Overview
In this applied skills workshop, you'll learn how to create custom agents in Copilot Studio and practice your skills with a guided project.
Prerequisites
Familiarity with Microsoft Copilot Studio.
Delegates will learn how to
- Gain an understanding of creating agents using Microsoft Copilot Studio, including the process of agent creation and deployment.
- Manage topics within Microsoft Copilot Studio, including creating, branching, and managing system fallback topics.
- Develop skills in working with entities and variables, understanding their use in conversations, and reusing variables across topics.
- Explore methods to enhance Microsoft Copilot Studio agents by integrating other technologies, leveraging Power Automate, and analyzing agent performance.
- Understand the benefits of using Microsoft Copilot Studio and Dataverse for Teams to create intelligent agents, including creating, modifying, and publishing agents.
Outline
Build an initial agent with Microsoft Copilot Studio
This module describes how to create agents by using Microsoft Copilot Studio.
- Introduction
- Agent creation
- Agent creation using conversational builder
- Generative Answers
- Deploy agents
- Check your knowledge
- Summary
Manage topics in Microsoft Copilot Studio
Microsoft Copilot Studio uses topics, which are like small conversations related to a specific subject. A Microsoft Copilot Studio agent typically includes many topics. This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them.
- Introduction
- Work with agent topics
- Branch a topic
- Create topics for existing support content
- Work with system fallback topics
- Manage topics
- Check your knowledge
- Summary
Work with entities and variables in Microsoft Copilot Studio
Microsoft Copilot Studio allows organizations to quickly create agents based on business scenarios their customers and employees can easily interact with as needed. Items like topics can be easily created by subject matter experts with no coding required, to create intelligent conversation paths to help guide individuals down as they interact with the agents. The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.
- Introduction
- Work with entities
- Custom entities
- Use entities in conversations
- Work with variables
- Reuse variables across topics
- Check your knowledge
- Summary
Enhance Microsoft Copilot Studio agents
Many times, you might need to leverage or integrate other technologies for your agent to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions, and transferring conversations from an agent to Omnichannel for Customer Service.
- Introduction
- Use Power Automate to add actions
- Agent actions
- Transfer conversations to agents by using Omnichannel for Customer Service
- Create topics for existing support content
- Trigger types
- Analyze agent performance
- Check your knowledge
- Summary
Create an agent with Microsoft Copilot Studio and Dataverse for Teams
Employees who have quick access to information make better decisions, reduce errors, and save money. Agents create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.
- Introduction
- Create your first agent
- Create and modify topics
- Add inputs, variables, and conditions
- Call an action to pull in Dataverse for Teams data
- Publish and share your new agent
- Check your knowledge
- Summary
Guided Project - Create agents with Microsoft Copilot Studio
This module describes how to create agents by using Microsoft Copilot Studio. Microsoft Copilot Studio is a new feature that you can use to create agents by using natural language. It uses the power of GPT-3 to generate topics, trigger phrases, and responses for your agent. This module also briefly covers how to use the Conversation Booster feature to improve your agent responses.
- Introduction
- Prepare
- Exercise - Create custom tables
- Exercise - Build an agent in Microsoft Copilot Studio with the new AI capabilities
- Exercise - Create and manage topics
- Exercise - Set up Generative AI
- Check your knowledge
- Summary
Certification
The PL-7008 applied skills assessment is available serperately
Frequently asked questions
How can I create an account on myQA.com?
There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.
If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".
If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.
Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
How do QA’s virtual classroom courses work?
Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.
We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.
How do QA’s online courses work?
QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.
When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.