Microsoft Copilot Studio - The Copilot Studio Masterclass

Microsoft Copilot Studio - The Copilot Studio Masterclass

by HHN Automate Book Inc.
Released June 2024
Publisher(s): Packt Publishing
ISBN: 9781836208716

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Video description

Dive into the world of conversational AI with our masterclass on Microsoft Copilot Studio. This course begins with a thorough introduction to Copilot Studio, covering its core concepts and the significance of building chatbots. You'll gain insights into the course roadmap and learn about the prerequisites and environment setup necessary for a seamless learning experience.

Moving forward, the course delves into the practical aspects of chatbot creation. Starting with basic chatbot construction, you'll explore creating topics, asking user questions, and publishing your Copilot to various platforms like Microsoft Teams and websites. The course further covers advanced conversational design, including conditional logic, entity management, and variable utilization. You'll also learn to integrate data sources and leverage generative AI for enhanced chatbot functionality.

As you progress, you'll explore action creation, dynamic chaining, and the intricacies of developer streams within Copilot Studio. You will also learn to measure chatbot performance, gather customer feedback, and understand sessions and billing. The masterclass culminates in building full-fledged chatbots for internal HR and customer service applications, ensuring you are well-prepared for real-world implementations.

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

Audience

This course is perfect for individuals with a Microsoft 365 Business subscription and an interest in Microsoft Copilot Studio. It’s suited for those eager to build personalized copilots, including working professionals seeking comprehensive knowledge about Copilot Studio, office workers aiming to leverage AI for productivity, and managers looking to transform their businesses with Generative AI. No prior experience with Power Automate is required, but it will be beneficial for understanding action concepts.

About the Author

HHN Automate Book Inc.: Henry Habib is a seasoned manager at a leading management consulting firm. He leverages his expertise to provide counsel on growth strategy, operation, and analytics to Fortune 500 companies. With a strong background in implementing data-driven solutions, Henry has a proven track record of making an impact in organizations of all sizes. He strongly advocates for no-code application development in business and deploys such solutions for his clients. These solutions are not only easier to understand but also quicker to implement. In addition to his consulting work, Henry is a dedicated professor who takes pleasure in guiding students toward success in various fields, ranging from case interviews to no-code application development and automation. His courses are designed to be engaging and informative, and he is always available to assist students in mastering challenging concepts.

Table of contents

  1. Chapter 1 : Introduction
    1. The idea behind Copilot Studio
    2. What is Copilot Studio?
    3. Why build Copilots and chatbots with Copilot Studio?
    4. What is this course?
    5. Course roadmap
    6. About the instructor
    7. Keys to success
    8. Leave a rating
    9. Prerequisites and Environment Setup
  2. Chapter 2 : Builder - First Chatbot
    1. Introduction to Builder Stream in Copilot Studio
    2. Creating a basic Copilot and exploring topics
    3. How to create a topic in Copilot Studio
    4. Asking the user a question
    5. Publishing a Copilot to Microsoft Teams
    6. Publishing to a website
    7. Analytics and sessions with Copilot Studio
  3. Chapter 3 : Builder - Conversational Design
    1. Understanding conditions and conditional logic
    2. Working with entities in Copilot Studio
    3. Utilizing variables in conversations
    4. Creating looped conversations with redirects part 1
    5. Creating looped conversations with redirects part 2
  4. Chapter 4 : Builder - Data and Generative AI
    1. Introduction to Copilot generation from information sources
    2. Building Copilots from website data
    3. Configuring websites with custom instructions and moderation
    4. Adding generative answers to websites manually with Copilot Studio
    5. Gathering information from multiple sites using Bing Custom Search
    6. Document upload with Copilot part 1
    7. Document upload with Copilot part 2
    8. SharePoint TeamSite integration with Copilot part 1
    9. SharePoint TeamSite integration with Copilot part 2
    10. OneDrive integration with Copilot
  5. Chapter 5 : Builder - Actions
    1. Creating an action in Copilot Studio
    2. Calling an action using Q inputs
    3. Calling an action with plugin where inputs are dynamic
    4. Dynamic chaining part with Copilot 1
    5. Dynamic chaining part with Copilot 2
    6. Dynamic chaining part with Copilot 3
    7. Optional: fixing the dynamic chaining bug
    8. Dynamic chaining with other inputs
  6. Chapter 6 : Developer - Topics
    1. Introduction to Developer Stream in Copilot Studio
    2. General authoring topics in Copilot Studio
    3. Creating content: authoring topics
    4. Creating content with rich text with Copilot Studio
    5. Creating content with rich images
    6. Rich content demonstration
    7. Creating content with dynamic cards
    8. Adaptive cards demonstration
    9. Message variation techniques in Copilot
    10. Power FX introduction
    11. System topics overview
    12. Creating a fallback topic
    13. Conversation design principles
    14. Using trigger phrases effectively
  7. Chapter 7 : Developer - Entities and Variables
    1. Creating entities in Copilot Studio
    2. Managing entities in Copilot Studio
    3. Utilizing regular expressions
    4. Implementing slot filling
    5. Introduction to variables
    6. Understanding variable scoping
  8. Chapter 8 : Developer - Automations
    1. Why automation matters with Copilot Studio
    2. Introduction to Power Automate
    3. Power Automate core concepts
    4. Power Automate introduction demo
    5. Debugging and troubleshooting
    6. Debugging and troubleshooting demo
    7. Power Virtual Agents connector
    8. Power Virtual Agents connector demo
    9. Understanding limitations
    10. Limitations demo
    11. Exception handling for limitations
    12. Microsoft Dataverse introduction
    13. Storing data demo
    14. Updating chatbot to store data
    15. Updating chatbot to store data demo
    16. Creating power outage tickets
    17. Demo: address lookup for power outage tickets part 1
    18. Demo: address lookup for power outage tickets part 2
    19. Demo: address validation for power outage tickets
    20. Demo: creating power outage tickets part 1
    21. Demo: creating power outage tickets part 2
    22. Looking up power outage tickets with Copilot
    23. Lookup power outage ticket demo part 1
    24. Lookup power outage ticket demo part 2
  9. Chapter 9 : Developer - Publishing and Analytics
    1. Private Copilot website overview
    2. Designing a custom canvas
    3. Branding strategies
    4. Branding with colors
    5. Choosing fonts for branding
    6. Measuring your chatbot's performance
    7. Chatbot performance measurement demo
    8. Customer satisfaction surveys
    9. Understanding sessions and billing
  10. Chapter 10 : Full Chatbots - Internal HR Chatbot
    1. Introduction
    2. Add topics in Copilot
    3. Authentication with Generative AI
    4. Create a Booking action
    5. Linking actions with Copilot
    6. Publish Copilot to Teams
  11. Chapter 11 : Full Chatbots - Customer Service Example
    1. Introduction
    2. Add website
    3. Add conversational design
    4. Add adaptive cards
    5. Add actions
    6. Fix errors
    7. Publish and test
    8. Walkthrough
    9. Fix concat errors
  12. Chapter 12 : Conclusion
    1. Conclusion and next steps

Product information

  • Title: Microsoft Copilot Studio - The Copilot Studio Masterclass
  • Author(s): HHN Automate Book Inc.
  • Release date: June 2024
  • Publisher(s): Packt Publishing
  • ISBN: 9781836208716