#Configure Copilot Studio Contact Election Profiles

A Copilot Studio agent contact election profile can be applied to a Copilot Studio agent to define the automated contact election process. With the profile applied, an automated contact nomination process will be triggered to determine the Copilot Studio agent contact when the original primary or secondary contact is invalid.

To access Contact election profiles, click the Contact election profiles card on the Profiles & templates page.

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

1. Profile name – Enter a name for the Copilot Studio agent contact election profile.

2. Description – Enter a description for the Copilot Studio agent contact election profile.

3. People picker filter profile for primary contact – Select a people picker filter profile from the drop-down list. The filter settings will be applied to the primary Copilot Studio agent contact people picker fields in the election task. After selecting a people picker filter profile, you can click View profile details to view the details of the profile.

   You can also click the create button or go to Management > Profiles & templates > People picker filter profiles to create a people picker filter profile. For more instructions, refer to Configure People Picker Filter Profiles.

4. People picker filter profile for secondary contact– Select a people picker filter profile from the drop-down list. The filter settings will be applied to the secondary Copilot Studio agent contact people picker fields in the election task. After selecting a people picker filter profile, you can click View profile details to view the details of the profile.

   You can also click the create button or go to Management > Profiles & templates > People picker filter profiles to create a people picker filter profile. For more instructions, refer to Configure People Picker Filter Profiles.

5. Specify users or groups as election task assignees when both primary and secondary contacts are deactivated or the election task is overdue – Enter names of users or groups (Microsoft 365 Group, distribution group, security group, or mail-enabled security group) in the text box. When both primary and secondary Copilot Studio agent contacts are deactivated or the contact election task is overdue, an election task will be assigned to specified users who will be responsible for the primary or secondary contact election.

   Note the following automated nomination processes with the profile applied to the Copilot Studio agent when either of the Copilot Studio agent contacts becomes deactivated:

   • If the primary contact is deactivated and the secondary contact is active, an election task will be sent to the secondary contact. The secondary contact will be able to assign the primary and secondary contacts.

   • If the secondary contact is deactivated and the primary contact is active, an election task will be sent to the primary contact. The primary contact will be able to assign the primary and secondary contacts.

6. Choose whether to Notify the following people when both the primary and secondary contacts are deactivated. With the notification enabled, add users, groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups). You can also specify the $Object admin role to select Copilot Studio agent owners who will be notified.

7. Email Settings – Choose whether to enable the following email notifications when an election task is assigned. With the notification enabled, choose an email template from the drop-down list.

   • Notify the nominated user when the election task is assigned

   • Notify the primary contact when the Copilot Studio agent is assigned

   • Notify the secondary contact when the Copilot Studio agent is assigned

8. Duration – Configure the following settings to define the duration and notification for the election task assignees to complete the contact election task:

   • Specify a duration for the nominated user to complete the task – Enter a number in the text box and select Days, Weeks, or Months as the unit of time.

   • Choose whether to Remind the nominated user before the election task expires. With the reminder enabled, select a reminder profile from the drop-down list.