Ready to enter the new age of AI productivity? Microsoft’s Copilot Agents could be the revolutionary tools you’re looking for.
Copilot Agents are just one of the latest intelligent innovations introduced by Microsoft lately. When the company announced its AI vision and introduced “Copilot”, it didn’t just release an AI assistant and call it a day.
Microsoft has constantly built on its AI roadmap. Over the last year, it has introduced different versions of Copilot for specific teams and apps, tools for building intelligent workflows and bots (like Copilot Studio), and more.
However, Copilot Agents, covered at the 2024 Microsoft Ignite event, could mark one of the most impactful updates to the Copilot ecosystem for businesses this year. Here’s everything you need to know about Copilot Agents and Microsoft’s new vision for agentic AI.
What Are Copilot Agents?
Copilot Agents are AI-powered assistants that help users streamline tasks, minimize repetitive work, and unlock valuable insights. These Agents leverage the same technology (like large language models and data processing algorithms) used in Microsoft’s “Copilot” assistant.
The big difference is that Copilot Agents are specially designed to enhance the capabilities of Microsoft 365 Copilot within existing ecosystems, like Microsoft Teams and Dynamics 365. These agents can seamlessly integrate with the tools and workflows relevant to your business, leveraging your existing data and completing tasks across various apps.
For a while now, Microsoft has enabled companies to create custom versions of its Copilot assistant for specific business needs with Copilot Studio. However, at Ignite 2024, the company announced it was introducing new features for Copilot Studio specifically designed to enhance the creation of autonomous agents. Plus, Microsoft unveiled a selection of pre-built “out-of-the-box” agents, too.
Microsoft believes its new Copilot Agents will help businesses abandon legacy business apps and enter a new era of AI-powered productivity.
The Evolution of Agentic AI and Autonomous Agents
Copilot Agents aren’t just standard chatbots designed to complete one specific task at a time. They’re multi-faceted solutions that can work on behalf of a team to complete entire workflows. Microsoft believes these sophisticated agents will revolutionize the workplace. They’ll turn AI tools into flexible “team members” to augment and support teams.
Copilot agents will enhance productivity and efficiency in the workplace by reducing repetitive tasks and giving teams more time to focus on what matters. The agents will also minimize the risk of inaccuracies and errors in tasks that require meticulous attention to detail, such as customer support and project management.
Plus, Copilot agents will give team members more personalized AI experiences, learning from teams to offer suggestions and solutions relevant to each user.
Microsoft isn’t the only company that believes in the power of “agentic AI” as a future workplace trend. Zoom’s leadership team constantly draws attention to potential autonomous agents as productivity and efficiency boosters. Other companies like Google, Salesforce, and even Asana have also begun producing tools to help businesses access agentic AI.
Copilot Agents: Microsoft Out-of-the-Box Agents
Microsoft is taking a unique approach to unlocking agentic AI opportunities for modern companies – offering both an enhanced platform for agent design (Copilot Studio), and pre-built models.
Companies can create or use pre-existing agents to enhance various tasks and operational processes, such as:
Project Management: Copilot agents can summarize progress reports from team members, identify key milestones and potential roadblocks, draft meeting agendas, and assign tasks.
Customer support: Microsoft’s agents can sift through customer information and knowledge bases, draft responses to customer queries, and guide human agents.
Research and development: Intuitive agents can scan through research papers, patents, and industry trends to gather and summarize research, and create comparative reports.
Sales and marketing: Copilot agents can examine client businesses, competitors, industry trends, and clients to craft personalized presentations and sales or marketing strategies.
Human resources: Copilot agents can write and rewrite sections of an employee handbook, identify and suggest HR document updates, and track HR data.
For companies looking to unlock the benefits of Copilot Agents quickly, Microsoft’s pre-built options offer a low-cost and convenient way to experiment with task-oriented, context-aware, and proactive autonomous assistants.
Just some of the pre-built agent options introduced by Microsoft this year include:
SharePoint Copilot Agents
According to Microsoft, companies are increasingly reliant on SharePoint. They use it to upload and manage more than two billion files per day and create over two million sites. Now, every SharePoint site will include access to a pre-built Copilot agent.
These agents can pull project details from work schedules, summarize memos, and find documents for team members. The SharePoint agents can also be customized with additional data and triggers for in-depth workflows.
Facilitator and Interpreter Agents
The Facilitator agent, designed for Microsoft Teams, can add value to meetings, chats, and calls and enhance team productivity. The Facilitator will take detailed notes in real-time from each discussion, capturing every detail, summarizing conversations, and highlighting key discussion points.
The Interpreter agent, also designed for Microsoft Teams, enables real-time interpretations of conversations in nine languages. Participants can even ask interpreters to simulate their speaking voice, allowing for a more “personalized” experience.
Employee Self-Service Agents
The pre-built employee self-service Copilot agents save IT and HR team members time by constantly supporting staff. These bots can answer all kinds of questions and are available within the “Business Chat” section of Microsoft 365 Copilot. They can handle queries about everything from payroll data to vacation allowances.
Team members can even use the employee self-service agents to send requests to HR and IT teams, such as requesting a new laptop or access to an updated camera. Once again, you can customize this agent with Copilot Studio to meet your organization’s specific needs.
Project Management Copilot Agents
The dedicated Project Manager Copilot agent aims to enhance how teams plan, manage, and collaborate on tasks. It can automate the creation of project plans, similar to the AI tools offered by vendors like Asana and Anthropic.
The Project Manager agent can also monitor status reports and project progress. It can send reminders and notifications to team members and assign tasks to employees based on their skills or availability. Plus it can pinpoint roadblocks and opportunities in project workflows.
Dynamics 365 Agents
Microsoft’s range of Dynamics 365 pre-built Copilot agents, introduced in October 2024, address the needs of sales, customer service, and supply chain teams. There are ten Dynamics 365 agents to choose from in total, including options like the:
Supplier communications agent: Built to help companies optimize supply chains, this agent can track supplier performance, predict delays, and minimize disruptions.
Customer intent and knowledge management agents: These two agents are designed to enhance customer care for larger companies. They can work with customer service representatives to create articles based on customer insights. They can also share valuable resources with team members and clients.
Sales qualification agent: This agent helps sellers focus their energy and time on the best lead opportunities. It can offer insights into leads with the most profit potential and guide the creation of personalized outreach messages and emails.
Creating Copilot Agents: Updates to Copilot Studio
Microsoft says its team and customers are already discovering the benefits of pre-built Copilot agents. One of the company’s sales teams has achieved a 9.4% higher revenue per seller using a pre-built sales agent. However, Microsoft isn’t just offering pre-built solutions.
In Copilot Studio, companies can use a range of new tools to create agentic AI.
Copilot Studio already gives business leaders an all-in-one platform for building unique bots with a managed SaaS infrastructure. It comes with a low-code design interface, thousands of pre-built connection options, and instant publishing to Copilot, the web, and existing apps. Now, agentic AI capabilities in Copilot Studio allow all users to create agents within SharePoint, Microsoft 365 Copilot Business Chat, and more.
The Biggest Updates to Copilot Studio
New capabilities in Copilot Studio will allow users to quickly and efficiently create agents capable of completing multi-stage workflows. You’ll be able to build step-by-step workflows for your agents, allowing them to respond to various dynamic triggers. Plus, companies can now create dynamic “agent plans.” The plans allow you to adjust the underlying logic for each path Copilot agents might take with a task. You can examine the key steps, details, and systems involved in a process and edit them as needed.
With Copilot Studio, business leaders can also choose which apps and data stores to connect their Copilot Agents to. Plus, they can track agent actions in real time through an integrated activity tab to boost accountability and transparency. Business leaders can even manage all their Copilot agents with centralized controls within Copilot Studio.
Beyond all that, Microsoft gives businesses access to a library of agent templates to build agents in Copilot Studio for specific tasks. Users will also be able to upload images to Copilot Studio and ask multimodal AI systems questions about visual files.
Developers can even build comprehensive “trusted agents” for multiple channels using a new SDK that combines tools from Copilot Studio, Azure AI, and Semantic Kernel. They’ll be able to deploy these agents instantly across multiple channels, from Microsoft 365 Copilot to Teams and web platforms.
Maintaining Privacy and Security with Copilot Agents
Autonomous agents may be the future for many businesses. They give companies access to more sophisticated AI solutions that can boost team efficiency and productivity on a broader scale. However, there are risks in giving AI bots too much “autonomy”.
Microsoft is preserving its focus on responsible, secure, and ethical AI as it expands its agentic AI roadmap. For instance, organizations will have access to enterprise data protection tools and features that help them minimize agent risks. You’ll be able to implement data encryption, data loss prevention measures, and guardrails.
The data sources your Copilot Agents draw from will be protected by strict security measures and controls you can manage through your Microsoft admin center. Businesses will be able to implement comprehensive, personalized strategies for protecting sensitive information and oversee the lifecycle and use of agents across the organization.
Get Started with Copilot Agents
If you’re ready to explore the benefits of the new Copilot Agents, you have two options. Using one of Microsoft’s pre-built agents is the easiest way to dive in. You can find them within the app store for Microsoft Teams, other Microsoft 365 apps, or Dynamics 365.
Just head to the app store, click “Get Copilot Agents,” and browse through pre-built options. Remember that you will still need the right Microsoft 365, Dynamics 365, and Copilot licenses to use some of these agents.
Alternatively, to create a customized solution, you can dive into Microsoft Copilot Studio and start building agents yourself. Learn all about getting started with Copilot Studio on Microsoft’s dedicated webpage here.