Copilot - Create a first action Tutorial

Ready to elevate your assistant's capabilities? In 'Create a First Action', we guide you through setting up customized actions effortlessly. Learn to connect various services, manage inputs and outputs, and refine user interactions for optimal results. Start your journey to a more responsive assistant today!

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you can configure your assistant to perform specific

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tasks in addition to the responses it provides.

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To get started,

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click on add an action.

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You will then access the list of available connectors.

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By clicking on the 3 dots,

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you can explore the different elements,

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including custom connectors.

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Once a connector is selected,

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several configuration elements will be required,

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connection to the service,

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action name,

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agent description,

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authentication.

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Define whether the action should be executed by

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the final user or the assistant creator.

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The requested parameters may vary depending on the chosen action.

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Managing inputs and outputs.

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Inputs are the information from the conversation that the action expects.

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By clicking on an input,

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you can modify it and define whether the agent

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fills the value dynamically based on the conversation,

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uses a fixed predefined value.

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You can also name the input to make it clearer.

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Help the agent identify the information by letting the AI use

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the full user response or specifying the key elements to extract.

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Add a description to clarify the role of the input,

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customize the prompt for the user,

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or let the AI handle the request automatically.

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Outputs correspond to the results generated by

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the assistant after the action is executed.

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Depending on the connector,

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you can add or remove certain inputs and outputs to refine interactions.

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Once the configuration is complete,

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click on add action.

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It will now appear in the list and can be modified at any time by clicking on it,

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especially if testing requires adjustments.

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