Integrate agents

Microsoft Copilot Studio agents often require access to other services and systems to be able to complete their goals. You can also integrate Microsoft Copilot Studio with other Microsoft AI services to create an enhanced customer experience.

Power Automate

The primary integration for Microsoft Copilot Studio agents is through Power Automate cloud flows.

Microsoft Copilot Studio can pass parameters to a Power Automate cloud flow, receive data back from the flow, and use that data in the agent's conversation flow. For instance, an agent might handle customer order updates and use a Power Automate cloud flow to fetch the order's status from the relevant system.

You can initiate Power Automate cloud flows from the Call an action node in a topic.

Skills

Microsoft Copilot Studio enables you to customize your agent by using Microsoft Bot Framework Skills. If existing Azure Bot Framework bots are deployed, you can define those bots as a skill and embed the skill within a Microsoft Copilot Studio agent. You can then use the Azure Bot Framework bot from within your Microsoft Copilot Studio agent.

A developer can also use a Microsoft Copilot Studio agent from an Azure Bot Framework bot. The Microsoft Copilot Studio agent becomes the skill, and the Microsoft Bot Framework dispatcher tool can integrate with the Microsoft Copilot Studio agent.

Solution architects need to oversee the design of agents and decide when to use existing agents and when to create new agents and with which toolset.

Bot Framework Composer

Agent makers can use Bot Framework Composer to create custom content and add it to Microsoft Copilot Studio.

For instance, by using Bot Framework Composer with your Microsoft Copilot Studio agent, you can:

• Show an Adaptive card.

• Use Microsoft Bing search as a backup.

For more information, see Bot Framework Composer and Overview of Bot Framework Composer.

Cognitive Services

Agents can use Azure Cognitive Services for many purposes, such as:

• Sentiment analysis

• Image classification

• Form recognition

You can use Azure Cognitive Services with Microsoft Copilot Studio by using Power Automate cloud flows and the associated Cognitive Services connector.

Connect to knowledge sources

When building agents, one of the most valuable features offered by Microsoft Copilot Studio is access to knowledge sources. Knowledge sources are proprietary datasets or information the agent doesn't have by default. By integrating enterprise data into custom agents, makers can enable users to efficiently access relevant business insights, thereby enhancing decision-making and productivity across the organization.

To add knowledge sources to your agent, navigate to the Knowledge page for your agent and select + Add knowledge.

The four (4) main knowledge sources made available for Copilot Studio agents that can be found under Featured in the Add knowledge window include:

• Public Websites: Points to a public website link.
• SharePoint: Points to a SharePoint site or allows choosing individual files from your personal SharePoint.
• Dataverse: Select up to 15 Dataverse tables.
• Upload files: Uploading text files (HTML, PDF, JSON, etc.) up to 512 MB in size per file.

If your organization deals with big data and you need a more advanced approach to data sources, the Advanced tab of the Add knowledge window provides the following connectors for enterprise data connections:

• Azure SQL
• Salesforce
• ServiceNow
• Zendesk

After connecting a knowledge source, there are multiple options to choose from when deciding how to implement the data. One key setting to keep in mind is General Knowledge. When general knowledge is enabled, the agent answers questions with knowledge you didn't provide when possible. If you would like the agent to only answer questions you've provided knowledge for, turning off general knowledge would be beneficial.

Customize Microsoft 365 Copilot

Microsoft Copilot Studio also has the ability to modify and customize Microsoft 365 Copilot. When customizing Microsoft 365 Copilot, you have the ability to add specific agents and actions that is accessed by users in your organization when using Microsoft 365 Copilot.

When adding agents to Microsoft 365 Copilot, it's important to think of an individual agent as a subject matter expert. For example, an employee might want to customize Microsoft 365 Copilot to handle internal queries and requests for creating, managing, and approving tasks within an expense reporting system. Adding an agent with a background in reporting systems, accounting, and approval management would be beneficial for this purpose.

To customize Microsoft 365 Copilot with agents, open the Copilot for Microsoft 365 agent under Agents in Microsoft Copilot Studio. You can add agents both from the Overview and Agents pages. When adding an agent, you're able to create it within the Copilot for Microsoft 365 agent, or by adding agents directly from your Library.

When creating agents within the Copilot for Microsoft 365 agent, each agent is also added to your Library, which holds all actions and connectors you've enabled for your organization.

Another way to customize the Copilot for Microsoft 365 agent is by giving the agent access to Actions. Actions are tools like API connectors, conversational topics, custom actions, and automation flows that your agent has access to. These actions can all be added through the Actions page of the Copilot for Microsoft 365 agent.

In addition to the actions you can add, the Copilot for Microsoft 365 agent already comes preconfigured with various connectors. For example, when you ask about the weather, it uses the MSN Weather - Power Platform Connector to retrieve weather data for your area and provide a link to the MSN Weather platform for more detailed information.