How to duplicate a Copilot?

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Posted on 2 Jan 2024 18:32:13 by andypejman

Is there a way to duplicate a Copilot? Let's say we want to make another Copilot, but we don't want to start from scratch, so we'd want to duplicate it as a starting point, is that possible with Copilot Studio?

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adilei on 02 Jan 2024 at 22:12:38

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Re: How to duplicate a Copilot?

Well, it seems my information regarding cloning wasn't up to date 🙂

It is now possible to clone copilots using the Power Platform CLI.

If you haven't had a chance to use the Power Platform CLI so far, the most straight forward way to get started would be installing the CLI using the Power Platform Tools VS Code extension.

Here are the steps to add the extension and clone a copilot. Jump to step (3) if you already have the Power Platform CLI installed and working.

1. Install the Power Platform CLI by adding the Power Platform Tools extension to VS Code: Microsoft Power Platform CLI - Power Platform | Microsoft Learn

2. Create an auth profile for the environment(s) where you copilots are stored, by clicking on the Power Platform icon in the sidebar, and then "New Auth Profile"

3. Export your source copilot/bot by starting a new terminal in VS Code, and running the following command:

pac virtual-agent extract-template --bot SOURCE_BOT_ID --environment ENVIRONMENT_ID --templateFileName sourceBot

This will create a "template" - a local file with the YAML code for your exported copilot/bot.

4. Create a new copilot/bot from the template you have just exported, using the following command:

pac virtual-agent create --SchemaName prefix_destinationBotName --TemplateFileName sourceBot --displayName DESTINATION_BOT_NAME --solution SOLUTION_NAME --environment ENVIRONMENT_ID

Couple of things to note here:

SchemaName is used to create the copilot's Dataverse table, so it must include a prefix followed by an underscore
TemplateFileName refers to the file exported in step (3)
The "solution" parameter refers to a solution that already exists in the environment

Let me know in case you run into any challenges!