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Copy file name to clipboardExpand all lines: copilot/agent-essentials/agent-essentials-overview.md
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Microsoft applies a multi-layered, defense-in-depth strategy to secure Microsoft 365 Copilot at every level, grounded in enterprise security, privacy, and compliance standards. Each aspect of this foundation forms a safer digital ecosystem for you and your organization to confidently adopt AI features and tools.
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Agents use this foundation as part of Copilot's AI [infrastructure](/copilot/microsoft-365/microsoft-365-copilot-architecture), [model](/microsoft-copilot-studio/nlu-gpt-overview), and [orchestrator](/microsoft-365-copilot/extensibility/orchestrator), which means agents adhere to the security, privacy, and compliance that is provided by Microsoft 365 Copilot.
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Agents use this foundation as part of Copilot's AI [infrastructure](/microsoft-365/copilot/microsoft-365-copilot-architecture), [model](/microsoft-copilot-studio/nlu-gpt-overview), and [orchestrator](/microsoft-365-copilot/extensibility/orchestrator), which means agents adhere to the security, privacy, and compliance that is provided by Microsoft 365 Copilot.
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> [!NOTE]
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> Your organization's data is maintained within the Microsoft 365 service boundary within your tenant. For more information, see [Microsoft 365 Copilot architecture and how it works](/copilot/microsoft-365/microsoft-365-copilot-architecture).
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> Your organization's data is maintained within the Microsoft 365 service boundary within your tenant. For more information, see [Microsoft 365 Copilot architecture and how it works](/microsoft-365/copilot/microsoft-365-copilot-architecture).
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Copilot and agents only access data that [individual users are authorized to access](/copilot/microsoft-365/microsoft-365-copilot-architecture#user-access-and-data-privacy) and don't access data that the user don't have permission to access. In addition, Copilot and agents honors [Conditional Access policies and multifactor authentication (MFA) based on Microsoft Entra ID](/copilot/microsoft-365/microsoft-365-copilot-architecture#copilot-honors-conditional-access-and-mfa).
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Copilot and agents only access data that [individual users are authorized to access](/microsoft-365/copilot/microsoft-365-copilot-architecture#user-access-and-data-privacy) and don't access data that the user don't have permission to access. In addition, Copilot and agents honors [Conditional Access policies and multifactor authentication (MFA) based on Microsoft Entra ID](/microsoft-365/copilot/microsoft-365-copilot-architecture#copilot-honors-conditional-access-and-mfa).
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When you integrate your business workflows as agents for Copilot, your internal data stays within your agent. That data doesn't flow out of [Microsoft Graph](/graph/overview) and it isn't used to train Microsoft 365 Copilot [LLMs](https://azure.microsoft.com/resources/cloud-computing-dictionary/what-are-large-language-models-llms). Copilot does, however, generate a search query to send to your agent on the user's behalf based on their prompt and conversation history with Copilot and data the user has access to in Microsoft 365.
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Microsoft's comprehensive security posture for AI includes:
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-[Secure engineering and development practices](/copilot/microsoft-365/security-microsoft-365-copilot)
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-[Secure engineering and development practices](/microsoft-365/copilot/security-microsoft-365-copilot)
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-[Data, Privacy, and Security for Microsoft 365 Copilot](../microsoft-365-copilot-privacy.md)
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> [!NOTE]
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## Protect organizational data
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Microsoft 365 Copilot works with different Microsoft services to help you protect your organization's data. When you're ready to deploy agents within your organization, you should consider Microsoft's recommended approach to address oversharing concerns. This approach provides the pilot, deploy, and operate phases to consider when deploying Copilot and agents. Each phase consists of activities, outcomes, and expected effort needed. For more information, see [Secure & governed data foundation for Microsoft 365 Copilot: A deployment blueprint](/copilot/microsoft-365/secure-govern-copilot-foundational-deployment-guidance).
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Microsoft 365 Copilot works with different Microsoft services to help you protect your organization's data. When you're ready to deploy agents within your organization, you should consider Microsoft's recommended approach to address oversharing concerns. This approach provides the pilot, deploy, and operate phases to consider when deploying Copilot and agents. Each phase consists of activities, outcomes, and expected effort needed. For more information, see [Secure & governed data foundation for Microsoft 365 Copilot: A deployment blueprint](/microsoft-365/copilot/secure-govern-copilot-foundational-deployment-guidance).
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In addition, Microsoft provides SharePoint Advance Management and Microsoft Purview to address oversharing. SharePoint Advance Management provides SharePoint site management and content governance capabilities. Microsoft Purview provides security, compliance, and governance across data and files.
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> [!NOTE]
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> Microsoft 365 Copilot uses the access rights of the end user to determine the data that can be presented to the end user.
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To better understand aspects of data protection related to Microsoft 365 Copilot, such as sensitivity labels, encryption, oversharing, and data auditing, see the following resources:
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-[How data is protected and audited in Microsoft 365 and Microsoft 365 Copilot](/copilot/microsoft-365/microsoft-365-copilot-architecture-data-protection-auditing)
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-[Enterprise data protection in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](/copilot/microsoft-365/enterprise-data-protection)
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-[How data is protected and audited in Microsoft 365 and Microsoft 365 Copilot](/microsoft-365/copilot/microsoft-365-copilot-architecture-data-protection-auditing)
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-[Enterprise data protection in Microsoft 365 Copilot and Microsoft 365 Copilot Chat](/microsoft-365/copilot/enterprise-data-protection)
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-[Considerations to manage Microsoft 365 Copilot and Channel Agent in Teams for security and compliance](/purview/ai-m365-copilot-considerations)
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There are specific Copilot agents that are preinstalled by Microsoft, however most agents are available to install by either the members of your organization, or by admins with appropriate rights.
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#### Microsoft installed agents
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Certain Microsoft agents, such as Researcher and Analyst, are preinstalled and pinned to the light on the right within Microsoft 365 Copilot. [Pinned agents](/microsoft-365/admin/manage/manage-pinning-agents?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json) ensure that those agents are visible and accessible to members of your organization. In addition, you can control how these agents are [managed](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json), [assigned](agent-availability.md), and [deployed](agent-deploy.md) by using the Copilot Control System in Microsoft 365 admin center. For related information, see [Microsoft-installed agents and features](/copilot/microsoft-365/copilot-agent-install#microsoft-installed-agents-and-features).
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Certain Microsoft agents, such as Researcher and Analyst, are preinstalled and pinned to the light on the right within Microsoft 365 Copilot. [Pinned agents](/microsoft-365/admin/manage/manage-pinning-agents?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json) ensure that those agents are visible and accessible to members of your organization. In addition, you can control how these agents are [managed](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json), [assigned](agent-availability.md), and [deployed](agent-deploy.md) by using the Copilot Control System in Microsoft 365 admin center. For related information, see [Microsoft-installed agents and features](/microsoft-365/copilot/copilot-agent-install#microsoft-installed-agents-and-features).
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#### Admin installed agents
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You, as the administrator, have control over the lifecycle management of the agents you make available at your organization. You can install agents by using the Copilot Control System in Microsoft 365 admin center. You can upload custom agents, assign existing agents, and deploy agents as well. You can also prevent oversharing by removing and blocking agents that are unneeded by your organization. For related information, see [Admin-installed agents](/copilot/microsoft-365/copilot-agent-install#admin-installed-agents).
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You, as the administrator, have control over the lifecycle management of the agents you make available at your organization. You can install agents by using the Copilot Control System in Microsoft 365 admin center. You can upload custom agents, assign existing agents, and deploy agents as well. You can also prevent oversharing by removing and blocking agents that are unneeded by your organization. For related information, see [Admin-installed agents](/microsoft-365/copilot/copilot-agent-install#admin-installed-agents).
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#### User installed agents
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Members of your organization can install agents from the [Agent Store](https://devblogs.microsoft.com/microsoft365dev/introducing-the-agent-store-build-publish-and-discover-agents-in-microsoft-365-copilot/). Given the tools and capability, they can also create agents using Copilot Studio, Agent Builder, and SharePoint. For related information, see [User-installed agents](/copilot/microsoft-365/copilot-agent-install#user-installed-agents).
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Members of your organization can install agents from the [Agent Store](https://devblogs.microsoft.com/microsoft365dev/introducing-the-agent-store-build-publish-and-discover-agents-in-microsoft-365-copilot/). Given the tools and capability, they can also create agents using Copilot Studio, Agent Builder, and SharePoint. For related information, see [User-installed agents](/microsoft-365/copilot/copilot-agent-install#user-installed-agents).
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#### Publish agents
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Members of your organization can use Copilot Studio to create and publish agents. They can publish agents to multiple channels, such as live websites, mobile apps, Microsoft 365 Copilot or messaging platforms like Teams and Facebook.
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2. Select **Agents** > **All agents**.
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You’ll see the **Agent inventory** tab is selected.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-inventory.png" alt-text="Screenshot of your agent inventory in Microsoft 365 admin center." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-inventory.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-inventory.png" alt-text="Screenshot of your agent inventory in Microsoft 365 admin center." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-inventory.png":::
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3. Select an agent from the list.
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4. Review the agent’s details, security, and compliance before to help determine whether an agent should be assigned to or available to users within your organization.
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c. Specific users/groups
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6. Confirm who in your organization can install the agent by selecting **Available to**.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-assign-available.png" alt-text="Screenshot of the 'Available to' setting for an agent in Microsoft 365 admin center." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-assign-available.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-assign-available.png" alt-text="Screenshot of the 'Available to' setting for an agent in Microsoft 365 admin center." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-assign-available.png":::
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c. Specific users/groups
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Then, select **Next**.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-select-users.png" alt-text="Screenshot of the step to deploy agent to selected users from within Microsoft 365 admin center." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-select-users.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-select-users.png" alt-text="Screenshot of the step to deploy agent to selected users from within Microsoft 365 admin center." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-select-users.png":::
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7. Review and confirm the agent permissions and details, then select **Next**.
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8. Review the deployment, then select **Finish deployment**.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-review-finish.png" alt-text="Screenshot of the step to review and and finish the process when deploying an agent from within Microsoft 365 admin center." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-review-finish.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-review-finish.png" alt-text="Screenshot of the step to review and and finish the process when deploying an agent from within Microsoft 365 admin center." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-review-finish.png":::
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9. When the deployment is complete, select **Close**.
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6. Review the agent’s permissions and capabilities. Then, select **Next**.
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7. Select **Finish deployment** to review and finish the agent’s deployment.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-new.png" alt-text="Screenshot of deploying a new agent within M365 the Copilot Control System." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-deploy-new.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-new.png" alt-text="Screenshot of deploying a new agent within M365 the Copilot Control System." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-deploy-new.png":::
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To manage, assign, and publish the agent, see [Assign and deploy agents](agent-deploy.md).
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The Microsoft commercial marketplace is a platform that enables customers to discover, purchase, and deploy cutting-edge cloud solutions and services tailored to drive their business outcomes.
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-appsource.png" alt-text="Screenshot Microsoft AppSource." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-admin-guide/agent-appsource.png":::
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:::image type="content" source="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-appsource.png" alt-text="Screenshot Microsoft AppSource." lightbox="/microsoft-365/copilot/agent-essentials/media/m365-agents-admin-guide/agent-appsource.png":::
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Use the [Microsoft 365 Agents Toolkit](https://aka.ms/M365AgentsToolkit) suite of tools to create your agent. Your agent must meet responsible AI (RAI) principles, provide a valued end user experience, and meet enterprise needs. RAI involves transparency, accountability, reliability, and safety. A valued experience provides an agent that is functionally productive and includes a quality end-user experience. Enterprise needs meets the admin trust bar, as well as an overall goal for productivity and collaboration.
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