Copilot Studio Agent Creator — Copilot Studio 代理 创建器

技能: 创建 Copilot Studio 代理s from Scratch

创建 代理s in Microsoft Copilot Studio using the 网页 应用. This 技能 图形界面des you through the complete 代理 creation process based on Microsoft Learn documentation.

Quick Reference

Documentation: https://learn.microsoft.com/en-us/microsoft-copilot-studio/authoring-first-机器人

Key Limits:

代理 name: max 42 characters (no angle brackets < >) Description: max 1,024 characters Instructions: max 8,000 characters Icon: PNG 格式化, <72KB, max 192×192 pixels Steps to 创建 an 代理

• 启动 at Copilot Studio

签名 in to https://copilotstudio.microsoft.com/ Switch to the desired 环境 (if needed) Optionally 配置: primary language, solution, 模式 name

• 创建 the 代理 (3 Options)

Option A - Natural Language:

On Home or 代理s page, enter a brief description of what you want the 代理 to do (up to 1,024 chars) AI 生成s name, description, instructions, triggers, channels, knowledge sources, 工具s

Option B - 创建 from Scratch:

Home page: Select 创建 an 代理 under "启动 building from scratch" OR 代理s page: Select 创建 blank 代理

Option C - Advanced 创建:

代理s page: Select dropdown next to 创建 blank 代理 → Advanced 创建 配置 primary language, solution, and 模式 name before creating

• 配置 Basic Features

After provisioning, 配置:

Feature Description Primary AI 模型 Change 代理 模型 Triggers Define what activates the 代理 (About triggers) Knowledge Sources 添加 enterprise data, 网页sites, 分享Point, Dataverse (Knowledge) 工具s 添加 Power Automate flows, connectors (添加 工具s) Other 代理s 添加 sub-代理s (添加 代理s) Topics Define conversation flows (创建 topics) 启动er Prompts 添加 suggested prompts for users

• Edit 代理 Basics

Rename & Edit Description:

Go to Overview page → DetAIls section Select Edit → enter name/description → Save

Edit Instructions:

Overview page → Instructions section Select Edit → refine instructions → Save

Change Icon:

Select 代理 icon in top bar → Change icon Choose PNG image → Save

Change Language/Solution:

Select gear icon in description box Under 代理 设置tings: select primary language Advanced 设置tings: choose solution and 模式 name 更新

⚠️ Note: Cannot change primary language after creation. Can change region or 添加 secondary languages.

• Test & Publish

Test your 代理 Improve based on 测试 Publish to channels Topic Types Node Type Purpose Message 发送 a message to user Question Ask user for 输入 Adaptive Card Interactive cards with buttons/输入s Condition Branch conversation based on 记录ic Variable 设置, 解析, or clear variables Topic Management Redirect, transfer, or end conversation 工具 Call Power Automate flows, connectors Advanced Generative answers, HTTP 请求s, 事件 Topic Creation (网页 应用) Go to Topics page → close test panel 添加 a topic → From blank 添加 trigger phrases (5-10 recommended) Use 添加 icon or 上传 a file Each phrase on separate line Select DetAIls → 添加 name, display name, description Save Knowledge Sources Source Description Public 网页site Bing 搜索 on provided URLs (max 25 in generative mode) Documents 上传ed to Dataverse 分享Point Connect via URL Dataverse 查询 tables in 环境 Enterprise Data Microsoft 搜索 via connectors 删除 an 代理

网页 应用:

Go to 代理s page Select 代理 → … menu → 删除 Enter 代理 name to confirm Authentication 代理s automatically use Microsoft Entra ID (Azure AD) authentication Can 配置 SSO so users don't need manual 签名-in See: 配置 SSO Event Triggers (Advanced)

Event triggers allow 代理s to act autonomously in 响应 to external 事件—without user 输入.

Requirements 代理 must have generative orchestration enabled Can impact billing (see Copilot Credits billing rates) How Event Triggers Work Event occurs → External 系统 (分享Point, Planner, etc.) triggers an event Trigger 发送s payload → JSON/message contAIning event 信息 + instructions 代理 执行s → 代理 reads payload and calls 应用ropriate actions/topics AvAIlable Event Triggers Trigger Source Example When a row is 添加ed/modified/删除d Dataverse New record in table When a file is 创建d OneDrive New file 上传ed When an item is 创建d 分享Point New 列出 item When a task is completed Microsoft Planner Task marked complete Recurrence Scheduled Time-based trigger (every X minutes) 添加 an Event Trigger Go to Overview → Triggers section Select 添加 trigger Choose the desired trigger 认证 (uses 代理 maker's 凭证s) 配置 parameters and define trigger payload Define actions/topics for the 代理 to call in 响应 Trigger Payload

The payload is a JSON/plAIn text message sent to the 代理 contAIning:

Event in格式化ion (data from the source) Instructions on how to act

Default payload example: "Use content from Body"

Custom payload example: "Summarize the changes and 发送 to the user"

代理 Instructions vs Payload Instructions 应用roach Use Case 代理 Instructions General behavior,