Create a prompt action

In this exercise you will create a prompt action, test the prompt in Copilot Studio, and test the prompt within a Copilot agent. You’ll create a prompt action that helps users turn their raw ideas into organized marketing pitches that follow a specific format and guidelines.

This exercise should take approximately 15 minutes to complete.

Create a custom prompt in Copilot Studio

  1. Open Copilot Studio in your web browser by navigating to Copilot Studio at https://copilotstudio.microsoft.com.
  2. Select Tools from the left hand navigation.
  3. Select New tool.
  4. On the New Tool popup window, select Prompt. You’re taken to the prompt builder UI.
  5. In the Instructions text box, enter Create a marketing pitch for a product based on a .
  6. Place your cursor at the end of the sentence you entered then select Add content
  7. Select Text.
  8. In the Name field, enter draft.

  9. In the Sample data field, enter The Mighty Mechanical Pencil is new, exciting, and useful. It's not only the first of its kind pencil, but it's fun to use. then select Close.

    Screenshot of the prompt builder UI in Copilot Studio showing an input variable being configured with the name "draft".

Test and refine your prompt

  1. Select Test above the instructions box to test the prompt with the sample data you provided.
  2. View the output of the test run.

Let’s refine the prompt to create more structured and consistent output.

  1. In the Instructions textbox, add the following to the existing instructions to modify the prompt:

    The pitch should follow the following Contoso guidelines: - Start with a brief hook - Describe unique value proposition - End with a call-to-action - Use an exciting and influential tone

  2. Select Test again to retest the prompt.
  3. Notice how the response differs.
  4. Select Save.

Configure and publish your prompt

After saving your prompt, the Configure for use in Agent window appears.

  1. In the name field, enter Create a Contoso Marketing Pitch.
  2. In the Description for the agent to know when to use this tool field, enter Create a marketing pitch that follows Contoso guidelines then select Next. You’re taken to the Create prompt page.
  3. Select Add.

(Optional) Add a prompt action to an agent

If you’ve completed the previous lab and created a declarative agent, you may add this action to your agent and update the agent’s instructions to reference the action.

Add the prompt tool

  1. From the sidebar in Copilot Studio, select Agents.
  2. Select Microsoft 365 Copilot.
  3. Under Agents, select the Product Support agent you’d like to add the action to.
  4. From the Tools section of the page, select Add tool.
  5. Select the Prompt filter.
  6. Select the Create a Contoso Marketing Pitch prompt.
  7. Select Add to agent. The tool is now listed in the Product Support agent’s Tools.

Update the agent’s instructions

Update the agent’s instructions to provide guidance for using the prompt.

  1. In the Instructions text box, add the following to the existing instructions text: Use the Contoso Marketing Pitch action to help marketing stakeholders craft pitches for products based on their draft ideas.

You’ve completed the exercise and created a prompt tool for your agent.