Create a Copilot Chatbot in Microsoft Teams with Messages, Questions, and Conditions (Ep. 7)

In this tutorial, Matt Peterson from Pragmatic Works demonstrates how to create a Copilot chatbot in Microsoft Teams. This introductory guide is tailored for educators looking to automate responses to frequently asked student questions, such as homework policies, while minimizing classroom interruptions. The process leverages Microsoft Copilot Studio to design a functional and interactive chatbot in just a few minutes.

Why Use a Copilot Chatbot?

Chatbots in Microsoft Teams allow educators to address repetitive questions efficiently, enabling students to find answers independently. With Microsoft Copilot Studio, educators can build custom chatbots that provide quick responses and streamline communication within the classroom or organization.

Getting Started with Microsoft Copilot Studio

1. Install the Copilot Studio App:
   • Open Microsoft Teams and navigate to the Apps section.
   • Search for and install Microsoft Copilot Studio.
   • Pin the app to your Teams sidebar for quick access.
2. Create a New Chatbot:
   • Click Start Now in Copilot Studio.
   • Select the desired team to host the chatbot.
   • Name your chatbot, choose an icon, and set the language.

Understanding Topics in the Chatbot

Topics in a chatbot represent different areas of knowledge or conversation paths. For example, a topic named "Homework Policy" might cover questions related to submitting or handling homework. Topics use trigger phrases—key phrases that initiate a specific topic when typed by the user.

Building Your First Topic: Homework Policy

Follow these steps to create a topic that addresses common homework-related questions:

1. Navigate to the Topics section in Copilot Studio and click New Topic.
2. Define trigger phrases such as “turn in homework,” “late work,” or “homework policy.”
3. Customize the topic details, including the name and display name, for clarity.
4. Add a welcome message to engage users and guide them to the next steps.

Adding Questions and Conditions

To make the chatbot interactive:

1. Click Add a Node and select Ask a Question.
2. Create multiple-choice options for common queries like:
   • “Where do I turn in my homework?”
   • “What happens with late homework?”
   • “What do I do if I was absent?”
3. Use conditions to provide tailored responses based on the selected option.

Testing the Chatbot

Once the chatbot is built, use the Test Bot feature to ensure it functions as intended. Simulate interactions, verify responses, and make adjustments as needed to improve accuracy and user experience.

Benefits of a Copilot Chatbot

This tool saves time, enhances classroom efficiency, and allows teachers to focus on instruction rather than repetitive questions. Additional features include:

• ✅ Automated response tracking and survey integration.
• ✅ Customizable conversation paths for tailored interactions.
• ✅ Data insights on chatbot usage and performance.

Next Steps

This guide introduces the basics of creating a Copilot chatbot. Future tutorials in this series will dive deeper into advanced features like variables, analytics, and integrating the chatbot into a larger Power Platform ecosystem. 

Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Copilot, Teams, and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.