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Artificial intelligence (AI) is transforming businesses by automating tasks and providing useful information to users. With CoPilot Studio from Microsoft, anyone can easily build their own AI assistant, customized to their needs. In this comprehensive guide, we’ll show you how to use CoPilot Studio to create, train, and deploy an AI chatbot powered by your own content.
How to use Microsoft Copilot Studio to create your own AI assistant?
Getting started with CoPilot Studio
The first step is to sign up for CoPilot Studio, which is free to use without the need for a paid Microsoft 365 license. Here’s how to get started:
- Go to copilot.microsoft.com and click “Start Free Trial” to sign up. Use a valid work or business email address.
- Accept the terms of service and verify your account via email confirmation.
- You will be taken to the main dashboard of CoPilot Studio where you can start creating your AI assistant.
The interface is intuitive and easy to use. Now we’re ready to build our first bot!
Create your AI assistant in CoPilot Studio
In CoPilot Studio, click “New CoPilot” to start creating your AI chatbot:
- Name your assistant – Choose a descriptive name, such as “Customer Support Bot.” Avoid generic names.
- Select language – Choose the language in which the assistant will talk. English is the default setting.
- Add content – This is the knowledge base for your AI. Paste website URLs and/or upload documents such as PDFs, Word, PowerPoint and Excel files with relevant information.
- Click create – CoPilot now processes the content to build your AI assistant.
The key is to provide quality content on the topics you want your assistant to cover. For a customer support bot, add knowledge base articles, product manuals, FAQs, and other documentation.
Train and test your AI assistant
After you add the initial content, give CoPilot Studio 5 to 10 minutes to process it and build your AI assistant. You will be notified when it is ready for testing.
- Open the Test chat window and start talking to your bot. Ask questions about your content.
- Check the answers for correctness. See how well it answers based on the source material.
- Try rephrasing questions in different ways. Vary the length and complexity.
- Note any gaps in knowledge that could be improved.
The test chat allows rapid iteration to improve your assistant. The quotes show which content sources the answers come from, validating accuracy.
Improving your AI assistant in CoPilot Studio
Further train your AI assistant based on the test results:
- Upload more documents or link new websites to add content.
- To adjust Content moderation under generative AI. Lower settings increase creative responses, while higher settings focus on accuracy.
- Please allow processing time as you add content incrementally.
- Test again with new questions and check the impact of changes.
More high-quality content and iterative testing will make your AI assistant more informed and useful.
Deploy your CoPilot chatbot
Once you’re happy with the performance, you can deploy your AI assistant for real-world use. CoPilot Studio offers various integration options:
Website embed
You can embed your assistant on any web page:
- In CoPilot Studio, click To publish and select Embed Website.
- Copy the embed code and paste it into the HTML of your website.
- Your chatbot is now live on your site!
Microsoft Teams integration
To share your AI on Teams:
- Choose Microsoft Teams from the Publish menu.
- Select the team/channel and who has access.
- Your assistant will be available as a bot in that team/channel.
Mobile apps
For mobile use:
- Publish as a mobile app via the Publish menu.
- Install the generated app file on your iOS or Android device.
- Chat with your AI assistant from your phone!
Choose the publishing method that suits your use case.
Monitor and maintain your AI assistant
Launching your chatbot is just the beginning. Continually improve it:
- Review call logs for trending issues and knowledge gaps.
- Add new content regularly to keep it up to date.
- Adjust moderation if necessary.
- Republish updates.
- Collect user feedback to identify areas for improvement.
Your assistant gets smarter with new content over time. Don’t let it stand still after launch.
Take it to the next level with Microsoft 365 CoPilot
CoPilot Studio lets you quickly build an AI assistant. For more advanced capabilities, connect to the full Microsoft 365 CoPilot platform:
- Use trigger phrases to design multi-step conversation workflows.
- Integrate with Microsoft cloud services such as SharePoint, Teams and more.
- Get analytics dashboards for usage insights.
- Manage role-based access control for administrators, editors, and end users.
- Scale to enterprise-level deployments.
To see Microsoft 365 CoPilot plans and pricing for details. CoPilot Studio is a free way to get started building AI assistants.
Summary – Key steps to build an AI assistant with CoPilot Studio
In this guide, we discussed how you can use Microsoft CoPilot Studio to create your own AI chatbot:
- Go to copilot.microsoft.com and click “Start Free Trial” to sign up for CoPilot Studio. You can build an AI assistant without a paid Microsoft 365 license.
- Click on “New CoPilot” and give your assistant a name, for example “Style Guide Helper”. Choose your language, usually English.
- Add your content sources by pasting a website URL and/or uploading documents. Supported formats include PDF, DOC, DOCX, PPT, PPTX, XLS, XLSX. Click “Create” when you’re done.
- Wait a few minutes for the contents to be processed. You will receive a message when it is ready.
- Test your assistant via the built-in chat window. Ask questions related to your content to see it provide answers with quotes.
- Make adjustments if necessary. You can add more content sources or adjust the content moderation level under ‘Generative AI’.
- When you’re done, click ‘Publish’ to deploy your assistant. Options include embedding on a website, Microsoft Teams, mobile apps, etc.
- For a website, copy the embed code and paste it into your site’s HTML. Your assistant is now live and accessible to users.
- Monitor usage and continue training the AI by adding more content or making adjustments in CoPilot Studio. The more quality content you provide, the better your assistant will become.
- Consider connecting to the full Microsoft 365 CoPilot for additional capabilities such as trigger words and advanced workflows.
With CoPilot Studio’s easy-to-use interface, anyone can now build AI assistants tailored to their business needs. Provide enough high-quality training content and you’ll quickly have a usable AI chatbot up and running.
🌟Do you have burning questions about Microsoft Copilot? Do you need some extra help with AI tools or something else?
💡 Feel free to send an email to Arva, our expert at OpenAIMaster. Send your questions to support@openaimaster.com and Arva will be happy to help you!