
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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 Lab 1.
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 Microsoft Entra ID authentication in Teams and Power Apps.
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Select Save.
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Select Save.
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Select Close.
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Close the security pane.
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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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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 System.
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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 Medium for Content moderation.
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Select Save.
Exercise 4 - Test Generative AI
Task 4.1 Test the copilot’s knowledge
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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.