Designing & Creating Microsoft Copilot Agents

What's inside

1. Level 1: Welcome to Copilot StudioFree
   Get oriented with the Copilot Studio interface and create your first simple agent using a template.
2. Level 2: No-Code Agent Creation BasicsFree
   Learn to build an agent from scratch without code using the visual authoring canvas.
3. Level 3: Understanding Topics
   Discover what topics are and how they define conversation flows in a Copilot agent.
4. Level 4: Creating Your First Topic
   Design a simple topic that responds to a common user question with a static answer.
5. Level 5: Branching with Conditions
   Add conditional logic to topics using the condition node to handle different user responses.
6. Level 6: Introducing Entities
   Learn how entities extract key information from user utterances to make agents smarter.
7. Level 7: Working with Variables
   Store and reuse data throughout a conversation using variables.
8. Level 8: Designing Multi-Turn Conversations
   Build a conversation that asks multiple questions and remembers responses across turns.
9. Level 9: Fallback and Escalation Topics
   Handle unrecognized inputs and escalate to a human agent gracefully.
10. Level 10: Advanced Trigger Phrasing
    Optimize trigger phrases to improve topic recognition and reduce false positives.
11. Level 11: Using Prebuilt Entities
    Leverage built-in entities like date, time, and number to handle common data types.
12. Level 12: Custom Entity Creation
    Create custom entities with closed lists and synonyms for domain-specific terms.
13. Level 13: Topic Routing and Ordering
    Control which topic fires first and manage topic priority to avoid conflicts.
14. Level 14: Testing and Debugging Conversations
    Use the test console and trace features to identify and fix conversation issues.
15. Level 15: Introduction to Power Automate Flows
    Connect a Copilot agent to a Power Automate flow to perform actions outside the conversation.
16. Level 16: Custom AI Prompts
    Use the 'Generate responses using AI' node to craft dynamic, generative answers.
17. Level 17: Adaptive Cards Basics
    Enhance agent responses with rich, interactive Adaptive Cards.
18. Level 18: Variables Across Topics
    Use global variables to share data between different topics in an agent.
19. Level 19: Error Handling and Retry Logic
    Implement robust error handling within topics to manage unexpected user behavior.
20. Level 20: Publishing to a Test Channel
    Deploy your agent to a test channel like a demo website for early feedback.
21. Level 21: Adaptive Cards for Rich Responses
    Learn to design and implement Adaptive Cards to display structured, interactive content in agent conversations.
22. Level 22: Connecting to External Data Sources
    Understand how to connect your Copilot agent to external data sources like SharePoint, Dataverse, and SQL using connectors.
23. Level 23: Building Custom API Connectors
    Learn to create custom API connectors to integrate any RESTful web service into your agent.
24. Level 24: Triggering Power Automate Flows
    Deepen integration by triggering Power Automate flows from agent topics for complex backend processes.
25. Level 25: Deploying to Microsoft Teams
    Learn the end-to-end process of deploying your Copilot agent as a custom app in Microsoft Teams.
26. Level 26: Deploying to Web and Mobile Channels
    Explore deployment options for web chat and mobile channels, including custom website embedding.
27. Level 27: Authentication and User Context
    Implement user authentication and leverage user context to personalize agent interactions.
28. Level 28: Security, Compliance, and Governance
    Understand security best practices, data loss prevention (DLP), and governance for Copilot agents in an enterprise.
29. Level 29: Analytics and Monitoring
    Learn to use Copilot Studio analytics to track agent performance, user satisfaction, and conversation metrics.
30. Level 30: Optimizing Conversation Flow
    Apply optimization techniques to reduce friction, improve topic detection, and handle edge cases.
31. Level 31: Handling Multiple Languages
    Configure your agent to support multiple languages and dynamically switch based on user locale.
32. Level 32: Custom AI Prompts and GPT Integration
    Integrate custom AI prompts using Azure OpenAI to generate dynamic responses or summarize data.
33. Level 33: Advanced Topic Orchestration
    Master complex topic orchestration including topic chaining, global variables, and pre/post hooks.
34. Level 34: Testing, Debugging, and Versioning
    Learn systematic testing, debugging with the test panel, and managing agent versions for continuous improvement.
35. Level 35: Comprehensive Final Challenge Exam
    A capstone project that requires designing, building, integrating, and deploying a complete Copilot agent from scratch.

Access

The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.

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