Microsoft Copilot Studio - The Copilot Studio Masterclass

Launch your first copilot chatbot in Copilot Studio by mastering topics, conversational design, and how to add data, generative AI, and actions for automation and knowledge queries.

Create a basic copilot in copilot studio, define topics and trigger phrases, and test in real time, exploring regular and system topics, greetings, and fallback flows.

Create a topic in Copilot Studio by defining trigger phrases and editing them. Configure the bot to answer vacation days and PTO questions, then save the topic.

Apply conditional logic to tailor responses by asking user level (manager or employee) to determine vacation days. Use copilot with adaptive cards to route questions and trigger actions.

Publish your copilot to Microsoft Teams by enabling Teams, editing details, and sharing a link or zip file to your organization, then publish to the Teams App Store.

Publish a copilot to a demo website, set internal authentication with entourage id or azure ad, or no auth for public bots, then embed html and publish across channels.

Learn conversational design in Copilot Studio by building a vacation policy topic with trigger phrases, then create conditional flows that branch by user role using multiple choice.

Create looped conversations with redirects by incrementing the number of attempts with a variable, applying conditions, and routing to a live agent after three failed attempts.

learn to build Copilot experiences from information sources rather than topic-based workflows, using sources like documents, SharePoint, OneDrive, databases, and web sources to generate contextual answers.

Configure a copilot built from website data by adjusting content moderation and custom instructions to tailor accurate, well-formatted answers. Choose formats like bullet points, steps, or playful tones with emojis.

Learn to add generative answers from websites to an existing copilot in Copilot Studio, including enabling generative AI, configuring multiple sites, and setting up a generative answers node.

Create a copilot that queries more than four sites using Bing Custom Search, building a custom search service, linking it via configuration ID, and enabling boosted conversational coverage.

Create a copilot from a static file such as pdf or word to answer vacation policy questions, then index it for fast retrieval and enable generative AI with content moderation.

Learn how to create a Copilot from uploaded documents, index once, cite sources, and compare static files with SharePoint integration for up-to-date policies and easier maintenance.

Learn how to connect a SharePoint team site to Copilot, boost conversational coverage, and create a living chatbot that pulls HR policies and documents from the HR site.

Connect OneDrive to Copilot Studio and navigate access limits between personal and business accounts. Use Office.com Copilot as a knowledge source for file-based questions.

Create and publish custom actions in Copilot Studio that let copilots perform tasks via Power Automate, such as sending a Teams message, with descriptive inputs and dynamic data.

This lecture demonstrates dynamic chaining by creating two Power Automate actions that post distinct teams messages, one for a vacation request and one for an office transfer, based on context.

Explore dynamic chaining with Copilot 3 by wiring office transfer request and vacation request to trigger phrases, view tracing mode, and master dynamic training and input prompts in preview mode.

Diagnose the dynamic chaining bug in Copilot Studio by testing date inputs versus strings in vacation request flows. Refresh flows and recreate inputs to ensure proper propagation and triggering.

Discover how dynamic chaining with other inputs enables Copilot to auto-extract and translate inputs, such as vacation requests, into Power Automate formats, avoiding manual date parsing.

Explore the developer stream for Copilot Studio, covering advanced topics such as entities and variables, automations, rich content, formatting conditions, and publishing and analytics to build sophisticated co-pilots.

Plan and iterate chatbot topics to drive effective customer conversations, guided by analytics. Cover FAQs, outages, trouble tickets, and system topics for self-service and efficiency.

Create topics with trigger phrases and natural language understanding to route users, then build a customer service hours topic with Washington and Montana paths and test it.

Create engaging content with rich text in Copilot Studio, using bold, italics, and lists to emphasize key points. Explore how unified experiences reduce latency versus legacy markdown and Power Automate.

Explore out-of-the-box image support in Microsoft Copilot Studio, using Power Virtual Agents to render public image URLs in cards for immersive, image-rich conversations.

Demonstrate creating a power bill topic, craft rich content with bold formatting and markdown, test interactions, and collect emails for a mailing list in Copilot Studio.

Render rich experiences with adaptive cards in Power Virtual Agents using the adaptive card online editor. Create a two-field form to collect inputs and validate them within the bot.

Master message variation in Copilot to give chatbots a human feel, reduce content staleness, and deliver dynamic greetings using topic variations and bot name variables in Power Virtual Agents.

Explore how the fallback topic captures unknown intents, tracks fallback counts, and routes to the escalate topic after retries, with follow-the-breadcrumbs across topics and a potential dynamics 365 omnichannel integration.

Master trigger phrases to improve chatbot user experience by avoiding overlapping terms and topic confusion, keeping phrases concise and punctuation-agnostic. Use priority to resolve collisions and limit to 5–10 phrases.

Maintain and map entities in Copilot Studio using synonyms. Validate inputs and extend site type with terms like mansion, condo, apartment, farm, acreage, and office.

Use regular expressions in power virtual agents to validate data such as site IDs and common formats. This feature automatically reprompts on invalid input, reducing logic and improving chatbot maintainability.

Leverage entities and slot filling in power virtual agents to auto-fill slots like site ID, reducing prompts and boosting user satisfaction.

Explore how variables store and retrieve data, name boxes, and pass values to Power Automate cloud flows. Learn to override and create variables with scope across topics.

Master how to manage variable scoping in Power Virtual Agents by using topic, global, and system scopes, prompting for email, and safely handling uninitialized values to prevent runtime errors.

Explore Power Automate core concepts, including connectors, triggers (schedule, manual, event driven via webhook), actions, JSON parsing, and Dynamics 365 and Dataverse workflows.

Learn to build a cloud flow in Power Automate, from triggers and JSON schema to variables, conditions, and an email action using Office 365 Outlook.

Learn to debug Power Automate workflows using run history to trace inputs, outputs, and path decisions. Understand managing connections and authentication, sharing controls, and safe collaboration to prevent unauthorized access.

Explore debugging and troubleshooting in Power Automate cloud flows by inspecting run history, viewing inputs and outputs, and tracing duration and status for each run, with resubmission and testing options.

Discover how the Power Virtual Agents connector enables seamless integration with Power Automate in a request-response model, manage input and output as variables, and implement robust exception handling.

Explore how the Power Virtual Agents connector triggers a Power Automate cloud flow to add a newsletter email address to a mailing list, with inputs, outputs, and status handling.

Design cloud flows to finish under two minutes with asynchronous processing, avoiding timeouts. Use a receipt and identifier for follow-up, and fail fast with scopes.

Master exception handling in Power Automate by using scopes and the configure run after settings to implement a try-catch pattern that updates variables and returns appropriate responses in cloud flows.

An administrator enables the System Customizer in the admin center, creates and customizes a Dataverse table with a newsletter email field, and demonstrates data import, export, and Power BI analytics.

Update the chatbot to store email addresses when subscribers opt in for energy saving tips, using the data first connector and an add a row action in Power Automate.

Demonstrates updating a chatbot to store data in a Dataverse table by adding new rows, checking for duplicates, and handling errors via Power Automate and Power Virtual Agents.

This video demonstrates splitting a power outage ticket into a customer address lookup and outage creation, using Power Virtual Agents and Power Automate to fetch the address from Dataverse.

Implement an address lookup flow for power outage tickets using cloud flow variables. Use a site id and a conditional to display the address or indicate issues.

Demonstrates building a power outage ticket workflow in Power Virtual Agents: verify address, collect outage hours, and create a Dataverse record with case number and estimated restore time.

Demonstrates wiring a cloud flow with Power Virtual Agents to create power outage tickets, returning a case number and estimated restore time, with error handling and contract refresh.

Explore looking up power outage tickets with a Copilot Studio chatbot, using case numbers to fetch status and offer optional notifications via SMS, WhatsApp, or email.

Explore branding strategies for your bot across out of the box and custom canvas experiences, and customize the name, icon, avatar, and theme in power virtual agents for corporate branding.

Explore how to choose and customize fonts for branding within the custom canvas, including changing font family and size to preview options like Times New Roman and Arial.

Measure your chatbot's performance with key metrics such as engagement rate, resolution rate, abandon rate, escalation rate, and CSat. Leverage end-of-conversation analytics to learn from interactions and drive improvements.

Explore how to measure chatbot performance using end-of-conversation triggers, CSat prompts, and analytics to optimize session resolution and reduce abandon rates.

Analyze topic-level customer satisfaction with date filtering, examining power bill engagement, resolution and abandonment rates, CSat impact, and survey response trends to guide improvement and relate trends to events.

Learn how to use sessions and billing analytics to analyze chatbot conversations, download CSVs, identify engaged sessions, and measure build session ROI to improve bot performance.

Configure authentication for the copilot by registering an app in Azure portal, adding a redirect URL and a client secret, and granting files.read.all and sites.read.all for SharePoint and OneDrive.

Create a vacation booking action with Copilot, wiring a SharePoint list and a plugin flow using inputs like email, start date, end date, and notes, then test.

Connect actions with Copilot to automate email inputs, set values, and create dynamic vacation booking flows using topics, generative answers, and authenticated sources.

Publish the internal HR copilot to Teams, configure channels and authentication, and empower employees to chat, access vacation and sick leave policies, and even book vacations.