Create a retrieval agent in Copilot Studio's new experience
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Create, ground, test and publish a Copilot Studio retrieval agent, then add an Outlook email action.
Original article from August 31, 2026: RETRIEVAL AGENT – COPILOT STUDIO (NEW EXPERIENCE), by penbot_rpa, on PenBot_RPA. Read the original
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TL;DR
Copilot Studio's new experience can create a retrieval agent with instructions, a selected model and knowledge from public websites, files, SharePoint, Dataverse or Azure AI Search. The agent can be published and extended with the Office 365 Outlook Send an email (V2) tool after connector authentication and permission approval.
Why it matters
- Makers: Add clear instructions and suitable knowledge sources so the agent can answer from configured material rather than unsupported assumptions.
- Makers: Test the selected model in Preview before publishing, then verify the Outlook email action by approving permission and checking the inbox.
- Admins/IT: Ensure the Office 365 Outlook connector is authenticated before makers add the Send an email (V2) tool.
Frequently asked questions
How do I create a retrieval agent in the Copilot Studio new experience?
Create a new agent in the new experience, then provide its name, image and instructions. Add knowledge, select a model and test the agent.
Which knowledge sources can a Copilot Studio retrieval agent use?
The agent can use public websites, files, SharePoint, Dataverse and Azure AI Search. Public website URLs cannot end in a file extension or go beyond two path levels.
How can a Copilot Studio agent send an answer by Outlook email?
Add the Office 365 Outlook Send an email (V2) tool and authenticate its connector if needed. In Preview, allow permission and submit a request that asks the agent to email its answer.