Applies ToMicrosoft365.com

Imagine having a team of expert assistants at your disposal, each specializing in different tasks. Agents are just like that. They extend the power of Microsoft Copilot by linking to specific data sources, whether they’re from your organization or publicly available.

Thumbnail for Get to know agents video

Using targeted data sources, agents are able to offer highly relevant and personalized assistance, deliver tailored solutions, and automate tasks, allowing you to focus on what truly matters.  

Using agents at work 

Agents are built into both the Web and Work tabs of Copilot Chat. Let’s take a look at some practical scenarios where agents can make your work life easier: 

Keeping your projects on track is easy with a dedicated agent.

It can draft detailed meeting agendas based on what’s important for the project, pull together and summarize team progress reports, and keep you in the loop about key milestones and any potential hiccups. Plus, it can even suggest fixes before things get out of hand. 

Boost your sales game with an agent.

These smart assistants can analyze your client's business, competitors, and industry to provide valuable insights that shape your sales strategy. Plus, they help you create tailored presentations that meet your client's unique needs and showcase the benefits of your products or services. 

Enhance your HR toolkit with agents.

These helpful assistants can streamline the process of updating employee handbooks, ensuring everything is clear and compliant with regulations. They also identify gaps and suggest additions based on the latest company policies and legal requirements, making sure your handbook is always up to date. 

Beyond these scenarios, agents excel in customer service, research and development, data analysis, financial planning, and even IT support. 

Explore agent templates 

Microsoft offers a wide range of agent templates for multiple business functions. For instance, the Prompt Coach helps create effective and compliant Copilot prompts. There are also other agents that can assist with customer service, sales, and marketing. These can be used as is or customized to fit your organization's needs.  

A screenshot displaying a Copilot on-screen UX

Related Articles 

Introducing Copilot agents - Microsoft Support 

Extend Microsoft 365 Copilot with Copilot agents - Microsoft Copilot Studio | Microsoft Learn 

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