Extend your agent-facing copilot

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You can set up your copilot within Copilot for Service. However, for some actions such as extending, enhancing, or editing, you need to use Microsoft Copilot Studio. Select Extend with Copilot Studio in the menu to go to Copilot Studio.

Common scenarios to extend with Microsoft Copilot Studio include:

  • Create and orchestrate sophisticated logic and workflows - You work with Topics in the copilot. Microsoft Copilot Studio helps you manage all your topics. You can view topics in the copilot, update them, or add new topics to suit your business needs.

  • Use connectors that are available in the Microsoft Power Automate connector library - You can create new topics for your copilot that use one or more Power Automate flows within Copilot Studio.

  • Manage copilot publishing - For example, the publishing of your copilot might fail. Go to the publish page in Microsoft Copilot Studio, try to publish again, and then review a detailed view on the publishing errors.

Any functionality that's available within Microsoft Copilot Studio can extend your agent-facing copilot.

Extend copilot with custom content sources

Copilot for Service provides out-of-the-box support to have copilot generate real-time responses from websites, SharePoint, offline files, and other knowledge bases. However, your business might use other knowledge bases that aren't supported out of the box. You can add those knowledge sources to your copilot by extending it in Microsoft Copilot Studio.

For more information, see Extend copilot with custom content sources