Overview of Copilot Studio agent builder
The Copilot Studio agent builder in Microsoft 365 Copilot enables you to build agents (also known as declarative agents) for Microsoft 365 Copilot easily and quickly.
Note
Copilot Studio agent builder offers an immediate, interactive AI development experience within Microsoft 365 Copilot, which is perfect for quick and straightforward projects. If you need more advanced capabilities like Actions to integrate external services, we recommend that you use the full Microsoft Copilot Studio, which provides a comprehensive set of tools and features for more complex requirements.
Use Copilot Studio agent builder to create and customize agents that can be used with Microsoft 365 Copilot to cover scenario-specific uses cases, such as:
- An agent that provides writing or presentation coaching that is tailored to organizational standards
- A team onboarding agent that responds with specific information about the user's new team and helps them complete onboarding tasks
You can specify dedicated knowledge sources, including content on SharePoint and information provided by Microsoft Graph connectors. You can also test the agent before deploying it for use in your conversations with Microsoft 365 Copilot or sharing it with others in your organization.
You can build agents from the following apps and sites:
- microsoft365.com/chat
- office.com/chat
- Microsoft Teams Desktop and web client
Note
Agent builder is only available under the Work section of the Microsoft 365 Copilot app. It is not available on mobile versions of these apps and sites, or for Microsoft 365 Copilot locations that are not listed in this article.
Prerequisites
You need a license for Microsoft 365 Copilot and a license for Microsoft 365. Admins can assign or unassign licenses for users in the Microsoft 365 admin center.
For information regarding regional availability and supported languages, see Copilot Studio agent builder availability and language support.
Governance
Agents you build via Copilot Studio agent builder are included in your Microsoft 365 Copilot license. These agents feature functionality that is a subset of what Microsoft 365 Copilot supports. To learn more about the Microsoft 365 Copilot license, see Microsoft 365 Copilot.
Data processing
Copilot Studio capabilities for Microsoft 365 are processed by the Copilot Studio service and can enable data flow both to and from Microsoft 365 and Copilot Studio. This data can include Microsoft 365 data, prompts, instructions, configurations, and output content. Use of the integrated Copilot Studio and Microsoft 365 services is governed by the respective product terms and compliance commitments.
Data storage
Agents created via agent builder are stored in Cosmos DB on the organization's tenant. Copilot Studio agent builder calls Power Platform APIs, but it doesn't store data in Dataverse or consume Dataverse storage capacity.
Compliance
For information about data subject rights and responding to requests to rectify personal data, see Personal data requests for Copilot Studio.
Known limitations
The following are current known limitations:
- Only general web browsing, Microsoft Graph connectors, SharePoint sites, folders, and files can be specified as knowledge sources. You can upload your local folders and files into SharePoint. Specifying a specific public URL as a knowledge source isn't supported.
- Share with specific users in the organization only supports security groups and not individual users.
- Auto sharing SharePoint files and folders is only supported when sharing with specific security groups and not everyone in the organization. You need to manually update the file and folder permission that the agent uses to grant permission to the intended users for the agent to return information from those knowledge sources.
- Agent builder doesn't currently support Lockbox or Customer Managed Keys.
- Agents created via Copilot Studio agent builder can't be used in Teams Chat.
- If a tenant has disabled web content via the Allow web search in Copilot policy, web content is blocked as a knowledge source in agent builder. However, the Web content toggle in the Knowledge pane is not disabled. This is a UI limitation. The Allow web search in Copilot policy takes precedence over the UI setting.
Get support
To get support, select Send feedback in Microsoft 365 Copilot.
In your feedback ticket, provide details about the issue you're facing and include the following pieces of information in the feedback dialog:
- Specify that the issue is related to Copilot Studio.
- Provide the agent ID.
- Provide the tenant ID.
- Provide the session ID
- If the issue is related to the test pane or Describe tab, type "/debug" within the chat box and include the contents in your ticket.
You can find and copy these details in the Copilot Studio agent builder within the Get support section of the Help dropdown menu.
