Business Value
The new agent creation experience helps you create a custom agent through everyday natural language conversation. It saves you time and effort by using generative AI to generate the name, description, high-quality instructions, and starter prompts. With just a few inputs in everyday language, you can set up a fully functional agent and quickly get started.
Feature Details
With this feature, you can use the simplified interface in Copilot Studio to quickly and easily build custom agents by using simple, natural language or manual steps.
You can author your custom agent in two ways:
- Use the Describe tab with natural, conversational language.
- Use the Configure tab to build your agent manually.
Both tabs work seamlessly together to provide a rich authoring experience.
Use the Describe tab to create an agent with everyday natural language. As you provide information conversationally, the agent's name, description, instructions, and starter prompts update to refine the agent's behavior.
This experience offers a rich yet simple natural language way to create a customized agent. You build agents in plain language by answering questions in the Describe chat. The agent updates with each turn of the conversation, and the changes save automatically.
You can update the agent at any point in the conversation. Changes to the agent's name, description, and instructions take effect right away.
You can add common knowledge sources by connecting to a public website or uploading a file through drag and drop in the Describe tab.
To configure the agent's behavior, use the Configure tab.
With the Configure tab, you can view and edit information about the agent, giving you more control.
The Describe and Configure tabs stay in sync. The fields in the Configure tab update with the latest changes from the Describe tab. You can switch between the tabs to use the experience you prefer to author the agent.
Agent fields
The following table describes the fields that make up the agent:
Field | Description |
Name | The name of your agent. Use a name that's descriptive and unique. Character limit of 30 characters. |
Icon | An image that represents your agent and gives it a unique personality. Upload the image manually. Supported file type: PNG. Color icon resolution limit: 192x192 pixels. File size limit: 1 MB. |
Description | The description helps the large language model (LLM) identify and use your agent for a specific task or situation. Make it as short, precise, and simple as possible. Character limit of 1,000 characters. |
Instructions | Specific instructions for the agent. Enter the behavior you want your agent to follow. These instructions direct the agent's behavior, including its tasks and how it completes them. Character limit of 8,000 characters. |
Knowledge | Add public websites, documents, SharePoint URLs, Dataverse, and more as knowledge sources for your agent. For details, see the supported knowledge sources section. |
Starter Prompts | Starter prompts help other users understand commonly supported scenarios by your agent. Each starter prompt has a name and description. There's no minimum number of starter prompts. |
Test your agent
The agent in the right pane is a temporary instance of the agent. It appears as a side-by-side screen within the authoring experience. Use it to test the agent while you're creating it or making updates to it. You can test your agent in the test pane to experience it in a way that end users would. The test pane is available as soon as the agent has a name, description, and instructions. It behaves according to those instructions like a fully developed agent, including the ability to respond to complex queries within its specified knowledge. The agent updates during each turn of the conversation as you add new information in the Describe or Configure tab.
Building agents is an iterative process that goes through an author-edit-test cycle. When you're satisfied with the initial setup of your agent, select Continue to finish the initial creation phase. After that step, you can explore the world of tools, triggers, and topics.
Enabled for:
Admins, makers, marketers, or analysts, automatically