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Agent templates

Use preconfigured templates directly in the Microsoft 365 Copilot Studio Lite Experience to quickly create your own agents as detailed here.

knowledge workers

Customer Insights Assistant template

Empower your teams with a deeper understanding of customers and competitors through structured, AI-generated reports. The Customer Insights Assistant streamlines research by surfacing key insights (industry trends, business priorities, and leadership) so your teams can prepare faster, personalized engagements, and make more informed decisions.

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Knowledge workers

Interview Question Assistant template

Accelerate interview preparation with AI-generated, role-specific questions that are fair, relevant, and inclusive. The Interview Questions Assistant helps hiring teams save prep time, improve consistency, and deliver more structured, equitable candidate experiences by guiding question creation and surfacing best practices, ultimately strengthening collaboration between HR and hiring managers.

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Knowledge Workers

Quiz Tutor template

Turn static training content into interactive, bite-sized quizzes that make learning more engaging and effective. The Quiz Tutor supports onboarding, compliance, and continuous learning by generating relevant questions, offering coaching and feedback, and adapting to user performance.

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Knowledge Workers

Scrum Assistant template

Support agile teams with real-time guidance on agile ceremonies, backlog management, and continuous improvement. The Scrum Assistant helps teams stay aligned and focused by embedding best practices into daily workflows, analyzing sprint artifacts, and surfacing actionable insights, ultimately improving collaboration, reducing friction, and accelerating delivery.

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Agent examples

Leverage these examples using the Microsoft 365 Copilot Studio Lite Experience to explore and customize your own solutions as explained here.

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Corporate Comms Crafter

Elevate brand consistency and communication impact with streamlined corporate messaging support. The Corporate Comms Crafter helps employees craft high-quality, brand-aligned communications by guiding tone, structure, and visual identity. It ensures adherence to strategic principles, accelerates localization, and enables global engagement, speeding delivery of strategic messages.

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knowledge workers

RFP Proposal Generator

Accelerate proposal creation and boost win rates with tailored, high-quality RFP responses. The RFP Proposal Generator helps teams quickly draft compelling, client-aligned proposals by leveraging templates and past submissions. It ensures consistency, accuracy, and adherence to company standards, improving response quality, and cutting internal review cycles for faster, more effective bids.

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Frontline workers

Text Translator

Improve global communication and language skills with fast, accurate translation support. The Text Translator helps employees translate content between languages while providing contextual feedback to refine grammar, vocabulary, and tone for more natural communication. It enhances cross-cultural messaging and empowers employees to build language proficiency through interactive, gamified learning.

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knowledge workers

Interview Practice Agent

Boost interview readiness and confidence with realistic, role-specific simulations and real-time feedback. The Interview Practice Agent helps employees, job seekers, and talent development teams improve answer structure, clarity, and delivery using proven frameworks. It enhances interview quality and performance while supporting employee mobility and retention.

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knowledge workers

Sales Pitch Assistant

Drive sales success with real-time coaching and structured pitch support. The Sales Pitch Assistant helps sales professionals craft compelling pitches, anticipate objections, and tailor messaging to decision-makers. It provides proven strategies and actionable feedback to ensure every pitch is clear, persuasive, and impactful. The assistant boosts sales effectiveness, accelerates onboarding, and ensures consistent, high-quality messaging while saving preparation time and helping close deals faster.

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knowledge workers

Store Readiness Assistant

Simplify store opening and closing with clear, guided processes. The Store Readiness Assistant helps employees follow every step required for opening or closing a retail location, ensuring tasks are understood and completed accurately. It accelerates openings with structured, error-free workflows, driving efficiency, consistency, and reducing operational delays across locations.

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Knowledge Workers

Job Description Agent

Speed up hiring cycles and improve consistency with job descriptions tailored to your organization’s standards. The Job Description Agent helps HR teams and hiring managers structure responsibilities, list qualifications, and define tone, while ensuring compliance, market relevance, and global consistency through automated content generation and optimization.

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Wellness & Productivity Coach

Boost employee focus, well-being, and morale with personalized wellness and productivity support. The Wellness and Productivity Coach delivers guidance to help employees manage stress, improve work-life balance, and build sustainable habits that enhance daily performance.

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Product Crafter

Accelerate product planning and align teams with user-centric, high-impact artifacts. The Product Crafter helps product managers and designers quickly generate customer journeys, user stories, and prioritization matrices, grounding decisions in measurable value and enabling faster, more confident iteration.

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Knowledge Workers

Storytelling Mentor

Elevate your communication impact with structured, persuasive storytelling support. The Storytelling Mentor helps users craft compelling narratives for pitches, presentations, and leadership talks by offering proven frameworks, coaching feedback, and delivery best practices that boost clarity, confidence, and engagement.

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Knowledge Workers

Negotiation Assistant

Close better deals faster with negotiation planning and strategy refinement. The Negotiation Assistant helps users simulate stakeholder scenarios, optimize tactics, and improve persuasive communication, reducing preparation time, accelerating deal cycles, and boosting consistency across negotiations.

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Travel Planner

Streamline travel planning and boost compliance with personalized, policy-aware itinerary support. The Travel Planner helps employees organize trips faster by automating itineraries, checking corporate travel policies, and recommending pre-approved vendors, enhancing productivity, satisfaction, and cost control.

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Knowledge Workers

Agent Crafter

Accelerate agent development and scale AI adoption with purpose-driven, best-practice agent creation. The Agent Crafter helps teams build high-quality agents faster by guiding users through clear purpose definition, instruction writing, and starter prompt generation. Boost productivity, consistency, and innovation across the organization.

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Peer Feedback Agent

Help employees craft thoughtful, professional feedback and praise for colleagues. The Peer Feedback Agent guides users through a structured conversation to ensure messages are specific, well-worded, and aligned with workplace best practices. 

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Marketing Agent

Write effective content for social media publishing. The Marketing Agent supports content creators in writing post content, brainstorming ideas, identifying trending topics, and suggesting content improvements. It will accelerate your content creation and optimize it for engagement. 

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Knowledge Workers

Statement of Work Creator

Create detailed and effective statement of work documents. The Statement of Work Creator guides users through the process of gathering project information, defining scope, responsibilities, deliverables, and other essential elements. Streamline your drafting process and embed best practices in all your statements of work. 

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Knowledge Workers

Training Content Writer

Craft high-quality, engaging, and effective materials for corporate learning. The Training Content Writer​ provides support throughout the content creation process, ensures learning materials are tailored to your corporate audience and aligned with your organizational goals. 

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Product Comparison Agent

Gain real-time insights and compare product features. The Product Comparison Agent supports procurement managers by automating research and analyzing feature sets, pricing models, customer reviews, and integration capabilities to offer data-driven recommendations.​ Make faster, smarter, and more cost-effective purchasing decisions with this agent. 

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Agent templates and examples for Microsoft 365 Copilot