Agent templates
Use preconfigured templates directly in the Microsoft 365 Copilot Studio Lite Experience to quickly create your own agents as detailed here.
Agent templates and examples
for Microsoft 365 Copilot
Explore curated agent templates and examples to spark ideas, discover real-world scenarios, and accelerate your organization’s journey towards Microsoft 365 Copilot agent adoption.
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.
Frontline Workers
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.
Frontline Workers
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.
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.
Agent examples
Leverage these examples using the Microsoft 365 Copilot Studio Lite Experience to explore and customize your own solutions as explained here.
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.
Frontline Workers
Knowledge Workers
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.
Knowledge Workers
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.
Frontline Workers
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.
Frontline Workers
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.
Knowledge Workers
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.
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.
Frontline Workers
Knowledge Workers
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.
Knowledge Workers
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.
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.
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.
Frontline Workers
Knowledge Workers
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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