Understanding Actions in Microsoft Copilot Studio

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SaiRT14

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Microsoft Copilot Studio makes it easy to create smart assistants (called agents) that can help with tasks like answering questions, running workflows, and connecting to other systems. At the heart of this is something called an action, a reusable piece of code that powers these agents.

Types of Actions
There are four main types of actions you can create in Microsoft Copilot Studio:

Prompt Actions: These help agents answer user questions using AI. Example: “What are the sales opportunities for ACME Corp?” The action retrieves and summarizes the data in plain language.
Flow Actions: These run automated workflows using Power Automate. Example: Send an email to a customer after their issue is resolved.
Connector Actions: These connect to external systems or databases. Example: Sync customer data with Salesforce or SAP.
Topic Actions: These handle simple, specific user requests in a conversation. Example: Responding to “What time does the store open?” with the store hours.

How Actions are Made

Creator Layer: This is where you design and build actions without writing much code.
Admin Layer: Administrators use this to manage who can use which actions.
Data/AI Layer: This is where the data comes from (e.g., Dataverse, Salesforce, or OpenAI).

Why Actions are Useful
Actions make agents more flexible and powerful. For example:

In Dynamics 365, agents can summarize customer data or pull reports.
In Microsoft Teams, they can run workflows or help answer questions.

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Understanding Actions in Microsoft Copilot Studio

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