Solved: Setup Evaluations in Microsoft Copilot Studio

Unlock the full potential of your chatbot agents with this comprehensive guide on setting up Evaluations in Microsoft Copilot Studio. Learn how to craft and utilize test cases effectively to simulate real-world scenarios, measure the accuracy of responses, and optimize performance using customized scales. This tutorial covers everything from generating test questions to setting advanced grading criteria, ensuring your agents exceed business standards in quality and relevancy.

What You’ll Learn

• How to schedule and run evaluations on a large scale using Microsoft Copilot Studio
• Methods to generate test questions automatically or manually
• Understanding test methods such as quality, text match, and similarity
• Setting thresholds and analyzing the effectiveness of your bot’s responses

Why This Matters

Evaluating your chatbot’s performance is crucial for ensuring it meets business needs and user expectations. With Microsoft’s Copilot Studio’s new evaluation capabilities, you have a robust framework to test agent efficiency and reliability. These tools are essential for developers looking to refine their chatbot’s conversational abilities, enhancing user interaction and engagement in your automation projects.

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Step-by-Step Instructions

Setting Up Evaluations

1. Inside your agent, Navigate to the Evaluations tab in Microsoft Copilot Studio. If you haven’t created an evaluation yet, you’ll be prompted to set up your first test.
2. Click New Test Setup to begin. Here, you can choose to upload a CSV file of questions or generate test questions using AI tools within Copilot Studio.
3. Select your preferred method:
   • AI-powered Generation: Automatically create questions based on your agent’s context. You can extend this list by adding more questions.
   • Manual Creation: Manually enter test questions if you have specific scenarios to simulate.

Configuring Test Cases

1. Once you’ve populated your test questions, click on a question to open the test case properties panel.
2. Define the test method:
   • Quality: Evaluates the relevance and completeness of responses.
   • Similarity: Uses cosine similarity scoring to measure how close the agent’s answer is to the expected response.
   • Text Match: Includes options for exact or partial text matching.
3. Set thresholds for pass rates based on your criteria.

Running Evaluations

1. After configuring your test cases, click Evaluate. The process may take time depending on the number of questions. Note: Approximately 30 seconds per question.
2. Once completed, check the evaluation summary for each test case. Analyze the detailed results and understand why the agent passed or failed each question.

Tips and Best Practices

• Start with fewer test cases to understand the evaluation process before scaling up.
• Use a combination of test methods to get a comprehensive assessment of your chatbot’s performance.
• Regularly update your test cases to reflect any changes or improvements in your chatbot’s functionality.
• Create test sets for evaluations (Microsoft Docs): https://learn.microsoft.com/en-us/microsoft-copilot-studio/analytics-agent-evaluation-create
• Microsoft Announcement for evaluations: https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/build-smarter-test-smarter-agent-evaluation-in-microsoft-copilot-studio/?msockid=2ec933904fde6b7e124e25f94ebe6a0a

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Conclusion

By mastering the evaluation features in Microsoft Copilot Studio, you can significantly enhance your chatbot’s robustness and reliability. This step-by-step guide provides you with the necessary tools to ensure your agents perform effectively in real-world scenarios. For any questions on setting up evaluations, feel free to connect with experts and continue refining your skills in maintaining high standards of chatbot performance.