Session

The Masterclass on Copilot Studio: Designing Intelligent AI Automation

This full-day, immersive masterclass empowers participants to create intelligent, scalable AI-powered solutions using Copilot Studio. The workshop is designed for professionals eager to explore real-world applications, build actionable solutions, and gain practical skills in designing, deploying, and refining AI agents. By the end of the session, participants will have created a functional AI-powered Helpdesk Bot and learned best practices for integration, security, and personalization.

Participants will explore:
- Building foundational knowledge of Copilot Studio.
- Designing dynamic workflows for AI interactions and automated data retrieval.
- Deploying scalable AI agents integrated with Microsoft Teams, Email, and custom APIs.
- Configuring security, personalization, and real-world adaptability.

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Workshop Objectives:
1. Learn Core Copilot Studio Features: Build a strong understanding of Copilot Studio and its capabilities for AI-driven automation.
2. Design Intelligent AI Agents: Create a helpdesk bot capable of handling real-world IT scenarios with advanced integration.
3. Apply Customization & Security: Tailor solutions with branding, ensure data protection, and optimize for real-world deployment.

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Agenda:

#Morning Session
1. Introduction to AI-Powered Solutions
- Overview of Copilot Studio and how it enhances automation workflows.
- Real-world applications: Examples of AI solutions driving business transformation (e.g., customer support, IT service desk).

2. Setting Up the Environment
- Installing and configuring tools for Copilot Studio.
- Connecting to Microsoft Azure/M365 and integrating APIs (e.g., Microsoft Graph).
Hands-On Lab:
- Configure the environment for Copilot Studio projects.
- Validate Azure connectivity and set up project repositories.

3. Building the Foundation: A Simple FAQ Bot
- Explore interface, features, and integrations of Copilot Studio.
Hands-On Lab:
- Build a basic "FAQ Bot" using a dataset of frequently asked questions.
- Train the bot for accuracy and deploy it to Microsoft Teams for live interaction.

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#Afternoon Session
4. Advanced Features & Helpdesk Bot Development
- Understanding Conversational Flows: Create workflows for dynamic user interactions.
- Adding Functionality with APIs: Enable the helpdesk bot to retrieve user-specific data (e.g., account details, service statuses).
Hands-On Lab:
- Build an IT Helpdesk Bot that can handle tasks such as password resets and troubleshooting connectivity issues.
- Integrate the bot with Power Automate for backend actions and custom API triggers.

5. Personalization, Security, and Deployment
- Personalization: Customize the bot's tone, branding, and context-aware interactions.
- Security: Implement access controls, data encryption, and error-handling logic.
- Deployment: Deploy the bot to Teams and Email for live testing.
Hands-On Lab:
- Configure personalized responses using user profiles.
- Test security measures and deploy the Helpdesk Bot across multiple communication platforms.

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Key Deliverables for Participants:
- A fully functional AI-powered Helpdesk Bot ready for customization and deployment.
- Step-by-step understanding of integrating AI solutions with Microsoft tools like Teams, Power Automate, and Azure.
- Practical skills for designing secure, personalized, and adaptive AI workflows tailored to real-world use cases.
- Confidence to lead AI-powered transformations within their organizations.

This workshop combines hands-on exercises, real-world applications, and expert insights to empower participants to master Copilot Studio and its transformative potential. Let me know if you'd like any refinements!

Samir Makwana

MCT | Founder of Cloudtrify | Cloud Solution Architect | Angel Investor

Collingwood, Canada

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