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powerapps-docs/maker/model-driven-apps/customize-copilot-chat.md

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@@ -6,7 +6,7 @@ ms.service: powerapps
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ms.subservice: mda-maker
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ms.author: hemantg
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ms.reviewer: matp
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ms.date: 02/05/2025
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ms.date: 02/12/2025
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ms.topic: how-to
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applies_to:
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- "powerapps"
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> [!NOTE]
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> If your agent supports multiple languages and needs prompt guide translation, all your user facing question strings must be set using a `SetTextVariable`.
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## Refresh a form using Copilot chat response
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For scenarios where a Copilot interaction updates the currently open record and you need to refresh the page to view the latest data, use the client action `MS.PA.Data.Refresh`.
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The action has this option.
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|Option|Type|Required| Detail|
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|----------|------------|----------|------------|
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|save|boolean| optional|`true` : save the form and then the form is refreshed. <br/><br/>`false` : If the form is dirty, it doesn't refresh the page and the action fails. <br/>If the form isn't dirty, the page is refreshed.<br/><br>If the value isn't provided, the save option defaults to false. |
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## Steps to use the action
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### Add new topic to Copilot chat
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In Copilot Studio, you can add topics to your app’s Copilot agent. These topics can be customized to use various trigger types.
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:::image type="content" source="media/mda-copilot-refresh-action-topic.png" alt-text="topic for refresh action" lightbox="media/mda-copilot-refresh-action-topic.png":::
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In this action we have set the trigger as **refresh demo** and to update the record using a flow after the flow is finished we send an event Activity with name `MS.PA.Data.Refresh` and value `{"save":"true"}` so any unsaved changes are saved.
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### Trigger the topic
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To trigger this topic you need to send the string **refresh demo** that was set in previous step to trigger the topic.
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In this example, the name of the account is set to **Microsoft** and then the page is refreshed.
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:::image type="content" source="media/mda-copilot-refresh-demo.gif" alt-text="demo for refresh action" lightbox="media/mda-copilot-refresh-demo.gif":::
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### Known limitation for refresh page action
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The **refresh page** action is currently only supported for a table record page.
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### Full topic code
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```yml
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kind: AdaptiveDialog
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beginDialog:
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kind: OnRecognizedIntent
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id: main
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intent:
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triggerQueries:
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- refresh demo
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actions:
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- kind: InvokeFlowAction
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id: invokeFlowAction_ZD9uan
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input: {}
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output: {}
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flowId: 04ab2477-4fe3-ef11-be1f-6045bd045f24
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- kind: SendActivity
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id: sendActivity_5EM6Me
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activity:
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kind: EventActivity
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value: "{\"save\":\"true\"}"
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name: MS.PA.Data.Refresh
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inputType: {}
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outputType: {}
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```
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## Known limitations
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- Copilot chat agents currently aren’t identified by the platform as a dependency. You must manually add the relevant Copilot chat agent to your model-driven app solution before export and import to another environment.
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