Chapter 5 – Microsoft 365 Copilot agents

Hi All,

Greetings. LIFE IS BEAUTIFUL 🙂

The Copilot exploration journey continues.

Today, I will discuss the Microsoft 365 Copilot agents.

What are Microsoft 365 Copilot agents?

• Agents in Microsoft 365 Copilot are specialized AI assistants.
• They help us to automate tasks, answer questions, and streamline business processes.
• Copilot agents are accessible from the Copilot Chat from Microsoft 365 Copilot app as shown in image below.

• Agents are created and managed through the Copilot Chat interface, either in the browser or app version of Microsoft 365
• We can access the Agent store to view prebuilt agents from Microsoft, partners, and internal teams.
• Agent store: We can access the Agent Store via the Copilot App.
  • It provides a curated marketplace of prebuilt agents from Microsoft, partners, and internal teams.
  • These agents are validated for enterprise use and can be deployed quickly to improve productivity.

• Create a new agent:
  • When you need a custom solution tailored to specific workflows or business processes.
  • This choice allows for greater control over the agent’s behavior, knowledge sources, and instructions.
• Microsoft provides several prebuilt agents in the Copilot Chat application interface to help us to get started quickly.
• Two of the most popular are:
  • Researcher:
    • This agent helps us gather, analyze, and summarize information from both our work documents and the web.
    • It’s ideal for preparing client briefs, market research, or learning resources.
    • Researcher asks clarifying questions to tailor its output. It delivers structured reports with source citations. This makes it easy to edit or share.

• Analyst:
  • Acting like a virtual data analyst, Analyst helps us make sense of complex spreadsheets, databases, and other data sources.
  • We just need ask a question, and Analyst calculates statistics, identifies trends, and generates visuals like charts and tables.
  • It’s perfect for comparing sales performance, spotting anomalies, or summarizing financial data.

In next chapter, we will discuss use cases for custom agent. We will also have a demo on how to create agents in Microsoft 365 Copilot App.

References

• Chapter 1 – Getting Started with Microsoft 365 Copilot – https://knowledge-junction.in/2024/12/13/m365-copilot/
• Chapter 2 – Exploring core components of Microsoft 365 Copilot – https://knowledge-junction.in/2025/03/16/m365-core-components-of-copilot/
• Chapter 3 – Copilot Memory – What It Is and How It Helps – https://knowledge-junction.in/2026/03/20/chapter-3-understanding-copilot-memory/
• Chapter 4 – Microsoft 365 Copilot app – https://knowledge-junction.in/2026/03/24/chapter-4-microsoft-365-copilot-app/

Thanks for reading! Have a wonderful time ahead 🙂