New Copilot Studio UI: Participant Reference Card
For participants in the Copilot Agent Academy Recruit workshop
Print or keep this open while doing labs.
The Overview Page
When you open any agent in Copilot Studio, you land on the Overview page. This is your main workspace.
Left sidebar │ Overview Page │ Test Pane
──────────────────────│───────────────────────────────────│──────────────
🏠 Home │ [Agent Name] [Publish] [⋯]│
🤖 Agents │ [Description] [⚙️]│ Test your
▶ Flows │ │ agent here
⚡ Workflows (EA) │ Instructions [Edit] │
🔗 Connections │ "You are..." │ [Type a
⚙️ Settings │ │ message...]
│ Triggers [+ Add] │
│ │
│ Knowledge [+ Add] │
│ ● SharePoint │
│ ● Document.pdf │
│ │
│ Tools [+ Add] │
│ ● Agent Flow │
│ │
│ Topics [+ Add] │
│ ● Available devices │
│ │
│ Channels [+ Add] │
│ ● Teams & M365 │Key Navigation Changes
| What you want to do | Where to find it |
|---|---|
| Create a new agent | Left sidebar → Home → type description |
| View all your agents | Left sidebar → Agents |
| Edit agent instructions | Overview page → Instructions → Edit |
| Add a knowledge source | Overview page → Knowledge → + Add knowledge |
| Add an automation (flow) | Overview page → Tools → + Add a tool |
| Create a new topic | Overview page → Topics → + Add topic (or left nav → Topics tab) |
| Add event trigger | Overview page → Triggers → + Add trigger |
| Publish agent | Overview page → Publish button (top right) |
| Publish to Teams | Overview page → Channels → Add channel → Teams |
| Agent settings | Overview page → ⚙️ gear icon |
| View Agent Flows | Left sidebar → Flows |
Creating an Agent (New Flow)
- Left sidebar → Home
- Type what you want your agent to do in the description box
- AI generates: name, description, initial instructions, suggested knowledge/topics
- Review AI suggestions → accept or dismiss
- You land on the Overview page — start customizing!
Testing Your Agent
- Test pane is always on the right side of the Overview page
- New test session: click the circular arrow icon (restart/refresh) in the Test pane
- Activity map: click the chart icon to see which knowledge sources were searched
- Track between topics: click ⋯ → "Track between topics" to see topic transitions
AI Model (New in 2026)
You can now choose which AI model your agent uses:
- Settings ⚙️ → Advanced → AI model selection
- Default: GPT-4.1
- Options include: GPT-4.1, GPT-5, Claude Sonnet 4.5/4.6, Mistral Medium 3.5
- Different models have different capabilities and credit costs
Agent Flows vs. Workflows
| Agent Flows | Workflows | |
|---|---|---|
| Status | ✅ GA | 🔬 Preview (Early Release) |
| Availability | All environments | Early-release envs only |
| Used in labs | ✅ Yes | ❌ Not in this course |
| Found in | Left sidebar → Flows | Left sidebar → Workflows |
Quick Troubleshoot
"I can't find the Topics tab"
→ Look at the top of your agent page. There should be tabs: Overview, Topics, Analytics, Activity, Settings.
→ Or scroll down on the Overview page to the Topics section.
"The Publish button is greyed out / not available"
→ Trial environments need the Authors role. Ask your facilitator.
"I see a Workflows option but the lab says Agent Flows"
→ You're in an early-release environment. Use Flows (Agent Flows) for the lab.
"My AI suggestions disappeared"
→ They're session-only. Add components manually via the Overview page sections.
"The connector asks me to 'Allow'"
→ Select Allow. This is a one-time consent to use your credentials for that connector.