Microsoft 365 Copilot Chat includes a set of preconfigured agents designed to help you complete tasks faster, think more clearly, and create with confidence. Each agent is powered by OpenAI’s o3-mini reasoning model, optimized for professional scenarios and tailored to specific task types. These agents work with your Microsoft 365 data (such as Word documents, Excel spreadsheets, and Teams messages), while respecting your organization’s file permissions and security policies.

Whether you’re analyzing data, writing content, developing ideas, or seeking help using Microsoft tools, there’s a preconfigured agent ready to assist you—no technical skills required. This module covered several key preconfigured agents available in Microsoft 365 Copilot Chat. Keep in mind that Microsoft continues to expand and evolve its collection of preconfigured agents, so the set of available agents is dynamic and may change over time.

List of preconfigured agents covered in this module and their strengths:

• Analyst: Structured data analysis, Python code execution, insight generation, and trend visualization.
• Researcher: Contextual information gathering, content summarization, pattern identification, and result organization.
• Idea Coach: Idea strengthening and refinement, constructive feedback, and concept testing.
• Writing Coach: Improvement of clarity, tone, structure, and grammar in documents, emails, and other written content.
• Prompt Coach: Assistance in crafting clearer and more effective prompts to get better results with Copilot.

When 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 need feedback on a proposal or want to improve an idea before sharing it.
• Use Writing Coach when revising written content to enhance clarity, tone, or grammar.
• Use Prompt Coach when Copilot’s results aren’t what you expected and you want to rephrase your query.