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Copilot Studio lets you extend the capabilities of agents using various mechanisms. This includes:
- Topics
- Tools
- Knowledge sources
- Other agents (preview)
Tools and knowledge sources that require accessing another service make use of connectors. Connectors allow you to integrate data from various enterprise systems and APIs, enabling your agents to access and utilize this data effectively. You can use prebuilt connectors or create custom connectors to connect to your enterprise data sources.
Connectors can include:
- Data sources within the productivity cloud in Microsoft 365
- Business data in Dynamics 365
- Analytical data in Microsoft Fabric
- Non-Microsoft enterprise data sources
Through connectors, you can perform actions and ground your agent responses with multiple enterprise data sources for more relevant and reliable responses from custom agents and Copilot agents.
- For more information on supported knowledge sources using connectors, see Knowledge sources overview.
- For more information on connectors that have enterprise data added using real-time connectors, see Add real-time knowledge with connectors.
How does it work?
When you sign in to Copilot Studio, you're allowed to access specific agents based on the license associated with your credentials. The list of agents available to you depends on these permissions. If you don't see the agent you wish to extend, verify your credentials. Also try connecting to the agent itself, or try to trigger any jobs that must occur to prepare the agent for use. See the sections detailing the authoring experience for examples.
A maker starts by selecting the agent whose functionality they wish to extend:
- Custom agents
- Other copilots that they have maker access to in their organization
- Microsoft 365 Copilot
For custom agents, you can add tools and knowledge directly to the agent.
For Microsoft 365 Copilot, you don't extend directly with tools and knowledge. Instead, you extend Microsoft 365 Copilot with an agent built in Copilot Studio. You can bring tools and knowledge into Microsoft 365 Copilot in a three step process:
- Create an agent.
- Add tools and knowledge to the agent.
- Publish the agent and make it available to Microsoft 365 Copilot.
To select an agent to extend, start by selecting Agents in the main menu. For a custom agent, select from the list of custom agents on the Agents page. For Copilot agents, select Copilot for Microsoft and then select the Copilot agent from the Copilot for Microsoft 365 agents list.
Requirements
- Maker access to the agent to allow you to extend it
- Copilot Studio license for the maker
- Data sources to use to integrate other data
- Information you need to connect to the content sources (connectors, APIs, and so on)
- Credentials for any systems you're connecting to
- Assistance from the administrator of your agent to enable the extension once you publish the agent
Related content
| Article | Description |
|---|---|
| Create and edit topics | Create and edit topics to extend the capabilities of your agent. |
| Use tools with custom agents (preview) | Extend a custom agent with tools. |
| Add other agents | Add other agents to your agent to extend its capabilities. |
| Knowledge sources overview | Learn about the knowledge sources available in Copilot Studio. |
| Extend Microsoft 365 Copilot with agents | Extend Microsoft 365 Copilot with an agent built in Copilot Studio. |