Microsoft Agents

Microsoft Copilot Studio is an enterprise-grade platform specifically designed for creating and deploying AI-powered agents within the Microsoft ecosystem. FAQs below.

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Microsoft Copilot Studio
January 20, 2025
Wellness Check
The Wellness Check agent is an advanced employee well-being monitoring system that conducts regular, automated wellness assessments across the organization. It facilitates confidential check-ins with employees to gather feedback about workplace satisfaction, stress levels, and overall well-being. The system can identify potential wellness concerns through pattern analysis while maintaining strict privacy standards and providing appropriate resources or escalation paths when needed. It also helps organizations track overall workplace morale trends and identify areas where additional support might be needed.
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Workplace Culture
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Workplace Culture
4 hours
Microsoft Copilot Studio
January 20, 2025
Leave Management
The Leave Management agent is a sophisticated time-off management system that automates the entire leave request and approval process. It handles multiple types of leave requests, tracks available time-off balances, and manages approval workflows while ensuring compliance with company policies. The system can process requests in real-time, check against team calendars for coverage concerns, and maintain accurate records of all leave transactions. It also provides managers with insights into team availability and helps prevent scheduling conflicts.
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Human Resources
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Human Resources
5 hours
Microsoft Copilot Studio
January 20, 2025
Awards and Recognition
The Awards and Recognition agent is a comprehensive employee recognition system that automates and enhances the process of acknowledging employee achievements across the organization. It manages the entire recognition workflow, from nomination submissions to award tracking and celebration announcements. The system helps maintain consistent recognition practices by guiding nominators through the submission process, tracking recognition metrics, and ensuring fair distribution of awards across teams and departments. It can also analyze recognition patterns to identify areas where employee achievements might be underrecognized.
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Workplace Culture
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Workplace Culture
4 hours
Microsoft Copilot Studio
January 20, 2025
Self-Help Support
The Self-Help Support agent is a comprehensive customer service tool that empowers support agents with automated assistance to resolve customer issues more efficiently. It provides agents with relevant information, suggested solutions, and step-by-step resolution guides based on customer queries and historical case data. The system can analyze customer issues in real-time, identify similar past cases, and suggest proven resolution steps while maintaining consistent service quality standards. It also learns from successful resolutions to continuously improve its recommendations.
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Customer Support
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Customer Support
5 hours
Microsoft Copilot Studio
January 20, 2025
Financial Insights
The Financial Insights agent is an advanced document analysis system that helps financial professionals extract and interpret data from complex financial documents. It can process various types of financial documents including reports, statements, and regulatory filings to identify key metrics, trends, and insights. The system automatically extracts relevant financial data points, performs initial analysis, and presents findings in a structured format that financial professionals can easily use for further analysis. It maintains accuracy while significantly speeding up the document review process by automating the initial data extraction and organization phases.
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Financial Analysis
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Financial Analysis
7 hours
Microsoft Copilot Studio
January 20, 2025
Citizen Services
The Citizen Services agent is a comprehensive public service information system designed to help citizens navigate government services and programs. It provides detailed guidance about available services, eligibility requirements, and application procedures across various government departments and programs. The system can handle complex queries about public services, guide citizens through application processes, and provide updates on service status or applications. It also helps citizens understand which services they might qualify for based on their specific circumstances.
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Customer Support
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Customer Support
6 hours
Microsoft Copilot Studio
January 20, 2025
Benefits Assistant
The Benefits Assistant is a sophisticated HR tool that provides personalized guidance about employee benefits packages and eligibility. It can analyze an employee's specific situation to provide detailed information about available benefits, coverage options, and enrollment procedures. The system helps employees understand complex benefits information, guides them through enrollment processes, and answers questions about coverage details, while maintaining up-to-date information about benefit plans and policies. It can also assist with benefits-related calculations, such as determining FSA contributions or comparing different healthcare plan options.
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Human Resources
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Human Resources
5 hours
Microsoft Copilot Studio
January 20, 2025
Sustainability Insights
The Sustainability Insights agent is an environmental reporting and tracking system that provides comprehensive access to organization-wide sustainability metrics and initiatives. It helps stakeholders understand current environmental impact data, track progress toward sustainability goals, and access detailed information about ongoing green initiatives. The system can provide real-time updates on sustainability metrics, explain environmental policies, and offer insights into how different departments and initiatives contribute to overall sustainability goals. It also helps employees understand how they can contribute to corporate sustainability efforts through their daily activities.
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Sustainability
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Sustainability
4 hours
Microsoft Copilot Studio
January 20, 2025
Inclusivity Agent
The Inclusivity Agent is a specialized workplace tool designed to foster a more inclusive and diverse workplace environment through education and guidance. It provides a confidential platform where employees can ask questions about diversity, inclusion, and workplace cultural sensitivity without fear of judgment. The system offers guidance on inclusive language, cultural awareness, and best practices for promoting diversity in the workplace, while also providing resources for addressing unconscious bias and promoting equitable practices. It can help employees navigate sensitive situations and understand how to create a more welcoming environment for all team members.
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Workplace Culture
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Workplace Culture
5 hours
Microsoft Copilot Studio
January 20, 2025
Safe Travels
The Safe Travels agent is a comprehensive travel information system designed to provide up-to-date guidance on travel requirements, health and safety protocols, and location-specific information. It helps travelers access critical information about destinations, including current travel restrictions, required documentation, and health and safety guidelines. The system can provide personalized recommendations based on specific travel routes and circumstances, while maintaining current information about rapidly changing travel requirements and safety protocols.
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Travel Planning
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Travel Planning
4 hours
Microsoft Copilot Studio
January 20, 2025
Case Management
The Case Management agent is an advanced customer support automation system that provides 24/7 assistance for customer inquiries and issues. It employs sophisticated natural language processing to understand customer requests, create detailed case records, and initiate appropriate response workflows. The system can categorize issues, assign priority levels, route cases to appropriate departments, and provide initial responses while maintaining detailed documentation of all interactions. It also integrates with existing CRM systems to ensure seamless case tracking and resolution management.
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Customer Support
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Customer Support
6 hours
Microsoft Copilot Studio
January 20, 2025
Store Operations
The Store Operations agent is a comprehensive retail support system that provides frontline workers with instant access to operational procedures, policies, and best practices. It helps staff handle everything from standard operating procedures to emergency protocols, ensuring consistent service delivery across all store locations. The system can provide step-by-step guidance for various store operations, from opening and closing procedures to handling special situations, while maintaining up-to-date information about store policies and promotional activities.
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Retail Operations
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Retail Operations
5 hours
Microsoft Copilot Studio
January 20, 2025
IT Helpdesk
The IT Helpdesk agent is an automated support system designed to provide immediate technical assistance and troubleshooting guidance to employees experiencing IT-related issues. It can diagnose common technical problems, guide users through basic troubleshooting steps, and create support tickets when more complex assistance is required. The agent maintains a comprehensive knowledge base of IT solutions and can handle multiple support requests simultaneously while documenting all interactions. It also integrates with existing IT service management systems to ensure proper tracking and escalation of issues that require human intervention.
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IT Support
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IT Support
6 hours
Microsoft Copilot Studio
January 20, 2025
Team Navigator
Team Navigator is an intelligent organizational navigation system that helps employees understand and navigate complex company structures and hierarchies within Microsoft Teams. It provides instant access to detailed information about reporting relationships, team structures, and individual roles across the organization. The agent can help users identify the right contacts for specific projects or needs, understand departmental structures, and quickly locate colleagues with particular expertise or responsibilities. It maintains up-to-date organizational information and can handle complex queries about team structures and reporting relationships.
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Workplace Navigation
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Workplace Navigation
4 hours
Microsoft Copilot Studio
January 20, 2025
Microsoft Employee Self-Service Agent
The Microsoft Employee Self-Service Agent is a comprehensive HR automation tool designed to handle routine workplace policy questions and HR-related tasks. It seamlessly integrates with multiple enterprise systems including SharePoint, Workday, and SAP to provide employees with immediate access to HR information and services. The agent serves as a first line of support for employees, handling common queries about benefits, policies, and procedures while ensuring all responses align with current company guidelines and compliance requirements. When needed, it can escalate more complex issues to human HR representatives while maintaining detailed interaction records.
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Human Resources
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Human Resources
8 hours
Microsoft Copilot Studio
January 20, 2025
Writing Coach
The Writing Coach is a comprehensive communication improvement tool that helps users enhance their written communication effectiveness across various business contexts. It provides real-time guidance on writing style, clarity, tone, and impact while maintaining the author's authentic voice. The system can analyze draft content, suggest improvements in structure and word choice, and help users adapt their writing for different audiences and purposes. It also helps users learn from their writing patterns and develop stronger communication skills over time.
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Communication
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Communication
5 hours
Microsoft Copilot Studio
January 20, 2025
Prompt Coach
The Prompt Coach is an advanced AI interaction tool that helps users create effective and compliant prompts for working with Copilot and other AI systems. It guides users through the process of crafting well-structured prompts that yield optimal results while maintaining compliance with organizational policies and best practices. The system can analyze draft prompts, suggest improvements, and help users understand how to break down complex requests into more effective queries. It also helps users learn from successful prompt patterns and avoid common pitfalls in AI interaction.
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AI Assistance
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AI Assistance
4 hours
Microsoft Copilot Studio
January 20, 2025
Career Coach
The Career Coach is an intelligent career development system that provides personalized professional guidance and career planning support. It helps employees assess their skills, identify growth opportunities, and create actionable development plans aligned with both personal goals and organizational needs. The system can recommend learning resources, suggest potential career paths, and provide guidance on skill development based on industry trends and organizational requirements. It also helps employees track their progress toward career goals and adjust plans as needed.
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Career Development
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Career Development
5 hours
Microsoft Copilot Studio
January 20, 2025
Scheduling Operations Agent
The Scheduling Operations Agent is an advanced dispatch management system that optimizes field technician schedules in real-time throughout the workday. It dynamically adjusts schedules based on multiple factors including technician location, skill sets, job duration, traffic conditions, and emergency service requests. The system can automatically reassign tasks when delays occur, factor in break times and travel requirements, and ensure optimal coverage of service areas. It also maintains communication with both technicians and customers about schedule changes and estimated arrival times.
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Field Service Management
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Field Service Management
7 hours
Microsoft Copilot Studio
January 20, 2025
Customer Knowledge Management
The Customer Knowledge Management Agent is an intelligent system that continuously analyzes case notes and customer interaction transcripts to maintain and update knowledge base articles. It identifies gaps in existing documentation, suggests updates based on successful case resolutions, and helps ensure knowledge base content remains current and relevant. The system can identify trending issues, track the effectiveness of existing articles, and automatically generate draft updates for human review. It also helps maintain consistency across knowledge base articles by identifying conflicting or outdated information.
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Customer Intelligence
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Customer Intelligence
7 hours
Microsoft Copilot Studio
January 20, 2025
Customer Intent Agent
The Customer Intent Agent is a sophisticated analysis system that identifies and categorizes new customer needs and intentions from conversations across multiple service channels. It continuously analyzes customer interactions to discover emerging patterns, common issues, and new types of requests that might require service improvements or process updates. The system maintains a dynamic library of customer intents and their resolutions, automatically identifying gaps in current service coverage and suggesting new solution pathways. It also helps organizations stay ahead of changing customer needs by identifying trending topics and emerging concerns.
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Customer Intelligence
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Customer Intelligence
8 hours
Microsoft Copilot Studio
January 20, 2025
Time and Expense Agent
The Time and Expense Agent is a comprehensive project management tool that automates the processing and approval of time sheets and expense reports. It handles the entire workflow from initial submission through final approval, while validating entries against project codes and expense policies. The system can automatically check for common errors, validate expense receipts, and route items for appropriate approvals based on organizational hierarchies and spending thresholds. It also maintains detailed records for audit purposes and can generate reports on time and expense patterns across projects and teams.
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Project Management
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Project Management
6 hours
Microsoft Copilot Studio
January 20, 2025
Account Reconciliation Agent
The Account Reconciliation Agent is an advanced accounting tool that automates the process of matching and clearing transactions between subledgers and the general ledger. It can process large volumes of transactions, identify matching entries across different accounting systems, and flag discrepancies for review. The system applies complex matching rules, handles various transaction types, and maintains detailed audit trails of all reconciliation activities. It also helps accelerate the financial close process by automating routine reconciliation tasks and focusing human attention only on exceptions.
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Accounting
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Accounting
7 hours
Microsoft Copilot Studio
January 20, 2025
Finance Reconciliation Agent
The Finance Reconciliation Agent is a sophisticated financial management tool that automates the preparation and cleansing of data sets for financial period closures. It streamlines complex reconciliation processes by automatically identifying discrepancies, matching transactions across different financial systems, and preparing reconciliation reports. The system can handle large volumes of financial data, apply standardized reconciliation rules, and flag exceptions that require human review while maintaining strict accuracy standards. It also creates comprehensive audit trails of all reconciliation activities and decisions.
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Financial Analysis
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Financial Analysis
8 hours
Microsoft Copilot Studio
January 20, 2025
Supplier Communications Agent
The Supplier Communications Agent is a comprehensive supply chain management tool that automates routine communications with suppliers regarding order status and delivery updates. It proactively monitors order progress, sends automated inquiries to suppliers, and processes responses to identify potential delays or issues. The system can handle multiple communication channels, track supplier responses, and escalate concerns when necessary while maintaining detailed records of all supplier interactions. It also helps identify patterns in supplier performance and delivery reliability.
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Supply Chain Management
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Supply Chain Management
6 hours
Microsoft Copilot Studio
January 20, 2025
Sales Order Agent
The Sales Order Agent is an intelligent order processing system that automates the entire sales order lifecycle from initial customer contact through order confirmation. It engages with customers to accurately capture order details, preferences, and special requirements while validating information in real-time against product availability and pricing systems. The system can handle complex order configurations, apply appropriate discounts, and manage customer-specific pricing arrangements while ensuring all necessary order information is collected correctly. It also maintains detailed documentation of all order interactions and can escalate complex cases to human sales representatives when needed.
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Order Management
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Order Management
7 hours
Microsoft Copilot Studio
January 20, 2025
Sales Qualification Agent
The Sales Qualification agent is an intelligent sales opportunity analysis system that helps sales teams identify and prioritize their most promising leads. It analyzes sales opportunities using multiple data points including customer interaction history, market conditions, and historical success patterns to assess potential for conversion. The system can automatically score and rank opportunities, identify key decision factors, and provide recommendations for next steps in the sales process. It also helps sales teams understand which opportunities are most likely to close successfully based on historical patterns and current market conditions.
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Sales Enablement
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Sales Enablement
6 hours
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Frequently asked questions

What are SharePoint agents?

SharePoint agents are AI assistants designed to enhance decision-making by providing accurate insights tailored to specific tasks. Each SharePoint site includes a prebuilt agent that uses the site's content, and users can create custom agents for specific needs. These agents operate within Microsoft 365's security framework, ensuring safe knowledge sharing. They help streamline workflows and promote knowledge sharing by providing precise responses to user queries.

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How to get Microsoft agent?

To get Microsoft agents for Microsoft 365 Copilot, access the app store in Microsoft Teams or the Microsoft 365 app. Select "Get Copilot agents" to explore available options. Install agents by clicking "Add" or request approval if needed. Once installed, agents can be used to automate tasks and access organizational knowledge.

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Does Microsoft have AI agents?

Yes, Microsoft offers AI agents in Microsoft 365 and Dynamics 365. These agents enhance productivity by automating tasks, providing personalized assistance, and supporting collaboration. They can handle routine tasks, offer insights, and are customizable through Copilot Studio, allowing non-developers to create agents tailored to specific business needs.

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