Introduction to Copilot Studio: A dynamic course for all skill levels, empowering you to fully leverage Copilot Studio’s capabilities, whether you’re a developer or a beginner.
In this course, you will learn how to use Copilot Studio, a platform that lets you create and manage AI-powered copilots, also known as chatbots or virtual agents. Amelia, your instructor, will guide you through the features and capabilities of Copilot Studio, such as low-code development, generative AI, knowledge, topics, actions, channels, and analytics. You will also see how to integrate Copilot Studio with other Microsoft products, such as Power Automate and Teams. By the end of this course, you will be able to build, train, and deploy your own custom copilot for various scenarios and audiences.
Course Outline ( Free Preview)
Module 00 - Getting Started33 min.
In this video, Amelia introduces you to Copilot Studio, a platform that lets you create and manage AI-powered copilots, also known as chatbots or virtual agents. She explains what Copilot Studio is, how it works, and what benefits it offers. She also covers the history, features, and capabilities of Copilot Studio, as well as the generative AI that powers it. Some of the critical terms you should remember are: copilot, generative AI, low-code, knowledge, topics, actions, channels, and Power Virtual Agents.
Module 01 - Interface
In this video, Amelia introduces you to Copilot Studio. She shows you how to use the interface to start a new copilot project, answer some questions about its purpose and tone, and provide a source of information for it to learn from. She also explains some of the features and benefits of Copilot Studio, such as the natural language understanding, the templates, and the environments.
Module 02 - Knowledge
In this video, Amelia introduces you to the knowledge section of Copilot Studio. She explains how you can add various data sources, such as websites, documents, SharePoint, and Dataverse, to your copilot's knowledge base, enabling it to provide relevant information and insights to your end users. She also demonstrates how to test your copilot's ability to answer questions based on the knowledge sources you have added, using the test copilot feature.
Module 03 - Topics36 min.
In this video, Amelia explains how to create and customize topics in Copilot Studio. She demonstrates how to use trigger phrases, nodes, variables, and conditions to define different conversation paths and outcomes. She also shows how to edit existing topics and use global variables to personalize the dialogue. Some of the critical terminology that a student should remember are topics, trigger phrases, nodes, variables, conditions, and topic management.
Module 04 - Actions17 min.
In this video, Amelia introduces the concept of actions in Copilot Studio and how they can enhance the capabilities of a copilot. She explains that actions are processes that a copilot can invoke when a specific topic is recognized during a conversation, and that they can be prebuilt, custom, or integrated with other services. She also demonstrates how to create an action to get the weather forecast for a city and how to attach it to a topic in Copilot Studio. Some critical terms that a student should remember are: action, input, output, topic, trigger, and connector.
Module 05 - Publishing13 min.
In this video, Amelia explains how to publish and share your copilot with different channels, such as websites, mobile apps, Microsoft Teams, and Facebook. She demonstrates how to publish from the Copilot Studio platform, how to change the authentication settings, and how to test your copilot in Teams. She also shows how to share your copilot with other users and how to configure their permissions. Some critical terms that you should remember are: channels, authentication, permissions, and testing.
Module 06 - Analytics7 min.
In this video, Amelia introduces the analytics section of Copilot Studio. She explains how analytics can help you monitor your Copilot's performance and usage, and how to access various charts and reports that provide insights into key metrics such as resolution rate, escalation rate, and engagement over time. She also shows you how to customize the date range and use Power BI visuals to analyze your Copilot's data.
Module 07 - Integration16 min.
In this video, Amelia demonstrates how to integrate Power Automate with Copilot Studio to create a flow that sends an email to a user who subscribes to an email service. She shows how to create a variable for the user's email, call an action to create a flow in Power Automate, and link the input and output variables between the two platforms. She also explains some of the customization and integration options that Copilot Studio offers, such as custom GPTs, appearance, authentication, and Azure Bot Framework skills
Module 08 - Advanced Features4 min.
In this video, Amelia introduces some advanced features and use cases of Copilot Studio. She explains how you can enhance your generative AI, customize your prompt building, authenticate your users, and integrate Power Automate flows and Azure Bot Framework skills. She also gives examples of how you can use Copilot Studio to build a sales assistant, a support bot, a store information bot, an internal HR bot, or a public health tracking bot.
Module 09 - Class Wrap Up1 min.
Congratulations on completing our Introduction to CoPilot Studio course! You've taken the first step towards mastering the innovative tools and features that CoPilot Studio offers. From understanding the basics of the interface to exploring advanced features and integration, you're now equipped to leverage Copilot Studio's capabilities to enhance your projects and workflows. Well done on this achievement!
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
- Operating System: Microsoft Windows XP Professional, Microsoft Windows Server 2003, Microsoft Vista, Windows 7, Windows 8, Windows 10, or Windows 11.
- Hardware: 2 GHz or faster CPU, 2 GB of available RAM (recommended 4 GB), and 20 GB of free hard drive space.
- Microsoft Teams: For virtual delivery, attendees should verify that Microsoft Teams will connect and function correctly on their machines.
- Microsoft 365 Account: Students should have Copilot for Microsoft 365 or trial accounts.
- Internet Connection: A stable internet connection for accessing course materials and online resources.
##What to Know Before
Before taking this course, you should know what a copilot is and how it can help you create and manage conversational interfaces using AI. You should also be familiar with the Microsoft Power Platform and how it integrates with Copilot Studio. Some of the key terms you should remember are: copilot, generative AI, low-code, knowledge, topics, actions, channels, and Power Virtual Agents.