Create a prompt action

  • 4 minutes

The prompt builder in Copilot Studio provides the flexibility to create custom prompts that incorporate dynamic runtime content. You can also test the prompt within the builder to validate performance and accuracy before publishing your action.

Note

At the time of publishing this module, Copilot Studio actions are in Public Preview. Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Create a new prompt action

  1. Sign in to Copilot Studio.
  2. Navigate to Copilots then select Microsoft 365 Copilot.
  3. Select Add action.
  4. On the New action screen, select Prompt. This will open the AI Builder prompt builder.

Configure your prompt

To build and test your prompt, use the following screenshot as a guide.

Screenshot of the prompt builder with a place to name your prompt, write your prompt, add variables, test, and save the prompt.

  1. Enter a name for your prompt.

  2. Write or paste your prompt. Alternatively, you can build upon an existing template to give yourself a starting point.

  3. Add one or more inputs to your prompt and provide sample data.

    Screenshot of the save custom prompt button in the prompt builder.

  4. Insert the input you created in the previous step. In the process of building prompts, makers often need to provide context data to ensure that the Generative Pre-trained Transformer (GPT) model generates appropriate responses. To facilitate providing context, inputs are used in the prompt, serving as placeholders that get filled with actual data at runtime.

  5. Test your prompt using the sample value you provided in step 3 by selecting Test prompt. The testing of prompts is an essential yet often under-emphasized capability. Manual testing is beneficial for iterative building experiences.

  6. Save your custom prompt by selecting Save custom prompt.

Refine and save your prompt

Prompt builder allows makers to save prompts to facilitate reusability, archiving, and future improvement of prompts.

After you test your prompt with the sample value (in step 5), review it to see how well your prompt works.

When you're satisfied, select Save custom prompt.