Applies ToMicrosoft365.com Microsoft Office

You can edit an agent so that it's tailored to your team's needs by:

  • Customizing its branding and purpose.

  • Adding or removing which sites, pages, and files your agent should include as knowledge sources beyond the current SharePoint site.

  • Refining the agent's behavior by writing customized prompts tailored to the purpose and scope of the agent.

What you need

You can edit a SharePoint agent if you:

Notes: 

  • The agent only answers your questions using information from sites, pages, and files that you already have access to and have included as the agent's sources. To get information from all the sources you want the agent to use, you may need to update permissions for yourself or the people you want to share the agent with.

  • You can only edit custom-built agents. The site's ready-made agent can't be edited.

Where to edit an agent

You can edit a SharePoint agent at th end of its creation, or you can edit an existing agent from the agent chat pane. 

At the end of the creation

After you create the agent, you can select Open agent to use it without further editing. Or, if you select Edit, you can begin finetuning the agent's identity, sources, and behavior.

screenshot of editing existing agent

Edit an existing agent

You can also edit an existing agent. To edit an agent, simply select it from the agent chat pane and then select the ellipsis next to it. From the menu, choose Edit agent.

screenshot of editing at the end of creation

Edit an agent: customize its Identity

You can customize the agent's identity by specifying its branding and purpose. Under Identity, give the agent a new name, describe the purpose of the agent and how to use it.

screenshot of the starter UI to edit a copilot agent

Edit an agent: Specify its knowledge sources

You can specify knowledge sources of the SharePoint agent beyond the current SharePoint site. Under Sources, you can add or remove SharePoint sites, document libraries and files. 

Add or remove SharePoint sites, document libraries and files

Search by the SharePoint site tile or enter a URL to include additional sites, document libraries or files that are outside your current SharePoint site as sources for your agent. It's important to remember that users interacting with the agent will only receive information from sources they already have access to.

The screenshot of adding knowledge resources to copilot agent

screenshot of selecting more files to add to copilot agent​​​​​​​

Edit an agent: Refine its behavior

Under Behavior, create a welcome message for the users of your agent, then provide a few starter prompts and instructions for the agent to follow. Use the test panel on the right to try it out and adjust your instruction and starter prompts.

screenshot of editing copilot agent behavior

Notes: 

  • You can't edit or share the ready-made-agent.

  • When a SharePoint hub site is included as the source for the agent, it automatically includes its associated sites. Your agent will use information from both the hub site and its associated sites to respond.

  • If an agent is shared in Teams, once it is edited in Copilot Studio, the original agent won't work in Teams anymore.

  • When you share an agent with others, make sure they have access to the sources for optimal experience.

FAQ and data handling

To learn more about agent, see Frequently asked questions.

For more information on how Microsoft 365 Copilot works, see Data, Privacy, and Security for Microsoft 365 Copilot.​​​​​​​

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