Share via


Create and delete agents

With Copilot Studio, you can easily create agents by using a conversational creation experience.

Note

Agents created in Copilot Studio and in Microsoft Teams are automatically configured for Microsoft Entra ID authentication.

You can also configure single sign-on (SSO) so your users don't need to sign in manually. For more information, see Configure single sign-on with Microsoft Entra ID.

To create your first agent, see Quickstart: Create and deploy an agent.

Create an agent

  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.
  4. Use the chat to describe your agent, using the provided questions for guidance.

    Alternatively, select Skip to configure and fill out the form.

  5. Change the primary language your agent uses to communicate, if needed.

    Important

    You can't change the primary language of an agent after the agent's creation. However, you can change the region for the agent's primary language, if available. You can also add secondary languages.

    1. Select Edit language in the right-hand pane.

    2. Select the desired language and select Save.

  6. Make your agent unique with a distinctive icon.

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

  8. Select Create.

    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 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.

Make your agent unique with a distinctive icon

  1. Select the agent icon in the top bar.

  2. Select Change icon.

  3. Choose an image from your device. The image file must be in PNG format and less than 30 KB in size, with a maximum resolution of 192 × 192 pixels.

  4. Select Save.

Select a solution and set the schema name

  1. Select the three dots in the upper right-corner and select Edit advanced settings.

  2. Select the desired solution, if applicable.

  3. Replace the default schema name, if desired. You can't change the first part of the schema name here: the selected solution determines this prefix.

  4. Select Save.

Delete an agent

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.

    Screenshot that shows where to find the option to delete an agent.

    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.

Note

If your license is expired, you can delete your agents by selecting Permanently delete your agents.

Known issues with creating an agent

When you're creating your agent, you might encounter these issues.

Insufficient permissions for the selected environment

You might see this error: "You don't have permissions to any environments, Get access from an administrator." To resolve the error, create a new environment. Use that environment to create your agent again.

For more information, see Understand error codes.