Introduction
Every day you face decisions that need more than a quick search or a casual brainstorm. You need to gather information, analyze data, or refine an idea—often under tight deadlines. Manually researching industry trends, combing through spreadsheets, or workshopping concepts can take hours you don't have.
Microsoft 365 Copilot includes specialized AI agents designed to help you move from questions to answers faster. Each agent is optimized for a specific type of thinking work: Researcher gathers information, Analyst interprets data, and Idea Coach strengthens your thinking. Together, they help you turn information into actionable decisions.
Imagine you're preparing a market analysis report. Instead of spending hours searching for competitor insights, manually building charts, or second-guessing your recommendations, you can use these agents to:
- Research industry trends and competitor strategies with Researcher
- Analyze sales performance and visualize patterns with Analyst
- Refine your recommendations and identify risks with Idea Coach
In this module, you learn when and how to use each agent. You practice gathering insights, interpreting data, and strengthening ideas—all within your Microsoft 365 apps.
Learning objectives
By the end of this module, you'll be able to:
- Use the Researcher agent to gather supporting information for business content
- Use the Analyst agent to generate insights from data
- Use the Idea Coach agent to brainstorm and refine ideas