diff --git a/Instructions/Labs/01-create-copilot.md b/Instructions/Labs/01-create-copilot.md index a336d7e..e3d011a 100644 --- a/Instructions/Labs/01-create-copilot.md +++ b/Instructions/Labs/01-create-copilot.md @@ -56,6 +56,8 @@ Let’s start by using Copilot Studio to create a new agent. The agent will init 1. Select **Save**. + ![Screenshot of the agent instructions in Copilot Studio.](media/copilot-studio-instructions.png) + 1. In the **Knowledge** section, toggle **Enable your agent to search all public websites** to **Disabled**. ![Disable web search for the agent](media/web-disabled.png) @@ -220,7 +222,7 @@ Now that you have a working agent, you can test it to check that it is ready for ![Screenshot of Channels in Copilot Studio.](media/test-pane-options.png) -1. Expand the **Test** pane and restart the conversation. Then enter the following prompt: +1. Expand the **Test** pane and start a new test session. Then enter the following prompt: ```prompt What's the expense limit for a hotel stay? @@ -241,6 +243,6 @@ Now that you’ve seen how to use Copilot Studio to create a simple agent, it’ time to apply what you’ve learned on your own. Try creating an agent that provides answers to questions about Microsoft Copilot! - Create a new agent. -- Use the `https://www.microsoft.com/en-us/microsoft-copilot/` website as a knowledge source. +- Use `https://www.microsoft.com/en-us/microsoft-copilot/` and `https://learn.microsoft.com/en-us/copilot/` websites as knowledge sources. > **Tip**: If you need help, consult the [Copilot Studio documentation](https://learn.microsoft.com/microsoft-copilot-studio/) at `https://learn.microsoft.com/microsoft-copilot-studio/`. diff --git a/Instructions/Labs/02-import-solution.md b/Instructions/Labs/02-import-solution.md index 5f281de..f1e3e29 100644 --- a/Instructions/Labs/02-import-solution.md +++ b/Instructions/Labs/02-import-solution.md @@ -56,7 +56,17 @@ In this exercise, you will import a Dataverse solution into your environment tha 1. Select **Publish all customizations**. -### Task 1.3 – Test data +### Task 1.3 – Set preferred solution + +1. Select **Solutions**. + +1. Select **Manage** in the *Current preferred solution* tile. + +1. Select **Bookings (contoso)**. + +1. Select **Apply**. + +### Task 1.4 – Test data 1. In the left navigation of the Bookings solution, select the **Objects** tab. diff --git a/Instructions/Labs/03-create-copilot.md b/Instructions/Labs/03-create-copilot.md index 7a1b751..40eb6fd 100644 --- a/Instructions/Labs/03-create-copilot.md +++ b/Instructions/Labs/03-create-copilot.md @@ -77,7 +77,7 @@ In this exercise, you will access the Microsoft Copilot Studio portal and add kn 1. Select **Settings**. -1. For **Use generative AI orchestration for your agent's responses?** select **No**. This turns Orchestration off for the purpose of this lab. +1. For **Use generative AI orchestration for your agent's responses?** select **No - Use classic orchestration, limiting responses to the content and behavior defined in your agent's topics**. This turns Orchestration off for the purpose of this lab. 1. Select **Save**. @@ -109,7 +109,7 @@ In this exercise, you will access the Microsoft Copilot Studio portal and add kn ![Screenshot of the Testing panel options.](../media/test-pane-options.png) -1. At the top of the **Test your agent** pane, select the **Start a new test session** icon. +1. At the top of the **Test your agent** pane, select the **Start new test session** icon. ![Screenshot of the Testing panel options.](../media/copilot-test-pane-start-new-conversation.png) diff --git a/Instructions/Labs/04-manage-topics.md b/Instructions/Labs/04-manage-topics.md index e73c9f3..1c9a2a1 100644 --- a/Instructions/Labs/04-manage-topics.md +++ b/Instructions/Labs/04-manage-topics.md @@ -173,7 +173,7 @@ In addition to adding updating existing nodes, you can use Copilot to add new on 1. If the **Test your agent** panel is closed, select the **Test** icon in the upper-right of the page. -1. Select the **Start a new test session** icon at the top of the testing panel. +1. Select the **Start new test session** icon at the top of the testing panel. ![Screenshot of the Testing panel options.](../media/copilot-test-pane-start-new-conversation.png) @@ -211,10 +211,6 @@ Topics can be created manually by adding trigger phrases. `Select the property and requested date and create a booking request` -1. In the **Model display name** field, enter the following text: - - `Book Showing` - 1. Select **Save**. ### Task 3.2 - Add trigger phrases diff --git a/Instructions/Labs/05-manage-nodes.md b/Instructions/Labs/05-manage-nodes.md index 6ad45e8..31159f1 100644 --- a/Instructions/Labs/05-manage-nodes.md +++ b/Instructions/Labs/05-manage-nodes.md @@ -87,7 +87,7 @@ The conversational flow in a topic can be created manually by adding nodes. ### Task 2.3 - Add condition node -1. Select the the **+** icon under the **Redirect** node and select **Add a condition**. +1. Select the the **+** icon under the **Topic** node and select **Add a condition**. 1. In the **Condition** node, select the **DetailsCorrect** variable. diff --git a/Instructions/Labs/07-copilot-actions.md b/Instructions/Labs/07-copilot-actions.md index 0de0991..ff8caec 100644 --- a/Instructions/Labs/07-copilot-actions.md +++ b/Instructions/Labs/07-copilot-actions.md @@ -67,7 +67,7 @@ Microsoft Copilot Studio can access data in Microsoft Dataverse using agent flow 1. Select the **List rows** action. -1. If prompted for authentication, enter `Lab connection` for **Connection name**, select **OAuth** for **Authentication Type, and select **Sign in**. +1. If prompted for authentication, enter `Lab connection` for **Connection name**, select **OAuth** for **Authentication Type**, and select **Sign in**, and use your tenant credentials and **Allow access**. > **Note:** If you see a '**Failed to create OAuth connection**' error, you may need to allow popups in your browser. diff --git a/Instructions/Labs/08-generative-ai.md b/Instructions/Labs/08-generative-ai.md index 3c06292..a0db83a 100644 --- a/Instructions/Labs/08-generative-ai.md +++ b/Instructions/Labs/08-generative-ai.md @@ -25,7 +25,7 @@ This exercise will take approximately **30** minutes to complete. ## Prerequisites -- Must have completed **Lab: Create agent actions** +- Must have completed **Lab: Create agent flows** ## Detailed steps @@ -41,7 +41,7 @@ This exercise will take approximately **30** minutes to complete. 1. Select the **Settings** button in the upper-right of the screen. -1. For **Use generative AI orchestration for your agent's responses?** select **Yes**. +1. For **Use generative AI orchestration for your agent's responses?** select **Yes - Responses will be dynamic, using available tools and knowledge as appropriate**. 1. Select **Save**. @@ -139,8 +139,8 @@ This exercise will take approximately **30** minutes to complete. 1. If it's not open, select the **Test** icon in the upper-right of the page to open the testing panel. -1. Select the **Start a new conversation** icon at the top of the testing panel. +1. Select the **Start new test session** icon at the top of the testing panel. 1. Explore the agent and see how it uses the knowledge sources e.g. - `Which cities have property listings?` - - `Which CRM does Summit Realty Group use?` + - `Which CRM does Summit Realty use?` diff --git a/Instructions/Labs/media/copilot-studio-instructions.png b/Instructions/Labs/media/copilot-studio-instructions.png new file mode 100644 index 0000000..be20767 Binary files /dev/null and b/Instructions/Labs/media/copilot-studio-instructions.png differ diff --git a/Instructions/media/topic-management-node.png b/Instructions/media/topic-management-node.png index ba4105b..40203c2 100644 Binary files a/Instructions/media/topic-management-node.png and b/Instructions/media/topic-management-node.png differ