WEBVTT 00:00:00.040 --> 00:00:02.779 Today we're going to build an autonomous AI agent 00:00:02.779 --> 00:00:05.940 together using Microsoft Copilot Studio. It's 00:00:05.940 --> 00:00:09.019 simple to do and requires no coding. We'll create 00:00:09.019 --> 00:00:11.859 an AI agent that everyone can use and once we 00:00:11.859 --> 00:00:14.439 build it, it'll automatically run in the background 00:00:14.439 --> 00:00:17.239 and help with your everyday work. Welcome to 00:00:17.239 --> 00:00:19.480 Collaboration Simplified. My name is Shervin 00:00:19.480 --> 00:00:22.640 Shafi and I work at Microsoft as a Copilot Principal 00:00:22.640 --> 00:00:25.820 Technical Specialist. What we'll do first is 00:00:25.820 --> 00:00:28.699 go over a few slides to better understand autonomous 00:00:28.699 --> 00:00:32.009 agents. Then we'll build this autonomous AI agent 00:00:32.009 --> 00:00:34.469 together, and then we'll run a demo. Let's get 00:00:34.469 --> 00:00:40.810 started. Now, before we build this really, really 00:00:40.810 --> 00:00:42.929 cool autonomous agent, and you guys are going 00:00:42.929 --> 00:00:45.729 to love it, I do want to give a quick refresher 00:00:45.729 --> 00:00:48.289 on autonomous agents and where they are. And 00:00:48.289 --> 00:00:49.890 to do that, first, we're going to have to zoom 00:00:49.890 --> 00:00:52.630 out a little bit and look at the fact that agents 00:00:52.630 --> 00:00:56.149 live on a spectrum. And autonomous are on the 00:00:56.149 --> 00:00:59.159 far right -hand side, more on the advanced. in 00:00:59.159 --> 00:01:02.479 terms of capabilities and the simpler side or 00:01:02.479 --> 00:01:05.060 the retrieval -based agent with task -based agents 00:01:05.060 --> 00:01:07.900 living in the center. And the other interesting 00:01:07.900 --> 00:01:10.459 thing about this as I've built all kinds of these 00:01:10.459 --> 00:01:13.640 agents over time is that you can start with a 00:01:13.640 --> 00:01:16.719 retrieval -based agent and turn it into an autonomous 00:01:16.719 --> 00:01:19.519 one. Same with a task -based one. You can make 00:01:19.519 --> 00:01:21.400 a task -based one, turn it into an autonomous 00:01:21.400 --> 00:01:25.390 one down the road. And this spectrum it's got 00:01:25.390 --> 00:01:27.769 lines that are kind of blurred right so we're 00:01:27.769 --> 00:01:30.750 trying to simplify it in the messaging here but 00:01:30.750 --> 00:01:33.129 understand that this spectrum is actually fairly 00:01:33.129 --> 00:01:36.670 fluid if we look at them independently in the 00:01:36.670 --> 00:01:39.349 silos that they exist in today we're going to 00:01:39.349 --> 00:01:42.489 look at the most simple ones the retrieval based 00:01:42.489 --> 00:01:45.650 ones first we actually built an agent like this 00:01:45.650 --> 00:01:48.890 in the last video it was a HR a human resources 00:01:48.890 --> 00:01:53.239 agent where basically i gave it a knowledge repository 00:01:53.239 --> 00:01:56.680 of information that's typical to HR. And basically 00:01:56.680 --> 00:02:00.379 the agent that we use, Agent Builder, the best 00:02:00.379 --> 00:02:03.799 and most simple way to make agents actually was 00:02:03.799 --> 00:02:06.000 going and just retrieving information. That's 00:02:06.000 --> 00:02:07.819 what retrieval -based agents do. They retrieve 00:02:07.819 --> 00:02:10.280 information, they summarize, they reason over 00:02:10.280 --> 00:02:12.060 it, they answer questions, and it was looking 00:02:12.060 --> 00:02:15.500 at the knowledge sources and responding. So these 00:02:15.500 --> 00:02:18.180 are the most simple, but also very effective. 00:02:19.180 --> 00:02:22.319 On the task -based one, we actually built one 00:02:22.319 --> 00:02:24.819 of these too, where we did a service style connector. 00:02:25.259 --> 00:02:28.300 Now, what makes us unique is that instead of 00:02:28.300 --> 00:02:30.860 just retrieving information, they're reading 00:02:30.860 --> 00:02:35.120 and writing. So they're getting and giving. And 00:02:35.120 --> 00:02:39.240 in this case, task -based agents are essentially 00:02:39.240 --> 00:02:43.120 taking action based on questions that you ask, 00:02:43.340 --> 00:02:46.199 automating workflows and replacing repetitive 00:02:46.199 --> 00:02:49.800 tasks. So in the ServiceNow video that we did, 00:02:49.879 --> 00:02:53.560 we created a connector using Copilot Studio to 00:02:53.560 --> 00:02:56.759 our ServiceNow instance and the connector was 00:02:56.759 --> 00:02:59.259 able to read from ServiceNow but also write to 00:02:59.259 --> 00:03:02.599 ServiceNow. When I said that agents are in a 00:03:02.599 --> 00:03:04.919 spectrum and the lines are kind of blurred, if 00:03:04.919 --> 00:03:07.919 I go back to the retrieval based agent that we 00:03:07.919 --> 00:03:11.900 used for that HR scenario we built, I can actually 00:03:11.900 --> 00:03:15.780 take that HR based retrieval agent and turn it 00:03:15.780 --> 00:03:18.699 into a task -based one by having it not just 00:03:18.699 --> 00:03:22.280 read from our hr database but also write to it 00:03:22.280 --> 00:03:26.439 so think of the example where you're asking it 00:03:26.439 --> 00:03:28.699 how much vacation time do i have left but you 00:03:28.699 --> 00:03:30.780 also want to book five days of vacation time 00:03:30.780 --> 00:03:33.620 if you're able to book it right to that system 00:03:33.620 --> 00:03:37.020 now you've made a connection to your hr management 00:03:37.020 --> 00:03:40.669 system And it's become a task -based agent. Now, 00:03:40.689 --> 00:03:43.330 what makes an autonomous agent unique? And it's 00:03:43.330 --> 00:03:45.490 the most complex on the far right -hand side. 00:03:45.590 --> 00:03:48.389 Let's look at that a little bit. So basically, 00:03:48.449 --> 00:03:51.189 autonomous agents, they operate independently, 00:03:51.650 --> 00:03:54.389 meaning that you're not typing and asking it 00:03:54.389 --> 00:03:56.490 questions. You've already pre -programmed what 00:03:56.490 --> 00:03:58.069 they're supposed to do. So they're operating 00:03:58.069 --> 00:04:01.530 independently. They have a dynamic plan. They're 00:04:01.530 --> 00:04:04.699 orchestrating other agents as well. and they're 00:04:04.699 --> 00:04:07.479 learning and escalating but we can dive into 00:04:07.479 --> 00:04:10.419 this a little bit more in the following slide 00:04:10.419 --> 00:04:15.659 so what are autonomous agents they're basically 00:04:15.659 --> 00:04:19.040 expert systems that manage and automate complex 00:04:19.040 --> 00:04:22.459 business tasks enhancing efficiency and innovation 00:04:22.459 --> 00:04:25.000 across your organization but here's the thing 00:04:25.000 --> 00:04:28.060 they don't have to be managing complex tasks 00:04:28.839 --> 00:04:31.279 in the example that i'll be giving you and what 00:04:31.279 --> 00:04:33.019 we'll be building today it's actually pretty 00:04:33.019 --> 00:04:36.279 simple task it's an autonomous agent but it's 00:04:36.279 --> 00:04:39.839 also highly effective now what are some examples 00:04:39.839 --> 00:04:43.819 of the characteristics of autonomous agents well 00:04:43.819 --> 00:04:47.379 number one they're proactive in that they're 00:04:47.379 --> 00:04:50.079 automatically responding to signals across your 00:04:50.079 --> 00:04:53.410 business and initiating tasks configured to react 00:04:53.410 --> 00:04:56.149 to events or triggers without human input. That's 00:04:56.149 --> 00:04:58.910 the key, right? With the task and the retrieval 00:04:58.910 --> 00:05:01.589 -based agents, you're asking it questions, but 00:05:01.589 --> 00:05:03.930 with these, they're just looking for some event, 00:05:04.029 --> 00:05:06.970 some trigger that wakes them up and makes them 00:05:06.970 --> 00:05:09.490 do something based on programming that you've 00:05:09.490 --> 00:05:12.329 designed beforehand. We'll be doing all of this 00:05:12.329 --> 00:05:15.329 with the autonomous agent that we built. The 00:05:15.329 --> 00:05:18.100 other thing is that they're independent. They're 00:05:18.100 --> 00:05:20.680 seamlessly completing tasks behind the scene 00:05:20.680 --> 00:05:23.180 without human intervention. And they're also 00:05:23.180 --> 00:05:26.040 adaptive. They're non -deterministic and able 00:05:26.040 --> 00:05:28.540 to produce different outcomes from the same initial 00:05:28.540 --> 00:05:31.579 conditions. What are we going to do? What we're 00:05:31.579 --> 00:05:35.439 going to do is this is really my first autonomous 00:05:35.439 --> 00:05:38.139 agent that I'm sharing with you. And I hope you 00:05:38.139 --> 00:05:41.639 like it. It's an email helper. And so the idea 00:05:41.639 --> 00:05:46.170 behind this is that a new email arrives. And 00:05:46.170 --> 00:05:49.170 once this email arrives, this is the trigger. 00:05:49.430 --> 00:05:52.009 This is a trigger for the agent, right? Basically, 00:05:52.009 --> 00:05:55.230 as soon as an email arrives, the agent gets triggered. 00:05:55.470 --> 00:05:59.029 I hope you like that cat picture. And when the 00:05:59.029 --> 00:06:01.250 agent gets triggered, there's a set of instructions 00:06:01.250 --> 00:06:04.389 in the agent. We'll build together in Copilot 00:06:04.389 --> 00:06:07.209 Studio. The instructions tell it what to do, 00:06:07.230 --> 00:06:10.089 right? Essentially, what I wanted to do was, 00:06:10.230 --> 00:06:12.410 I get so many questions from people that I work 00:06:12.410 --> 00:06:16.480 with at Microsoft. and I'm like okay well I can 00:06:16.480 --> 00:06:18.740 go ahead and research these or maybe I know them 00:06:18.740 --> 00:06:20.939 off the top of my head but what if I could get 00:06:20.939 --> 00:06:24.379 this agent to answer these questions for me in 00:06:24.379 --> 00:06:26.879 a very professional manner where if I agree with 00:06:26.879 --> 00:06:29.259 it I can just send it back to the person that 00:06:29.259 --> 00:06:31.800 asked me and so that's what this autonomous agent 00:06:31.800 --> 00:06:36.540 does it goes to the knowledge sources and I specify 00:06:36.540 --> 00:06:39.480 websites internal documents things that I have 00:06:39.480 --> 00:06:42.540 access to as a technical specialist and then 00:06:42.540 --> 00:06:46.399 essentially it's lights, camera, action, right? 00:06:46.439 --> 00:06:49.379 It takes an action and it says, okay, so I've 00:06:49.379 --> 00:06:52.100 parsed the questions. I've consulted with the 00:06:52.100 --> 00:06:54.360 knowledge sources and I'm going to take an action 00:06:54.360 --> 00:06:56.959 and I'm going to basically create all of this 00:06:56.959 --> 00:07:00.740 and send it back to Shervin so that he can, if 00:07:00.740 --> 00:07:03.279 he likes, send it back to whoever asked all these 00:07:03.279 --> 00:07:06.100 questions. So it's basically an email helper, 00:07:06.199 --> 00:07:08.240 but it's autonomous in that it's triggered and 00:07:08.240 --> 00:07:11.439 then it wakes up. So with that, let's build it. 00:07:15.600 --> 00:07:18.439 All right, on to my favorite part, which is the 00:07:18.439 --> 00:07:21.660 build. But before we continue, if you're finding 00:07:21.660 --> 00:07:25.000 value in the content so far, please give it a 00:07:25.000 --> 00:07:27.759 like as it really does help the channel. Thank 00:07:27.759 --> 00:07:30.800 you very much for your support. Now, first, we 00:07:30.800 --> 00:07:33.519 need access to Copilot Studio. And if you don't 00:07:33.519 --> 00:07:35.699 have access, then I recommend getting a free 00:07:35.699 --> 00:07:38.660 trial. Just search for Copilot Studio and it 00:07:38.660 --> 00:07:41.339 should bring you to this site where you can click 00:07:41.339 --> 00:07:44.839 on try free. and get a free trial so make sure 00:07:44.839 --> 00:07:49.500 you have access to copilot studio now when you 00:07:49.500 --> 00:07:52.319 get to copilot studio you should see an environment 00:07:52.319 --> 00:07:56.120 like this and on the left hand side here we have 00:07:56.120 --> 00:07:59.620 the home create agents and so i'm basically going 00:07:59.620 --> 00:08:02.439 to select create and this is where all the fun 00:08:02.439 --> 00:08:05.160 starts right you can start creating this autonomous 00:08:05.160 --> 00:08:08.540 agent right from here now you can go ahead and 00:08:08.540 --> 00:08:11.120 describe it kind of like we did with using the 00:08:11.120 --> 00:08:14.879 agent builder or on the top right hand side you 00:08:14.879 --> 00:08:17.079 can skip to configure or you can just select 00:08:17.079 --> 00:08:18.720 the create button so what i'm going to do is 00:08:18.720 --> 00:08:23.000 i'm going to skip to configure and here you can 00:08:23.000 --> 00:08:24.939 give it information like the name description 00:08:24.939 --> 00:08:29.480 instructions and so we'll start out here and 00:08:29.480 --> 00:08:32.320 when we are done we'll create it and then we'll 00:08:32.320 --> 00:08:34.379 get even more information so let's do it this 00:08:34.379 --> 00:08:37.019 way so first i'm going to give it a name and 00:08:37.019 --> 00:08:40.870 i'm basically going to call it the email helper 00:08:40.870 --> 00:08:43.070 because it's going to be helping us with our 00:08:43.070 --> 00:08:45.909 emails and i do have a cool icon that i'm going 00:08:45.909 --> 00:08:48.269 to give it so you can keep the icon the same 00:08:48.269 --> 00:08:51.730 which is this or you can change it let's do that 00:08:51.730 --> 00:08:56.870 let's change it click change icon and in my folder 00:08:56.870 --> 00:09:01.470 here i have this email helper png i'm gonna click 00:09:01.470 --> 00:09:04.710 open and boom this is the image i'm gonna use 00:09:04.710 --> 00:09:07.490 which matches our thumbnail on the video and 00:09:07.490 --> 00:09:11.139 click save so name icon now we're going to give 00:09:11.139 --> 00:09:14.379 it a description let's tell the system what it's 00:09:14.379 --> 00:09:17.860 going to do and what i want to say is you help 00:09:17.860 --> 00:09:20.799 basically i'm talking to the ai right you help 00:09:20.799 --> 00:09:29.120 with incoming emails to my inbox you are a research 00:09:29.120 --> 00:09:34.419 assistant and look through all the questions 00:09:34.419 --> 00:09:41.740 that are asked in the email and do research for 00:09:41.740 --> 00:09:45.220 me this is going to make my life a ton easier 00:09:45.220 --> 00:09:48.500 now moving on to the instructions you can see 00:09:48.500 --> 00:09:51.000 here it says instructions directs the behavior 00:09:51.000 --> 00:09:54.179 of the agent including its task and how it completes 00:09:54.179 --> 00:09:57.220 them so the more granular the more descriptive 00:09:57.220 --> 00:10:01.059 your instructions are then the higher the chance 00:10:01.059 --> 00:10:03.279 the autonomous agent is going to act and behave 00:10:03.279 --> 00:10:05.850 just the way you expected so Let's start off 00:10:05.850 --> 00:10:08.529 and then we'll give you more instructions later 00:10:08.529 --> 00:10:16.909 on as well. When a unique new email comes into 00:10:16.909 --> 00:10:24.350 my inbox use the knowledge sources to research 00:10:24.350 --> 00:10:32.049 the questions that are in the email. simple enough 00:10:32.049 --> 00:10:34.649 now we'll add more instructions in a little bit 00:10:34.649 --> 00:10:37.769 and you'll see why and then it says add knowledge 00:10:37.769 --> 00:10:40.710 sources let's add that in a little bit too so 00:10:40.710 --> 00:10:42.809 no big deal you don't have to do everything here 00:10:42.809 --> 00:10:46.909 you can actually at this point just click create 00:10:46.909 --> 00:10:49.590 on the top right hand side and then you'll see 00:10:49.590 --> 00:10:52.470 that there's more opportunity to get this going 00:10:52.470 --> 00:10:54.350 so it's setting up the agent we'll give it a 00:10:54.350 --> 00:10:57.350 second here all right so you can see now it kind 00:10:57.350 --> 00:10:59.789 of populated description the instructions that 00:10:59.789 --> 00:11:03.100 we gave it And I want you to notice that up along 00:11:03.100 --> 00:11:05.899 the top here, we have these different areas like 00:11:05.899 --> 00:11:08.740 overview, knowledge, topics, actions, activity, 00:11:09.019 --> 00:11:11.700 analytics, channels. We should be able to look 00:11:11.700 --> 00:11:14.299 at most of these, if not all of them. We don't 00:11:14.299 --> 00:11:15.980 really need all of them for the autonomous agent, 00:11:16.139 --> 00:11:20.460 but we'll probably take a look. Now, one thing 00:11:20.460 --> 00:11:22.960 that I want to turn on right away is it says 00:11:22.960 --> 00:11:25.799 use GenAI to determine how best to respond to 00:11:25.799 --> 00:11:29.220 the user's events. and right now it says it's 00:11:29.220 --> 00:11:31.259 in preview but i want to enable that because 00:11:31.259 --> 00:11:35.899 it gives this autonomous agent even more autonomy 00:11:35.899 --> 00:11:39.379 to be able to make decisions this works really 00:11:39.379 --> 00:11:42.460 well when you have multiple actions i'm only 00:11:42.460 --> 00:11:44.600 going to be using one action in this case but 00:11:44.600 --> 00:11:46.799 if you had multiple actions even multiple triggers 00:11:46.799 --> 00:11:49.960 this definitely comes into play because it can 00:11:49.960 --> 00:11:53.740 decide what action to use basically here in this 00:11:53.740 --> 00:11:55.840 knowledge area you've seen me do this before 00:11:55.840 --> 00:11:58.259 we're going to give it knowledge sources right 00:11:58.259 --> 00:12:02.299 so i'm going to click on add knowledge and you'll 00:12:02.299 --> 00:12:05.539 see when you select that here you have the ability 00:12:05.539 --> 00:12:09.340 to select public websites sharepoint sites the 00:12:09.340 --> 00:12:12.240 dataverse and also drag and drop files in here 00:12:12.240 --> 00:12:16.059 so let's go to the sharepoint site and i'm going 00:12:16.059 --> 00:12:18.500 to click on browse files and if you guys remember 00:12:18.500 --> 00:12:21.059 from the last video we had this human resources 00:12:21.059 --> 00:12:23.860 site and in there we had a bunch of documents 00:12:24.750 --> 00:12:26.870 i'm going to select all of these documents and 00:12:26.870 --> 00:12:30.750 confirm so if anyone asks me questions about 00:12:30.750 --> 00:12:33.950 my hr benefits for golden because it's going 00:12:33.950 --> 00:12:37.149 to refer to these documents now the other thing 00:12:37.149 --> 00:12:40.090 is i want to really lock down these knowledge 00:12:40.090 --> 00:12:44.269 sources so that you know as a person who focuses 00:12:44.269 --> 00:12:47.889 on copilot copilot studio and even teams and 00:12:47.889 --> 00:12:50.700 teams phone I have certain websites, certain 00:12:50.700 --> 00:12:54.320 PowerPoints, certain places that I go for reference 00:12:54.320 --> 00:12:57.000 to get my questions answered. I don't want to 00:12:57.000 --> 00:13:00.659 go to the World Wide Web and get data that might 00:13:00.659 --> 00:13:03.600 be stale, right? So this is the value of these 00:13:03.600 --> 00:13:05.759 agents. You can lock down the knowledge source 00:13:05.759 --> 00:13:08.279 so AI is only going to them. So I think at this 00:13:08.279 --> 00:13:10.240 point we're golden from a knowledge perspective. 00:13:10.860 --> 00:13:13.759 Notice that we have the PowerPoint document. 00:13:14.019 --> 00:13:16.320 You can put Word documents. You can put different 00:13:16.320 --> 00:13:19.659 documents. we have the websites we have a bunch 00:13:19.659 --> 00:13:23.840 of those benefits documents what i want to do 00:13:23.840 --> 00:13:27.340 for now is i want to skip to actions and triggers 00:13:27.340 --> 00:13:30.960 triggers are really the key to making an agent 00:13:30.960 --> 00:13:33.580 autonomous because when you set up a trigger 00:13:33.580 --> 00:13:35.779 it's waiting for some event to happen and then 00:13:35.779 --> 00:13:38.200 it starts to take action without you having to 00:13:38.200 --> 00:13:41.399 wake it up and telling it what to do so what 00:13:41.399 --> 00:13:43.120 i'm going to do here is i'm going to select add 00:13:43.120 --> 00:13:44.919 trigger so what i'm going to do is i'm going 00:13:44.919 --> 00:13:49.289 to search for the trigger for email, adding your 00:13:49.289 --> 00:13:51.889 trigger. All right. It says time to test your 00:13:51.889 --> 00:13:55.330 trigger. Well, not quite, but we'll test it in 00:13:55.330 --> 00:13:57.730 a little bit. The next thing I'm going to do 00:13:57.730 --> 00:14:00.710 is focus on this action. Add actions to empower 00:14:00.710 --> 00:14:04.529 the AI to complete specific tasks. Okay. So I'm 00:14:04.529 --> 00:14:07.129 going to select add action. So here I'm going 00:14:07.129 --> 00:14:11.710 to search for Outlook and send. and even with 00:14:11.710 --> 00:14:14.370 the search there are 30 actions that show up 00:14:14.370 --> 00:14:17.110 so let me find the right one and it's this one 00:14:17.110 --> 00:14:20.769 send an email v2 office 365 outlook i'm going 00:14:20.769 --> 00:14:23.509 to select that and looks like everything is good 00:14:23.509 --> 00:14:26.289 again from a permissions perspective green checkbox 00:14:26.289 --> 00:14:31.509 over here so i can select next and here there 00:14:31.509 --> 00:14:34.029 are a variety of different parameters as well 00:14:34.029 --> 00:14:37.250 everything looks good as default as well here 00:14:37.250 --> 00:14:40.559 let's select add action So now we've added the 00:14:40.559 --> 00:14:43.279 action and we've also added the trigger. But 00:14:43.279 --> 00:14:45.259 now we got to go back to the instructions because 00:14:45.259 --> 00:14:47.820 we got to reference the action in the instructions. 00:14:47.919 --> 00:14:50.120 I'm going to give it some more instructions and 00:14:50.120 --> 00:14:54.340 I'm going to say use the and I want to reference 00:14:54.340 --> 00:14:56.639 the action. So I'm going to give it this. I'm 00:14:56.639 --> 00:14:58.620 going to give it the exact name of this Office 00:14:58.620 --> 00:15:04.320 365 Outlook. Send an email in here. Use the Office 00:15:04.320 --> 00:15:15.250 365 Outlook. Send an email v2 action to reply 00:15:15.250 --> 00:15:23.690 to me with detailed responses based on your research. 00:15:24.970 --> 00:15:34.549 Format the email in HTML and respond in a professional 00:15:34.549 --> 00:15:41.860 manner. Write it as if you were replying to the 00:15:41.860 --> 00:15:44.960 customer. Again, the more detailed your instructions, 00:15:45.080 --> 00:15:49.639 the better. For each question, start a new paragraph 00:15:49.639 --> 00:15:57.379 and write a detailed response and include links 00:15:57.379 --> 00:16:03.179 to all references you used. References are key, 00:16:03.259 --> 00:16:05.240 right? We always want to double check the work 00:16:05.240 --> 00:16:12.590 of AI. The more verbose, detailed, factual, and 00:16:12.590 --> 00:16:20.610 illustrative, the better. Include diagrams where 00:16:20.610 --> 00:16:27.429 appropriate. Alright, looking good. Let's give 00:16:27.429 --> 00:16:31.850 it more instructions. If you don't find the answer 00:16:31.850 --> 00:16:40.419 to questions asked, in the email in the knowledge 00:16:40.419 --> 00:16:48.860 sources do not answer them but let me know which 00:16:48.860 --> 00:16:54.899 questions are left unanswered right i don't want 00:16:54.899 --> 00:16:57.919 it to make up stuff so don't answer them and 00:16:57.919 --> 00:17:03.299 only use knowledge sources at the bottom of the 00:17:03.299 --> 00:17:08.400 email let me know What are some good questions 00:17:08.400 --> 00:17:15.279 to ask the customer in order to discover more 00:17:15.279 --> 00:17:19.539 about their interests? So in addition to getting 00:17:19.539 --> 00:17:22.079 responses to the questions, I want to know what 00:17:22.079 --> 00:17:24.400 some good follow -up questions are so I can dig 00:17:24.400 --> 00:17:28.400 a little bit deeper and be more helpful. Sign 00:17:28.400 --> 00:17:36.559 off your emails with regards. Followed by my 00:17:36.559 --> 00:17:41.539 name. So it should be pretty much customer ready 00:17:41.539 --> 00:17:45.700 if everything looks good. So I think that's it 00:17:45.700 --> 00:17:48.700 from an instruction perspective. You can add 00:17:48.700 --> 00:17:51.900 more instructions, less instructions. But I think 00:17:51.900 --> 00:17:55.779 the key here was that we basically in the instructions 00:17:55.779 --> 00:17:59.880 told it what action to take. We called out the 00:17:59.880 --> 00:18:03.490 action. which is exactly the name of the actual 00:18:03.490 --> 00:18:08.349 action and we told it how to behave what you 00:18:08.349 --> 00:18:10.869 know to use the knowledge sources and so on so 00:18:10.869 --> 00:18:13.410 so far we have the name we have the icon the 00:18:13.410 --> 00:18:16.289 description the instructions we have the knowledge 00:18:16.289 --> 00:18:19.430 sources and i do want to point out one thing 00:18:19.430 --> 00:18:23.170 if you notice here it says allow the ai to use 00:18:23.170 --> 00:18:26.109 its own knowledge and it's checked i don't want 00:18:26.109 --> 00:18:28.910 this i don't want ai to use its own knowledge 00:18:29.420 --> 00:18:33.380 I want to disable this because I want only my 00:18:33.380 --> 00:18:36.160 knowledge sources to be used. Now, if everything 00:18:36.160 --> 00:18:39.140 looks good here, don't forget to click on publish 00:18:39.140 --> 00:18:41.980 on the top right hand side here. So we're going 00:18:41.980 --> 00:18:45.559 to select publish and we're going to publish 00:18:45.559 --> 00:18:52.700 the agent. All right, so let's test by sending 00:18:52.700 --> 00:18:56.359 an email. We're going to put the subject asking 00:18:56.359 --> 00:19:02.269 a lot of questions. And let's go ahead and draft. 00:19:02.769 --> 00:19:09.990 Hi there. Great to see you the other day. Can 00:19:09.990 --> 00:19:14.509 you tell me more about Microsoft Teams Phone? 00:19:16.750 --> 00:19:24.569 Is there an auto attendant functionality? How 00:19:24.569 --> 00:19:30.630 about Microsoft Teams Rooms? What's the licensing 00:19:30.630 --> 00:19:43.250 mechanism for these? And on Copilot Studio, what 00:19:43.250 --> 00:19:53.430 type of extensibility options exist? What's the 00:19:53.430 --> 00:20:02.019 difference between connectors and plugins? Also, 00:20:02.019 --> 00:20:09.779 I was curious, how many vacation days do you 00:20:09.779 --> 00:20:16.640 get? Super curious person here. And that burger 00:20:16.640 --> 00:20:22.240 we had, that was great. Do you have the recipe? 00:20:23.079 --> 00:20:26.160 The reason I asked that is because if it doesn't 00:20:26.160 --> 00:20:29.569 know answers to questions, it shouldn't. shouldn't 00:20:29.569 --> 00:20:32.410 respond so i want to send that off and let's 00:20:32.410 --> 00:20:34.509 see what happens and by the way the email just 00:20:34.509 --> 00:20:37.450 popped in so everything that i said just came 00:20:37.450 --> 00:20:40.450 here right and we're going to take a look at 00:20:40.450 --> 00:20:44.670 this activity tab of the agent when i select 00:20:44.670 --> 00:20:48.710 activity you should see it actually popping up 00:20:48.710 --> 00:20:52.289 here and there it is something is happening it 00:20:52.289 --> 00:20:55.009 says automated i'm going to select this and see 00:20:55.009 --> 00:20:59.839 what we can find and look at this tons of different 00:20:59.839 --> 00:21:03.980 content here that's been generated in terms of 00:21:03.980 --> 00:21:06.259 the knowledge sources but look something actually 00:21:06.259 --> 00:21:09.440 came in email helper and i'm going to double 00:21:09.440 --> 00:21:13.180 click and take a look and look at this this is 00:21:13.180 --> 00:21:16.200 these are the answers to all the questions and 00:21:16.200 --> 00:21:19.759 even reference links on the bottom This is really 00:21:19.759 --> 00:21:21.500 impressive, right? This is going to be a huge 00:21:21.500 --> 00:21:23.299 time saver because every time an email comes 00:21:23.299 --> 00:21:25.519 in, it'll just answer the questions based on 00:21:25.519 --> 00:21:28.140 your knowledge sources, including NDA material, 00:21:28.359 --> 00:21:30.160 roadmap, whatever you want to give it in terms 00:21:30.160 --> 00:21:32.440 of knowledge sources, your company's specific 00:21:32.440 --> 00:21:35.640 SharePoint sites. So it says, hey, great to see 00:21:35.640 --> 00:21:38.299 you. It's answering my question on Teams phone, 00:21:38.500 --> 00:21:41.500 including the auto attendant portion. I asked 00:21:41.500 --> 00:21:43.619 it about Microsoft Teams Room. It's giving a 00:21:43.619 --> 00:21:47.450 response here. Licensing mechanism. It talked 00:21:47.450 --> 00:21:49.849 about Teams Premium. Gives you a reference so 00:21:49.849 --> 00:21:51.970 you can edit it if you need to. Copilot Studio 00:21:51.970 --> 00:21:55.130 Extensibility. It talks about Studio Agent Builder, 00:21:55.150 --> 00:21:57.529 the differences between connectors and plugins. 00:21:57.849 --> 00:22:01.009 And then even on the vacation days, this is pretty 00:22:01.009 --> 00:22:03.849 cool, right? Like this, this is back to that 00:22:03.849 --> 00:22:06.569 HR app that we built. I use those documents. 00:22:06.710 --> 00:22:09.289 It's referencing those documents. And then the 00:22:09.289 --> 00:22:11.130 burger recipe. Unfortunately, I don't have any 00:22:11.130 --> 00:22:13.789 information on burgers. And then some good questions 00:22:13.789 --> 00:22:17.269 to ask. What specific features of Microsoft Teams 00:22:17.269 --> 00:22:19.670 are you most interested in? Any particular challenges 00:22:19.670 --> 00:22:21.170 you're facing with your current communication 00:22:21.170 --> 00:22:23.569 tool? How do you envision using Copilot Studio 00:22:23.569 --> 00:22:26.130 in your organization? And what are your primary 00:22:26.130 --> 00:22:29.109 goals for improving team collaboration? So, and 00:22:29.109 --> 00:22:32.009 again, all the references. So if this looks good, 00:22:32.210 --> 00:22:35.470 I can basically just either edit it, send it 00:22:35.470 --> 00:22:38.329 as is. It's done all the heavy lifting for me. 00:22:38.450 --> 00:22:40.730 If you enjoyed this video, make sure you give 00:22:40.730 --> 00:22:43.700 it a thumbs up and consider subscribing. Thanks 00:22:43.700 --> 00:22:45.859 for watching and we'll catch you on the next 00:22:45.859 --> 00:22:46.119 one.