Creating a Custom Generative AI Microsoft Teams Copilot using Copilot Studio

This video is an end--to end walk through using Microsoft Copilot Studio to create a custom Microsoft Teams copilot that includes a range of features, including:
• Generative answers using a web site as grounding knowledge
• Generative answers using a PDF documentation as grounding knowledge
• Custom topics with branching logic
The walk through starts from scratch and ends with a finished Copilot published to a Teams channel.
Quick Links:
0:00 Introduction
1:03 Create the Copilot
1:27 Add Web Grounding Data
2:30 Copilot Editing Starts
3:21 Add Holiday Date Topic
7:53 Add PTO Days Topic
10:20 Test Web Grounding Data
11:39 Add PDF Grounding Data
13:38 Publish the Copilot
14:20 Deploy to Teams Channel
16:32 Install in Teams
16:44 Test Copilot in Teams
18:35 Summary

[@presonator]

Super smooth, informative and nicely paced intro to Copilot studio. Thanks v much. Rob J

[@robkerrai]

You're welcome! Glad it was helpful.

[@JohnHenry2009]

Thanks for this Rob - very useful.

[@robkerrai]

Glad it was helpful!

[@mudassirsyedrashidali9787]

Great way to explain copilot studio. Keep more coming

[@robkerrai]

Thanks, will do!

[@daan7355]

Thank you this helped a lot. How would it work with custom prompts for the bot?

[@miles21k_]

Excelente

[@ch3573r90]

I can add the App in my Teams, but it's not writing an introduction or answering anything :/

[@stephenwong6843]

Thanks Rob! I have 2 questions: 1. Can I create a ticketing system in Copilot Studio? 2. When I publish via Teams to whole office of 60+ colleagues, they dont have to pay extra, right? Many Thanks.

[@robkerrai]

Possibly! It depends on the complexity you need. I'd suggest trying to prototype the functionality you need to see how it can fit. Regarding cost, when using copilot studio, it's billed based on the number of messages that flow through the copilot app you create, so I don't think you would see per user charges for Teams users. Take a look at: www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio#Pricing

[@marvnl]

i Find it vage on how to entered the source url. I want to build one that generates response from our sharepoint communication sites as a documentation source, because that is the live source that gets updates if needed. I do not want to put any source material in the bot it self, because that is something you can easily forget to edit if policy changes. Where can I enter the URL as source exactly?

[@robkerrai]

To use linked documents, search the learn documentation for "Use content on SharePoint or OneDrive for Business for generative answers". I think this should point you in the right direction. Good luck with your project!

[@sdr7883]

Can we create a custom copilot that could summarize data based on the data we pass (for ex: teams copilot that would summarize meeting based on transcripts) ?

[@robkerrai]

Possibly. There are a lot of connectors available. At some point Microsoft's PromptFlow becomes potentially a better approach since it's open to any custom code you want to incorporate in the solution. Thanks!

[@DylanBrownWork]

Any chance you could reply to this comment with the fetch? Thank you very informative video and useful so far

[@robkerrai]

Sorry Dylan I don't understand what yo mean by "fetch". Could you clarify?