AI Agents and Copilot Studio Fundamentals
This course provides students with an introduction to creating virtual agents and chat bots by building a foundational understanding of the key features in Microsoft Copilot Studio.
Description
This course provides students with an introduction to creating virtual agents and chat bots by building a foundational understanding of the key features in Microsoft Copilot Studio. This includes the skills needed to develop, test, edit and publish chat bots, as well as managerial skills needed to maintain bot performance.
Students will learn important flow creation skills including how to proficiently work in Microsoft Copilot Studio, to create and analyse the performance of a custom Agent.
Audience profile
This course has been designed to apply to end users of Microsoft Copilot Studio.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365 or Copilot Studio.
At course completion
After completing this course, students will be able to:
- Set up a Copilot Studio Environment.
- Edit existing Agents.
- Create a new Agent with custom connections and topics.
- Publish and analyse Agent performance.
- Manage Agents and Agent performance.
Course Outline
Module 1: Introduction
This module provides an introduction to the lab environment and lab settings.
Lessons
- Set up a trial
- Sign in to the Maker Portal
- Install Sample Data
Lab 1: Set up your Lab Environment
Module 2: Creating an Agent
This module will provide the user with the skills needed to create, edit and publish a virtual agent chat bot.
Lessons
- Login to Copilot Studio
- Explore and edit existing Agents
- Create your own Topic for your Agent
- Connect Agents to Datasources
- Publish and test your Agent on demo website
- Analyze Agent Performance
Lab 1: Copilot Studio Introduction
Module 3: Working with Copilot Studio
This module will provide the user with the skills needed to manage, disable and delete Agents in Copilot Studio.
Lessons
- Working with Entities
- Create a new Entity manually
- Create a new Topic from Customer Service data
- Disable and delete a Topic
- Create a Customer Service Agent
- Delete an Agent from Copilot Studio
Lab 1: Manage Agents in Copilot Studio
Lab 2: Create a Customer Service Agent for your Website
Prerequisites
No previous experience of Copilot Studio is needed to sit this course. This course applies to end users and provides a foundation for subsequent learning and courses.