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Copilot Studio: How to Build Your Own Custom Copilots with Low-Code Tools

If you are interested in creating your own AI-powered assistants that can help you with various tasks and scenarios, you may want to check out Copilot Studio, a low-code tool that allows you to build custom copilots using natural language and large language models. In this blog post, we will explain what Copilot Studio is, how it works, and how you can use it to create your own copilots for different purposes and audiences.

What is Copilot Studio?

Copilot Studio is a Microsoft product that was formerly known as Power Virtual Agents. It is a low-code tool that enables you to create chatbots and copilots using natural language prompts that are fed into large language models to generate a response to the user. A chatbot is a software application that can interact with users through text or voice, while a copilot is a chatbot that can also perform tasks and provide insights across different products and services. Copilot Studio allows you to design, build, test, and deploy your own copilots without writing any code. You can use Copilot Studio to create copilots for various scenarios, such as customer service, sales, productivity, security, and more.

How does Copilot Studio work?

Copilot Studio works by using natural language processing and large language models to understand your questions and requests, and provide you with relevant and contextual responses. You can use Copilot Studio to create custom skills, intents, and responses for your copilots, and train them on your own data and scenarios. Copilot Studio also provides you with analytics and insights on how your copilots are performing, and allows you to continuously improve and optimize them.

During a recent episode of The Invero Show, Shawn Ambrose explained that,

Shawn Ambrose

“Copilot Studio is a powerful tool that allows you to create your own copilots using natural language and large language models. You can use Copilot Studio to design, build, test, and deploy your own copilots without writing any code, and continuously improve and optimize them based on analytics and insights.” 

Shawn Ambrose, Chief Revenue Officer, Invero

How to get started with Copilot Studio?

To get started with Copilot Studio, you need to have a valid subscription to Microsoft 365, which is the platform that powers Copilot Studio. Once you have a subscription, you can access Copilot Studio from the Microsoft 365 admin center, and start creating your own copilots.

In terms of pricing, Copilot Studio is available for free with a Power Platform and M365 user subscription plus $200 USD/month for 25,000 messages/month (your pricing may vary depending on the capacity requirements for your copilots).

Once you have a Copilot Studio license and you access the portal, you can start creating your own copilots by following these steps:

  1. Define your scenario: Start by defining the scenario that you want your copilot to help you with. For example, you may want to create a copilot that can help you with customer service, sales, productivity, security, or any other scenario that is relevant to your business or organization.
  2. Design your copilot: Next, design your copilot by creating custom skills, intents, and responses. A skill is a specific task or action that your copilot can perform, such as answering a question, providing information, or performing a calculation. An intent is the user’s goal or purpose when interacting with your copilot, such as asking a question, requesting information, or performing a task. A response is the copilot’s reply to the user’s intent, such as providing an answer, delivering information, or performing an action.
  3. Train your copilot: Once you have designed your copilot, you need to train it on your own data and scenarios. Copilot Studio provides you with tools and resources to train your copilot on your own data, such as customer interactions, sales data, productivity metrics, security logs, and more. You can also use pre-built templates and examples to train your copilot on common scenarios and use cases.
  4. Test your copilot: After you have trained your copilot, you need to test it to ensure that it is working as expected. Copilot Studio provides you with tools and resources to test your copilot, such as a chat interface, a test panel, and a debug console. You can use these tools to interact with your copilot, provide feedback, and debug any issues or errors.
  5. Deploy your copilot: Once you have tested your copilot and are satisfied with its performance, you can deploy it to your users and customers. Copilot Studio provides you with tools and resources to deploy your copilot, such as a deployment panel, a deployment console, and a deployment guide. You can use these tools to deploy your copilot to different channels and platforms, such as web, mobile, social media, and more. You can also integrate your copilot with other Microsoft products and services, such as M365 Copilot, Azure Open AI Service, and AI Studio. This way, you can leverage the power of large language models, such as GPT-3 and GPT-4 married with your own data and scenarios. Copilot Studio also provides you with analytics and insights on how your copilot is performing after deployment, and allows you to continuously improve and optimize it.

Benefits of Copilot Studio

One of the benefits of Copilot Studio is that it allows you to integrate your copilots with other Microsoft products and services, such as M365 Copilot, Azure Open AI Service, AI Studio, and combine your data sources with the power of large language models, such as GPT-3 and GPT-4.

Craig Slack, the CTO and founder of Invero, explained,

“Copilot Studio is great because it’s a low-code type interface, but what they’ve done now is Microsoft has extended it to integrate more easily with the large language models, so bringing that generative AI capability into Copilot Studio has really been powerful.”

Craig Slack, CTO and Founder, Invero

Another benefit of Copilot Studio is that it allows you to create copilots for different audiences and purposes, such as internal or external, simple or complex, general or specific. You can also customize your copilots to suit your brand, tone, and style. During the webinar, Stephanie Smith, the Microsoft licensing lead at Invero, shared some examples of how different copilots can be used for different scenarios, such as customer service, sales, security, and more.

In conclusion, Copilot Studio is a powerful tool that allows you to create your own custom copilots using natural language and large language models. With its low-code interface, integration with other Microsoft products and services, and the ability to create copilots for different audiences and purposes, Copilot Studio is a valuable tool for anyone looking to create their own AI-powered assistants. If you are interested in learning more about Copilot Studio or need assistance in creating your own copilots, please feel free to contact Invero for more information.

Invero offers a unique and comprehensive Copilot for Microsoft 365 Readiness Assessment that leverages software developed by Invero to uncover all data that has been overshared across your entire M365 tenant. To learn more about this offering, you can check out our listing on Microsoft’s AppSource marketplace.

This post covers just some of the content that was part of a broader episode of The Invero Show that did a deeper dive into Microsoft’s Copilots and Generative AI – Options, Licensing Models, Use Cases and Next Steps. You can watch the full episode by clicking the image below.