Create a declarative agent

In this exercise you will create a declarative agent using generative AI, refine the instructions, publish the agent to Microsoft 365, and test the agent in Microsoft 365 Copilot.

This exercise should take approximately 20 minutes to complete.

Before you start

Before you can start this exercise, you will need to…

  1. Step 1
  2. Step 2
  3. etc.

Create a declarative agent using generative AI

Start by creating a new declarative agent in Copilot Studio. Use generative AI to draft the instructions and properties for the agent.

  1. Navigate to Microsoft Copilot Studio at https://copilotstudio.microsoft.com.
  2. Sign in using a work or school account where you have permission to create in Copilot Studio.
  3. If prompted on the Welcome to Microsoft Copilot Studio page, select your country/region and then select Get Started.
  4. On the Welcome to Copilot Studio! popup, select Skip.
  5. The Create an agent wizard may open. This wizard helps you set up a custom agent. Select … then select Cancel agent creation to exit this wizard. Select Leave to confirm.
  6. Navigate to Agents in the left side navigation panel.
  7. Select Microsoft 365 Copilot from the list of agents.

  8. On the Microsoft 365 Copilot agent page within the Agents card, select Add. You’re sent to the conversational authoring experience where you can describe the agent you’d like to build.

    [!NOTE] Skip over the conversational interface at any time, by choosing Skip to configure.

  9. You’re asked to describe what you’d like your agent to do. In the Type your message text box in the conversational interface, enter the following:

     Help answer customer queries about Contoso Electronics products.
  10. Select enter or send to send your message.
  11. If prompted to suggest a name for your agent, enter Product support and send your message.

  12. If prompted to provide instructions for your agent, enter the following and send your message:

     Start every response by enthusiastically letting the user know that they've created a declarative agent. Then, answer the questions and help the user.
  13. Select Skip to configure at the top of the conversational interface to view the agent’s overview page and review what the generative AI configured so far.

Configure the agent and define instructions

Next, update the agent’s properties and metadata manually.

  1. Review the Name that the generative AI wizard defined for your agent. Update the name to ensure it is Product Support.
  2. Update the description property to Product support agent that can help answer customer queries about Contoso Electronics products.

  3. In the Instructions text box, enter:

         You are a declarative agent and were created with Copilot Studio.  Start every response and answer to the user with "You created a declarative agent!\n\n" and then answer the questions and help the user.
  4. Select Create at the top of the page to create the agent. You are taken to the agent’s overview page.

Test the agent in Copilot Studio

Next, test the behavior of your agent in the test pane within Copilot Studio before publishing to Microsoft 365 Copilot.

  1. From the Product Support agent overview page, note in the Publish details section that the agent is not yet published.
  2. If the Test your agent pane is not displayed to the right of the agent overview information, select the Test button next to the Publish button to open the test pane.
  3. In the text box, enter What can you do? and submit your message.

  4. Wait for the response. Notice how the response starts with the text “You created a declarative agent!” as instructed in the instructions you defined for the agent earlier.

    Also notice that the agent currently has instructions but does not yet have any custom knowledge sources or actions. You haven’t configured the agent to answer questions about Contoso products yet. You’ll do this in the next exercise.

    [!NOTE] If you need to edit your agent, close the test pane and select edit in the Details section of the agent overview page. Before testing again, select the refresh button inside of the test pane to load the latest changes.

Publish the agent to Microsoft 365 Copilot

Next, publish your declarative agent to Microsoft 365 Copilot. From the Product Support agent overview page:

  1. Select the Publish button. You’re prompted to enter information about your agent that will be displayed to users in Microsoft 365 Copilot and Microsoft Teams.

    [!NOTE] The information on this form is used to populate the catalog entry in your organization’s Office and Teams Catalogs and the Microsoft Admin Center Integrated Apps list. It isn’t used by the Microsoft 365 Copilot language model.

  2. In the Short description text box enter Product support agent that can help answer customer queries about Contoso Electronics products.
  3. Accept the default suggestions for the remaining fields.
  4. Select Publish.

  5. Wait for the agent to be published. Do not close the modal window during publishing. This may take a few minutes.

    [!NOTE] When you select Publish, a bot resource is provisioned in your tenant’s Microsoft Entra ID environment, corresponding to your agent. The resource allows users to interact with the agent in Microsoft Teams.

  6. Once the agent is published, the Availability options window appears.
  7. Under Share link select Copy to copy the share link for your agent.
  8. Open a new tab in your web browser, paste the share link into the URL bar, then select enter. A modal window appears with an overview of your agent. This displays the user-facing information you provided about your agent during publishing, as well as the permissions required by your agent.
  9. Select Add to add your agent to Microsoft 365 Copilot.
  10. Wait for your agent to be added. Your agent is launched in Microsoft 365 Copilot.

Test the agent in Microsoft 365 Copilot

Next, let’s run the declarative agent in Microsoft 365 Copilot and validate its functionality in both the immersive and in-context experiences.

Following the previous steps, you are currently in the immersive agent experience. Notice in the Agents pane to the right that Product Support is selected as the agent you are currently chatting directly with.

  1. In the text box, enter What can you do? and submit your message.

  2. Send the message and wait for the response. Notice how the response starts with the text “You created a declarative agent!” as defined in the instructions.

    Continuing in the browser, let’s test the in-context experience.

  3. Above the Agents pane to the right of the chat window, select Copilot to exit your immersive chat with the Product Support agent and chat with Microsoft 365 Copilot.

  4. In the message box enter the @ symbol. The flyout appears with a list of available agents.

    :::image type=”content” source=”../Media/test-in-context-agent-flyout.png” alt-text=”Screenshot of Microsoft Edge showing the agent flyout in Microsoft 365 Copilot. The Product support agent is highlighted.” lightbox=”../Media/test-in-context-agent-flyout.png”:::

  5. In the flyout, select Product support. Notice the status message above the message box. It displays Chatting with Product support, which signifies that you’re using the in-context experience of the agent.

    :::image type=”content” source=”../Media/test-in-context-agent.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. The status message ‘Chatting with Product support’ is highlighted.” lightbox=”../Media/test-in-context-agent.png”:::

  6. In the text box, enter What can you do? and submit your message.

    :::image type=”content” source=”../Media/test-in-context-message.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. The text ‘What can you do?’ is highlighted in the message box.” lightbox=”../Media/test-in-context-message.png”:::

  7. Wait for the response. Notice how the response starts with the text “You created a declarative agent!” as defined in the instructions.

    :::image type=”content” source=”../Media/test-in-context-response.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. A response from the Product support agent is displayed. “ lightbox=”../Media/test-in-context-response.png”:::

  8. To exit the in-context experience, select the (X) in the status message. Notice the status message is removed and a message is displayed in the chat window that indicates that you’re no longer chatting with the agent.

    :::image type=”content” source=”../Media/test-in-context-exit.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. The cross icon in the agent status message is highlighted.” lightbox=”../Media/test-in-context-exit.png”:::

    :::image type=”content” source=”../Media/test-in-context-exit-confirm.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. The message confirming that the declarative agent is no responding is highlighted.” lightbox=”../Media/test-in-context-exit-confirm.png”:::

    :::image type=”content” source=”../Media/test-immersive-response.png” alt-text=”Screenshot of Microsoft Edge showing Microsoft 365 Copilot. A response from the Product support agent is displayed.” lightbox=”../Media/test-immersive-response.png”:::