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Create a custom agent from a prebuilt agent

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Copilot Studio provides several prebuilt custom agents to help you get started. Prebuilt agents are agents bundled in with Copilot Studio or available on the AppSource portal that you can customize to fit your needs. See Create a custom agent from a prebuilt agent.

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

Create a custom agent from a prebuilt agent bundled with Copilot Studio

To create an agent from a bundled prebuilt agent:

Note

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.

  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.