Custom templates in Agent Library in Copilot Agent Kit

Admins can extend Agent Library by authoring custom templates—organization-specific agent templates stored in the Dataverse. Custom templates appear alongside system templates in the agent library and are available for makers to browse and install.

Note

Only users with the CSK - Administrator security role can manage custom templates. Makers see published custom templates in the gallery but can't create, edit, or delete them.

Custom templates support two publish statuses:

Status	Behavior
Active	Visible to both admins and makers. Makers can browse and install.
Inactive	Visible to admins only. Acts as a draft—makers can't see or install it.

Prerequisites

Before you begin:

• Install and configure Copilot Agent Kit in your Power Platform environment.
• The signed-in user has the CSK - Administrator security role assigned in Copilot Agent Kit to create, edit, publish/unpublish, and delete custom templates.
• The Power Platform environment has Copilot Studio enabled.

Create a custom template

1. In Copilot Agent Kit, go to Agent Library in the left pane. The Agent library page opens.
2. Select + New Template. The New Template panel opens.
3. Fill in the required fields:
   1. Name: The display name of the template, such as "Plan My Day".
   2. Description: A brief description of the template's purpose and functionality.
   3. Publish status: Set the template's visibility status to Active or Inactive.
   4. Icon & color: Choose an icon and color to represent the template.
   5. Template file (.zip): Upload a Copilot Studio agent solution or declarative agent package ZIP file up to 30 MB.
   6. Learn more URL: Optionally provide a URL to the documentation for additional information.
   7. Setup guide URL: Optionally provide a URL for a setup guide.
4. Select Create. The agent library automatically refreshes to show the new template card.

Tip

Create a template with the Inactive publish status to work on it as a draft. When ready, edit the template and change the status to Active to make it visible to makers.

Edit a custom template

To edit a custom template, follow these steps:

1. In Copilot Agent Kit, go to Agent Library in the left pane. The Agent library page opens.
2. Select the Templates tab.
3. Browse or search for the custom agent template you want to edit.
4. Select the Edit icon on a custom template card (identified by the "Custom" chip). The Edit Template panel opens.
5. Update any fields, or select Replace file to upload a new solution ZIP file.
6. Select Save.

Important

When you change a template's publish status from Active to Inactive, it immediately disappears from the agent library. Makers who already installed the agent aren't affected, but new installations are blocked until the template is republished.

Delete a custom template

To delete a custom template, follow these steps:

1. In Copilot Agent Kit, go to Agent Library in the left pane. The Agent library page opens.
2. Select the Templates tab.
3. Browse or search for the custom agent template you want to delete.
4. Select the Edit icon on a custom template card (identified by the "Custom" chip). The Edit Template panel opens.
5. Select Delete template and confirm the deletion.

Important

Deleting a custom template is a permanent action. Agents previously installed from this template aren't affected.