Create a custom agent from the agent template.

These templates are designed to be easily customizable, so you can tailor them to suit your specific needs and use cases.

Important note :

You are responsible for evaluating all safety and legal implications of using the template agent and customizing it to suit your business.

Organizations must assess specific legal and regulatory requirements when using template agents, as they may not be suitable for all industries, scenarios, or use cases. Furthermore, AI services should not be used in ways prohibited by applicable terms of service and related codes of conduct.

The following table lists the agent templates currently available on the agent page in Copilot Studio:

To create a custom agent from a pre-made agent template in Copilot Studio:

1. On the Agents page , under Start with an agent template , select the agent template you want to use.

2. On the agent configuration page, enter a name and, if necessary, a description and instructions for your new agent.

3. To change the icon representing your agent, select Change icon , choose an icon, and then select Save .

4. If necessary, confirm the agent's data connection:

a. If you need to set up or change a data connection, select the three dots (⋮) next to the data connection, and then select Edit .

b. On the Connection setup page , if you are satisfied with the listed connection, select Confirm or log in, if required.

5. On the agent configuration page, select your primary language.

6. Optionally, to add a knowledge source, select Add knowledge , choose the knowledge source type, configure the knowledge source, and then select Add to agent .

7. After completing the new agent configuration on the agent configuration page, select Create at the top of the page.

8. To test the new agent, select Test at the top of the page, then check the response. Continue to fine-tune the agent as desired on the Overview page .

9. When you're ready to publish the agent, select Publish at the top of the page.

Note : Agent operations such as publishing and configuring authentication may take a few extra minutes before the agent is ready for use.