Build an Agent from a Form in Microsoft Power Pages

Microsoft Power Pages allows you to create intelligent AI-powered Agents directly from existing forms. These Agents automatically understand form fields, business logic, security roles, and data structures, enabling users to interact with forms through natural language conversations.

Tip: Form-based Agents automatically integrate with Microsoft Copilot Studio, allowing you to extend functionality with advanced AI capabilities and conversational experiences.

What is a Form Agent?

A Form Agent is an AI assistant generated from a Power Pages form. The Agent understands the form structure, fields, validations, and business rules, helping users complete forms more efficiently through conversational interactions.

Benefits of Form-Based Agents

Improve form completion rates.
Reduce user confusion.
Provide intelligent form assistance.
Enable conversational data entry.
Integrate directly with Copilot Studio.
Support secure and role-based interactions.
Enhance overall user experience.

Prerequisites

Tenant administrators must enable the Agent feature in Power Pages.
Copilot Studio must be available in the environment.
Sufficient Copilot Studio message quotas must exist.
A basic form must already exist on the Power Pages site.

Important: Power Pages Agents rely on Microsoft Copilot Studio services and may require additional licensing and AI message capacity.

Create an Agent from a Form

Open your Power Pages website.
Select Edit.
Navigate to the Pages workspace.
Select a page containing a Basic Form.
Select the form component.
Choose Agent.
The Add Agent dialog opens.

Configure the Agent

Within the Add Agent dialog, provide the required details to configure your AI assistant.

Option	Description
Description	Describe the purpose of the form and how the agent should assist users.
Autofill from Files	Allow AI to extract information from uploaded documents and populate form fields.
Agent Name	Create a new agent or select an existing agent.
Copilot Studio	Automatically connects the agent to Copilot Studio.

Create or Update the Agent

Select Continue.
The Agent is created or updated in Microsoft Copilot Studio.
Configure authentication manually if required.
Review the generated conversational experience.

Configure Security

To ensure secure access, configure web roles and Web API permissions for the Agent.

Assign appropriate Web Roles.
Enable Web API permissions.
Review generated Site Settings.
Verify user access permissions.

Success: Power Pages automatically creates the required site settings needed for Agent functionality.

Publish the Agent

Review all configuration settings.
Select Continue.
Publish the website.
Test the Agent experience.
Verify that form assistance is working correctly.

How Form Agents Work

When users interact with a form Agent, the Agent analyzes the form structure, available fields, validation rules, and business logic. It then guides users through the process using natural language conversations, making complex forms easier to complete.

Best Practices

Use clear and descriptive agent names.
Provide detailed form descriptions.
Enable file autofill where appropriate.
Review security roles carefully.
Test agent responses before publishing.
Monitor Copilot Studio usage and performance.

Summary

Building an Agent from a Form in Microsoft Power Pages enables organizations to create intelligent, conversational experiences that simplify form completion and improve user engagement. By leveraging Copilot Studio integration, AI-assisted data collection, and automated form understanding, businesses can deliver faster and more intuitive digital interactions.