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Designing your own copilot using Copilot Studio

Use entities and slot filling

In this task, you’ll learn how to use entities and slot filling.

  1. With your copilot open in Microsoft Copilot Studio, go to Settings in top-right corner, and select Entities. Then select Add an entity and New entity. A screenshot of a computer Description automatically generated

  2. Within the Create an entity dialog, select Closed List.

  3. Within the Name field of the Order Action pane, enter the name Order Action.

  4. Add three options within the List items called Update, Check, and Cancel.

    You can also choose to add synonyms by selecting synonyms for each option (optional for this task).

  5. Make sure Smart matching is toggled on, and then select Save. A screenshot of a computer Description automatically generated

- This action creates a new entity called Order Action that you can use with the Question node in your topic to place User’s entire response with Order Action.

  1. Return to the topic that you created in previous lab, called Check Order Status, and select the Question node that you created to originally identify the user’s full response.

  2. Select Identify, and a slide-out menu will display on the right, where you can select an entity from the list.

  3. Search for and select the custom entity that you created in the previous step called Order Action. A screenshot of a computer screen Description automatically generated

  4. Select select options for user and then select all options to display to the user. A screenshot of a computer Description automatically generated

  5. Save your topic.

You have successfully set up a custom entity for your Question node. The default behavior for question nodes is, if the variable that the question response is stored in has a value already, then the question is skipped and not asked.