Workshop: Develop Agents with Copilot Studio – Practical Challenges
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- Please navigate to https://copilotstudio.microsoft.com.
- Log in using your credentials.
- Switch to the correct environment by clicking on "Environment" in the top right corner (see picture above). Ensure that you select "copilotstudioinaday." Please do not use any other environment.
Challenge 01: Travel Agent –
go to “Home” and Use the "Safe Travel" template to begin.
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please review all fields already provided with content,
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- Begin by renaming the Agent to "Safe Travels User0XX," where XX corresponds to your user number in this session.
- Please pay attention to the Instructions section; here, you will define your agent's purpose and communication style.
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Next, scroll down to the Knowledge section. In this part, you will
provide your agent with its primary capability, "Knowledge”.
This section is already pre-filled, but you may add an additional
website.
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Please add: https://europa.eu/youreurope/citizens/ as a public website and give it a useful name.
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Press "Create" to start your first agent in this lesson.
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Test your agent with examples and additional questions in the test
pane.
Test it with:
“What is the US Visa Policy?
“What visa do I need as an American citizen traveling to Europe?”
This agent serves as an excellent starting point for exploring Copilot
Studio.
Please remember to apply similar knowledge and actions. You can
incorporate web search functionality, select a different response model,
and include other elements you consider necessary.
Challenge 02 - Develop an agent that can converse using your data from the beginning
Close the first agent you created and return to the "Home" page.
Use the conversational experience to create a new agent with the
following instructions: "Create an agent to help answer questions about
and troubleshoot problems with Microsoft products."
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Continue the dialog and keep an eye on the instructions of the agents on
the right side.
Change the name: please use Microsoft Help Agent UserX00 as a name
Give other instructions: like
Don’t talk about products or services that aren’t Microsoft
Use a professional and friendly tone. For troubleshooting requests, reply in bullet point format listing the steps to resolve
Add knowledge by asking to do so:
https://microsoft.com,
https://www.learn.microsoft.com,
https://developer.microsoft.com
After adding the knowledge sources please confirm them by ticking them
on the right side:
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When ready, click on "Create" to initiate the second agent for your session. Use the test pane to ask questions you have about Microsoft products.
Examples:
-
How do I add an action to an agent in Copilot Studio?
-
How do I configure authentication in Copilot Studio?
Challenge 03 – adding actions
Please do not leave your agent, just stay where you are.
Click on “Knowledge”
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Then, click "+ Add Knowledge" and select SharePoint.
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add the following site: https://ddcoms.sharepoint.com/sites/IT
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Go to Settings in the top right corner and check that generative
orchestration is enabled, if not do so.
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Close this dialog with clicking on “X”
go to topics, “+Add new topic” and “from blank”
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Enter the following text in the description of the topic:
This topic helps users find devices that are available from our
SharePoint device management list. They can ask to see available devices
and it will return a list of devices that are available which can
include laptops, smartphones, accessories and more
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Click the plus button below the trigger
Select add a tool
Select the Connector tab
Search for SharePoint get items
Select the Get items – SharePoint action
If you do not have a connection here add one, otherwise select your connection and click Submit
Click the Site Address dropdown and select your site (as shown in the picture)
Click the List Name dropdown and select the devices list (as shown in the picture)
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Click the Select a variable option in the Output
Select Create New
Give the variable a name of VarDevices
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Select the add button between the trigger and “get items”
Choose Ask a Question
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Enter “what type of devices are you looking for” in the question text
Select multiple choice in the Identify dropdown
Enter Laptop and Smartphone in the choice option
Click the Save user response as
Rename this variable to VarDeviceType
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Click the add button before the get items action
Select Variable Management
Select Set a variable value
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Choose the Select a variable dropdown
Click Create a new variable
Name this variable “VarFilter”
Choose the to value
Select the Formula tab
Paste in Power FX code reference in the talk track
Concatenate("Status eq 'Available' and AssetType eq '",
Topic.VarDeviceType, "'")
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Select Insert
Go to the action and expand advanced inputs
Select the dropdown next to Filter Query
Select VarFilter
Select the add button below the connector action
Select send a message
Click the Add button in the message
Choose Adaptive Card
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Change the type to Formula
Paste provided code
File:
Click Save
In the test window refresh and type “What devices are there?”
So you have finished the 3rd part of this session .
Congrats!!!