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Install featured agents from Microsoft (preview)

Microsoft provides a catalog of featured agents you can browse and install from within Copilot Studio. These agents are complete solutions, prebuilt with everything you need to immediately connect to related services and provide autonomous capabilities to your users.

You can customize these agents using add-ons that allow them to further specialize in a specific domain. Add-ons are packages of connections and capabilities unique to each featured agent solution.

You can see what featured agents are available for your current environment on the Create page, under Featured. Select one to learn more about its capabilities and requirements.

Note

Read and understand the requirements of a featured agent or customization before installing it. Some featured agents or customizations walk you through configuration during installation, or might require the creation of components or configurations in other services. You can find these requirements in the agent's catalog page.

  1. In Copilot Studio, select the appropriate environment, then go to the Create page.

  2. Select an agent from the Featured list.

  3. Select Install. Complete the installation steps.

  4. When the agent finishes installing, select Open.

    Note

    You can close the installation window while the agent installs. A banner appears to let you know when the installation completes.

  5. Find your new agent on the Agents page.

Add-ons are unique to each featured agent. They allow you to adapt featured agents to your organization's specific needs through actions, connections, and more.

To install an add-on to a featured agent:

  1. On the Agents page, select your agent.

  2. On the Overview page, select Customize.

  3. Select the customization you want to add.

  4. Select Install.

    Before installation starts, a list of services the customization connects to appears. Services with a warning require authentication details to complete the connection.

  5. Authenticate any connections with a warning. To authenticate, select the three dots for each connection, then Add new connection. After providing the details, select Create. You can also add multiple connections, then choose which connection the customization should use for a service.

  6. When all the connections have a checkmark, select Next. The customization starts to install.

  7. After installation completes, select Open.

    Note

    You can close the installation window while the customization installs. You can find and open the customization in the agent's Overview page.

Manage customizations

After installing a customization, you can view and manage its details, configuration, and content. To do so, select the customization in the agent's Overview page.

The customization screen shows the installation status and package version.

Configuration

Some featured agents allow you to quickly access and manage related configurations in the connected service.

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

Contents

Contents includes the flows, knowledge, and topics added to a featured agent. You can filter the list by each content type.

Note

Currently, add-on contents are read-only. By default, all contents are On.