What you will learn

• Create and publish chatbots using Microsoft Copilot Studio
• Implement conversational design principles and advanced logic
• Integrate various data sources and utilize generative AI
• Develop and manage entities, variables, and automations
• Measure and optimize chatbot performance for better user satisfaction
• Transform business processes with the integration of Microsoft Copilot and Generative AI

Course Outline

Introduction

• The idea behind Copilot Studio
• What is Copilot Studio?
• Why build Copilots and chatbots with Copilot Studio?
• What is this course?
• Course roadmap
• About the instructor
• Keys to success
• Leave a rating
• Prerequisites and Environment Setup

Builder - First Chatbot

• Introduction to Builder Stream in Copilot Studio
• Creating a basic Copilot and exploring topics
• How to create a topic in Copilot Studio
• Asking the user a question
• Publishing a Copilot to Microsoft Teams
• Publishing to a website
• Analytics and sessions with Copilot Studio

Builder - Conversational Design

• Understanding conditions and conditional logic
• Working with entities in Copilot Studio
• Utilizing variables in conversations
• Creating looped conversations with redirects part 1
• Creating looped conversations with redirects part 2

Builder - Data and Generative AI

• Introduction to Copilot generation from information sources
• Building Copilots from website data
• Configuring websites with custom instructions and moderation
• Adding generative answers to websites manually with Copilot Studio
• Gathering information from multiple sites using Bing Custom Search
• Document upload with Copilot part 1
• Document upload with Copilot part 2
• SharePoint TeamSite integration with Copilot part 1
• SharePoint TeamSite integration with Copilot part 2
• OneDrive integration with Copilot

Builder - Actions

• Creating an action in Copilot Studio
• Calling an action using Q&A inputs
• Calling an action with plugin where inputs are dynamic
• Dynamic chaining part with Copilot 1
• Dynamic chaining part with Copilot 2
• Dynamic chaining part with Copilot 3
• Optional: fixing the dynamic chaining bug
• Dynamic chaining with other inputs

Developer - Topics

• Introduction to Developer Stream in Copilot Studio
• General authoring topics in Copilot Studio
• Creating content: authoring topics
• Creating content with rich text with Copilot Studio
• Creating content with rich images
• Rich content demonstration
• Creating content with dynamic cards
• Adaptive cards demonstration
• Message variation techniques in Copilot
• Power FX introduction
• System topics overview
• Creating a fallback topic
• Conversation design principles
• Using trigger phrases effectively

Developer - Entities and Variables

• Creating entities in Copilot Studio
• Managing entities in Copilot Studio
• Utilizing regular expressions
• Implementing slot filling
• Introduction to variables
• Understanding variable scoping

Developer - Automations

• Why automation matters with Copilot Studio
• Introduction to Power Automate
• Power Automate core concepts
• Power Automate introduction demo
• Debugging and troubleshooting
• Debugging and troubleshooting demo
• Power Virtual Agents connector
• Power Virtual Agents connector demo
• Understanding limitations
• Limitations demo
• Exception handling for limitations
• Microsoft Dataverse introduction
• Storing data demo
• Updating chatbot to store data
• Updating chatbot to store data demo
• Creating power outage tickets
• Demo: address lookup for power outage tickets part 1
• Demo: address lookup for power outage tickets part 2
• Demo: address validation for power outage tickets
• Demo: creating power outage tickets part 1
• Demo: creating power outage tickets part 2
• Looking up power outage tickets with Copilot
• Lookup power outage ticket demo part 1
• Lookup power outage ticket demo part 2

Developer - Publishing and Analytics

• Private Copilot website overview
• Designing a custom canvas
• Branding strategies
• Branding with colors
• Choosing fonts for branding
• Measuring your chatbot's performance
• Chatbot performance measurement demo
• Customer satisfaction surveys
• Understanding sessions and billing

Full Chatbots - Internal HR Chatbot

• Introduction
• Add topics in Copilot
• Authentication with Generative AI
• Create a Booking action
• Linking actions with Copilot
• Publish Copilot to Teams

Full Chatbots - Customer Service Example

• Introduction
• Add website
• Add conversational design
• Add adaptive cards
• Add actions
• Fix errors
• Publish and test
• Walkthrough
• Fix concat errors

Conclusion

• Conclusion and next steps