Export and import copilots using solutions

Things to know

• You can't export topic-level or node-level comments when you export a copilot.

• Removing a copilot from a solution doesn't remove its components from the solution. You should remove the components separately.

  Warning

  Don't remove unmanaged copilot components, such as copilot topics, directly from the Power Apps portal unless you've removed the copilot from the solution.

  You should only make changes to topics from Copilot Studio. Removing or changing a copilot's components from Power Apps will cause the export and import to fail.

• You can't export managed solutions. When you create a solution, it's unmanaged by default. If you change it to a managed solution, you won't be able to export it. You'll need to create a new solution.

• It isn't possible to export a solution that contains a copilot with periods (.) in the name of any of its topics.

• If your copilot has a large number of components (for example, more than 250 topics or more than 100 entities), export it using the classic Power Apps portal instead.

Create a solution to manage export and import

You use solutions to export copilots from one environment and import them into another. The solution acts as a "carrier" for the copilots. You can export and import multiple copilots in one solution.

1. In Copilot Studio, open the copilot you want to export.

2. Go to Settings, select Copilot details, and then select Export.

   

3. Select Go to Power Apps Solutions.

   

4. In Power Apps, on the Solutions tab, select New solution.

   

5. Enter the following information for the new solution:

   Field	Description
   Display name	The name to show in the list of solutions. You can change it later.
   Name	The unique name of the solution, generated from Display name. You can only change it before you save the solution.
   Publisher	Select the default publisher or create a new one. Consider creating a single publisher and use it consistently across all environments for your solution. Learn more about solution publishers.
   Version	Enter a number for the version of your solution. The version number is included in the file name when you export the solution.

6. Select Create.

Add your copilot to the solution

1. The solution you created should be open in Power Apps. If it isn't, select it in the list of solutions.

2. Select Add existing, and then select Chatbot.

3. In the Add existing chatbots list, select the copilot or copilots you want to export, and then select Add.

Export the solution with your copilot

You export and import copilots by exporting and importing the solutions that contain them from one environment to another.

1. In the Power Apps Solutions page, select the solution that contains your copilot, and then select Export solution.

   

2. In the Before you export pane, select Next.

3. Enter or select the following options:

   Option	Description
   Version number	Copilot Studio automatically increments your solution version. You can accept the default or enter your own.
   Export as	Select the package type, either Managed or Unmanaged. Learn more about managed and unmanaged solutions.

4. Select Export.

The export can take several minutes to complete. Watch the status message at the top of the Solutions page. When the export is finished, your browser downloads a .zip file. The file name is in the format SolutionName_Version_ManagementType.zip; for example, MyBotPublisher_1.0.0.0.1_Unmanaged.zip.

Import the solution with your copilot

1. In Power Apps, select the environment where you want to import your copilot.

   

2. In the Solutions page, make sure that no solutions are selected, and select Import solution.

   

3. In the Import a solution pane, select Browse, select the .zip file that contains the solution with your copilot, and then select Next.

4. Select Import.

5. Wait a few moments while the import completes. View the results, and then select Close.

   If the import isn't successful, select Download Log File to download an XML file that contains details about what caused the import to fail. The most common reason an import fails is that the solution didn't contain some required components.

6. If your copilot has user authentication enabled, you'll need to configure it again.

7. In the Objects pane, select Chatbots. Then select the copilot's name to open the copilot in the Copilot Studio portal.

   

   You can also open Copilot Studio directly and then open your copilot in the environment you imported it to.

Add components to a copilot in a custom solution

If you add components, such as topics or flows, to your copilot in Copilot Studio, you must also add them to the copilot in your unmanaged solution.

1. Open your solution in the Power Apps portal.

2. Select Chatbots, and then select your copilot in the list.

3. Select Commands (⋮), select Advanced, and then select +Add required objects.

   

Upgrade or update a solution with a copilot

Learn how to upgrade or update a solution.

Remove an unmanaged layer from a managed copilot

Managed and unmanaged solutions exist at different levels in a Microsoft Dataverse environment. To learn more, go to Solution layers.

When you edit a managed component, such as a topic or a flow, it gets an unmanaged "Active" layer. To show the latest updates after you deploy the solution, you'll need to remove that layer.

Use the See solution layers option to see all solutions that a component is a part of. You can also see one "Active" solution on top of all other solutions if you've changed something directly.

1. Open your solution in the Power Apps portal.

2. Select Chatbots, and then select your copilot in the list.

3. Select Commands (⋮), select Advanced, and then select See solution layers.

   

4. In the Solution Layers page, select the unmanaged layer, and then select Remove unmanaged layer.

In Microsoft Teams, you can export and import copilots between individual teams using the Power Apps Teams app.

For example, if you export a working copilot from a Teams team (team A), and then import it into team B, you don't have to build it from scratch for team B.

Export your copilot in Teams

Follow the instructions in Export customizations from Dataverse for Teams.

When selecting the customizations to export, select the copilot you want to export. You can use the filter on the side pane to only show copilots for a specific team.

The copilot is saved to the Downloads folder on your computer.

Import your copilot in Teams

Follow the instructions in Import customizations into Dataverse for Teams.

Your copilot appears in the Copilot Studio app in Teams, under the team you imported it into.