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Ready to reorganize work? With Copilot Agents, AI support becomes real execution
Microsoft Copilot Agents are specialized AI assistants for well-defined tasks, departments, and business processes. They can pull information from company sources, summarize content, analyze correlations, and, if intended, perform actions such as sending a message, creating a ticket, or updating a record.
Organizations can deploy readily available agents from the Microsoft Agent Store or develop their own agents tailored to their processes, policies, and data. Simple, knowledge-based agents can be created directly for Microsoft 365 Copilot. For more complex scenarios, Microsoft Copilot Studio provides a low-code graphical environment that combines knowledge, tools, workflows, and business logic.
The range of applications ranges from internal knowledge agents to HR, finance, sales or service agents to autonomous process agents. They can react to defined events, evaluate information and independently initiate process steps within specified instructions and guardrails.
By connecting SharePoint, Microsoft 365, Dynamics 365, Dataverse, and other enterprise systems, agents access the context relevant to their task. Via pre-built or individual connectors and APIs, they can not only provide answers, but also perform work in the connected systems.
What can Microsoft Copilot Agents do for your business?
81 %
of executives expect agents to be moderately or comprehensively integrated into their organization’s AI strategy within the next 12 to 18 months, according to this study.
82 %
of executives say they are using digital work to expand their organization’s capacity over the next 12 to 18 months (source: Microsoft).
46 %
of executives in this study say their organization is already using agents to fully automate workstreams or business processes.
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Microsoft Copilot Agents Solution Brief
Your benefits with Microsoft Copilot Agents
Making company knowledge usable in a targeted manner
Copilot Agents don’t just provide information through a general search. They are configured for a specific subject area or a clearly defined process and can use relevant content from SharePoint, Microsoft 365 and connected business systems.
From response to task executed
Agents can go beyond pure text generation. With the help of tools, connectors and workflows, they can create tickets, update records, forward information or start downstream processes.
Automate processes flexibly
Traditional workflows are reliable, but they quickly reach their limits when it comes to unstructured information and unexpected situations. Agents complement these processes with contextual understanding and flexible decision logic, while workflows ensure the controlled execution of defined process steps.
Faster from use case to pilot project
Copilot Studio allows you to create agents via natural language and a low-code graphical interface. This enables business departments, IT and development departments to jointly design, test and gradually expand solutions.
Microsoft Copilot Agents features – from specialized wizards to process automation
Microsoft offers different ways to deploy and develop agents. Which architecture is suitable depends on the user group, the data required, the actions to be performed, the desired channels and the security requirements.
Automate tasks
Copilot agents take on recurring tasks, answer inquiries and carry out defined process steps independently. With Copilot Studio, you can create conversational or autonomous agents and tailor them to your business needs.
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Microsoft Copilot Agents
Analyze data and prepare decisions
Copilot agents analyze company data, recognize correlations and prepare relevant information for decisions. Knowledge, connectors, prompts, and workflows connect your agents to the data sources and business systems they need.
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Microsoft Copilot Agents
Integrate agents into your workflows
Deploy Copilot agents directly to Microsoft 365, Teams, SharePoint, sites, or custom applications. This means that information, automations and recommendations for action are available exactly where your employees need them.
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Microsoft Copilot Agents
Securely manage and optimize agents
Centrally monitor the usage, quality, and performance of your agents. Copilot Studio helps you continuously improve agents, protect corporate data, and scale successful solutions across the enterprise in a controlled manner.
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Microsoft Copilot Agents
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Frequently Asked Questions (FAQ)
A copilot agent is a specialized AI assistant for specific tasks, areas of knowledge, or business processes. Depending on the configuration, it can retrieve and summarize information, process requests or carry out specific actions via connected tools.
Microsoft 365 Copilot is the overarching AI experience within Microsoft 365. An agent extends this experience with specialized instructions, selected sources of knowledge and, if necessary, tools for a specific use case.
Agent Builder is best suited for quickly created, focused agents within Microsoft 365, while Copilot Studio is intended for more extensive scenarios where additional data sources, actions, workflows, custom connectors, autonomous execution, or additional publishing channels are required.
Yes. Agents in Copilot Studio can react to events and execute process steps independently using defined instructions, triggers, and guardrails. Depending on the risk of the respective process, human review or approval steps can be integrated.
Possible sources include SharePoint, Microsoft 365, Dynamics 365, Dataverse and external systems that can be reached via Copilot Connectors, Power Platform Connectors, individual connectors or APIs. The specific features available depend on architecture, licensing, and configuration.
Copilot Studio agents can be published to Microsoft 365 Copilot, Microsoft Teams, websites, mobile apps, and other messaging or application channels, among others, depending on the agent type.
Microsoft provides Microsoft Entra authentication, Power Platform data policies, admin controls, security status, Microsoft Purview features, and Microsoft Agent 365, among other things. The controls required should be determined individually for each agent use case based on the data and actions used.
That depends on the scenario. A Microsoft 365 Copilot license allows you to extend Microsoft 365 Copilot with agents. Standalone, autonomous, or externally deployed agents are typically licensed through Copilot Studio and consumption-based Copilot Credits. A specific license check should be part of the concept.