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AI Agents

Agents are AI teammates you install into a workspace. Where Copilot helps in the moment, an agent can carry a standing job with memory, skills, schedules, tools, and connections.

In this section

  • Install & Customize - install blueprints and tune instructions.

  • Memory, Skills & Connections - what the agent remembers and what it can reach.

  • Runs & Schedules - how agent work starts, repeats, and reports back.

What agents can do

Agents can answer in chat, read allowed workspace context, create or update resources, search, use MCP tools, use connected apps, flag resources for attention, and run on a schedule.

Workspace boundaries

Agents belong to a workspace. They inherit that workspace's permission model, organization model controls, and available connections. An agent should not be treated as a global account bot unless it is installed and configured in each relevant workspace.