
Copilot Studio is an end-to-end no-code platform that lets you build customized co-pilots using generative AI, instructions and knowledge documents, trigger automations, and publish everywhere, extensible with APIs.
Master Copilot Studio by building copilots from scratch that answer knowledge questions from documentation, perform actions, and integrate data, knowledge, and automations to generate flowcharts, documents, and emails.
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Create and verify your Copilot Studio access by obtaining a Microsoft 365 business account, securing a Copilot Studio license or free trial, and signing in to the portal.
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 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.
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.
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 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.
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.
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.
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 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.
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 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.
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.
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.
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.
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.
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.
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.
You must already know about ChatGPT and Microsoft 365 Copilot by now. But did you know that you can create your own copilots through Copilot Studio? You can build own your own copilots that can be trained on your knowledge base and perform actions on your behalf with Copilot Studio. You can deploy them internally on Teams, or externally on a website or social media apps (like Facebook). This can all be done through Copilot Studio.
Note, Copilot Studio was previously called Power Virtual Agents.
Microsoft built Copilot Studio as a way for knowledge professionals to leverage Generative AI for personalized use-cases. Imagine creating a chatbot that your customers can use to place orders, that your vendors can use to process receipts, that your employees can use to get relevant information.
Think of it as ChatGPT that you can control for your specific use-cases.
Microsoft Copilot Studio enables everyone to build sophisticated copilots to leverage Generative AI.
Learn from more than 11 hours of relevant instructional video content, with the only course that will teach you how to build copilots with Microsoft Copilot Studio. We even create two full copilots and chatbots from scratch.
What is this course all about?
This course teaches you how to build your own personalized copilot using Microsoft Copilot Studio. You will learn how to be more productive with your own custom copilot, that you can deploy internally to your employees or externally to your vendors. We go through every single copilot concept, including topic design, conditions, data, generative AI, entities, variables, and more. We also build two full copilot examples (an internal HR bot and a customer service bot).
What is Microsoft Copilot?
Microsoft Copilot is a generative AI tool developed by Microsoft to enhance the productivity of working professionals. It functions like ChatGPT, but with access to all your data—including emails, files, meeting notes, chats, and more—and integrates seamlessly into your preferred work applications.
What is Microsoft Copilot Studio?
Microsoft Copilot Studio is a no-code extensible platform that enables anyone to create custom copilots. It's an end-to-end AI platform to create customized copilots for your business, which can recall your data and even perform actions. Once it's built, it can be published anywhere (Teams, Website, Facebook, and more). It was previously called Power Virtual Agents.
What will you learn?
Build your own copilots - use Copilot Studio to build copilots from scratch with a fully custom no-code platform that leverages conversational design logic, LLMs, Generative AI, and other technologies.
Integrate data, knowledge, and actions - Use Copilot Studio to create a copilot that can read data from uploaded documents, SharePoint, OneDrive, website data, and more.
Learn advanced copilot developer topics - this course includes full lessons on entities, variables, and other complex topics
Build two full copilots - we apply everything that we learn and build two full copilots from scratch (an internal HR service bot and an external customer service bot).
Productivity superstar - Microsoft Copilot Studio is a productivity game changer, as it enables you to create a personalized copilot that can leverage Generative AI to recall knowledge or call actions.
Why choose this course?
Complete guide - this is the 100% start to finish, zero to hero, basic to advanced guide on Microsoft Copilot Studio. There is no other course like it that teaches you everything from start to finish. It contains over 11 hours of instructional content!
Structured to succeed - this course is structured to help you succeed. We go through two in-depth streams (Copilot Studio Builder and Copilot Studio Developer), followed by building two full chatbot and copilot examples.
Fully instructional - we not only go through important concepts, but also apply them as we are building our application so that we can solidify them. This is not only a walkthrough of the all the features and theoretical concepts, but a course that actually uses real-life examples and integrates workflows with you.
Step by step - we go through every single concept one-by-one. This improves your probabilities of learning this Copilot Studio rather than going haphazardly through each feature.
Teacher response - if there's anything else you would like to learn, or if there's something you cannot figure out, I'm here for you! Look at the ways to reach out video.
Course overview
Introduction - learn what this course is about, the roadmap, and how to succeed
Builder - First Chatbot - learn how to use Microsoft Copilot Studio to build your first copilot
Builder - Conversational Design - Learn simple conversational concepts, like questions, conditions, and variables
Builder - Data and Generative AI - Leverage data and Generative AI when building your copilots
Builder - Actions - Call actions with your copilot based on different conditions
Developer - Topics - Create new topics and learn advanced concepts like rich text formatting
Developer - Entities and Variables - Integrate entities and variables into your copilot
Developer - Automations - Add in advanced automations to your copilot
Developer - Publishing and Analytics - Publish copilots and perform analytics
Full Copilots - Internal HR Chatbot - Create a copilot that answers HR-related questions and performs vacation bookings
Full Copilots - Customer Service Chatbot - Create a copilot where customers can ask questions and place orders
Conclusion - earn your online certification, and read about next steps
If you want to learn how to improve your productivity by creating a copilot using Microsoft Copilot Studio, then this is the course for you. We're looking forward to having you in the course and hope you earn the certificate. Note that Copilot Studio was previously called Power Virtual Agents.