Customizing Your Copilot: A Walkthrough into Copilot Studio

Introduction

With the advent of AI and the availability of copilots in various M365 and power platforms, the need for customized copilots is also increasing. Power virtual agents have been renamed Copilot Studio, and many features like AI plugins, knowledge sources, and connector plugins have been added to the portal. Copilot Studio helps create copilots for specific needs and preferences. This blog post discusses customizing copilots using Copilot Studio with the descriptions and settings in the portal.

Copilot Studio is a sophisticated platform designed for users to customize their AI copilots. It offers many features that help users tweak the functionality, responses, and even the personalities of their digital companions. Whether you’re a developer looking to integrate a copilot into your software or a casual user seeking a more personalized experience, Copilot Studio provides the tools necessary for fine-tuning your requirements.

The Customization Process

Customizing your Copilot involves several steps, each offering a degree of control over the final product. Let’s look at the steps one by one.

Step 1 - Functionality Customization

You can start creating a copilot by defining the core functions your Copilot must perform. Copilot Studio allows you to select from various capabilities, from language translation to code generation, ensuring your Copilot is equipped with the necessary skills. Different copilots are available for Microsoft 365, Dynamics 365 Customer Service, Finance and Operations, Sales, and Power platforms. Custom copilots can be created and published in various channels like Teams, Facebook, ServiceNow, and many more based on requirements. There are features like AI plugins and connector plugins that allow seamless integration. Copilots can also be created with simple prompts provided on the home page.

Step 2 - Response Tailoring

Your Copilot’s communication style is crucial. With Copilot Studio, you can adjust the tone, style, and complexity of your Copilot’s responses to match your communication preferences.

Step 3 - Personality Shaping

You can assign various options and traits to the Copilot based on how the Copilot should interact. Copilot Studio’s tools let you infuse your Copilot with character traits, humor levels, and even cultural knowledge, making for a more relatable and engaging assistant. Copilot also supports various languages.

Step 4 - Click on Create

The instructions provided to the Copilot will be seen as a checklist on the right side of the portal. Once you click on Create, a new copilot will be created.

Step 5 - Verify Knowledge Source

The Copilot will be created using the knowledge source mentioned in the prompt.  

Step 6 - Enable Generative AI

The Copilot can be enabled to provide generative answers by enabling the settings->Generative AI option. The content generation can be set to Low, Medium, or High as per requirements.

Step 7 - Test Out Your CoPilot

The Copilot will be able to provide answers based on the questions asked about CloudThat training, as shown below with the website links.

Conclusion

This way, copilots can be created for different requirements by specifying the topics. The Copilot can be published to various channels and used based on applications.

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