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Creating your own copilot using Copilot Studio allows you to design intelligent chat experiences tailored to your business processes and workflows. This platform provides a low-code environment to build AI assistants that can interact with users across multiple channels, such as websites, mobile apps, and social media.
Steps to Build Your Copilot
Grounding Your Copilot in Data: Start by integrating your copilot with your organization's data sources. This can include local files, SharePoint sites, public websites, and custom backends. This enables the copilot to provide generative answers based on real-time data1.
Designing Conversational Flows: For critical topics like account management, you can design specific conversational flows using visual authoring or natural language. This ensures that the copilot follows a predefined sequence of steps for tasks such as user authentication and order management1.
Utilizing Generative Actions: Enhance your copilot's capabilities by providing a list of plugins from over 1200 data connectors, including SAP, Workday, and Salesforce. These plugins allow the copilot to handle complex queries dynamically1.
Custom Development: For more advanced customization, you can integrate Azure models and services with Copilot Studio. This hybrid approach allows you to use custom language models, Azure OpenAI, and other Azure services to enhance your copilot1.
Publishing Your Copilot: Once your copilot is ready, you can publish it to multiple channels, both internal and external. This includes websites, Microsoft Teams, social apps, mobile apps, and Azure Bot Service channels1.
Monitoring and Managing: After deployment, use the built-in analytics dashboard to monitor key metrics and evaluate performance. Secure and manage your copilot with governance and control features, including data loss prevention policies and role-based access control1.
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