New Copilot Studio

New Copilot Studio — Part 2: Creating Agents (Build Concepts)

The six elements of an agent — instructions, skills, tools, knowledge, connected agents, and memory.

▶ Part 2 in one sentence — Part 2 organizes the six components you need to understand when building a real agent from the Part 1 principles—harnesses, skills, tools, memory, and context engineering—from concept to authoring method to pitfalls. The concrete hands-on work is covered in Part 3.

⚠️ The features, screens, and timelines in this document are based on preview and may change (subject to change).


0. Introduction — from Part 1 to Part 2

▶ Point — Part 1 said that the maker’s job changes from drawing flows to designing a harness. Part 2 explains how to assemble that harness in practice. Remember one core mental model: people write the “what,” and the agent handles the “how.”

0.1 The six elements of a build

In New Copilot Studio, one agent consists of six parts. They map one-to-one to the chapters in Part 1.

Element One-line definition Part 1 basis
Instructions Always-on top-level rules (constitution) Chapters 1–2
Skills Reusable instruction bundles pulled out only when needed Chapter 3
Tools Hands and feet for taking real action outside the agent Chapter 4
Knowledge Knowledge the agent reads (Excel, documents) Chapter 9.4
Connected agents Collaborative agents that delegate specialized work Chapter 5
Memory Maintains context across conversations and work Chapters 6, 9.6, 9.7

0.2 If the six elements were a new employee

The six elements are like assigning work to a capable new employee. You provide the environment and let the new employee (agent) decide how to work.

Element Analogy Role
Instructions Work rules Top-level rules that must always be followed
Skills Work manuals Documents that describe how to perform specific tasks (opened when needed)
Tools Tools Means for actually executing something
Knowledge Reference documents and library Knowledge to read and use as evidence
Connected agents Specialist colleagues Collaborators to delegate deep work to
Memory Work notes Stores context from conversations and work

Core mental model: People write the “what,” and the agent handles the “how.” Instructions and skills focus on what; the core handles how—code, paths, libraries, and so on (Part 1, 1.4).

0.3 How to read this document

  • Chapters 1–6 cover the six elements in the order concept → authoring method → pitfalls. They explain instructions (Chapter 1) and skills (Chapter 2) in the most depth because these determine build quality.
  • Chapter 7 synthesizes how the six elements interact in a single request.
  • The hands-on build of a real agent from start to finish is in Part 3. Part 2 is the conceptual foundation for understanding that hands-on work.


What this part covers

# Topic Key point
1 Instructions Always-loaded top-level rules — short and clear
2 Skills Reusable instruction packages loaded only when needed
3 Tools & knowledge Hands and feet (connectors, MCP) and readable knowledge (RAG → code)
4 Connected agents & memory Context isolation and two-layer short-term/long-term memory
5 Synthesis & checklist How the six elements interact in one request + pitfalls

Read them in order for the most natural progression, or open the topic you need first.