Install managed agents from Microsoft.

These agents are complete, pre-built solutions with everything you need to instantly connect to relevant services and provide automated capabilities for your users.

Important note :

Managed agents are designed to help you get started with a custom agent. You are responsible for evaluating all safety and legal issues associated with using a managed agent and customizing it to suit your business.

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

You can customize these agents using add-ons that allow them to become even more specialized in a specific area. Add-ons are packages that provide unique connectivity and capabilities for each managed agent solution.

You can see which managed agents are available for your current environment on the Agents page , under Install a managed agent . Select an agent to learn more about its capabilities and requirements.

Note :

Read and understand the requirements of a managed or custom agent before installing it. Some managed or custom agents will guide you through the configuration process during installation, or may require you to create components or configure settings in other services. You can find these requirements in the agent's catalog page.

Install managed agents

1. In Copilot Studio, select the appropriate environment, then go to the Agents page .
2. In the Install a managed agent section , select the agent you want.
3. Select Install and complete the installation steps.
4. Once the agent has finished installing, select Open .

Note : You can close the installation window while the agent is being installed. A banner will appear to notify you when the installation is complete.

1. Find your new agent on the Agents page .

Agent customization is managed using add-ons.

Add-ons are unique to each managed agent. They allow you to tailor managed agents to the specific needs of your organization through actions, connections, etc.

To install an add-on for a managed agent:

1. On the Agents page , select your agent.

2. On the Overview page , select Customize .

3. Select the customizations you want to add.

4. Select Install .

Before the installation process begins, a list of services whose connection specifications will appear. These services will have warnings requesting authentication information to complete the connection.

5. Authenticate any connections that have warnings. To authenticate, select the three dots (…) for each connection, then select Add new connection . After providing the details, select Create . You can also add multiple connections, then select the connection that the custom should use for a service.

6. When all connections have a checkmark, select Next . The custom setup process will begin.

7. After the installation is complete, select Open .

Note :

You can close the settings window while the customization is being installed. You can find and open the customization in the agent's Overview page .

You can also check the agent's installation status. Go to Microsoft Power Apps, then open the Solutions tab . The list includes all managed agents that have started installing for the selected environment. 

Manage customizations

After installing a custom setting, you can view and manage its details, configuration, and content by selecting that custom setting in the agent's Overview page.

The customizable screen displays the installation status and package version.

Configuration

Some managed agents allow you to quickly access and manage related configurations within connected services.

To open the configuration, select Manage in the Configuration tab .

Content

The content includes streams, knowledge, and topics that you add to the featured agent. You can filter the list by content type.

Note : Currently, you cannot modify additional content. By default, all content is in the On state .