To let a colleague test a new agent, share it with them based on where the agent was created.
If the agent was built in the Microsoft 365 Copilot app (Agent Builder / Copilot Chat):
- Finish building and testing the agent, then select Create.
- In the confirmation message, select Share or Change sharing settings.
- Choose Specific users in your organization.
- Enter the colleague’s name or email (or a security group) and select Save.
- Copy the link and send it to the colleague (email, Teams, etc.).
Alternatively, after creation:
- Open the Microsoft 365 Copilot app.
- In the left pane, find the agent, select … (More) > Share.
- Choose Specific users in your organization, add the colleague, save, then copy and send the link.
If the agent was built in Copilot Studio (for chat testing):
- Open the agent in Copilot Studio.
- On the top menu bar, select … > Share.
- Either:
- Share with specific security groups so their members can chat with the agent, or
- Select Everyone in <OrganizationName> and set permission to User – can use the agent.
- Select Copy link and send it to the colleague so they can chat with the agent.
If the agent is a OneDrive/SharePoint .agent file:
- In OneDrive or SharePoint, select the
.agentfile. - Choose Share.
- Set sharing to the colleague (or a group) and send the link.
- Ensure the colleague also has access to the underlying files used by the agent; otherwise, responses will be incomplete.
Note: Agents always respect existing access permissions. If a colleague does not have access to a knowledge source (for example, a SharePoint file), the agent will not surface content from that source for them.
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