Get started with Workforce Insights agent in the Microsoft 365 Copilot app

Workforce Insights agent helps you understand your organization using data about people, roles, skills, and work patterns. It answers questions about your team or org so you can quickly get a clear picture of who’s on your team, how it’s structured, and where opportunities exist.

Use Workforce Insights when you want to:

Get a quick snapshot of your organization
Understand team composition, roles, and locations
Explore workforce skills and strengths
Identify patterns that can inform planning and decisions

Note: The Workforce Insights agent is in Frontier and subject to change. For more information about the Frontier program, see What is Frontier?

Why use Workforce Insights agent?

See your organization clearly Quickly understand team size, structure, and composition across your organization.

Explore workforce attributes Analyze roles, functions, locations, and reporting relationships.

Understand team strengths Discover top skills and identify talent gaps across your organization.

Ask natural language questions Use simple prompts to explore your team and get immediate insights.

Where to find Workforce Insights

Open the Microsoft 365 Copilot app.
Go to Agents.
Select Workforce Insights agent.

How to use Workforce Insights

Follow these steps to get a quick snapshot of your team:

Open Workforce Insights agent in the Microsoft 365 Copilot app.
Enter a prompt about your organization or role.
Review the response and follow up with more questions to explore deeper.

Example prompt to try:

Give me a staffing snapshot for my organization

This returns a high-level view of your team, including counts and organizational structure.

Start using Workforce Insights

Use these examples to explore common scenarios.

Understand your role and organization

Get a quick overview of your role and team.

Icon depicting a document with sparkles Tell me more about the insights on my role and team

Icon depicting a document with sparkles What organizational data do you have?

Icon depicting a document with sparkles Within the context of my role in the company, tell me more about myself

Icon depicting a document with sparkles What is the geographic distribution of my organization?

Explore roles and structure

Understand team size, structure, and composition at a high level.

Icon depicting a document with sparkles What roles exist in my organization?

Icon depicting a document with sparkles How many employees are in my team or org?

Icon depicting a document with sparkles Who are the managers vs individual contributors?

Icon depicting a document with sparkles Provide employee counts and percentage of my organization by manager vs IC, function and location.

Icon depicting a document with sparkles How many new employees in [person]’s organization joined the company in the past six months? Summarize this using direct reports and function as pivots for insights

Discover team skills

Understand strengths and identify potential gaps in your workforce.

Icon depicting a document with sparkles What are the most common skills in my organization?

Icon depicting a document with sparkles What are the top skills in my organization? Summarize the strengths these skills represent

Icon depicting a document with sparkles Are there any skill gaps in my team?

Icon depicting a document with sparkles Who in my team has AI/ML skills?

Notes:

Workforce Insights agent sources data from Microsoft 365 profile. Query responses may vary depending on data availability and quality from Microsoft 365 profile in your organization. Contact your tenant administrator if you have any questions about the organization data.
Skills data in Workforce Insights are sourced from People Skills. For more information, check out Overview of People Skills.

Delegate your team's data

As a manager or leader using the Workforce Insights agent, you can assign a delegate, or multiple delegates, to access the organizational data that's available to you about your team. This helps managers and leaders conduct analysis with the support of their team.

For example, if you're a manager, you might have access to confidential attributes about your team. This custom attribute could be called “salary”. If you assign a delegate to access this attribute, the delegate can query data within this column.

Assign delegates

To assign delegates:

Go to the Workforce Insights agent landing page.
On the Workforce Insights agent landing page, navigate to the Manage data access dropdown. In this page, you can:
View all your delegates.
Request delegation from another manager or leader in your organization.
Once you assign access, the delegate receives a notification in Teams to use the Workforce Insights agent.

Request data access

To request data access as a delegate:

Go to the Workforce Insights agent landing page.
On the Workforce Insights agent landing page, navigate to the Request data access dropdown.
Enter the following information:
The person you're requesting access from.
Optional: You can add a message to provide context or reasons behind the request for access.
When the request is received, the manager or leader grants or denies access.

Note: If the manager or leader being requested is without a team, they can't delegate.

More ways to work with Workforce Insights

Learn about how Workforce Insights is set up and managed: Workforce Insights agent