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Customer experience | Sales, Customer Insights,...
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Sales research agent

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Posted on by 4

Guys can we edit the out of the box sales research agent which will be in sales hub app and also can we edit topics etc in that?

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  • Suggested answer
    Abishek Jagadeesh Profile Picture
    123 on at

    Hi @CU21070523-0,yes, you can edit topics/behavior

    Thanks

  • rajeshjamrodh Profile Picture
    29 on at

    The short answer is No, not in the same way you can customize a Copilot Studio agent.

    The out-of-the-box Sales Research Agent in the Dynamics 365 Sales Hub is a Microsoft-managed agent. While you can configure some aspects of Copilot features, you cannot directly edit the agent's topics, prompts, conversation flows, or underlying logic like you can in a Copilot Studio agent.

  • Suggested answer
    11manish Profile Picture
    1,188 on at

    If your goal is simply to tailor the Sales Research Agent's output, use the supported configuration options such as General Context and Business Functions, which are designed to customize how the agent interprets and presents research.

    If your goal is to change the conversation logic, add custom topics, modify prompts, or extend the agent with custom actions, the out-of-the-box Sales Research Agent is not intended to be customized at that level. In that case, the recommended approach is to build a custom Copilot Studio agent and integrate it with Dynamics 365 Sales, giving you full control over topics, orchestration, tools, and conversation behavior.

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