Create and delete agents

1. Sign in to Copilot Studio.

2. Switch to the environment you want, if needed.

3. Optionally, change the primary language, solution, and schema name for your agent.

4. On the Home page or on the Agents page, enter a brief description of what you want your agent to do. The description can have up to 1,024 characters.

   Note

   The option to create an agent in natural language isn't available if you are in a sovereign cloud or if your admin turned off cross-geo checks.

   Alternatively, you can use one of the following options:

   • On the Home page, select Create an agent under Start building form scratch.
   • On the Agents page, select Create blank agent.
   • On the Agents page, select the down arrow next to Create blank agent, select Advance create to change the primary language, solution, and schema name for your agent, and select Confirm and create.

   The Overview page for your agent appears.

   If you started with a description in your own words, the AI generates the name, description, and instructions for your agent. In addition, the AI suggestS triggers/channels, knowledge sources, and tools. You can ignore, accept, or dismiss these suggestions. They don't persist beyond the current session.

5. Once Copilot Studio finishes provisioning your agent, configure its basic features.

6. Depending on your agent's purposes, you can:

   • Change your agent's primary AI model
   • Add triggers
   • Add knowledge sources
   • Add tools
   • Add other agents
   • Add topics
   • Add suggested prompts

7. Test your agent and improve it.

Edit your agent's basics features

Once your agent is created, you can change its name, description, and instructions. You can also make it unique with a distinctive icon.

Rename your agent and edit its description

1. In the Details section of the Overview page, select Edit.

2. Enter the name you want.

3. Edit the description if desired.

4. Select Save.

Edit the instructions for your agent

1. In the Instruction section of the Overview page, select Edit.

2. Refine the instructions as desired. Remember, editing the instructions changes how your agent engages with users. Make sure to test your changes.

3. Select Save.

Make your agent unique with a distinctive icon

1. Select the agent icon in the top bar.

2. Select Change icon.

3. Choose an image from your device.

4. Select Save.

Change the primary language, solution, and schema name

1. Select the gear icon in the description box.

2. In Agent settings, select the primary language you want for your agent.

3. Under Advanced settings:

   1. Select the desired solution, if applicable.

   2. Replace the default schema name with a more distinctive name, if desired. You can't change the first part of the schema name here: the selected solution determines this prefix.

4. Select Update.

You can create agents in the Copilot Studio app in Teams and then share them with other people in your team, company, or organization. All bots you create in Teams are classic chatbots.

When you create an agent, it must belong to a team. Everyone in that team can see and use the agent. You can share your agents with people in other teams after creation. To allow others to edit the agent, add them to your team.

You can create a new team, if necessary, before you add an agent to it.

The first time you create an agent in a team, it takes one to 10 minutes to build the necessary systems in the backend. Every agent you create after your first agent takes only one or two minutes to create.

1. Select the Microsoft Copilot Studio icon in Teams to open the app.

2. Create a new agent in one of two ways:

   • Select Start now and choose the team you want to use.
   • From the Agents tab, select a team to use, then choose New agent.

   Note

   If you recently joined a team that already has an agent, you might see a message about it, since Teams is still adding you to the team. If so, create your agent in 15 minutes. Seeing a new team appear in the Agents tab might also take 15 minutes.

3. Give your agent a name and select the desired language.

4. Select Create to begin the initial agent-building process for your team, which can take a few minutes.

   You can close the loading window. The agent creation process continues in the background.

You can delete agents to remove them from your environment.

1. Go to the Agents page.

2. Select the agent you want to delete.

3. On the top menu bar, select the More icon (…) next to Settings, and select Delete.

   Copilot Studio prompts you to confirm your intention.

4. Enter the agent's name and select Delete agent. After a few minutes, all data associated with the agent is deleted permanently.

Delete agents to remove them from your team.

1. Open your agent.

2. Under Settings, select Details.

3. Select Delete.

4. Confirm your intention by entering the agent's name. All agent content is immediately deleted.