Which agents come with Microsoft 365 Copilot? The complete overview

Microsoft is releasing agents at a rapid pace, and in the announcements availability, licensing model and use case are often jumbled together. This article sets out the most important agents you can use with a Microsoft 365 Copilot licence: what they do, where to find them and who they are interesting for. So you don't have to guess which agent is going to make the difference in your organisation.

Researcher: in-depth research across work and web data

Researcher works inside Copilot Chat and takes on complex research questions: it first asks probing questions, then searches through your documents, emails and meetings as well as the web, and delivers a well-substantiated, structured report. Think of a market exploration, an internal status update on a project or the preparation for a strategy session. The big difference compared with an ordinary chat query: Researcher takes its time, reasons in steps and shows where its information comes from.

Analyst: a data analyst inside Copilot Chat

Analyst turns raw data into insights and visualisations. It reasons step by step, writes and runs its own code (Python) and shows its working, so you can check how it arrives at a conclusion. Upload an Excel file with sales data and ask for trends, outliers or a forecast — without building pivot tables or formulas yourself. For finance and operations teams this is often the agent with the fastest, most measurable return.

Facilitator: minutes and orchestration in Teams meetings

Facilitator takes part in Teams meetings: it makes live notes, answers questions along the way ("what did Sanne say again about the schedule?") and helps keep the conversation on the agenda. Afterwards the notes and action points are ready and waiting. In organisations with a meeting culture this is the agent that most quickly and visibly gives time back.

Interpreter: simultaneous interpreting in nine languages

Interpreter provides real-time speech-to-speech translation in Teams meetings, in up to nine languages — everyone speaks and listens in their own language. For international organisations with teams in several countries this fundamentally changes the dynamics of meetings: language proficiency no longer determines who speaks up.

Sales Agent and Finance Agent: role-specific help

Alongside the general agents, Microsoft is building role-specific agents. Sales Agent helps sellers with call preparation and insights by bringing together CRM data (Dynamics 365 Sales or Salesforce), emails, meetings and documents in the flow of work — in Copilot Chat, Outlook and Teams. Finance Agent supports finance professionals in Excel and Outlook with recurring manual work and surfacing decision-ready information. With these agents, pay close attention to the licensing terms: they have their own availability and sometimes additional costs.

Word, Excel and PowerPoint agents: whole documents from a single instruction

The newest generation of app agents goes a step further than Copilot inside the apps. The Word Agent builds and refines complete long documents from a single prompt, including structure and formatting. The Excel Agent builds and analyses spreadsheets in plain language and carries out multi-step data tasks with iterative reasoning. The PowerPoint Agent turns a prompt into a full presentation. You'll find them in Copilot Chat — useful to know, because many users look for them (in vain) in the apps themselves.

SharePoint agents: a go-to expert for any document library

Every SharePoint site can be given its own agent in a few clicks, one that answers questions from precisely those documents: the quality handbook, project files, HR policies. Users ask questions instead of searching. In our experience this is the most accessible way to introduce a team to agents — provided the permissions on the site are in order.

How do you choose where to begin?

• Lots of meetings? Start with Facilitator — visible results from day one.
• Plenty of reporting and analysis work? Analyst, with your own Excel files as the starting point.
• Knowledge scattered across documents? A SharePoint agent on the most-used library.
• International teams? Interpreter in the very next multilingual meeting.

More important than the choice of agent is the support around it: employees need to know that the agent exists, when to use it and how to check the results. An agent that nobody knows about effectively doesn't exist.

Getting started with agents in your organisation

On our page about Copilot Agents you can read how we help organisations with the selection, set-up and governance of agents. Would you rather discuss directly which agents fit your processes? Schedule a no-obligation agent session — in 30 minutes we map out the most promising use cases.