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A practical and accessible guide to Microsoft's Copilot Studio
In Microsoft Copilot Studio Quick Start, author Jared Matfess delivers an easy-to-read and hands-on guide to navigating Microsoft's newest generative AI platform. From introductions to the Copilot ecosystem and Copilot Studio to building your first custom agent, publishing it across different environments, and measuring its results so you can optimize its impact, this book walks you through the steps you need to take to use this powerful new tool.
You'll learn to extend your Copilot's functionality from knowledge agents to semi-autonomous agents that can perform actions on your behalf, by integrating with third-party APIs and other Microsoft services via Power Platform connectors.
Microsoft Copilot Studio Quick Start provides:
Perfect for tech-savvy professionals interested in unlocking the full potential of Microsoft's Copilot Studio, Microsoft Copilot Studio Quick Start is also a must-read resource for everyone who wants to build exciting new software tools driven by generative AI in the Microsoft ecosystem.
JARED MATFESS is an AI Architect at AvePoint who partners with a diverse portfolio of clients, including Fortune 500 companies and State & Local Government agencies. He is a 7-time Microsoft MVP and has more than 20 years' experience working in the Microsoft ecosystem and is an expert at assisting organizations in their digital transformations by leveraging advanced technologies, including AI.
Foreword xxi
Chapter 1 Navigating the Copilot Ecosystem 1
What Is GenAI? 2
How Does GenAI Work? 3
GenAI Key Terms and Definitions 3
The Risk of Bias in GenAI 4
OpenAI Brings GenAI to the World 4
ChatGPT Gains Excitement 5
ChatGPT Data Leaks 5
Microsoft's Strategic Investment in OpenAI 6
Retrieval-Augmented Generation 7
Azure OpenAI RAG Pattern 8
Enterprise Adoption of the RAG Pattern 9
Microsoft M365 Copilot 10
The Rise of the Copilots 12
Copilot, aka Bing Chat Enterprise 12
Microsoft's Copilot Portfolio 13
Copilot for Sales 14
Copilot for Service 16
Copilot for Security 17
Copilot in Microsoft Viva 19
Viva Goals 19
Viva Engage 20
Viva Amplify 21
Viva Roadmap 22
Additional Copilots 22
Aligning Copilots with Company Personas 24
Introducing Copilot Studio 25
Conclusion 26
Chapter 2 Introduction to Copilot Studio 29
Copilot Studio's Core Audience 29
Citizen Developers Overview 30
Citizen Developer Challenges 31
The Role of IT 32
Copilot Studio: The Platform 33
Copilot Studio Prerequisites 33
Accessing Copilot Studio 34
Power Platform Environments 35
Microsoft Dataverse 36
Dataverse Core Components 37
Environment Management 39
Creating Your First Agent 39
Adding Knowledge Sources 42
Testing Your Copilot Agent 47
Copilot Studio Topics 50
Conversational Boosting with GenAI 52
Modifying Your User Experience with Topics 55
Lights, Camera, Actions! 57
Conclusion 69
Chapter 3 Publishing Your Copilot Agent 71
Channels 71
Publishing Your Agent to Teams + Microsoft 365 74
Publishing Your Agent 79
Testing Your Agent in Microsoft Teams and M365 Copilot 86
Conclusion 90
Chapter 4 Microsoft 365 Copilot Declarative Agents 91
The Spectrum of Copilot Agents 91
M365 Copilot Agents 92
Declarative Copilot Agents 93
The Agent App Package 93
App Manifest 93
App Icons 94
Declarative Agents Manifest 94
Plugin Manifest 95
Configuration Options 96
The AI Orchestrator 96
Creating a Declarative M365 Copilot Agent with the Copilot Studio Agent Builder 97
Configuring Your Agent 98
Setting Instructions 99
Configuring Knowledge 101
Actions and Capabilities 103
Starter Prompts 104
Creating Your Agent 105
Adjusting Sharing Permissions 106
Application Manifest: Manifest.json 108
The DeclarativeAgent_0.json File 110
Code Versus Configuration 112
Test Driving Your Agent 112
Updating Your Declarative Agent 114
Copilot Studio Agent Builder Limitations 115
Data Storage 115
Application Lifecycle Management 116
User Experience 116
When to Use Declarative Agents 117
Conclusion 118
Chapter 5 Planning ALM for Your Copilot Agents 119
The ALM Framework 120
Requirements Gathering 120
Design 121
Development 121
Testing 122
Deployment 122
Maintenance and Retirement 123
ALM Summary 123
Power Platform Environments 123
Environment Strategy 124
Environment Costs 124
Managed Environments 125
Managed Environments Considerations 127
Solutions 127
Creating a Solution 129
Exporting a Solution 132
Importing a Solution 135
CI/CD Pipelines 140
Conclusion 141
Chapter 6 Deep Dive into Agent Templates 143
Prerequisites 144
Selecting Our Agent Template 145
Citizen Services Template 146
Knowledge Sources 146
Topics 147
Apply for a Service Topic 148
Data Collection Topic and Adaptive Cards 149
Road Closures Topic 154
Conversational Boosting Topic 155
Summarizing Topics 157
Building Our Agent from the Citizen Services Template 157
Updating Knowledge Sources 158
Updating Topics 159
Testing Your Agent 166
Conclusion 169
Chapter 7 Real-World Use Cases and Inspiration 171
Agents in the Contact Center 171
The Scenario 172
Technical Setup 173
Testing the Contact Center Agent 175
Contact Center Charlie Agent Summary 176
Agents in the Public Sector 176
Technical Setup 176
Testing Our Shared Mailbox Agent 182
Summary of the Shared Mailbox Agent 185
Agents in Human Resources 186
Technical Setup 186
Testing Your Heidi from HR Agent 194
Summary of the Updated Heidi from HR Agent 195
Conclusion 195
Chapter 8 Building an Autonomous Agent 197
Autonomous vs. Semi-autonomous Agents 197
Considerations for Autonomous Agents 198
How Microsoft's Autonomous Agents Work 198
Autonomous Agent Use Case 199
Microsoft Form Configuration 200
Salesforce Sales Cloud Setup 201
Configuring Your Agent 202
Enabling Orchestration 203
Creating a Trigger 204
Configuring your Trigger 207
Setting Up Knowledge Sources 213
Creating Actions 218
Creating Inputs 220
Formatting Variables 221
Getting the Account ID 222
Creating a Condition 224
Creating a Contact 226
Creating an Opportunity 227
Associating Your Opportunity to a Contact 228
Configuring "Run as" User 231
Configuring the Create Lead Action 232
Configuring Your Agent Instructions 235
Testing Your Agent 236
Publishing and Monitoring 242
Conclusion 242
Chapter 9 Optimizing and Measuring Your Agent 245
Prerequisites 245
Agent Analytics 246
Optimizing Your Agent for Cost 248
Enhancing User-Focused Agent Performance 251
Quick Replies 251
Starter Prompts 253
Capturing User Feedback 255
Conclusion 265
Chapter 10 Copilot Studio and Azure AI Foundry: Better Together 267
Azure AI Search 268
Optimizing for Cost 269
Creating Your Azure SQL Database 269
Creating a Table and Loading Data 274
Provisioning Azure AI Search 276
Configuring Your Agent for Azure AI Search 286
Testing Your Agent 288
Conclusion 289
Appendix Agent Flows 291
Index 297
Information technology (IT), as an organizational function, has the primary purpose of enabling business counterparts to implement solutions that improve productivity at the task and business process levels. For the past decade, IT leaders have been under incredible pressure to deliver business value while also being charged with continuing to drive down costs. For every new wave of technological innovation, IT leaders must navigate the fine line between embracing the hype and delivering tangible ROI.
Generative AI (GenAI) has forced an almost "gold rush" mentality within the IT industry, with consultants and independent software developers (ISVs) alike working hard to bring forward the next wave of innovation. Microsoft has made significant investments in GenAI through its Azure AI Studio service, which enables organizations to safely and securely develop their own GenAI applications, as well as its Copilot brand of GenAI-as-a-Service offerings, which are being built-in to its entire portfolio of applications. Satya Nadella, Chairman and Chief Executive Officer (CEO) of Microsoft, has been quoted as saying:
We are the Copilot company. We believe in a future where there will be a Copilot for everyone and everything you do. Microsoft Copilot is that one experience that runs across all our surfaces, understanding your context on the Web, on your device. And when you're at work, bringing the right skills to you when you need them. Just like, say today you boot up an operating system to access applications or a browser to navigate to a Web site, you can invoke a Copilot to do all these activities, and more-to shop, to call, to analyze, to learn, to create. We want the compiler to be everywhere you are.
redmondmag.com/articles/2023/11/16/nadella-ignite-2023-keynote.aspx
This chapter will begin with a quick primer on GenAI and Microsoft's role in maturing this technology over the past few years. We will then step through Microsoft's Copilot brand of products to better understand its strategy of transforming how people work by introducing artificial intelligence (AI) into their workflow. Finally, we will end with a high-level overview of Copilot Studio and how it will enable citizen developers and IT professionals to drive even greater business value by combining a low-code application development platform with GenAI.
If you are unfamiliar with the term, GenAI is a type of AI that focuses on creating content by analyzing and learning patterns from large datasets. Examples of content GenAI can create include text, images, code, and audio. Additionally, GenAI can analyze existing content and provide you with feedback based on questions you ask it. For example, you could write an email and then ask it for suggestions on how to rewrite it for tone, clarity, or brevity. It will then analyze both the content you provided and its dataset to provide you with recommendations in natural language, meaning text.
GenAI is on the same trajectory as other large disruptive technologies, such as the graphical user interface (GUI), the Internet, and the iPhone. Unlike other technologies, such as robotics process automation (RPA), monolithic enterprise resource planning platforms, or event-driven architectures, what makes GenAI appealing is how it blends creativity with computation using the most powerful interface that exists: language.
GenAI blends creativity with computational power, enabling people to draft compelling narratives, design complex visuals, write code, and even create business strategies in a fraction of the time it once took. The technology is intuitive and adaptable, making it accessible to a wide range of users-from seasoned professionals to those without technical expertise. Its ability to personalize interactions, learn from context, and continuously improve makes GenAI a powerful tool for enhancing productivity, boosting innovation, and driving meaningful engagement across industries.
At a high level, GenAI works through a combination of machine learning and then through the development of neural networks, which are a type of AI modeled after the human brain. Machine learning is when you feed in large amounts of data into a computer application, and it begins to create patterns to organize the data. Neural networks are an architecture within AI that include a series of interconnected nodes organized into various layers. These nodes, often referred to as neurons, are computational units that process information by performing mathematical operations on inputs, applying a weight (to emphasize importance), and passing the result through an activation function to determine the output. Like humans, GenAI models are trained with enormous amounts of data. While humans are trained over decades, GenAI models are trained over months with large datasets and computing infrastructure.
Like the human brain, as information flows through these interconnected nodes within the neural networks, it is transformed-but by mathematical functions. What is often viewed as being "GenAI magic" is a combination of being trained on a very large amount of data and the organization of this data in a way that can identify patterns and structures. At the end of the day, GenAI does an amazing job of predicting your desired output to the question you have asked it because it has been trained on a tremendous amount of data.
While this book isn't meant to be a deep dive into GenAI, there are some key terms that are helpful to understand:
When people talk about being careful about bias with GenAI, it is because the models are only as good as the data they are trained on. To provide a practical example, if you were building a model on baseball statistics and only provided statistics of the Boston Red Sox defeating the New York Yankees, the model would be biased toward the Boston Red Sox being the more dominant team. If you asked it who will win an upcoming game between the two teams, it would more than likely propose the Boston Red Sox based on its data. However, when you include all the matchups, the model might be biased toward the New York Yankees, since historically they have won more of the games between the two teams.
When you apply this same concept to people, the consequences can be even more drastic. For example, it has been proven that some ethnicities are statistically more prone to certain diseases. Therefore, it is important to have a wide set of training data for AI applications that are meant for health care use cases. If you train data only on a particular ethnicity, you may miss out on some of the potential nuances. Combined with a potential over-reliance on AI, this could lead to a situation where a clinician might miss a diagnosis even though they have access to this incredibly powerful AI application. The consequences of being over-reliant on technology that is wrong can have dire consequences, thus the need to plan for a comprehensive responsible AI strategy to help minimize these risks.
The technology industry and many data scientists are especially careful to point out the potential risks of bias that can happen with AI. Therefore, the need to obtain or create diverse datasets reflective of the various types of people, ethnicities, cultures, etc. is important to ensure that AI is for everyone, not just a subset of people. This risk is even more problematic given that the user experience of interacting with GenAI is very conversational in nature. In addition, the confidence with which LLMs provide responses is rather convincing, even when those answers are incorrect answer. The popularization of engaging with LLMs through conversation was catapulted into the spotlight through OpenAI's ChatGPT.
While OpenAI did not invent GenAI, it was able to bring it to the mainstream with its launch of ChatGPT in November 2022. ChatGPT was able to amass a user base of over 100 million users in less than a year, far quicker than any other technology to date. ChatGPT rapidly surpassed the adoption of commercial AI assistants such as Amazon's Alexa, Google's Echo, and Microsoft's Cortana by providing what seems like infinite expertise. ChatGPT's user experience, both then and now, is simple, with a basic chat-based user interface that is forgiving...
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