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Create a custom agent from a template

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Copilot Studio provides several agent templates to help you get started. Agent templates are prebuilt agents you can customize to fit your needs.

Many agent templates are bundled in with Copilot Studio. See Create a custom agent from a template. There are some Agent templates, however, that you have to download from the AppSource portal.

Agent template name Where available
Team Navigator Create and Home pages of Copilot Studio
Safe Travels Create and Home pages of Copilot Studio
Store Operations Create and Home pages of Copilot Studio
Sustainability Insights Create and Home pages of Copilot Studio
Voice Create and Home pages of Copilot Studio
Weather Create and Home pages of Copilot Studio
Wellness Check Wellness Check on the AppSource portal
Awards and Recognition Awards and Recognition on the AppSource portal
Inclusivity Create and Home pages of Copilot Studio
Case Management Create and Home pages of Copilot Studio
IT Helpdesk Create and Home pages of Copilot Studio
Leave Management Leave Management on the AppSource portal

Create a custom agent from a template bundled with Copilot Studio

To create an agent from a bundled template:

Note

Custom agent operations like publish and authentication configurations might take a few more minutes to be ready for use.

  1. From the Home or the Create page, under Start with a template, select an agent template.

  2. On the agent template configuration page, enter a name and, as required, a description and instructions for your new agent.

  3. To change the icon representing your agent, select Change icon.

  4. As required, confirm the agent template's data connection:

    1. If you need to set up or change the data connection, select the three dots next to the data connection, and then select Edit.

      Screenshot of the agent creation from a template page with emphasis on the Edit option.

    2. On the Connection setup page, if you're satisfied with the listed connection, select Confirm, or sign in, as required.

  5. On the agent template configuration page, select a primary language.

  6. (Optional) To add extra knowledge sources, select Add knowledge.

  7. When you're finished configuring your new agent on the agent template configuration page, select Create at the top of the page.

    Screenshot of the agent creation from a template page with emphasis on the Create button.

  8. To test your new agent, select Test at the top of the page, and then test the responses. Continue to refine your agent as desired in the Overview page.

    Screenshot of the unpublished agent showing the Test pane and Overview page.

  9. When you're ready to publish your agent, select Publish at the top of the page.