Manage prompts and conversations by using AI

During a Microsoft 365 Copilot chat, a marketing analyst has spent 30 minutes iterating on prompts and now has a valuable set of responses about campaign performance drivers. She wants to keep working with this content later—expanding on it, reorganizing sections, and combining it with additional notes—while preserving the chat output as a starting point. What should she do in Copilot?

A marketing manager is writing a Copilot prompt in Microsoft 365 to draft a client-ready proposal. She wants Copilot to base the draft on a specific pricing spreadsheet stored in her team's SharePoint site and a previous winning proposal saved in OneDrive, rather than on general knowledge. What is the most effective way to ensure Copilot uses these exact documents?

You are building a Microsoft 365 Copilot agent for your marketing team. The agent already has instructions and SharePoint knowledge configured. The team now wants the agent to produce draft social-media graphics directly within their chat conversations, in addition to answering text questions. In the agent's settings, what should you configure to meet this requirement?

You are building a Microsoft 365 Copilot agent for your company's benefits team. The agent must answer employee questions using only the content stored in the team's official 'Benefits Policies' SharePoint document library, and it should not draw on random web content or unrelated files. During agent creation, which configuration step ensures the agent bases its answers on this specific library?

You are a project coordinator who wants to build a Microsoft 365 Copilot agent that answers questions about your team's standard operating procedures. You have limited experience configuring agents and want the fastest way to get a working structure that you can then customize with your own instructions and knowledge sources. What is the most appropriate approach in Copilot Studio's agent builder?

You are building a Copilot agent for your sales team so it can answer questions about products, current pricing, and internal sales playbooks. Product specs live in a public web catalog, pricing is in a SharePoint document library, and playbooks are in a Word document uploaded to the agent. When configuring the agent in the agent editor, what is the correct approach to make all three sources available as knowledge?

You are building a Microsoft 365 Copilot agent that helps your sales team draft proposal summaries. You want new users who open the agent to immediately see clickable examples of common tasks the agent can perform, so they understand its purpose without having to type a prompt first. In the agent editor, which configuration element should you set to achieve this?

You built a Microsoft 365 Copilot agent for your marketing team. A colleague who helped design the agent needs the ability to edit its instructions and knowledge sources going forward, not just use the agent. In the agent editor, what should you do to grant this level of access?

You have built a custom Microsoft 365 Copilot agent for your marketing department using the agent editor. Before making it broadly available, your manager asks you to let only three colleagues on the campaign team try it out, provide feedback, and confirm the instructions and knowledge sources return accurate results. You want to avoid publishing it organization-wide or submitting it for admin approval at this stage. What should you do?

You are a marketing coordinator building a new Microsoft 365 Copilot agent to answer questions about your team's brand guidelines. You have finished configuring the agent's name, instructions, and knowledge sources in the agent editor. Before you make the agent available to your whole department, you want to confirm that it returns accurate answers grounded in the correct documents. What should you do next in the agent editor?

You built a custom Microsoft 365 Copilot agent three months ago that helps your sales team draft proposals. Users report that the sample prompt buttons shown when they open the agent no longer reflect the current proposal templates your team uses. You need to update these clickable starter prompts so they match the new templates, without rebuilding the agent. Where do you make this change?

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?

You built a Microsoft 365 Copilot agent that answers questions from your team's project documentation. During testing, the agent gives technically correct answers, but they are long, overly formal, and sometimes stray into unrelated topics. You want the agent to respond in a concise, friendly tone and to stay strictly focused on project documentation topics. Which agent configuration element should you modify?

You are building a Microsoft 365 Copilot agent that answers employee questions about company travel policies. The authoritative travel documents live in a single SharePoint site, but that same site also stores unrelated finance spreadsheets and legal contracts that employees should not receive in travel answers. When you configure the agent's knowledge, what is the best approach?

You are building a Microsoft 365 Copilot agent to help your sales team answer questions about product specifications. The authoritative specifications are maintained in a Microsoft Word document that is regularly updated and stored in a SharePoint document library the whole team can access. You want the agent's answers to always reflect the latest version of that document without manually re-uploading it each time it changes. Which approach should you configure for the agent's knowledge?

You are building a Microsoft 365 Copilot agent that answers employee questions about the company travel policy. Your organization's SharePoint site contains hundreds of documents, but you want the agent to base its answers only on the two official travel policy PDFs so responses stay accurate and consistent. When configuring the agent's knowledge, what should you do?

You are configuring a new Microsoft 365 Copilot agent that will help your marketing team draft campaign briefs. During setup, you must complete the agent's name and description fields before publishing. A colleague asks why these fields matter beyond simple labeling. What is the primary purpose of writing a clear, descriptive name and description for the agent?

You built a Microsoft 365 Copilot agent that answers questions about your marketing team's brand guidelines. You want only the members of your marketing team to be able to find and use the agent — not the entire organization, and not external users. In the agent's sharing settings, which option should you choose?

A marketing coordinator wants an agent that can answer common questions about how to use a popular project management tool the company already licenses. Before spending time building a custom agent from scratch, what should they do first in Microsoft 365 Copilot?

A sales operations manager wants to add a ready-made agent that performs sentiment analysis on customer feedback. The organization has no time or resources to build or configure a custom agent, and they prefer a solution that is already published, tested, and available for immediate use within Microsoft 365 Copilot. What should the manager do first?