Create and delete agents

1. Sign in to Copilot Studio.

2. Switch to the desired environment if needed.

3. On the Home page, enter a brief description of what you want your agent to be.

   Alternatively:

   • Go to the Create page and select New agent.
   • Go to the Agents page and select New agent.

   A page appears with two panes where you can set up your agent on the left-hand side, and test it on the right-hand side. The left-hand pane has two tabs: Describe and Configure. You can alternate between these two experiences, and also iterate between setting up your agent and testing it.

4. Chat with Copilot, in the Describe tab, to describe your agent. Copilot asks questions to guide you, and uses your responses to fill in the details, such as the name, description, instructions, and knowledge, that define your agent.

   Alternatively, switch to the Configure tab, and fill the form.

   Note

   • The conversational agent creation experience uses your browser language. If your browser language isn't in the list of supported languages for the conversational agent creation experience, only the Configure tab with the more discrete configuration experience is available.
   • The maximum length for the name is 30 characters.
   • The description can have up to 1,000 characters.
   • The instructions can have up to 8,000 characters.

   At each conversation turn with Copilot, or for every configuration change you make, Copilot Studio automatically saves your agent. You can start creating another agent before you're done with the one you're currently defining without losing what you have so far: select the three dots in the upper right-corner and select New agent.

   Once you have a name, description, and instructions for your agent, you can already start testing it!

5. Chat with your draft agent in the test pane. Enter your own question or try one of the starter prompts. Go back and forth between the test pane and the creation pane as needed, to further refine your agent. If you want to see the starter prompts again, select New chat at the top of the test pane.

   Note

   During the creation experience, your agent might need a few moments before it can start using its knowledge sources.

6. If desired, change the primary language your agent uses to communicate.

7. Optionally, select a solution and set the schema name for your agent.

8. When you're satisfied with your tests, select Continue. The Overview page for your agent appears.

You can create agents in the Copilot Studio app in Teams and then share them with other people in your team, company, or organization. Bots created in Teams are all classic chatbots.

When you create an agent, it must belong to a team. Everyone in that team can see and use the agent. You can share your agents with people in other teams after creation. If you want other people to edit the agent, add them to your team.

You can create a new team, if necessary, before you add an agent to it.

The first time you create an agent in a team, it takes 1 to 10 minutes to build the necessary systems in the backend. Every agent you create after your first agent takes only 1 or 2 minutes to create.

1. Select the Microsoft Copilot Studio icon In Teams to open the app.

2. You can create a new agent in one of two ways:

   • Select Start now and choose the team you want to use.
   • From the Agents tab, select a team to use, then choose New agent.

   Note

   If you recently joined a team that already has an agent, you might see a message about it, since Teams is still adding you to the team. If so, create your agent in 15 minutes. Seeing a new team appear in the Agents tab might also take 15 minutes.

3. Give your agent a name and select the desired language.

4. Select Create to begin the initial agent-building process for your team, which can take a few minutes.

   You can close the loading window. The agent creation process continues in the background.

You can delete agents to remove them from your environment.

1. Go to the Agents page.

2. Select the agent you want to delete.

3. On the top menu bar, select the three dots (…), and select Delete.

   

   Copilot Studio prompts you to confirm your intention.

4. Enter your agent's name and select Delete agent. After a few minutes, all data associated with the agent is deleted permanently.

You can delete agents to remove them from your team.

1. Open your agent.

2. Under Settings, select Details.

3. Select Delete.

4. Confirm your intention by entering the agent's name. All agent content is immediately deleted.