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Agent builder templates overview

Copilot Studio agent builder includes various templates that you can use to create declarative agents for Microsoft 365 Copilot. The templates apply design guidelines and industry best practices to help you get started quickly. This enables you to spend more time customizing the logic and functionality to meet your business requirements. The agent builder templates accelerate the agent development process to help organizations improve overall operational efficiency.

This article provides information about how to use the templates in agent builder to create your own agents by using natural language as input.

Use templates to create an agent

To create an agent from a template in agent builder:

  1. On the Describe tab in agent builder, select a template. You can test the agent in the right pane right away.
  2. Using natural language, provide additional information to update and enhance the agent, including the agent name, description, and instructions.
  3. On the Configure tab, add an icon, knowledge sources, and capabilities to your agent.

You can also configure the agent directly on the Configure tab in agent builder:

  1. On the Configure tab, select a template from the dropdown in the Template field.
  2. The agent icon, name, description, instructions, and starter prompts are prepopulated. Update any of the fields to meet your scenario.
  3. Add any knowledge sources and capabilities to enhance your agent.

The Describe and Configure tabs are in sync. You can switch between both tabs based on your preferences to author your agent.

Changes that you make to the agent are saved automatically in agent builder. When you're satisfied with your agent's behavior and content, choose Create on the top right corner of agent builder to create your agent.

After the agent is created, choose Go to agent in Copilot to chat with the agent. You can return to your agent from the right rail in Copilot.

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