Manage preview conversations (preview)

[This article is prerelease documentation and is subject to change.]

The Preview tab in the new experience in Microsoft Copilot Studio maintains a history of your test conversations. Use conversation history to review past interactions and track patterns in your agent's behavior over time.

Note

This article reflects the new agent experience in Microsoft Copilot Studio, which is currently available as a production-ready preview. Learn about the two experiences in Classic vs. new agent experience.

  • Production-ready previews are subject to supplemental terms of use.
  • Some capabilities available in the classic experience aren't yet available in the new experience.
  • Agents created in the new experience can't be converted to the classic experience.

Prerequisites

  • An agent created in the new experience
  • At least one test conversation in the Preview tab

View conversation history

  1. Open your agent in Copilot Studio and select the Preview tab.

  2. Select History in the preview header to open the history view.

  3. The history table shows your past conversations with the following details:

    Column Description
    Date When the conversation took place
    Description A summary of the conversation
    Status The outcome (Completed, In progress, Failed, Auth required, or Input required)
    Channels The channel the conversation came from
    Processed by The agent version that handled the conversation
    Steps/Turns The number of processing steps and conversation turns
    Last step The final processing step in the conversation
    Duration How long the conversation lasted

Filter and search conversations

  1. In the history view, use the Find by ID button to locate a conversation by its conversation ID.

  2. Use the filter options to narrow results by Status: Filter by All, Failed, In progress, Completed, Auth required, or Input required conversations.

Review conversation details

  1. In the history view, select a conversation to open its details.

  2. Review the full message history, including user messages and agent responses.

  3. If the End user preview toggle is off (maker view), view the activity trace for each message in the conversation.

  4. Check the metrics (steps, turns, duration) to understand the agent's processing performance.

Provide feedback on responses

Track quality patterns by providing feedback during preview conversations:

  1. Below any agent response in a conversation, select the Thumbs up or Thumbs down icon.

  2. In the popover that appears, enter a written comment describing the issue or positive behavior you observed.

  3. Submit the feedback.

Use feedback patterns to guide improvements to your agent's instructions, knowledge sources, and tools.

Start a new conversation

  1. Select New chat in the preview header.

  2. The current conversation is saved to your history automatically.

  3. A fresh conversation starts with no prior context, so you can test from a clean state.

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