WEBVTT 00:00:00.000 --> 00:00:02.819 Today we're using Microsoft Copilot Studio to 00:00:02.819 --> 00:00:05.879 build an autonomous AI agent that monitors your 00:00:05.879 --> 00:00:09.119 Outlook inbox and answers all the questions that 00:00:09.119 --> 00:00:12.880 you receive automatically. It's easy to build 00:00:12.880 --> 00:00:16.039 and requires no coding and it will save you hours 00:00:16.039 --> 00:00:19.879 of tedious email work every day. Say hello to 00:00:19.879 --> 00:00:22.879 this little guy Inbot. and goodbye to emails 00:00:22.879 --> 00:00:25.519 as you know them. This video is broken up into 00:00:25.519 --> 00:00:28.059 three sections. First, we're going to do a demo 00:00:28.059 --> 00:00:30.440 of what the agent can do. Then I'm going to share 00:00:30.440 --> 00:00:32.600 with you the tools that you need to build it. 00:00:32.679 --> 00:00:35.100 And third, we're going to build it step by step 00:00:35.100 --> 00:00:38.859 in Copilot Studio. Welcome to Collaboration Simplified. 00:00:38.960 --> 00:00:41.859 My name is Shervin Chaffee and I work at Microsoft 00:00:41.859 --> 00:00:45.020 as a Copilot Principal Technical Specialist. 00:00:45.259 --> 00:00:48.200 During the day, I work with Fortune 500 customers 00:00:48.200 --> 00:00:51.530 to build solutions like this And I'm super excited 00:00:51.530 --> 00:00:53.929 to be able to share this with all of you today. 00:01:56.109 --> 00:01:58.650 Agent can be a game changer and I'm surprised 00:01:58.650 --> 00:02:01.030 it's actually not a product. But that's okay 00:02:01.030 --> 00:02:03.530 because you can build it fairly easily and the 00:02:03.530 --> 00:02:05.950 benefit is that you get to customize it the way 00:02:05.950 --> 00:02:08.729 you like and you get to learn all about autonomous 00:02:08.729 --> 00:02:11.650 AI agents along the way. You can tell it how 00:02:11.650 --> 00:02:14.509 to respond, what tone to use, to be brief or 00:02:14.509 --> 00:02:16.949 detailed, what specific knowledge sources to 00:02:16.949 --> 00:02:20.030 use, to use your secret stash of useful documents, 00:02:20.389 --> 00:02:23.509 SharePoint sites, or your go -to websites. You 00:02:23.509 --> 00:02:26.050 can also select when it's triggered, for every 00:02:26.050 --> 00:02:29.110 email or just select individuals and by keeping 00:02:29.110 --> 00:02:31.889 it yours you avoid any possible security issues 00:02:31.889 --> 00:02:34.949 and as your job changes you can edit the agent's 00:02:34.949 --> 00:02:38.469 instructions or document sources to align with 00:02:38.469 --> 00:02:41.870 your new role okay getting started with the requirements 00:02:41.870 --> 00:02:45.870 first thing is you need microsoft copilot studio 00:02:45.870 --> 00:02:48.849 and some of you might have it for those of you 00:02:48.849 --> 00:02:51.409 that don't just search for microsoft copilot 00:02:51.409 --> 00:02:54.469 studio And I wanted to show you that you can 00:02:54.469 --> 00:02:57.430 basically get a free trial. So anyone that doesn't 00:02:57.430 --> 00:03:00.129 have it out there, go ahead and search for it. 00:03:00.150 --> 00:03:04.469 Click on free trial and basically get yourself 00:03:04.469 --> 00:03:07.310 an account because this is a requirement for 00:03:07.310 --> 00:03:10.710 us to build this agent. And one of the things 00:03:10.710 --> 00:03:13.650 that you have to notice here is it says that. 00:03:14.030 --> 00:03:17.250 you have to enter your work or your school email 00:03:17.250 --> 00:03:20.289 address so if you have a personal account you 00:03:20.289 --> 00:03:23.129 can't log into copilot studio but here's another 00:03:23.129 --> 00:03:27.150 workaround search for microsoft teams trial and 00:03:27.150 --> 00:03:29.930 we do actually have free trials for business 00:03:29.930 --> 00:03:32.650 and that's the type of account that you need 00:03:32.650 --> 00:03:36.129 right work or education so i'm showing you basically 00:03:36.129 --> 00:03:40.969 a workaround is if you don't have a business 00:03:40.969 --> 00:03:43.949 account or business plan You can get a free trial 00:03:43.949 --> 00:03:47.310 and then you can use that to log into your free 00:03:47.310 --> 00:03:50.370 trial at Copilot Studio just so that you can 00:03:50.370 --> 00:03:53.949 get started. So this is a workaround for those 00:03:53.949 --> 00:03:56.389 of you who don't have access. For those of you 00:03:56.389 --> 00:03:58.969 that have access, fantastic. Go ahead and go 00:03:58.969 --> 00:04:01.789 for it. But there's a lot of people out there 00:04:01.789 --> 00:04:04.330 that want to get involved, but they don't have 00:04:04.330 --> 00:04:07.069 the tools. This is how you get them. Now, moving 00:04:07.069 --> 00:04:10.370 on to the actual build. if you're enjoying this 00:04:10.370 --> 00:04:12.949 content so far make sure to hit that like button 00:04:12.949 --> 00:04:15.569 and drop a comment as it really does help the 00:04:15.569 --> 00:04:17.829 channel thank you as always for your support 00:04:17.829 --> 00:04:22.050 so here we are in copilot studio just go to copilotstudio 00:04:22.050 --> 00:04:26.110 .microsoft .com log in i've logged in here as 00:04:26.110 --> 00:04:29.050 elon musk because we're building this bot for 00:04:29.050 --> 00:04:32.490 him basically on the left hand side you can see 00:04:32.490 --> 00:04:35.709 this menu options of copilot studio if you've 00:04:35.709 --> 00:04:39.790 never seen it create agents flows is new but 00:04:39.790 --> 00:04:42.790 we're basically in the home tab and because it's 00:04:42.790 --> 00:04:46.050 our first time creating an agent with Elon then 00:04:46.050 --> 00:04:49.350 you can just create it from this home page when 00:04:49.350 --> 00:04:51.649 you select create an agent you see all these 00:04:51.649 --> 00:04:54.610 different templates which is Microsoft's way 00:04:54.610 --> 00:04:57.410 of helping you get started with different top 00:04:57.410 --> 00:05:00.050 of mind ways of creating agents but I'm going 00:05:00.050 --> 00:05:04.589 to select new agent when I select new agent I 00:05:04.589 --> 00:05:07.329 can start to use natural language just to explain 00:05:07.329 --> 00:05:10.670 by typing what I want this agent to do. Or on 00:05:10.670 --> 00:05:13.509 the top right hand side, I can skip to configure 00:05:13.509 --> 00:05:16.029 where I have some elements or I can just create. 00:05:16.329 --> 00:05:19.189 I'm going to go ahead and just create this completely 00:05:19.189 --> 00:05:21.990 blank agent because we want to do more advanced 00:05:21.990 --> 00:05:24.990 things which are only available when you create. 00:05:25.310 --> 00:05:27.910 Now that we've done that, if you notice on the 00:05:27.910 --> 00:05:30.470 top, there are all these different menu items 00:05:30.470 --> 00:05:33.319 like knowledge and topics and actions. a lot 00:05:33.319 --> 00:05:35.699 of these we're going to cover but right now we're 00:05:35.699 --> 00:05:39.300 just in the overview and on the right hand side 00:05:39.300 --> 00:05:42.279 here we're going to select edit and this allows 00:05:42.279 --> 00:05:45.360 us to start configuring the agent we're going 00:05:45.360 --> 00:05:47.339 to start off with the name right we're calling 00:05:47.339 --> 00:05:50.220 this the inbot and we're also going to change 00:05:50.220 --> 00:05:53.920 the icon to give it that little cute inbot logo 00:05:53.920 --> 00:05:56.800 that i have and i'm going to select this image 00:05:56.800 --> 00:06:01.949 save it we got the name We've got the image and 00:06:01.949 --> 00:06:05.389 looks like it took everything just fine. So we're 00:06:05.389 --> 00:06:08.310 good there. Next, we're going to move on to, 00:06:08.370 --> 00:06:10.790 we're going to select edit again because it just 00:06:10.790 --> 00:06:13.970 saved it. You have to select edit to edit the 00:06:13.970 --> 00:06:16.850 rest of these items like description. This is 00:06:16.850 --> 00:06:19.569 the purpose of the agent and how it can help. 00:06:19.649 --> 00:06:22.589 So we're going to put in this description, which 00:06:22.589 --> 00:06:24.970 is basically, it's an autonomous agent that helps 00:06:24.970 --> 00:06:27.449 with incoming emails in my inbox. And it looks 00:06:27.449 --> 00:06:30.170 through all the questions. researches them against 00:06:30.170 --> 00:06:32.810 trusted knowledge sources which we're going to 00:06:32.810 --> 00:06:35.529 specify a little later on so we got the description 00:06:35.529 --> 00:06:39.550 now this is the big thing right this is the substance 00:06:39.550 --> 00:06:42.990 of it the instructions of what this agent is 00:06:42.990 --> 00:06:45.529 going to do when a unique email comes into my 00:06:45.529 --> 00:06:47.930 inbox using knowledge sources to research the 00:06:47.930 --> 00:06:50.870 questions that are in the email do not use knowledge 00:06:50.870 --> 00:06:54.170 sources other than the ones specified use this 00:06:54.170 --> 00:06:58.220 action to reply only to me with detailed responses 00:06:58.220 --> 00:07:01.699 based on your research, format in HTML and professional 00:07:01.699 --> 00:07:04.720 manner, and write it as if you were replying 00:07:04.720 --> 00:07:08.060 to the original email sender and send it to me 00:07:08.060 --> 00:07:11.240 immediately. So the way this is gonna work is 00:07:11.240 --> 00:07:13.459 that the email is gonna look like it's coming 00:07:13.459 --> 00:07:17.040 from me to me because the agent is acting on 00:07:17.040 --> 00:07:20.439 my behalf and sending it to me. I am designing 00:07:20.439 --> 00:07:23.680 it this way because I wanna basically check the 00:07:23.680 --> 00:07:27.480 email. versus having it be sent directly to the 00:07:27.480 --> 00:07:30.300 person who was sending it to me. That would be 00:07:30.300 --> 00:07:34.120 the future where you have full trust in how this 00:07:34.120 --> 00:07:36.379 autonomous agent works and it'll just send it 00:07:36.379 --> 00:07:39.459 straight off. But in this beginning stage, I 00:07:39.459 --> 00:07:42.160 just want to have the agent send it to me so 00:07:42.160 --> 00:07:44.939 I can review and then I can send it on to the 00:07:44.939 --> 00:07:47.279 person who sent me the original email. That's 00:07:47.279 --> 00:07:50.350 why we're doing it this way. For each question, 00:07:50.389 --> 00:07:53.230 start with a new paragraph and write a detailed 00:07:53.230 --> 00:07:56.990 response. Start by bolding a summary of the question 00:07:56.990 --> 00:08:00.829 and follow with the answer that you found. Then 00:08:00.829 --> 00:08:04.170 include a link to the source because I want to 00:08:04.170 --> 00:08:06.670 have references that are more verbose, detailed, 00:08:06.870 --> 00:08:09.480 factual, and illustrative. the better. These 00:08:09.480 --> 00:08:12.660 are my instructions. You can say, reply in a 00:08:12.660 --> 00:08:16.540 funny way, be brief, use bullets, create a table, 00:08:16.680 --> 00:08:19.339 whatever instructions you want to provide, you 00:08:19.339 --> 00:08:21.879 do so. If you don't find the answer to the questions 00:08:21.879 --> 00:08:24.139 in the email, in the knowledge sources, don't 00:08:24.139 --> 00:08:26.540 answer them, but do let me know which questions 00:08:26.540 --> 00:08:28.639 are unanswered. And at the bottom of the email, 00:08:28.759 --> 00:08:31.060 let me know some good questions to ask the original 00:08:31.060 --> 00:08:34.379 email sender in order to discover more about 00:08:34.379 --> 00:08:37.919 their interest. Sign off your emails. with regards 00:08:37.919 --> 00:08:40.779 followed by my name all right so these are all 00:08:40.779 --> 00:08:43.059 the instructions that i've given it so if everything 00:08:43.059 --> 00:08:45.519 looks good here you want to make sure that you 00:08:45.519 --> 00:08:47.960 go to the top right and you click save you don't 00:08:47.960 --> 00:08:49.980 want to lose all your progress so make sure you 00:08:49.980 --> 00:08:52.799 click save i think we're good we're making good 00:08:52.799 --> 00:08:55.500 progress so far and you can see when you save 00:08:55.500 --> 00:08:57.860 it says processing your request and then it says 00:08:57.860 --> 00:09:00.700 your request has been successfully completed 00:09:00.700 --> 00:09:06.929 golden let's keep going Now, I do also want to 00:09:06.929 --> 00:09:10.669 point out that here it says orchestration use 00:09:10.669 --> 00:09:13.929 GenAI to determine how to best respond to events. 00:09:14.190 --> 00:09:17.049 And I'm just going to enable this is disabled. 00:09:17.230 --> 00:09:21.470 It's best if it's enabled. Adding the knowledge 00:09:21.470 --> 00:09:23.950 portion for the agent. Now we're at this stage. 00:09:24.049 --> 00:09:27.250 So if we scroll down and we go to the knowledge 00:09:27.250 --> 00:09:30.210 section, this is where we tell it all the different 00:09:30.210 --> 00:09:32.730 knowledge sources to use, right? Documents, SharePoint 00:09:32.730 --> 00:09:36.470 sites, and so on. So select add knowledge on 00:09:36.470 --> 00:09:40.710 the top right hand side here. This opens up another 00:09:40.710 --> 00:09:43.289 window where you can use public websites, SharePoint 00:09:43.289 --> 00:09:46.509 sites, Dataverse. Now, because we're doing this 00:09:46.509 --> 00:09:50.470 for Elon and his company is Tesla, we're basically 00:09:50.470 --> 00:09:52.909 going to use a Tesla site because on the Tesla 00:09:52.909 --> 00:09:55.490 site, it has information about different models, 00:09:55.669 --> 00:09:59.669 their ranges, top speed, zero to 60, all kinds 00:09:59.669 --> 00:10:01.850 of stuff that's not in other places, but it's 00:10:01.850 --> 00:10:04.929 only on their website. additionally when you 00:10:04.929 --> 00:10:07.370 go on their vehicles there's information there 00:10:07.370 --> 00:10:13.009 about trade in about the semi so roadmap stuff 00:10:13.009 --> 00:10:15.789 and so if somebody asks questions that are not 00:10:15.789 --> 00:10:20.809 in documents then we go to the website so basically 00:10:20.809 --> 00:10:24.429 we put the link in and the description is actually 00:10:24.429 --> 00:10:28.600 quite important because the agent goes by the 00:10:28.600 --> 00:10:31.139 description in terms of when to use this knowledge 00:10:31.139 --> 00:10:33.639 source so we updated the description and now 00:10:33.639 --> 00:10:36.559 we're going to add it so we're good but remember 00:10:36.559 --> 00:10:39.779 always update the description i'm going to add 00:10:39.779 --> 00:10:41.980 more knowledge sources so again we're going to 00:10:41.980 --> 00:10:45.620 select the plus add and now we're going to select 00:10:45.620 --> 00:10:50.059 a sharepoint site to add now elon has a sharepoint 00:10:50.059 --> 00:10:52.860 site that talks about why customer service is 00:10:52.860 --> 00:10:55.460 new marketing secret to how elon juggles so many 00:10:55.460 --> 00:11:00.679 things hint hint it's the inbot and in this sharepoint 00:11:00.679 --> 00:11:03.899 site there's a document repository about all 00:11:03.899 --> 00:11:07.759 the different model evs that he has now you can 00:11:07.759 --> 00:11:10.440 also access this by going on the top right hand 00:11:10.440 --> 00:11:13.500 side to this wheel the cog icon and then select 00:11:13.500 --> 00:11:17.159 site contents this is all done in sharepoint 00:11:17.159 --> 00:11:19.769 right When you go to site contents, there's different 00:11:19.769 --> 00:11:23.649 folders. And there's a car manuals folder here 00:11:23.649 --> 00:11:25.970 with all the different car models that he has 00:11:25.970 --> 00:11:27.970 and the user manual. So here's the one for the 00:11:27.970 --> 00:11:31.370 Cybertruck. And you can see that it's 315 pages. 00:11:31.549 --> 00:11:35.149 It talks about storage area and autopilot and 00:11:35.149 --> 00:11:37.669 connectivity and driving, all the stuff that 00:11:37.669 --> 00:11:40.330 typical car manuals have. So I'm going to go 00:11:40.330 --> 00:11:42.990 ahead and add this SharePoint site. I'm going 00:11:42.990 --> 00:11:46.950 to select browse. And if it doesn't come up, 00:11:47.200 --> 00:11:50.179 which is not coming up right away from picking 00:11:50.179 --> 00:11:54.000 your items. On the bottom left, you select more 00:11:54.000 --> 00:11:57.500 places. And if Elon has access to this SharePoint 00:11:57.500 --> 00:12:01.320 site, which he does, then it shows up. So here's 00:12:01.320 --> 00:12:03.919 the Tesla SharePoint site, along with all the 00:12:03.919 --> 00:12:06.399 folders. So we're going to select car manuals. 00:12:06.399 --> 00:12:09.200 And then inside the car manuals, we're going 00:12:09.200 --> 00:12:11.559 to select all the different files so that we 00:12:11.559 --> 00:12:14.889 can add them as knowledge sources. So those are 00:12:14.889 --> 00:12:16.970 all the same files that you saw in the SharePoint 00:12:16.970 --> 00:12:21.309 site that the agent now has access to. Now, before 00:12:21.309 --> 00:12:26.490 we select add, again, the description for each 00:12:26.490 --> 00:12:30.629 knowledge source is key. Here I'm putting a relatively 00:12:30.629 --> 00:12:33.049 generic description for all of them. Like this 00:12:33.049 --> 00:12:35.610 is the car manual for Cybertruck, for Model 3 00:12:35.610 --> 00:12:38.460 and so on. But the more verbose you are with 00:12:38.460 --> 00:12:41.399 the description, the better because if you have 00:12:41.399 --> 00:12:43.620 multiple knowledge sources, then the agent knows 00:12:43.620 --> 00:12:47.360 which one to use first and second and third and 00:12:47.360 --> 00:12:51.659 so on, right? So this is key. I can't overemphasize 00:12:51.659 --> 00:12:54.279 that because if you're having issues with the 00:12:54.279 --> 00:12:56.299 knowledge sources that the agent is selecting, 00:12:56.460 --> 00:12:59.519 go back to your descriptions and be more accurate 00:12:59.519 --> 00:13:02.299 and verbose in those. So now that we have all 00:13:02.299 --> 00:13:04.940 those, I'm going to go ahead and select add. 00:13:05.580 --> 00:13:07.460 and now we're adding a sharepoint site we added 00:13:07.460 --> 00:13:09.460 a website now we're adding a sharepoint site 00:13:09.460 --> 00:13:16.720 what else can we do here so if we select plus 00:13:16.720 --> 00:13:20.340 add for knowledge and we're going to add another 00:13:20.340 --> 00:13:22.720 source which are basically documents that we 00:13:22.720 --> 00:13:25.879 drag and drop right just files that maybe are 00:13:25.879 --> 00:13:29.940 on our local folder so i have a bunch of earnings 00:13:29.940 --> 00:13:35.370 reports from fiscal year 2024 that are pdf files 00:13:35.370 --> 00:13:38.389 that basically have sections about forward -looking 00:13:38.389 --> 00:13:40.990 statements or outlook and i want to put that 00:13:40.990 --> 00:13:43.230 in there because in this email that i send i 00:13:43.230 --> 00:13:45.269 want to test out if you can go ahead and retrieve 00:13:45.269 --> 00:13:49.009 this information from here so again it doesn't 00:13:49.009 --> 00:13:51.330 have to just be files on your onedrive but they 00:13:51.330 --> 00:13:53.870 can just be files on your local hard drive that 00:13:53.870 --> 00:13:56.429 you upload so i'm going to select click browse 00:13:56.429 --> 00:14:00.429 select all these files and then just select open 00:14:00.429 --> 00:14:04.100 so we can add them again same thing right the 00:14:04.100 --> 00:14:07.580 descriptions is key so before i select add i'm 00:14:07.580 --> 00:14:10.659 gonna go ahead and put some information about 00:14:10.659 --> 00:14:13.320 the description for sake of making it brief in 00:14:13.320 --> 00:14:16.899 this video i'm putting um rather short descriptions 00:14:16.899 --> 00:14:21.500 but again be as verbose as possible so we're 00:14:21.500 --> 00:14:23.700 going to put all the descriptions in here and 00:14:23.700 --> 00:14:26.159 when this looks good then on the bottom right 00:14:26.159 --> 00:14:28.899 we're going to select add and then add these 00:14:28.899 --> 00:14:33.419 knowledge sources to the agent So we have three 00:14:33.419 --> 00:14:35.940 types, right? Websites, SharePoint sites, and 00:14:35.940 --> 00:14:38.659 documents that we've uploaded. You can select 00:14:38.659 --> 00:14:41.399 See All to look at all of these, and you can 00:14:41.399 --> 00:14:44.679 see that the PDFs are actually in progress, but 00:14:44.679 --> 00:14:46.879 pretty soon they'll be uploaded and be ready 00:14:46.879 --> 00:14:51.740 for use by the agent as well. Now going back 00:14:51.740 --> 00:14:54.139 to the overview, now we're going to add the agent 00:14:54.139 --> 00:14:58.799 action, which is sending an email. So if we scroll... 00:14:59.039 --> 00:15:01.919 down here you'll see that it says office 365 00:15:01.919 --> 00:15:06.039 outlook send an email v2 in the description we're 00:15:06.039 --> 00:15:08.080 referencing the action in the description which 00:15:08.080 --> 00:15:11.179 is key so in the action section when we select 00:15:11.179 --> 00:15:14.159 add an action we're going to have to search for 00:15:14.159 --> 00:15:17.360 that specific action which is the office 365 00:15:17.360 --> 00:15:21.379 send an email and when we type that in the search 00:15:21.379 --> 00:15:25.059 if you look on the top right hand side it's right 00:15:25.059 --> 00:15:28.100 there send an email v2 that's the one we want 00:15:28.779 --> 00:15:35.279 So we're going to select it. And from here, another 00:15:35.279 --> 00:15:38.039 sticking point usually is the connectivity. This 00:15:38.039 --> 00:15:41.820 is going to actually log in as you on the permissions. 00:15:41.840 --> 00:15:44.360 And if you get this green checkbox, then you're 00:15:44.360 --> 00:15:47.120 golden. And if you don't, then you have an issue. 00:15:47.200 --> 00:15:50.240 So you saw I was logged in as Elon. And here 00:15:50.240 --> 00:15:52.720 in terms of everything else, I'm doing nothing, 00:15:52.799 --> 00:15:56.129 leaving it all as default. Hopefully you shouldn't 00:15:56.129 --> 00:15:58.470 have any issues because I'm not making any changes. 00:15:58.549 --> 00:16:01.149 It's all default. So we're going to add that 00:16:01.149 --> 00:16:05.809 action. With that action added, the next step 00:16:05.809 --> 00:16:08.769 is adding the trigger, which is looking for incoming 00:16:08.769 --> 00:16:12.049 emails as an event. So right below actions is 00:16:12.049 --> 00:16:15.049 triggers. And here we're going to go ahead and 00:16:15.049 --> 00:16:18.570 do the plus add trigger. And in this featured 00:16:18.570 --> 00:16:20.990 section, you can see there's 11 triggers. But 00:16:20.990 --> 00:16:23.429 if you select all on the top left -hand side, 00:16:23.870 --> 00:16:25.809 you can see more triggers and i believe there's 00:16:25.809 --> 00:16:29.830 90 of them now you can either search for this 00:16:29.830 --> 00:16:33.269 email one or just scroll down and if we scroll 00:16:33.269 --> 00:16:36.470 down here on the right hand side when a new email 00:16:36.470 --> 00:16:41.190 arrives v3 office 365 or outlook 365 here it 00:16:41.190 --> 00:16:45.149 is and again the key here is that it successfully 00:16:45.149 --> 00:16:49.309 logs in and you get that green check box so it's 00:16:49.309 --> 00:16:53.190 logging in and for me everything was logged in 00:16:53.190 --> 00:16:57.990 fine and it actually logs in as elon and here 00:16:57.990 --> 00:17:00.889 you can see that you can fine tune this trigger 00:17:00.889 --> 00:17:03.769 but we can have a look at it later as well so 00:17:03.769 --> 00:17:05.970 you can make it so that it gets triggered not 00:17:05.970 --> 00:17:09.589 for every single email but from email for select 00:17:09.589 --> 00:17:12.049 people when this looks good we're going to create 00:17:12.049 --> 00:17:14.569 the trigger which is actually creating a power 00:17:14.569 --> 00:17:17.390 automate flow on the back end but you don't have 00:17:17.390 --> 00:17:19.609 to worry about that it's just doing that automatically 00:17:19.609 --> 00:17:22.250 on the back end so We got the action. We got 00:17:22.250 --> 00:17:26.609 the trigger. We did the instructions. Now there's 00:17:26.609 --> 00:17:32.210 a common gotcha. And this happened before. So 00:17:32.210 --> 00:17:34.109 I want to help you guys fix it. So when you test 00:17:34.109 --> 00:17:37.250 your agent on the right -hand side, you click 00:17:37.250 --> 00:17:39.430 the three dots and you go to manage connections. 00:17:40.130 --> 00:17:42.990 And when you go there, you'll notice on the right 00:17:42.990 --> 00:17:46.130 -hand side, for some reason, this action is not 00:17:46.130 --> 00:17:48.269 connected, even though it showed as connected 00:17:48.269 --> 00:17:51.849 before. you might run into this just like i did 00:17:51.849 --> 00:17:55.690 and if you did follow these steps when you get 00:17:55.690 --> 00:17:58.750 that green check box it'll go from not connected 00:17:58.750 --> 00:18:02.869 to connected so this is a common issue that people 00:18:02.869 --> 00:18:04.990 ran into in the first video i wanted to address 00:18:04.990 --> 00:18:08.490 it don't forget to publish the agent right because 00:18:08.490 --> 00:18:11.430 we we did all this stuff but it's kind of like 00:18:11.430 --> 00:18:13.910 in draft form so on the top right hand side you 00:18:13.910 --> 00:18:17.220 have to select publish and when you select that 00:18:17.220 --> 00:18:21.059 I actually got a couple of warnings which can 00:18:21.059 --> 00:18:24.279 be a significant issue if you're sharing this 00:18:24.279 --> 00:18:27.160 agent with other people but my thing is that 00:18:27.160 --> 00:18:29.619 this is my own personal agent so no one's going 00:18:29.619 --> 00:18:32.380 to be able to edit it no one's going to be able 00:18:32.380 --> 00:18:34.400 to see my credentials because it's just mine 00:18:34.400 --> 00:18:37.279 I'm not sharing it with anyone so with that in 00:18:37.279 --> 00:18:39.920 mind I'm going to go ahead and publish it but 00:18:40.720 --> 00:18:42.819 For those of you who want to create this and 00:18:42.819 --> 00:18:45.099 send it out to the masses, my instructions to 00:18:45.099 --> 00:18:48.000 you are everybody has to create this for themselves 00:18:48.000 --> 00:18:50.380 at this point. That's the only way I know how 00:18:50.380 --> 00:18:54.220 to do it. Better safe than sorry than to share 00:18:54.220 --> 00:18:56.319 it with other people and they get to use your 00:18:56.319 --> 00:18:59.079 credentials. Now we're going to create a rule 00:18:59.079 --> 00:19:02.279 in Outlook to avoid a loop. So we're going to 00:19:02.279 --> 00:19:06.079 open up Outlook because what happens is if this 00:19:06.079 --> 00:19:09.000 responds to an email, it'll just create a loop 00:19:09.000 --> 00:19:11.220 on the top right hand side in outlook you click 00:19:11.220 --> 00:19:16.880 this cog icon and here there's a rules section 00:19:16.880 --> 00:19:20.539 that when you select you can add a new rule so 00:19:20.539 --> 00:19:21.980 we're going to add a new rule and we're going 00:19:21.980 --> 00:19:26.180 to call it the inbot rule and basically as a 00:19:26.180 --> 00:19:29.740 condition every time an email comes from me because 00:19:29.740 --> 00:19:33.160 inbot acts on behalf of me so whenever a new 00:19:33.160 --> 00:19:36.799 email comes from me elon i'm going to have an 00:19:36.799 --> 00:19:41.079 action where the email is moved to a folder so 00:19:41.079 --> 00:19:44.960 it's outside it goes out of the inbox it goes 00:19:44.960 --> 00:19:48.279 to the inbot folder and then i'm going to save 00:19:48.279 --> 00:19:51.799 it so that way we don't have emails coming in 00:19:51.799 --> 00:19:55.640 creating a loop which can be an issue as well 00:19:55.640 --> 00:19:59.900 so you'll see that the inbot folder is there 00:19:59.900 --> 00:20:02.839 now and the rule is going to run every time an 00:20:02.839 --> 00:20:07.279 email comes from me using the agent for the first 00:20:07.279 --> 00:20:11.440 time and fixing the most common issue so here 00:20:11.440 --> 00:20:14.259 you you're seeing an email that i send as a test 00:20:14.259 --> 00:20:17.900 so i'm sending email an email to elon with a 00:20:17.900 --> 00:20:20.160 ton of different questions about his cars and 00:20:20.160 --> 00:20:23.519 about his finances and how his company is doing 00:20:23.519 --> 00:20:28.420 and even a question that shouldn't be uh isn't 00:20:28.420 --> 00:20:30.819 in the knowledge sources so the instructions 00:20:30.819 --> 00:20:33.769 say don't answer a question about like the fish 00:20:33.769 --> 00:20:36.950 taco on the bottom there so tons of different 00:20:36.950 --> 00:20:40.150 questions in there but it's a test to see if 00:20:40.150 --> 00:20:43.029 it's going to be able to use the different knowledge 00:20:43.029 --> 00:20:46.170 sources and you'll see if it does or not in just 00:20:46.170 --> 00:20:48.269 a little bit because we have insight to all of 00:20:48.269 --> 00:20:50.990 that so this email is coming from me going to 00:20:50.990 --> 00:20:53.170 elon i'm going to go ahead and click send here 00:20:53.170 --> 00:20:59.750 and looking at elon's outlook He gets the email, 00:20:59.950 --> 00:21:02.329 right? So the email from me goes to his inbox. 00:21:03.730 --> 00:21:08.930 And there it is. Now what we're going to do is 00:21:08.930 --> 00:21:11.430 we're going to select the activity tab because 00:21:11.430 --> 00:21:15.890 I want to see if this trigger is automatically 00:21:15.890 --> 00:21:18.230 being triggered because this new email came in. 00:21:18.289 --> 00:21:21.130 So when I click refresh, you see that it just 00:21:21.130 --> 00:21:23.930 actually showed up, right? So the trigger automatically 00:21:23.930 --> 00:21:28.569 got into action. and you can see when a new email 00:21:28.569 --> 00:21:31.430 comes in knowledge sources send an email and 00:21:31.430 --> 00:21:33.930 when you expand when a new email comes in you 00:21:33.930 --> 00:21:36.130 can actually see my email you can see the guts 00:21:36.130 --> 00:21:39.910 of my email and inside here the all the paragraphs 00:21:39.910 --> 00:21:43.269 the questions i sent were right there so that 00:21:43.269 --> 00:21:46.630 got hit okay and then the knowledge sources everything 00:21:46.630 --> 00:21:50.500 that got searched over from an input side And 00:21:50.500 --> 00:21:52.960 then on the output, you can see that it went 00:21:52.960 --> 00:21:55.500 to the website, to the SharePoint site, and the 00:21:55.500 --> 00:21:57.400 files that I uploaded. So it did a really good 00:21:57.400 --> 00:22:02.000 job. And then this email connector. But here's 00:22:02.000 --> 00:22:05.240 a very common issue, waiting for users. So if 00:22:05.240 --> 00:22:07.480 you're out there having this issue, I'll show 00:22:07.480 --> 00:22:09.619 you how to solve it. Because what happens is 00:22:09.619 --> 00:22:12.480 that nothing actually gets sent by the agent. 00:22:12.539 --> 00:22:16.039 So the InBot folder is empty, okay? So there 00:22:16.039 --> 00:22:18.619 is a problem, but how do we fix this problem 00:22:18.619 --> 00:22:21.930 waiting for user? Go to activity map and select 00:22:21.930 --> 00:22:24.990 transcript from this activity page that we're 00:22:24.990 --> 00:22:28.069 in. When you select transcript, you'll see an 00:22:28.069 --> 00:22:30.470 error message and it says additional permissions 00:22:30.470 --> 00:22:32.829 are required and there's a connect button here 00:22:32.829 --> 00:22:37.730 which doesn't seem to work. So no matter how 00:22:37.730 --> 00:22:43.769 many times I click this, it doesn't work. So 00:22:43.769 --> 00:22:46.869 here's what I had to find out. And I'm suspecting 00:22:46.869 --> 00:22:49.450 this is a bug that gets fixed. But when you hover 00:22:49.450 --> 00:22:51.869 over it, you can actually see the site that you're 00:22:51.869 --> 00:22:56.109 supposed to go to. So my thing is on your browser, 00:22:56.190 --> 00:22:58.869 this is Edge, by the way, click the three dots 00:22:58.869 --> 00:23:02.849 on the top right and go to more tools and select 00:23:02.849 --> 00:23:06.569 developer tools. This is the way I found Workaround 00:23:06.569 --> 00:23:09.960 for me. So I went to developer tools, which basically 00:23:09.960 --> 00:23:12.940 opened up this other tool inside Edge that I'm 00:23:12.940 --> 00:23:15.900 using. And now I can see the guts of the website. 00:23:16.359 --> 00:23:20.579 And this connect goes to copilotstudio .microsoft 00:23:20.579 --> 00:23:25.180 .com slash C2. So basically, if you go to that 00:23:25.180 --> 00:23:31.779 developer page and do a control F to find that 00:23:31.779 --> 00:23:35.400 search string, type in copilotstudio .microsoft 00:23:35.400 --> 00:23:39.539 .com. slash c2 so you can find it in all that 00:23:39.539 --> 00:23:43.319 all the text that's in that page right so it 00:23:43.319 --> 00:23:48.220 finds it and i can see there that this is a this 00:23:48.220 --> 00:23:51.240 is the entire link so next thing you got to do 00:23:51.240 --> 00:23:54.779 is you got to right click and copy this so copy 00:23:54.779 --> 00:23:58.200 element and then open up a notepad and basically 00:23:58.200 --> 00:24:01.119 get rid of everything except that url that you 00:24:01.119 --> 00:24:02.960 need so everything before and everything after 00:24:02.960 --> 00:24:06.369 get rid of You can always go ahead and just type 00:24:06.369 --> 00:24:09.509 it out on your computer. But I thought this was 00:24:09.509 --> 00:24:12.069 easier for me. But whatever works, right? Just 00:24:12.069 --> 00:24:16.130 get this URL, open up a browser, type it in or 00:24:16.130 --> 00:24:19.309 copy and paste it in. And this takes you to this 00:24:19.309 --> 00:24:23.750 magical manager connection site where there is 00:24:23.750 --> 00:24:27.410 an action that's not connected again. And so 00:24:27.410 --> 00:24:30.049 that's why it's failing. And so you got to go 00:24:30.049 --> 00:24:32.410 ahead and get that connection to give you the 00:24:32.410 --> 00:24:36.779 green. checkbox which it finally did and when 00:24:36.779 --> 00:24:41.440 that's good click submit and that's one of the 00:24:41.440 --> 00:24:44.099 most common issues i hope that helps a lot of 00:24:44.099 --> 00:24:46.319 people out there and i think this should get 00:24:46.319 --> 00:24:49.819 fixed over time now using the agent for the second 00:24:49.819 --> 00:24:53.160 time success this is awesome because we fixed 00:24:53.160 --> 00:24:54.839 all these issues so i'm going to go ahead and 00:24:54.839 --> 00:24:58.940 resend an email again to elon and now going to 00:24:58.940 --> 00:25:01.779 elon's outlook you can see that the email comes 00:25:01.779 --> 00:25:05.539 in And again, this agent should get triggered 00:25:05.539 --> 00:25:08.920 and ultimately send the response with all the 00:25:08.920 --> 00:25:13.480 questions answered, right? So if we go to Activity 00:25:13.480 --> 00:25:17.380 tab in Copilot Studio and do a refresh, you can 00:25:17.380 --> 00:25:22.200 see that this second email has come in. And when 00:25:22.200 --> 00:25:25.809 we select it, you'll see all the different sections 00:25:25.809 --> 00:25:28.009 in here. All these different knowledge sources 00:25:28.009 --> 00:25:32.089 that were looked at, the trigger, and then the 00:25:32.089 --> 00:25:36.029 email. And look here, in InBot, in the Outlook, 00:25:36.130 --> 00:25:39.490 there's an email. And it says, great seeing you, 00:25:39.630 --> 00:25:42.069 which is what I wrote him. And then it says, 00:25:42.349 --> 00:25:46.250 it's got all the questions in bold, which is 00:25:46.250 --> 00:25:48.250 the instructions that I gave, and then followed 00:25:48.250 --> 00:25:52.069 by the answers from the knowledge sources. Again, 00:25:52.170 --> 00:25:54.210 this is going to Elon as a safety mechanism, 00:25:54.349 --> 00:25:56.170 so it doesn't go directly to the person that 00:25:56.170 --> 00:26:00.549 sent it to you. But everything is answered here, 00:26:00.710 --> 00:26:03.670 which is awesome. And you can see that the level 00:26:03.670 --> 00:26:09.009 of detail that the agent was able to find in 00:26:09.009 --> 00:26:13.490 the document sources. And again, if this isn't 00:26:13.490 --> 00:26:15.710 exactly what you're looking for, this is your 00:26:15.710 --> 00:26:19.069 opportunity to edit it before you send it to 00:26:19.069 --> 00:26:22.309 the person that sent it. sent you the email initially 00:26:22.309 --> 00:26:25.789 but i think it'll save you a ton of time in research 00:26:25.789 --> 00:26:29.910 because it also provides the references at the 00:26:29.910 --> 00:26:33.049 bottom that you can check now what i have found 00:26:33.049 --> 00:26:37.130 is that because this is gen ai no two responses 00:26:37.130 --> 00:26:41.630 are the same so sometimes the responses are better 00:26:41.630 --> 00:26:44.589 sometimes they're not as good sometimes or the 00:26:44.589 --> 00:26:48.650 the references the reference links are good good 00:26:48.650 --> 00:26:51.569 ones sometimes they're not so You have to really 00:26:51.569 --> 00:26:54.029 experiment with your instructions and your knowledge 00:26:54.029 --> 00:26:57.049 sources and your descriptions to get this to 00:26:57.049 --> 00:27:00.849 be spot on. But this is kind of like the beginning 00:27:00.849 --> 00:27:05.109 of what I think can be a very, very useful tool. 00:27:05.269 --> 00:27:07.789 And you can see that fish taco one. It had no 00:27:07.789 --> 00:27:10.690 idea. So it said, I don't know. And it's not 00:27:10.690 --> 00:27:13.130 in the knowledge sources. So that was a good 00:27:13.130 --> 00:27:17.359 test that it passed. And it signed off as. as 00:27:17.359 --> 00:27:19.720 Elon so that he can just copy and paste it if 00:27:19.720 --> 00:27:22.500 he wanted to now let's do a little bit more agent 00:27:22.500 --> 00:27:25.400 testing using test triggers because you might 00:27:25.400 --> 00:27:29.299 want to do this now on the top right hand side 00:27:29.299 --> 00:27:32.400 if you select the three dots you can select test 00:27:32.400 --> 00:27:35.960 trigger so this actually opens up as and has 00:27:35.960 --> 00:27:38.220 access to the different emails that were sent 00:27:38.220 --> 00:27:41.119 in as triggers that triggered the agent and you 00:27:41.119 --> 00:27:43.140 can select which whichever one you want so I 00:27:43.140 --> 00:27:46.519 selected the first one and you can see the agent 00:27:46.519 --> 00:27:49.900 stepping through all these different activities 00:27:49.900 --> 00:27:52.980 like checking the knowledge sources sending an 00:27:52.980 --> 00:27:55.640 email so if you get stuck somewhere and you want 00:27:55.640 --> 00:27:57.700 to test something you can go ahead and test it 00:27:57.700 --> 00:28:02.519 in this in this manner and it'll actually generate 00:28:02.519 --> 00:28:05.920 that email and send it to your email as well 00:28:05.920 --> 00:28:09.140 now again you can see here the responses are 00:28:09.140 --> 00:28:11.579 different it seems that they're a little bit 00:28:11.579 --> 00:28:14.769 lighter not as detailed and that's just the way 00:28:14.769 --> 00:28:18.130 gen ai works no two responses are going to be 00:28:18.130 --> 00:28:21.650 the same let's do a little bit of fine tuning 00:28:21.650 --> 00:28:24.849 for the agent now first thing we're going to 00:28:24.849 --> 00:28:30.230 look at here is on the allow the ai to use general 00:28:30.230 --> 00:28:33.750 knowledge i had that checked so the large language 00:28:33.750 --> 00:28:37.730 models have their own knowledge but if we want 00:28:37.730 --> 00:28:41.390 to just contain it to the documents that we upload 00:28:41.920 --> 00:28:44.460 turn that off. And I had that on before. So that 00:28:44.460 --> 00:28:46.599 might have been part of the problem. The other 00:28:46.599 --> 00:28:49.180 one that I've kind of preached about many times 00:28:49.180 --> 00:28:52.799 is be more verbose with your descriptions of 00:28:52.799 --> 00:28:55.880 the documents and the knowledge sources. So I 00:28:55.880 --> 00:28:59.460 did that there. And then also from a trigger 00:28:59.460 --> 00:29:03.779 aspect, we talked about how this agent gets triggered 00:29:03.779 --> 00:29:07.599 for everything, but you can also go to show all 00:29:07.599 --> 00:29:13.589 here and go to from and limit the agent so that 00:29:13.589 --> 00:29:17.569 it's only certain people. If it's only from this 00:29:17.569 --> 00:29:20.930 person, from Shervin, for example, I want the 00:29:20.930 --> 00:29:23.549 agent to get triggered, not for every single 00:29:23.549 --> 00:29:26.309 person. So you can fine tune the trigger, which 00:29:26.309 --> 00:29:29.950 was a common question as well. But don't forget 00:29:29.950 --> 00:29:32.049 to publish, right? So after you make all these 00:29:32.049 --> 00:29:35.130 changes, make sure you save, make sure you publish. 00:29:36.130 --> 00:29:38.549 And one last thing, we're going to do some experimenting 00:29:38.549 --> 00:29:41.029 with deep reasoning, which is in preview. So 00:29:42.119 --> 00:29:44.559 In the settings on the top right -hand side, 00:29:44.819 --> 00:29:48.839 select that. And then notice that there's a Gen 00:29:48.839 --> 00:29:52.400 AI element on the left -hand side. When we select 00:29:52.400 --> 00:29:55.440 that, you have some Gen AI options. But on the 00:29:55.440 --> 00:29:59.079 bottom, it says use deep reasoning models, which 00:29:59.079 --> 00:30:02.119 is in preview. And it takes you to this documentation 00:30:02.119 --> 00:30:04.339 link, which is actually a very good document 00:30:04.339 --> 00:30:06.400 because there was a few things I didn't know 00:30:06.400 --> 00:30:09.220 about this. It's not just about turning it on. 00:30:09.900 --> 00:30:12.339 which it explains how to do it. We just did it. 00:30:12.400 --> 00:30:16.440 That was easy enough. But it says agents don't 00:30:16.440 --> 00:30:19.940 use deep reasoning automatically or for all tasks 00:30:19.940 --> 00:30:23.339 in the step. To use deep reasoning, tell the 00:30:23.339 --> 00:30:26.460 agent to use reason in the agent instructions. 00:30:27.099 --> 00:30:30.960 And it gives an example in the white box right 00:30:30.960 --> 00:30:33.539 below, where basically in step number five, it 00:30:33.539 --> 00:30:37.220 says, use the data, use reason to provide. So 00:30:37.220 --> 00:30:39.599 you have to use the word use reason. and then 00:30:39.599 --> 00:30:43.380 it kicks it off so once we've enabled it on the 00:30:43.380 --> 00:30:46.799 right hand side there you have to remember to 00:30:46.799 --> 00:30:51.039 save and that turns on deep reasoning but not 00:30:51.039 --> 00:30:54.500 necessarily uses it so in the instructions we're 00:30:54.500 --> 00:30:57.880 going to go ahead and select edit and here we're 00:30:57.880 --> 00:31:02.019 going to change the way we work things so here 00:31:02.019 --> 00:31:04.460 when we're giving it some description of what 00:31:04.460 --> 00:31:07.529 to do I'm going to erase this part that says 00:31:07.529 --> 00:31:11.849 write a detailed response and instead say use 00:31:11.849 --> 00:31:15.470 reason to provide a response. So that should 00:31:15.470 --> 00:31:18.589 kick off the deep reasoning model. And we can 00:31:18.589 --> 00:31:20.670 experiment. You can experiment with this. It's 00:31:20.670 --> 00:31:23.329 in public preview. The documentation is out there. 00:31:23.509 --> 00:31:26.509 Don't forget to save. So we're going to go ahead 00:31:26.509 --> 00:31:31.049 and save it. And then also remember to publish 00:31:31.049 --> 00:31:34.779 it. And again, because this is just ours, there's 00:31:34.779 --> 00:31:37.880 some risks that are identified, but it should 00:31:37.880 --> 00:31:39.480 be okay because it's just for us. So we're going 00:31:39.480 --> 00:31:42.579 to test it, test the trigger, use one of the 00:31:42.579 --> 00:31:46.740 emails that I've been sending in and see if it 00:31:46.740 --> 00:31:50.380 uses. If it does use it, you'll see reason with 00:31:50.380 --> 00:31:54.259 Azure OpenAI in preview. So you know it's actually 00:31:54.259 --> 00:31:57.200 working. And so in this case, it did some deep 00:31:57.200 --> 00:32:00.609 reasoning in terms of... the knowledge sources 00:32:00.609 --> 00:32:02.890 and answering the questions you can see the guts 00:32:02.890 --> 00:32:06.069 of it here and so experiment with it and see 00:32:06.069 --> 00:32:09.710 you know how well this works for you if you want 00:32:09.710 --> 00:32:12.049 to have this on or if you want to turn it off 00:32:12.049 --> 00:32:14.390 and wait for it to become generally available 00:32:14.390 --> 00:32:19.990 so here is the response with deep reasoning you 00:32:19.990 --> 00:32:22.450 can kind of take a quick look compare it to the 00:32:22.450 --> 00:32:24.799 other ones that we've gotten And that's a wrap. 00:32:24.960 --> 00:32:27.500 I hope you found this video useful and I'd love 00:32:27.500 --> 00:32:30.059 to hear about your experiences with your own 00:32:30.059 --> 00:32:33.339 autonomous AI agents answering your emails. Hit 00:32:33.339 --> 00:32:35.839 the like button, drop a comment, and I'll catch 00:32:35.839 --> 00:32:36.900 you on the next one.