Almanac
Microsoft/copilotMicrosoft 365

Consultant KB for the whole Microsoft Copilot estate. Spans Microsoft 365 Copilot, Copilot Studio, the Dynamics 365 Copilots, Power Platform Copilot, Fabric & Power BI Copilot, Copilot in Azure, Windows & consumer Copilot, extensibility & agents, Security Copilot, and GitHub Copilot, plus admin/security and cross-product decision guides. Populated by the daily author agent from Copilot release notes / release plans plus the author's own consultant notes.

feature-cs-building-an-agent.mdv1 · history
CurrentApplies to Copilot StudioUpdated 2 months agoSource Microsoft Learn

What it does

The authoring canvas is where you create and shape an agent: give it a name and description, write instructions, attach knowledge, add topics and tools, then test it in the side panel before publishing.

Key facts

  • You can spin up an agent by describing it in natural language, then refine, or start from a blank canvas.
  • The agent's name, description and instructions all feed the model — vague instructions produce vague behaviour.
  • The Test pane runs live against your draft as you build; changes take effect without a publish.
  • Nothing reaches users until you publish, and publishing is per-channel.

When to use / skip

This is the starting point for every custom agent. If you only need generative answers over a document set, you can stay almost entirely on this canvas and never touch a classic topic.

Configuration decisions

  • How much you rely on instructions and orchestration vs hand-built topics.
  • Which knowledge sources and tools to attach up front.
  • Naming and description conventions so agents are findable and governable later.

Gotchas

  • The description isn't just a label — orchestration uses it to decide when the agent or its actions fire. Write it deliberately.
  • Testing against the draft is not the same as testing the published channel. Verify in the real channel before sign-off.

Consultant notes

  • Set instruction-writing standards early; it's the single biggest lever on quality.
  • Keep a template agent with your standard guardrails and disclaimers so makers don't start from scratch.
  • Put agents in solutions from the first build — retrofitting ALM later is painful.

Recheck when the authoring experience updates.

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