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[This article is prerelease documentation and is subject to change.]
Microsoft provides a catalog of managed 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.
Important
Managed agents are designed to help you get started with a custom agent. You are responsible for assessing all safety and legal implications of using a managed and customizing it as appropriate for your business.
Organizations must assess specific legal and regulatory requirements when using managed agents, as they might 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 relevant codes of conduct.
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 managed agent solution.
Important
This article contains Microsoft Copilot Studio preview documentation and is subject to change.
Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that you can get early access and provide feedback.
If you're building a production-ready agent, see Microsoft Copilot Studio Overview.
You can see what managed agents are available for your current environment on the Create page, under Managed agents. Select one to learn more about its capabilities and requirements.
Note
Read and understand the requirements of a managed agent or customization before installing it. Some managed 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.
Install a managed agent
In Copilot Studio, select the appropriate environment, then go to the Create page.
Select an agent from the Managed agents list.
Select Install, then complete the installation steps.
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.
Find your new agent on the Agents page.
Customize managed agents with add-ons
Add-ons are unique to each managed agent. They allow you to adapt managed agents to your organization's specific needs through actions, connections, and more.
To install an add-on to a managed agent:
On the Agents page, select your agent.
On the Overview page, select Customize.
Select the customization you want to add.
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.
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.
When all the connections have a checkmark, select Next. The customization starts to install.
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.
You can also check the status of an agent's installation. Go to Microsoft Power Apps, then open the Solutions tab. The list includes all managed agents that started installing for the selected environment. For more information, see View the history of a solution in the Power Apps documentation.
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 managed 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.