Question

Your marketing team already uses a custom Copilot agent that answers questions about brand guidelines. Users report that the agent now needs to also reference a newly published PDF style guide and greet users with a friendlier opening line. As the agent owner, what is the most appropriate way to make these changes?

Accepted Answer

Open the existing agent in the agent editor (Copilot Studio agent builder), add the new PDF as a knowledge source, and update the agent's instructions.

Answer

Delete the current agent and browse the Agent Store to install a pre-built brand agent that includes the new PDF.

Answer

Create a brand-new agent from a blank template and manually re-add every previous configuration plus the new PDF and greeting.

Answer

Ask each team member to attach the PDF to their individual prompts and manually type a friendly greeting each time they chat.