Add rich text capabilities to a “Message” node

Task 04: Add rich text capabilities to a “Message” node

Introduction

Clear communication is vital when providing instructions or important information.

Description

In this task, you’ll use rich text formatting to ensure that information provided to Contoso’s customers is easily understood.

Rich text options for Message and Question nodes

Microsoft Copilot Studio provides positive conversational experiences for customers. One central feature is the rich text authoring capabilities that are available for the Message and Question nodes.

The available options include:

Image - You can add an image, which displays on a card. You can add the URL of the image and a title.
Video - You can add the URL for a publicly available MP4 file. You can also use a YouTube video URL.
Basic card - This option includes simple cards that provide adaptive cards, such as visuals.
Adaptive Card - You can add Adaptive Cards, which are platform-agnostic cards that are designed to be flexible to suit the needs at the time.
Quick reply - This option allows users to select from specific options rather than needing to enter the response in text-based scenarios. You should use these replies to provide common suggestions or to help give the user ideas about the type of information that’s being asked for.

Success criteria

Applied rich text formatting to messages.
Verified clear and formatted text presentation during agent interactions.

Key tasks

01: Add rich text to the Conversation Start topic

On the command bar for the agent, select Topics.
On the Topics page, select System.
On the System topics page, select Conversation Start.
Select the Message node, select + Add, and then select Image.

In the Image properties pane, in the Image URL field, enter:

 https://learn.microsoft.com/en-us/training/achievements/build-effective-bots.svg

Close the Image properties pane.
Select the Message node, select + Add, and then select Quick reply.
In the Quick replies section, enter the following text:
```
 Help with my order
```
On the command bar for the agent, select Save.

02: Add a regular expression entity

On the command bar for the agent, select Topics.
Select the Check Order Status topic.
Below the Trigger node, select the + button, then select Ask a question .

In the Question node, enter the following text:

 Could you please provide your order number?

In the Identify section, select Multiple choice options. Then, in the Choose information to identify dialog, select Create an Entity.
Select Regular expression (Regex).
Use the following values to configure the entity and then select Save:

Item Value

Name Order Number

Pattern ORD-[0-9]{6}

This pattern will automatically detect IDs like ORD-123456.
In the same Question node, select Var1.
In the Variable properties node, in the Variable name field, enter OrderNumber.
On the command bar for the agent, select Save.

Item	Value
Name	`Order Number`
Pattern	`ORD-[0-9]{6}`

03: Add message variations

In this task, you’ll add a Message variation to an existing node.

Locate the Condition branch for Check and then select the Message node.
Select + Add and then select Message variation.

Add a message variation the agent should use:

 Sure thing. Give me a moment to check on that.

Now add the following variation to the Message node under the Update condition path:
```
 I'll get that updated right away.
```
On the command bar for the agent, select Save.
Leave the Check Order Status topic open.