The Top 3 Questions to Ask Yourself Before Starting a Copilot Studio Project

Copilot Studio - Solutions

๐Ÿญ. ๐—ช๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ถ๐˜€ ๐˜๐—ต๐—ฒ ๐—–๐—ผ๐—ฝ๐—ถ๐—น๐—ผ๐˜ ๐—ด๐—ผ๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐—ฏ๐—ฒ ๐—ฝ๐—น๐—ฎ๐—ฐ๐—ฒ๐—ฑ?

Before starting your Copilot Studio project, consider where the Copilot is going to be placed, this is referred to as the channel and can have impact on things like adaptive card versions you can use!

๐Ÿฎ. ๐—ช๐—ต๐—ฎ๐˜ ๐—ฑ๐—ฎ๐˜๐—ฎ ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ๐˜€ ๐˜„๐—ถ๐—น๐—น ๐˜๐—ต๐—ฒ ๐—–๐—ผ๐—ฝ๐—ถ๐—น๐—ผ๐˜ ๐—ป๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฎ๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ ๐˜๐—ผ ๐—ณ๐˜‚๐—ป๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ฒ๐—ณ๐—ณ๐—ฒ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ๐—น๐˜†?

Identifying the data sources that your Copilot will use is crucial for its effectiveness. Determine whether your Copilot needs access to Dataverse, third-party products, informational files, or other business data. Consider the quality and format of these data sources, as well as any integration challenges that might arise (will you need to make a connection to the third party yourself?). Ensure that the data is current, well-maintained, and easily accessible to the Copilot, enabling it to provide timely and precise recommendations or actions. Donโ€™t forget, you can upload the files directly to the โ€˜Knowledgeโ€™ section of Copilot Studio now, and itโ€™s 512mb per-file!

๐Ÿฏ. ๐—ช๐—ถ๐—น๐—น ๐˜๐—ต๐—ฒ ๐—–๐—ผ๐—ฝ๐—ถ๐—น๐—ผ๐˜ ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—”๐—œ, ๐—ฎ๐—ป๐—ฑ ๐—ถ๐—ณ ๐˜€๐—ผ, ๐—ต๐—ผ๐˜„ ๐˜„๐—ถ๐—น๐—น ๐—ถ๐˜ ๐—ฒ๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ ๐˜‚๐˜€๐—ฒ๐—ฟ ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป๐˜€?

Deciding whether to incorporate Generative AI into your Copilot is a critical step. Generative AI can drive more personalized, predictive, and context-aware interactions, you can now even use general-knowledge for generic responses. If you choose to use Generative AI, consider how it will enhance the Copilotโ€™s capabilities, and if Generative AI is the best path. If youโ€™re looking for structured data to be returned from a database, but also want dynamic generated information from files to be queried, maybe you could consider both a Generative AI and a non-Generative-AI topic approach.

Copilot Studio Questions To Ask