Short answerIn Copilot Studio you describe the agent, it generates a name, description and instructions, you add knowledge sources, test and publish. Public website and SharePoint sources allow 25 sites each in generative mode; a trial license cannot publish.
Steps (Microsoft's quickstart)
- Sign in at copilotstudio.microsoft.com and turn off the New experience on Home if shown.
- Describe the agent (up to 1,024 characters). The AI generates a name, description and instructions.
- Add knowledge sources.
- Test the agent, then Publish. A trial license cannot publish.
Knowledge source types
- Public websites (generative mode 25 sites; classic mode 4).
- Documents uploaded to Dataverse (uploaded files do not count in the 25-source limit).
- SharePoint (25 URLs generative; 4 classic).
- Dataverse and enterprise data via connectors.
With tenant graph grounding, SharePoint and connectors support larger files (up to 512 MB for PDF, PPTX and DOCX). Read the page for other file limits. Overview and billing: Copilot Studio. Paste your exported instructions: export guide.
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Sources
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