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Create a Copilot Studio Agent in Plan Designer

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - May 9, 2025

Business value

A Copilot Studio agent enhances business operations by streamlining workflows and boosting productivity. By leveraging advanced AI capabilities, the agent automates routine tasks and lets employees focus on more strategic activities. For example, a Copilot Studio agent manages scheduling, handles data entry, and provides real-time insights. It reduces the time spent on administrative duties.

Feature details

Use Plan Designer to create a Copilot Studio agent that streamlines workflows, automates repetitive tasks, and answers customer questions. When you create the agent in Plan Designer, you go to Microsoft Copilot Studio to review the agent and make any necessary changes before publishing it. The agent that Plan Designer creates includes the following details:

  • Name: The agent's name.
  • Description: A detailed explanation of the agent's purpose.
  • Instructions: A set of tasks the agent performs.
  • Knowledge: A list of data sources the agent uses to complete tasks. This list includes all data tables that the plan creates.

We recommend that you review the agent's instructions, make any desired changes, and test the agent before publishing it.

Screenshot of a Copilot Studio agent.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Build a solution from a plan (docs)