#Configure Automated Escalation Profiles for Copilot Studio Agents

Automated escalation profiles for Copilot Studio agents can enable an automated escalation process when the Copilot Studio agent renewal task is not completed within the specified time.

To access Automated escalation profiles, click the Automated escalation profiles card on the Profiles & templates page.

To define automated escalation profiles for Copilot Studio agents, click Create > Automated escalation profile for Copilot Studio agent on the ribbon to open the Create escalation profile for Copilot Studio agent panel and configure the following settings:

1. Profile name – Enter a name for the automated escalation profile for Copilot Studio agents.

2. Description – Enter a description for the automated escalation profile for Copilot Studio agents.

3. The escalation action is to delete the Copilot Studio agent. You can configure the following settings for the action:

   • Enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. A delete Copilot Studio agent task will be generated if the agent management task has not been completed and has been overdue for your specified time.

   • You can choose to Use an approval process for this automated action, and then select an approval process from the drop-down list.

     NOTE

     For a Copilot Studio agent renewal process with this escalation profile configured, if no approval is enabled for the automated deletion, Copilot Studio agents will be deleted directly by the escalation.

   • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

   • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

     NOTE

     The “$Current task assignee” role refers to the assignees of the current renewal tasks.

4. Click Save to save all your configurations.