In this webinar, I’ll walk you through how quickly and easily you can set up a Copilot agent in Copilot Studio using a simple use case. If you’d like to follow along, you can sign up for a free trial at copilot.microsoft.com.
Once logged into Copilot Studio, you’ll see the homepage with a text box where you can define how you want your agent to function. On the left-hand side, the navigation toolbar allows you to create new agents or manage existing ones.
To simplify the process, we’ll use a pre-built template for a website Q&A bot. This allows us to quickly build an agent that can answer common customer questions.
I’ll name this agent “Fantastic NFL Shop Copilot.”
Add a description: A Copilot that answers common questions about NFL Shop.
Customize response style: I’ll instruct it to respond using Stuart Scott’s famous catchphrases and football slang in fewer than 50 words.
Adding Knowledge Sources
By default, Copilot Studio includes Microsoft.com as a knowledge source.
I’ll remove that and instead add NFLShop.com as our primary knowledge source.
Copilot Studio allows knowledge to be pulled from:
Public websites
- SharePoint for internal documentation
- Uploaded documents (Word, PowerPoint, PDFs)
- Configuring and Testing the Agent
Once the agent is created, I can fine-tune its knowledge settings:
Restrict AI-generated responses to pull only from NFLShop.com for accuracy.
Modify topics—these define how conversations flow and trigger specific actions.
Use pre-built topics to guide the AI’s responses, ensuring it stays on-brand.
Next, I test the agent:
- Asking about NFL jerseys in stock – It successfully pulls live data from NFLShop.com!
- Asking about the solar system – No answer, as expected, since that’s outside its knowledge source.
- Re-enabling AI’s general knowledge – It now answers both NFL-related and general questions!
With the agent working correctly, I’m ready to publish it.
Deploying Copilot in DaVinci for Seamless CRM/CTI Integration
The best part? DaVinci has a pre-built integration for Copilot! Using Creator Studio, I can:
- Connect my new Copilot agent to an existing CRM and CTI system.
- Configure it within DaVinci’s no-code interface.
- Deploy the agent across different channels to enhance customer service.
Final Thoughts
As you can see, Copilot Studio is an incredibly powerful and user-friendly tool that lets you build and deploy AI assistants quickly. With DaVinci’s seamless integration, you can leverage AI in your contact center, CRM, and customer interactions right away.
Thanks for joining! AMC Technology and DaVinci are here to help you on your AI journey.
