Hcode
Microsoft AI

Copilot Studio

4 - 6 Hours 3 Modules

Overview

Main Theme: Copilot Studio

Workload: 4 - 6 Hours

Level: Intermediate

Target Audience: Business analysts, automation developers, and process leaders

ABOUT THE TRAINING

Copilot Studio is Microsoft's bot creation platform that enables business analysts to create autonomous "Copilots" to handle entire processes, like a virtual helpdesk attendant or an onboarding assistant. Develop custom intelligent chatbots without the need for complex coding.

Objective

Empower analysts and process managers to develop intelligent assistants that automate complex interactions, address multiple topics, and integrate with business systems, providing tailored solutions across multiple channels.

TRAINING MODULES

Module 01

Topic Design

Visual creation of the decision tree with conversation flows. Learn how to structure topics (e.g.: If the user requests vacation -> Ask for the date -> Check balance) so that each request is handled correctly.

Module 02

Intent Recognition

Train the bot to understand what the user wants, even if they type incorrectly or use synonyms. Utilize language models and NLU tools to improve understanding accuracy.

Module 03

Tools and Integrations

Dozens of tools available to expand your agent's capabilities. Integrate with APIs, databases, SaaS systems, and custom tools to automate complex processes.

Copilot Studio in detail

Copilot Studio comes with dozens of tools you can plug into your agent, from local spreadsheets to SaaS systems, which makes it powerful and versatile.

The platform also has Topic settings: each topic can be a flow for one conversation subject. Picture an agent specialized in customer service — each Topic is a kind of request: "Open a ticket", "Follow up on a ticket", "General questions" and "Talk to a human". Each topic follows a different flow, and can call different tools.

In its Knowledge Base you can add knowledge from local documents and from documents in the cloud.

Finally, you can publish your agent on several channels: WhatsApp, Telegram, Microsoft Teams, Copilot 365, SharePoint and your own website.

An agent in action

Get in touch with our specialists

The names Copilot Studio and Microsoft Power Automate are mentioned for informational and comparative purposes only.