Exercise - Set up Generative AI

Completed

In this unit, you learn how to use the Generative answers feature to improve your copilot's responses.

Enable Generative AI

  1. Select Settings in the top-right of the screen.

  2. Select the Generative AI tab.

    Screenshot of Generative AI pane in Copilot Studio settings.

  3. Select Generative under How should your copilot decide how to respond.

  4. Select Medium for Copilot content moderation.

  5. Select Save.

Use generative answers in the Conversational boosting topic

  1. Select your copilot in the Copilot pane on the left-hand side of the screen to return to the Overview tab.

  2. Select the Topics tab and select System.

  3. Select the Conversational boosting topic.

    Screenshot of the Conversational boosting topic nodes.

Enable knowledge

  1. Select your copilot in the Copilot pane on the left-hand side of the screen to return to the Overview tab.

  2. Verify that general knowledge is enabled.

    Screenshot of the general knowledge enabled.

Add knowledge from a website

  1. Select + Add knowledge.

    Screenshot of the knowledge sources.

  2. Select the Public websites tile.

  3. Enter the public website link https://create.microsoft.com/templates/real-estate

  4. Select Add.

  5. Select Add.

Add knowledge from Dataverse

  1. Select the Knowledge tab.

  2. Select + Add knowledge.

  3. Select Dataverse.

  4. Select the Real Estate Property table

  5. Select Next.

  6. Select Next.

  7. Select Add.

Add knowledge from files

  1. Download this Microsoft case study

  2. Select + Add knowledge.

  3. Select Files.

  4. Select Add.

Use generative answers in System fallback topic

  1. Select your copilot in the Copilot pane on the left-hand side of the screen to return to the Overview tab.

  2. Select the Topics tab and select System.

  3. Select the Fallback topic.

  4. Select the three dots in the message node and select Delete.

  5. Select the the + icon under the Condition node, select Advanced, and select Generative answers.

  6. Select Activity.Text for the Input field.

  7. Select Edit under Data sources.

  8. Select Search only selected sources.

  9. Select the Real Estate Property Dataverse table.

  10. Deselect Allow the AI to use its own general knowledge.

  11. Select Medium for Content moderation.

  12. Select Save.

Configure Security

  1. Select your copilot in the Copilot pane on the left-hand side of the screen to return to the Overview tab.

  2. Select Settings in the top-right of the screen.

  3. Select the Security tab.

  4. Select the Authentication tile.

  5. Select Microsoft Entra ID authentication in Teams and Power Apps.

  6. Select Save.

  7. Select Save.

  8. Select Close.

  9. Select your copilot in the Copilot pane on the left-hand side of the screen to return to the Overview tab.

  10. Select Publish and select Publish.

Test the copilot's knowledge

  1. Select the Test button in the top-right of the screen to open the testing panel.

  2. Select the three dots at the top of the testing panel in the top-right of the screen.

  3. Select Track between topics.

  4. Select the Start a new conversation icon at the top of the testing panel.

  5. Explore the copilot and see how it uses the different knowledge sources.