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#02 – Getting started with Copilot Studio (a.k.a Power Virtual Agents) – Building your first Copilot

https://ecellorscrm.com/wp-content/uploads/2024/04/copilot.png

Thanks for visiting my blog, this post is a continuation of my previous blog post on creating a Copilot, if you haven’t gone through that, I would strongly recommend checking my introductory post on this topic, you can find it here.

Well, so in this blog post, we will see how you can test and publish your bot so your bot development would be complete.

Your bot can be tested, and messages will be displayed on the chat screen.

Step 1: Test your Copilot:

The bot calls the topics based on the trigger phrases you have entered as below.

You can return to the authoring canvas for the topic at any time to revise its conversation path. The Test chat pane will automatically refresh itself when you save changes to a topic.

As you fine-tune your bot, it can be useful to enable tracking between topics so you can follow through the conversation path step by step.

Step 2: Publish your bot

Once you confirm that everything is good and then you can publish your Copilot.

Publishing you bot helps to engage with your customers on multiple platforms or channels.

Each time an update is made, you would need to publish the bot in the Copilot Studio and this will publish the changes to all your respective configured channels. If you haven’t configured any channels, you may proceed to next step to get to know this.

Step 3: Configure Channels

You can see what channels we currently support by selecting Manage and going to the Channels tab in the side navigation pane and each channel may require different setup and configuration.

Channel settings

Step 4: Finally let’s see how the Copilot looks like when you embed...

a. Navigate to channels as highlighted from publish tab:

b. Verify if the channels are enabled:

If not enabled, make sure you set the authentication for your Copilot properly for the respective channel to embed your bot.

c. Find the embed code:

As shown above, you can find the embed code under Share your website.

d. Copy the embed code in browser:

You can test out your Copilot in your browser by pasting your embed code and it should look something like below.

Now that we have learnt how to build a Copilot, in the next blog post, I will cover about the Variable Management and Topic Management in Copilots which would help to design your desired topic conversation path.

Hope this helps…

Cheers,

PMDY

Author: Pavan Mani Deep Y

Technology geek who loves sharing my leanings, quick tips and new features on Dynamics 365 & related tools, technologies. An Azure IOT Enthusiast….

This post was originally published on this site

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