Microsoft Copilot Studio: How to Build your Copilot | Microsoft Copilot | Build your first Copilot

Summary

This video tutorial guides viewers on building a personalized 'co-pilot' to assist with product searches, using Microsoft's Co-Pilot Studio. It demonstrates creating a 'Store Assistant' from scratch, customizing it with templates, and integrating knowledge sources like Amazon for product recommendations. The process includes setting up configurations, adding topics, and publishing the co-pilot for use, ultimately simplifying the search for specific products based on user requirements.

Takeaways

• 🚀 The video provides a step-by-step guide on building a custom co-pilot for product recommendations based on user requests.
• 🛠️ The co-pilot can be tailored to suggest products from various sources like Amazon or Microsoft Store, based on specific configurations or requirements.
• 🔍 Users can input specific product requirements, such as a laptop with a 500 GB hard drive and 8 GB of RAM, and receive direct links to products that match these criteria.
• 🌐 The co-pilot is built using Microsoft's Co-Pilot Studio, which offers a range of templates and resources to facilitate the creation process.
• 📝 Users are encouraged to write down their ideas and choose from existing templates or create from scratch, with options to customize language and knowledge sources.
• 📚 Knowledge sources can include public websites, SharePoint, OneDrive, and other databases, allowing for a comprehensive and personalized knowledge base.
• 🖼️ Customization options include adding a personal icon or image to represent the co-pilot, enhancing brand identity and user experience.
• 🔄 The co-pilot's backend includes a system for searching and retrieving product information, which can be viewed and adjusted as needed.
• 📊 Analytics are available to monitor the performance of the co-pilot, including engagement rates and user interactions with the product recommendations.
• 🔑 The video emphasizes the importance of a robust knowledge base for the co-pilot to provide accurate and relevant product suggestions.
• 📢 The final step is publishing the co-pilot, making it accessible for users to receive quick and efficient product recommendations based on their queries.

Q & A

What is the main purpose of the video?

The main purpose of the video is to guide viewers on how to build their own co-pilot, particularly for organizational use, to assist in tasks such as retrieving product information based on specific requirements.

What is an example of a user request the co-pilot can handle?

An example user request the co-pilot can handle is searching for a laptop with specific configurations, such as a 500 GB hard drive and 8 GB of RAM, and providing a link to the product on Amazon.

What is the starting point for building a co-pilot as per the video?

The starting point for building a co-pilot is navigating to copilot.studio.microsoft.com, where one can write down their idea for the co-pilot and choose to start with existing templates provided by Microsoft.

What are some of the templates provided by Microsoft for building a co-pilot?

Some of the templates provided by Microsoft include options for store operations, which can assist in searching products on platforms like Amazon or Flipkart.

How can the co-pilot be customized to include specific knowledge sources?

The co-pilot can be customized by adding specific knowledge sources such as websites like Amazon, SharePoint, OneDrive, or databases. This can be done through the 'Available knowledge sources' option during the co-pilot creation process.

What is the role of the 'Store Assistant' in the co-pilot?

The 'Store Assistant' is a co-pilot that helps in easily retrieving products from the Microsoft Store and Amazon, based on the user's requirements and the configured knowledge base.

How can the co-pilot's knowledge base be expanded?

The co-pilot's knowledge base can be expanded by adding more data sources, such as public websites, SharePoint, OneDrive, or databases, during the co-pilot creation process.

What actions can be added to the co-pilot to enhance its functionality?

Actions such as 'Get R', 'Get Worksheet', and 'Get Forecast for Today' can be added to the co-pilot to enhance its functionality and automate certain tasks.

How can users track the performance of their co-pilot?

Users can track the performance of their co-pilot through detailed analytics provided in the co-pilot configuration, which includes metrics like engagement rate and records of topics searched.

What is the final step before the co-pilot can be used by others?

The final step before the co-pilot can be used by others is to publish it. Once published, the co-pilot becomes available for use to search for products and retrieve information based on the configured knowledge base.

How can viewers provide feedback or suggest topics for future videos?

Viewers can provide feedback or suggest topics for future videos by leaving comments in the comment section of the video or subscribing to the channel for more content related to Power Automate or Microsoft products.

Outlines

00:00

🛠️ Building a Custom Co-Pilot for Product Search

This paragraph introduces a tutorial on constructing a personalized co-pilot designed to assist in finding product information. The video aims to guide viewers through the process of creating a co-pilot from scratch, particularly for organizational use. The host demonstrates how to build a co-pilot that suggests product links based on specific user requirements, such as a laptop with a 500 GB hard drive and 8 GB of RAM. The process includes navigating to copilot.microsoft.com, utilizing existing templates, and customizing the co-pilot with a name and description. The video also covers adding knowledge sources like the Microsoft store and Amazon, and configuring the co-pilot's language and environment settings.

05:02

📚 Configuring and Testing the Co-Pilot's Knowledge Base

The second paragraph delves into the configuration process of the co-pilot, including adding topics and setting up the knowledge base. The host explains how to add product inventory topics and search for specific items like an iPhone, which triggers the co-pilot to retrieve data from its repository. The paragraph also covers the background processes, such as sending user queries to the message system and setting variables for results. The host discusses the importance of analytics for understanding user engagement and the ability to add actions to the co-pilot for enhanced functionality. The paragraph concludes with a demonstration of how the co-pilot can assist in finding a speaker and a laptop, showcasing its capabilities in retrieving product information from configured sources.

10:03

🚀 Publishing and Utilizing the Custom Co-Pilot

The final paragraph focuses on the completion and utilization of the custom co-pilot. The host discusses the process of publishing the co-pilot, making it available for use in searching for products. It emphasizes the co-pilot's ability to provide quick responses and navigate to product pages based on the knowledge base. The paragraph also highlights the convenience of configuring the co-pilot to meet specific needs and the potential for users to expand the knowledge base as required. The host invites viewers to subscribe for more content on power automate and Microsoft products, encourages feedback, and offers to create content on requested topics.

Keywords

💡Co-Pilot

Co-Pilot refers to a digital assistant or tool designed to aid users in completing tasks or finding information. In the context of the video, building a 'Co-Pilot' involves creating a customized digital assistant that can provide product recommendations based on user queries. The script mentions building a 'Co-Pilot' from scratch, suggesting a process of development tailored to specific needs, such as finding laptops with certain specifications.

💡Product List

A 'Product List' is a compilation of items or goods that are available for sale or consideration. The video script discusses the creation of a Co-Pilot that can generate a product list in response to user requests, such as finding laptops with specific configurations. This feature is crucial for the video's theme of enhancing user experience in product search and selection.

💡Configurations

Configurations in the script pertain to the specifications or settings of a product, such as a laptop with a 500 GB hard drive and 8 GB of RAM. These are key details that the Co-Pilot uses to filter and suggest relevant products from a database or online store, demonstrating the importance of detailed product specifications in the search process.

💡Amazon

Amazon is an online marketplace referenced in the script as a source for product information. The Co-Pilot is designed to fetch product recommendations from Amazon, indicating the platform's relevance as a vast database for consumer goods. The script uses Amazon as an example of where the Co-Pilot can direct users to find specific products.

💡Microsoft Co-Pilot Studio

Microsoft Co-Pilot Studio is the platform mentioned in the script where users can build and customize their Co-Pilots. It is a part of the video's narrative as the starting point for creating a personalized digital assistant, showcasing the tools and resources provided by Microsoft for such development.

💡Templates

Templates in the video script refer to pre-existing designs or frameworks provided by Microsoft that can be used to build a Co-Pilot. They offer a starting point for users to quickly develop their assistants without starting from scratch, as seen when the script discusses selecting a template for 'store operations' to streamline the creation process.

💡Knowledge Sources

Knowledge Sources are the databases or websites that a Co-Pilot can access to gather information. In the script, the Co-Pilot is configured to use the Microsoft store website, Amazon, and potentially other public websites or internal resources like SharePoint or OneDrive. These sources are crucial for the Co-Pilot's ability to provide accurate and relevant product information.

💡Customization

Customization in the context of the video is the process of tailoring the Co-Pilot to specific user needs or preferences. This includes selecting knowledge sources, setting up the assistant's language, and adding specific product databases. The script emphasizes the ability to customize the Co-Pilot to ensure it meets the unique requirements of its users.

💡Publish

To 'Publish' in the script means to make the Co-Pilot live or accessible for use. It is the final step in the creation process, where the Co-Pilot becomes operational and can start providing product recommendations based on the configured knowledge base. The script mentions publishing as the step that makes the Co-Pilot available for product searches.

💡Analytics

Analytics in the video script refers to the data analysis tools that provide insights into the Co-Pilot's performance and user engagement. These tools help in understanding how effectively the Co-Pilot is assisting users in finding products, as indicated by the script's mention of engagement rates and search records.

💡Power Automate

Power Automate is a service mentioned in the script that allows users to create workflows and automate tasks. While not the main focus of the video, it is part of the broader context of Microsoft's suite of tools that can be used in conjunction with Co-Pilots to enhance automation and efficiency in various processes.

Highlights

Introduction to building a custom co-pilot for personalized product recommendations.

Demonstration of creating a co-pilot from scratch for specific product requests.

Example of searching for a laptop with specific configurations and receiving Amazon link suggestions.

Accessing CoPilot Studio at microsoft.com to initiate the co-pilot building process.

Utilizing existing templates provided by Microsoft to streamline co-pilot creation.

Exploring learning resources and documentation for creating and deploying co-pilots.

Customizing the co-pilot with a name, description, and language preference.

Adding knowledge sources such as the Microsoft Store, billing help, and Amazon for product information.

Option to include SharePoint, OneDrive, and other data sources to enhance the co-pilot's knowledge base.

Customizing the co-pilot with an icon and image to personalize the interface.

Configuring the co-pilot to handle topics such as product inventory and customer inquiries.

Understanding the background processes that power the co-pilot's responses and actions.

Adding actions to the co-pilot for tasks like retrieving data or forecasting.

Accessing analytics to monitor engagement rates and data analysis for the co-pilot.

Publishing the co-pilot to make it available for use in searching for products.

Expanding the knowledge base repository to improve the co-pilot's capabilities.

Testing the co-pilot with product inquiries and receiving quick responses from configured sources.

Final thoughts on the ease and efficiency of creating a co-pilot from scratch for personalized assistance.

Transcripts

welcome to RP in this video we'll

discuss about how we can build our own

co-pilot whenever we are working on

copilot and if it is required to create

our own co-pilots probably for our

organizations this video will help you I

will show you from start to end how we

can create it for us now if I wanted to

build the copilot in such a way where

based on my request I can get the

product list or product informations

available for me I can quickly do it so

let me show you the example and pose

that bill see how we can build it from

scratch if I'm searching for laptop

which is having configurations of laptop

with P 500 GB and RAM 8 GB so this is my

input I wanted this laptop to be

available for me here it suggested me

the link on amazon.

and whenever I will open that link and

navigate it to the page here you can see

this is 512gb SSD and with 8 GB of RAM

quicker enough where we can build the

copilot for us which will suggest us the

products based on my requirement now to

start with this here you can see

whenever you'll navigate it to copilot

studio.

microsoft.com you will see the screen in

this Wizards you can wrun write your

ideas what is your idea why you want to

build your own copilot this is your

recently created copilot which is

available into this board here you can

start with existing templates Microsoft

already provided some templates by using

that you can build your own co-pilot if

you want to understand or use some of

the learning resources here we have

create and deploy co-pilots

documentations response I EI

fqs extend your copilot with plug-in

extensions quick start use Genera UI and

support communities even you can try

copilot agents so these are the learning

resources which is provided by Microsoft

itself to start with building your own

co-pilots you can write down your idea

here now I'm going to use existing

templates by using that we'll build the

co-pilot from scratch here you can see

there are some of the templates

available even if you want you can

expand and see more templates from this

fard I wanted to start with store

operations whenever you are searching

any products on Amazon or flip cart

probably sometimes you find difficulties

to get those products idea here I will

write my co-pilot name as store

assistant descriptions whichever

descriptions you want you can provide it

here to get product easily instructions

how you want so you name in store

operations you can customer co-pilots

that assist retail employees are

answering language I using English here

but totally depending on your preference

you can add your actual language this is

taken by environment language if you

want even you can customize it through

your environment knowledge be as of now

I'm using Microsoft store website

Microsoft store and billing help website

and if you want you can also add

amazon.in from there also you can get

some products so here I wanted to add

some other knowledge website it's not

really available where we can create it

or add we can add it so when you click

on this available knowledge sources here

you can see public websites when you

will click on public websites we will

click on Amazon you can also add few

other links totally depending on your

preferences once you'll click on add

this will be added successfully if you

want to include SharePoint or one drive

data you can just click on that provide

the link and this will be added

successfully if you have created any

files data or Microsoft fabric you can

use those resources to totally depending

on your data sources you can select it

and use it if you have media Wiki some

databases from there you want to get the

informations definitely you can allocate

or assign those databases and use it for

your need I'm going ahead with this one

here we'll click on cancel I've already

added the knowledge tool so one is

Microsoft store website micro store

billing website help and finally the

Amazon so these are the resources I

wanted to add it here in my co-pilot if

you want even you can add your own icon

if you want to provide your own image

you can add it there based on your

selections image will be added

successfully let me try add some image

here which is fine maybe I will add my

image here click on Save now you can see

this icon got changed click on create

this will take few seconds to navigate

into the configurations visard where

left panel will shows your informations

like co-pilot for my Microsoft 365

co-pilot for Cs and here you can see the

store assistant which we have created

now this is available as of now we have

not published yet so this is enabled as

per the configurations if you want to

add any topics you can add it here here

I wanted to check our product inventory

what is the product you are looking for

it will give me options now I want

iPhone so it will search from the

repository and give me ril visards like

quo speaker location is have three

quantity is portable speakers and quo

monitor SD monitor so here I'm getting

two things with the call to power

automate or help sttp uh request node

the data which is available from the

resources we can see it from this

pageart what is working in the

background you can see it here this will

trigger the informations questions what

I'm asking this will send out to the

message and finally it's setting the the

variable and showing up to me as a

result whichever products we are

searching we have this code running in

the background in terms of actions we

have not added any actions here if you

want you can add the actions like till

through get R get worksheet get forecast

for today whichever actions you want you

can just add it and this will work

successfully now end terms of analytics

we will also get the detailed analytics

of the fizards or search fard and based

on that we can see the data analysis

available so engagement rate is 0% it

started generating and based on the

generated results you can see the

records here topics which all topics we

have highlighted find products goodbye

message greetings initiate product

return start over thank you and track

all if you want you can add more number

of topic Define the analytics and based

on that it will work perfectly fine this

is a detailed overview of our products

actions and unless and until we not

publish it this will be not available

for any user whenever you want you can

just publish it this is our knowledge

base at any point of time you want to

increase or decrease the knowledge base

repository you can add it here from here

you can just click on ADD and you can

improve the idea or added more number of

of knowledge repository till now I'm

just testing this copilot which I have

build it here I have not yet published

or I have not yet created here whichever

informations you want you can set it up

rest here I want product what is the

product I'm looking for so I have to ask

the questions like weat now you can see

this is the informations which I am

giving here let's consider I want the

speaker because Microsoft website will

not give you about the weat it will give

me the detail of speaker whichever

speaker is available and here when I

will click on this new tab you can see

based on the Amazon repository I'm

getting this record online shopping

website is giving me the results

whatever results we have available we

can see it similarly if I want some

other products like computer or maybe

laptop so here as an A S I don't have

personal references need of the laptop

looking for the laptop recommendations I

can help you with could you please

provide me with some specific

requirement here I will just add laptop

with 500 GB space so this will suggest

me some good laptops from my Amazon

website which I have configured it here

and you can see this is the locations

from where I can buy my products which

is much convenient way where based on

the assistance based on the data I'm

getting the records and I'm getting the

results and if you want you can utilize

it this is my copile knowledge piece

based on this knowledge I'm getting the

product and whenever you want you can

just publish it and this will be

published successfully it means this

Scope Pilot is created for me whenever I

wanted to search the products I will be

able to get the records it's very cool

enough and quickest way to create the

co-pilot from scratch which is much more

helpful for the human

being now if you can see here I have

already created this 37 seconds ago here

it's building my store assistance and

this is giving me quick response

whenever I will search for any products

or any items which I'm looking for so

totally depending on the knowledge base

it will suggest me the link provide add

the link and when I will click on that

links it will navigate me to the next

page where I can see the products so

totally depending on you how you want to

configure it how you want that data to

be available based on that you can get

the product very quickly we'll build the

copilot based on the suggestions or

based on the knowledge base that's all

from this video hope you enjoyed the

contain if you think so this will be

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feel free to add in the comment sections

if you wanted to learn any specific

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channel feel free to add the topic names

I will be happy to create it thank you

for watching