[All Hosts] (copilot) update test instructions for catalyst (#5293)

* [All Hosts] (copilot) update test instructions for catalyst

* Apply suggestions from code review

Co-authored-by: Sam Ramon <[email protected]>

---------

Co-authored-by: Sam Ramon <[email protected]>

Author: Rick-Kirkham

docs/develop/agent-and-add-in.md

@@ -1,7 +1,7 @@
 ---
 title: Add a Copilot agent to an add-in
 description: Learn how to add a Copilot agent to an add-in.
-ms.date: 07/15/2025
+ms.date: 07/24/2025
 ms.topic: how-to
 ms.service: microsoft-365
 ms.localizationpriority: medium
@@ -318,10 +318,16 @@ In a command prompt or Visual Studio Code **TERMINAL** in the root of the projec
 #### Run the agent
 
 1. Open the Office application (Excel, PowerPoint, or Word) that your combined agent and add-in targets. Wait until the add-in has loaded. This may take as much as two minutes. Depending on your version of Office, ribbon buttons and other artifacts may appear automatically. In recent versions, you need to manually activate the add-in: Select the **Add-ins** button on the **Home** ribbon, and then in the flyout that opens, select your add-in. It will have the name from the name from the [`"name.short"`](/microsoft-365/extensibility/schema/root-name) property in the manifest.
-1. Open **Copilot** from the ribbon and select the hamburger control in the **Copilot** pane. Your agent should be be in the list of agents. It has the name specified in the `"name"` property of the declarative agent configuration file (which may not be the same as the name from the `"name.short"` property in the manifest); for example, **Excel Agent**. You may need to select **See more** to ensure that all agents are listed. If the agent isn't listed, try one or both of the following actions.
+1. The process of opening your agent depends on the UI for Copilot in Office applications which is in transition.
+
+   - If there is a **Copilot** *button* on the ribbon (not a dropdown menu), select the **Copilot** button to open the **Copilot** pane.
+   - If there is a **Copilot** dropdown menu, open the menu and select **App Skills** to open the **Copilot** pane.
+
+1. In the **Copilot** pane, select the hamburger control.
+1. In the pane, your agent should be in the list of agents. It has the name specified in the `"name"` property of the declarative agent configuration file (which may not be the same as the name from the `"name.short"` property in the manifest); for example, **Excel Agent**. You may need to select **See more** to ensure that all agents are listed. If the agent isn't listed, try one or both of the following actions.
 
    - Wait a few minutes and reload Copilot.
-   - With Copilot open to the list of agents, click the cursor on the Copilot window and press <kbd>Ctrl</kbd>+<kbd>R</kbd>.
+   - With Copilot open to the list of agents, click the cursor on the **Copilot** pane and press <kbd>Ctrl</kbd>+<kbd>R</kbd>.
 
    :::image type="content" source="../images/copilot-agent-list.png" alt-text="A screenshot of the agent list in the Copilot pane in an Office application":::
 

docs/quickstarts/agent-and-add-in-quickstart.md

@@ -1,7 +1,7 @@
 ---
 title: Build your first add-in as a Copilot skill
 description: Learn how to build a simple Copilot agent that has an Excel add-in as a skill.
-ms.date: 07/15/2025
+ms.date: 07/24/2025
 ms.topic: how-to
 ms.service: microsoft-365
 ms.localizationpriority: high
@@ -297,10 +297,16 @@ Add the agent with the following steps.
    - To test in Office on Windows, open Excel. In a few moments, the **Show Task pane** button appears on the **Home** ribbon in the Contoso Add-in group. (If it doesn't appear on the ribbon, select the **Add-ins** button on the ribbon, and then select the **Excel Add-in + Agent** app in the flyout that opens.)
    - To test in Office on the web, in a browser, navigate to `https://excel.cloud.microsoft.com/`, and then create a new workbook.
  
-1. Open **Copilot** from the ribbon and select the hamburger control in the **Copilot** pane. **Excel Add-in + Agent** should be in the list of agents. (You may need to select **See more** to ensure that all agents are listed.) If the agent isn't, try one or both of the following actions.
+1. The process of opening your agent depends on the UI for Copilot in Office applications which is in transition.
+
+   - If there is a **Copilot** *button* on the ribbon (not a dro down menu), select the **Copilot** button to open the **Copilot** pane.
+   - If there is a **Copilot** dropdown menu, open the menu and select **App Skills** to open the **Copilot** pane.
+
+1. In the **Copilot** pane, select the hamburger control.
+1. In the pane, **Excel Add-in + Agent** should be in the list of agents. (You may need to select **See more** to ensure that all agents are listed.) If the agent isn't, try one or both of the following actions.
 
    - Wait a few minutes and reload Copilot.
-   - With Copilot open to the list of agents, click the cursor on the Copilot window and press <kbd>Ctrl</kbd>+<kbd>R</kbd>.
+   - With Copilot open to the list of agents, click the cursor on the **Copilot** pane and press <kbd>Ctrl</kbd>+<kbd>R</kbd>.
 
 1. When the agent is listed, select it. The **Excel Add-in + Agent** pane opens.
 1. Select the **Change cell color** conversation starter, and then press the **Send** control in the conversation box at the bottom of the pane. Select **Confirm** in response to the confirmation prompt. The cell's color should change.