Summary

Completed

Microsoft 365 Copilot Chat includes a set of prebuilt agents designed to help you get things done faster, think more clearly, and create with confidence. Each agent is built on OpenAI's o3-mini reasoning model, optimized for workplace scenarios, and tuned for specific types of tasks. These agents work across your Microsoft 365 data (like Word documents, Excel spreadsheets, and Teams messages), while respecting file permissions and your organization's security policies.

Whether you're analyzing data, writing content, brainstorming ideas, or seeking help using Microsoft tools, there's a prebuilt agent ready to assist you, and no technical skills are required. This module covered many of the key prebuilt agents available in Microsoft 365 Copilot Chat. However, keep in mind that Microsoft continues to expand and evolve the collection of prebuilt agents, so the set of available agents is dynamic and may change over time.

The following list describes the prebuilt agents that were covered in this module and summarizes what each agent is best at:

  • Analyst. Analyzing structured data, running Python code, generating insights, and visualizing trends.
  • Researcher. Gathering background information, summarizing content, identifying patterns, and organizing findings.
  • Idea Coach. Strengthening and refining your ideas, offering constructive feedback, and stress-testing concepts.
  • Writing Coach. Improving clarity, tone, structure, and grammar in documents, emails, and other written content.
  • Prompt Coach. Helping you write clearer, more effective prompts to get better results from Copilot.

This module also examined when it's best to use each agent:

  • Use Analyst when you need to generate a forecast, analyze trends, or extract insights from spreadsheets.
  • Use Researcher when you want a concise overview, content summary, or structured research on a topic.
  • Use Idea Coach when you want feedback on a proposal or need to improve an idea before sharing it.
  • Use Writing Coach when you're revising written content for clarity, tone, or grammar.
  • Use Prompt Coach when Copilot's output isn't what you expected, and you want to revise your prompt.