Summary:
In this video, you’ll learn how to create a new topic in Copilot Studio for conversational AI. The process includes defining trigger phrases, sending messages, using conditions, and redirecting users to the end of a conversation. You’ll learn how to add key phrases for a new topic and how to build a conversation using a variety of options like asking questions, providing responses, adding images, and handling conditions. You’ll learn how to delete elements if errors occur and how to properly test the conversation. By the end, you will be familiar with creating topics, leveraging system topics like “End of Conversation,” and handling various elements in the conversation flow.
Transcript
Welcome to our miniseries course about developing and deploying your conversational AI using Copilot Studio. In this video, I will teach you how to create your own topics in your conversational AI. Topics are the different conversation paths that guide the way your Copilot answers to questions. I will show you how to send a standard response, use a condition, redirect users to the end of the conversation, and how to delete any of those elements in case of errors. Let’s get started.
Start your conversation by identifying trigger phrases. In our spots help desk for SharePoint support, I will create a topic to guide users in creating a new SharePoint site. Click on edit and start adding a few meaningful key phrases. In this case, I will provide, new sites. I need help creating a new site.
And I will add a question. How do I create a new SharePoint site? These are the different ways in which end users may start the conversation. Next, click on the plus sign button to enable some of the features that are available. And in this case, I will select ask a question.
I will provide it to the end user a message while I ask a question at the same time. I’ve already prepared my message, so I will simply paste it into the text box. And the message is, sure, I can help you create a new site. 1st, we need to determine what type of site you need. Choosing between a team site or a communication site should start with your intent and desired business outcome.
Do you need help deciding? Then, I will provide to the end user a few options. The first option will be, yes, I need help. The second option will be, no, I’m ready to create the site. And I will add a third option, which will be a delete option.
This option is here just to show you how to delete certain elements in your Copilot studio. Then, scroll down and notice that for each of those options, the system has added a condition. And those conditions need to be addressed. So, let’s address the first one. If the user selects yes, I need help, I will respond with another message.
So, let’s click on send a message. And in this message, I am providing to the end user certain instructions for identifying different characteristics of creating a new team site versus creating a new SharePoint site. This will help the end user decide what type of site they need. In addition to providing a standard message, notice that there is an an add function here. You can add additional information to the end user, such as a video, an image, or an adaptive card.
In this case, I will use the image feature. It will open a box, a section here at the right side of the screen, and I need to provide 2 pieces of information. I need to provide a proper title and an image URL. I have a SharePoint library with a list of, image resources that I can use. So I will simply select the link and paste it into the image URL box.
And notice that it will automatically display the image. For the second condition, I will repeat the same process and click on the plus button and send another response. But this time, I will provide to the end user instructions for how to create a SharePoint site. And to address the third option, I will simply create a delete message. Then, I will scroll down and identify the last note.
I will click there, and this time I will go to topic management, click on go to another topic, and then identify the list of system topics. I will select end of conversation. This will redirect the end user to the end of the conversation by leveraging that topic. Next, I will rename my conversation by providing a proper title. And I will save the topic.
The next step is to test the conversation. Once it saves, I will click on the test button at the top of the page, and this will open up the testing panel. The way we test the conversation is simply by using the key phrases that we have defined. So I will type new sites, and that will activate this topic. As you can see, you get the response that we designed and the different options that we provided to the end user.
I will click on yes, I need help. And you can identify the specific branch and the Copilot will mark the specific step that is being used in the conversation. Now, I’m at the end of the conversation And, in this case, I am leveraging the contents of that system topic. So did that answer your question? I will click on yes, give it a rating, and close the conversation.
Next, I will show you how to delete any of the elements in the conversation in case there are any errors. If you want to delete any of the options that are available, simply select the option and identify the delete icon and click on delete. If the branch at the bottom was not deleted automatically, then identify that condition, which is blank. Click on the 3 dots and notice that there is a delete option next to that box. So click on delete and that will automatically delete the message as well.
And that’s how quickly you can create your own conversation to support the needs of your end users. That concludes this lesson. In our next video, I will show you how to collect information from end users using an adaptive card. Thank you for watching.