Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
[This article is prerelease documentation and is subject to change.]
Agents powered by the Customer Conversation harness are part of a larger orchestration that can include multiple agents, such as connected agents and sub-agents. Instead of a per-agent settings dialog, the Customer Conversation harness uses a Shared Settings panel: settings you configure here apply across every agent in the orchestration, not just the agent you currently have open.
Access Shared Settings
- Open your agent in Copilot Studio, and select the Build tab.
- Select the gear icon or Shared Settings entry point to open the Shared Settings panel.
The panel is organized into the following tabs, listed in the left navigation:
| Tab | What it configures | Learn more |
|---|---|---|
| Details | Agent name and icon, Knowledge grounding toggles, and file processing capabilities. | Configure agent details and security (Customer Conversation) |
| Security | Agent authentication mode (how users sign in to all agents) and voice authentication (caller verification on voice channels). | Configure agent details and security (Customer Conversation) |
| Language | Primary and secondary languages for agent responses. | Configure language settings (Customer Conversation) |
| Topics settings | Natural language understanding (NLU) engine used during Topics conversations. | Configure Topics settings (Customer Conversation) |
| Variables | Custom and system variables shared across the orchestration. | Configure variables (Customer Conversation) |
| Connections | Connector bindings used by Topics or Tools. | Configure connections (Customer Conversation) |
| Entities | Custom and prebuilt entities shared across the orchestration. | Configure entities (Customer Conversation) |
| Component collections | Reusable component packages that multiple agents can use. | Configure component collections (Customer Conversation) |
| Advanced | Enhanced transcripts, sentiment analysis, solution info, Application Insights telemetry, and agent metadata. | Configure advanced settings (Customer Conversation) |
Note
Changes to settings take effect after you save. Some settings save automatically, indicated by a Saving… status in the panel header.