Create and manage custom agents¶
With the Insights Hub Copilot Studio, a user can directly create agents using a comfortable wizard.
A skill is a tool to customize the behavior with dedicated logic, data, and analytics. VFC skills are running in the user's context. This means that if, for example, the read asset node is used and a user does not have access to all assets, the node will provide only the relevant subset of assets.
A user who is a tenant admin can create their own agents to solve specific problems.
After the agent is created, the configuration can be checked in Copilot Studio.
A user of Production Copilot can choose one of the available/enabled agents via a dropdown inside a supported application, such as Insights Hub Monitor.
Manage agents¶
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Provide the available pre-built or custom agents.
- Pre-built agents are provided by Insights Hub and cannot be changed.
- Custom agents can be created within the tenant context.
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By selecting an agent, the details can be viewed or parameters copied for further work in the APIs.
- Agents can be enabled for productive use. Only enabled agents will be shown in the dropdown of Insights Hub Monitor.
- Additionally, an agent can be directly tested.
Important note:
Testing is currently only possible for skills that are using Visual Flow Creator (VFC).
The pre-built skills and agents use the roles and scopes of the hosting application. Therefore, the pre-built agents (Data Analysis, Data Exploration and KnowledgeBase) currently work best in Insights Hub Monitor.
- Wizards help to create or edit the agents.
| Wizard Screen | Description |
|---|---|
 | The agent name will be used e.g. in the dropdown menu in Insights Hub Monitor. |
 | The instructions are most important in determining how your agent will work and respond to questions. Be inspired by pre-built agents, and review their instructions. Documentation can also be found here. |