Exercise - Create a copilot using natural language

  • 10 minutes

In this unit, you use natural language in Microsoft Copilot Studio to create a copilot for the Real Estate solution with natural language. This copilot is used to schedule showings for Contoso Real Estate.

Create a copilot

Note

Copilot's responses are non-deterministic, so your results may differ slightly from those shown in this exercise.

  1. Sign into Microsoft Copilot Studio.

    Important

    Make sure you're working in the same environment used throughout this learning path.

  2. From the left navigation pane, select Create and then select New agent.

    Screenshot of Create in Copilot Studio portal.

    Note

    The conversational builder opens. This wizard guides you through configuring your copilot using plain language prompts.

  3. When prompted with:

    Hi, I'm here to help you build an agent so you can get more done... What would you like to make?

    Enter:

    This agent will help users schedule showings for the Contoso Real Estate website. It will also answer any questions related to Contoso Real Estate.

  4. Press Enter to continue.

  5. The agent suggests a name. You can accept it or enter a new one.

  6. When asked:

    Do you have any instructions for how your copilot should assist, for example a specific tone?.

    Enter:

    Friendly yet professional tone.

  7. Press Enter to continue.

    Screenshot of the conversation taking place within the conversational builder in Copilot Studio.

  8. When prompted:

    Where should the copilot find important information?

    enter the URL of the Contoso Real Estate website created in the previous module.

    Screenshot of the URL prompt in Copilot Studio portal.

  9. When asked:

    Are there any topics or tasks this copilot shouldn’t help with or talk about?

    enter:

    Don't talk about any other real estate companies.

  10. Press Enter to continue.

  11. As you progress through the conversation, copilot is keeping track of the information you provide on the right-hand side of the screen. This information configures the copilot.

    Screenshot of the information being tracked in the conversational builder in Copilot Studio.

  12. Once the setup is complete, link the copilot to the Real Estate solution before final creation.

Add the copilot to the Real Estate solution

  1. In the top-right corner, select the ellipsis (...), then select Edit advanced settings.

  2. In the Advanced Settings pane, select the Real Estate Solution solution, then select Save.

    Screenshot of the advanced settings pane in Copilot Studio portal.

  3. In the top-right corner, select Create to configure and deploy the copilot based on your inputs.

    Screenshot of the newly created copilot in the Copilot Studio portal.