Build a declarative agent with Agent Builder in Microsoft 365 Copilot

The easiest way to build your own declarative agents is to use the Agent Builder feature in Microsoft 365 Copilot. It offers an immediate, interactive AI development experience that is perfect for quick and straightforward projects.

If you need more advanced capabilities like Actions to integrate external services, we recommend that you use Microsoft Copilot Studio, which provides a comprehensive set of tools and features for more complex requirements.

Use Microsoft 365 Copilot to create and customize agents that can be implemented for scenario-specific uses cases, such as:

• An agent that provides writing or presentation coaching that is tailored to organizational standards
• A team onboarding agent that responds with specific information about the user's new team and helps them complete onboarding tasks

You can specify dedicated knowledge sources, including content on SharePoint and information provided by Microsoft 365 Copilot connectors. You can also test the agent before deploying it for use in your conversations with Microsoft 365 Copilot or sharing it with others in your organization.

You can build agents from the following apps and sites:

• microsoft365.com/chat
• office.com/chat
• Microsoft Teams Desktop and web client

Governance

Agents you build with the Agent Builder feature in Microsoft 365 Copilot are included in your Microsoft 365 Copilot license. These agents feature functionality that is a subset of what Microsoft 365 Copilot supports. To learn more about the Microsoft 365 Copilot license, see Microsoft 365 Copilot.

Data processing

Agent builder capabilities are processed by the Copilot Studio service and can enable data flow both to and from Microsoft 365 and Copilot Studio. This data can include Microsoft 365 data, prompts, instructions, configurations, and output content. Use of the integrated Copilot Studio and Microsoft 365 services is governed by the respective product terms and compliance commitments.

Data storage

Agents created with Microsoft 365 Copilot don't consume the tenant's Dataverse storage entitlement.

Compliance

For information about data subject rights and responding to requests to rectify personal data, see Personal data requests for Copilot Studio.

Admin controls

Administrators can control whether Agent Builder is available to users in their organization. For information about agent admin controls, see Manage agents for Microsoft 365 Copilot in Integrated Apps.

Known limitations

The following are current known limitations:

• Auto sharing SharePoint files and folders is only supported when sharing with specific security groups and not everyone in the organization. You need to manually update the file and folder permission that the agent uses to grant permission to the intended users for the agent to return information from those knowledge sources.
• Lockbox and Customer Managed Keys are not currently supported for agents created using Microsoft 365 Copilot.
• Agents created with Microsoft 365 Copilot can't be used in Teams Chat.
• If a tenant has disabled web content via the Allow web search in Copilot policy, web content is blocked as a knowledge source in Microsoft 365 Copilot. However, the Web content toggle in the Knowledge pane is not disabled. This is a UI limitation. The Allow web search in Copilot policy takes precedence over the UI setting.

Submit feedback

You can submit feedback from within Agent Builder to help contribute to product improvements for all users. Feedback from Agent Builder is handled in the same way that feedback is handled for Copilot Studio. For more information about Copilot feedback, including what data is collected, how the data is handled, and what it's used for, see Providing feedback about Microsoft Copilot with Microsoft 365 apps.

You can submit feedback by using one of the following options:

• The thumbs-up or thumbs-down control on AI-generated responses in your agent test pane.
• The Send feedback, button if you encounter an RAI validation failure. For more information, see Responsible AI validation checks.
• The Send Feedback option in the menu on the top right, as shown in the following image.

In your feedback submission, specify that the issue is related to Agent Builder in Microsoft 365 Copilot.

Administrators can define a cloud policy to control whether feedback is collected in their tenant, and whether optional data such as log files and screenshots can be included in user-initiated feedback. For more information, see Cloud Policy in Microsoft 365 Apps admin center.

For general information, see Microsoft feedback for your organization.

Get support

To get support, select Send feedback from within Copilot Studio.

In your feedback ticket, provide details about the issue you're facing and include the following pieces of information in the feedback dialog:

• Specify that the issue is related to Agent Builder in Microsoft 365 Copilot.
• Provide the agent ID.
• Provide the tenant ID.
• Provide the environment ID.
• Provide the session ID.
• If the issue is related to the test pane or Describe tab, type "/debug" within the chat box and include the contents in your ticket.

You can find and copy these details in the Copilot Studio within the Get support section of the Help dropdown menu.

Related content

• Build agents with Agent Builder in Microsoft 365 Copilot
• Share and manage agents built with Microsoft 365 Copilot
• Regional availability and language support