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In this exercise, you will:
- Author the conversational flow
- Manage variables
This exercise will take approximately 30 minutes to complete.
- How to add nodes to a topic to author the conversational flow
- Configure variable scope
- Create and edit nodes
- Deploy and test the agent
- Must have completed Lab: Manage topics
Variables can be accessed by other topics.
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Navigate to the Copilot Studio portal and ensure you are in the appropriate environment.
https://copilotstudio.microsoft.com -
Select Agents from the left navigation pane.
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Select the agent you created in the earlier lab, Real Estate Booking Service.
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Select the Topics tab.
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Select the Customer Details topic.
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Select Variables in the top bar to open the Variables pane.
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Select the right-hand check boxes for the three topic variables.
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Select Save.
The conversational flow in a topic can be created manually by adding nodes.
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Select the Topics tab.
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Select the Book a Real Estate Showing topic.
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Select the the + icon under the Trigger node and select Send a message.
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In the Enter a message field, enter the following text:
Hi, I can help you with booking a real estate property showing. -
Select Save.
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Select the the + icon under the Message node, then select Topic management > Go to another topic > Customer Details.
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Select Save.
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Select the the + icon under the Redirect node and select Add a condition.
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In the Condition node, select the DetailsCorrect variable.
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Select is equal to.
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Select Yes.
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Select Save.
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Select the the + icon under the left Condition node and select Ask a question.
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In the Enter a message field, enter the following text:
Which property do you want to see? -
Select User's entire response for Identify.
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Select the variable in Save user response as and enter
PropertyNamefor Variable name. -
Select Save.
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Select the the + icon under the new Question node and select Ask a question.
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In the Enter a message field, enter the following text:
What date and time do you want to see the property? -
Select Date and time for Identify.
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Select the variable in Save user response as and enter
DateTimefor Variable name -
Select Save.
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If it's not open, select the Test button in the upper-right of the screen to open the testing panel.
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Select the three dots at the top of the testing panel in the upper-right of the screen.
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If it's not enabled, enable Track between topics.
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Select the Start a new conversation (refresh) icon at the top of the testing panel.
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When the Conversation Start message appears, your agent will start a conversation. In response, enter a trigger phrase for the topic that you've created:
I want to book a real estate showing -
The agent responds with the "What is your name?" question, as shown in the following image.
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Enter your name and email address.
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After you supply the information, an Adaptive Card displays the information that you entered and asks if the details are correct. Select Yes.
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Enter
555 Oak Lane, Denver, CO 80203to the Which property to you want to see? prompt.555 Oak Lane, Denver, CO 80203 -
Enter
Tomorrow 10:00 AMto the What date and time do you want to see the property? prompt.Tomorrow 10:00 AM
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Select Settings in the upper-right of Real Estate Booking Service.
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Select the Security tab.
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Select the Authentication tile.
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Select No authentication.
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Select Save.
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Select Save in the confirmation window.
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Select the X in the upper-right to close out of the Settings.
- Select Publish in the upper-right, then select Publish again.
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Select the three dots next to the Settings button in the upper-right of the screen and select Go to demo website.
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In the Type your message text box, enter
I want to book a property.I want to book a property -
Answer the prompts to test the agent.
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Enter your name and email address.
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After you supply the information, an Adaptive Card displays the information that you entered and asks if the details are correct. Select Yes.
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Enter
555 Oak Lane, Denver, CO 80203to the Which property to you want to see? prompt.555 Oak Lane, Denver, CO 80203 -
Enter
Tomorrow 10:00 AMto the What date and time do you want to see the property? prompt.Tomorrow 10:00 AM








