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Create a custom agent from a prebuilt agent

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Copilot Studio supports several prebuilt agents to help you get started. Prebuilt agents are bundled in with Copilot Studio or available on the AppSource portal. You can customize these agents to fit your needs.

Agent name Type Where available
Awards and Recognition Custom agent Awards and Recognition on the AppSource portal
Case Management Custom agent Create and Home pages of Copilot Studio
Citizen Services Custom agent Create and Home pages of Copilot Studio
EU CBAM Estimator (preview) Custom agent Create and Home pages of Copilot Studio
Financial Insights Custom agent Create and Home pages of Copilot Studio
Inclusivity Custom agent Create and Home pages of Copilot Studio
IT Helpdesk Custom agent Create and Home pages of Copilot Studio
Leave Management Custom agent Leave Management on the AppSource portal
Safe Travels Custom agent Create and Home pages of Copilot Studio
Store Operations Custom agent Create and Home pages of Copilot Studio
Sustainability Insights Custom agent Create and Home pages of Copilot Studio
Team Navigator Custom agent Create and Home pages of Copilot Studio
Voice Custom agent Create and Home pages of Copilot Studio
Weather Custom agent Create and Home pages of Copilot Studio
Wellness Check Custom agent Wellness Check on the AppSource portal
Benefits Microsoft 365 Copilot agent Create and Home pages of Copilot Studio
Self-Help Microsoft 365 Copilot agent Create and Home pages of Copilot Studio

To create a custom agent from a prebuilt agent bundled with Copilot Studio:

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

  2. On the agent 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'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 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 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 configuration page, select Create at the top of the page.

    Screenshot of the agent creation 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.

    Note

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