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Types of Microsoft Copilot Agents

SaiRT14 Profile Picture SaiRT14 1,961 Super User 2025 Season 1

Managing information across various tools and data repositories can be overwhelming. Employees often face challenges finding and using the right data effectively. To address this, Microsoft 365 Copilot Extensibility enables organizations to bridge gaps in discoverability and take meaningful actions.

  • Retrieval Agents: Access and present data from multiple sources. Use Case: A sales rep can retrieve customer insights from CRM, emails, and notes, all in one view. Simplicity: Easy to create and configure using natural language prompts.
  • Task Agents: Automate repetitive or specific tasks. Use Case: Automating a customer query response by gathering and summarizing data from various repositories. Customization: Built with low-code tools like Copilot Studio Agent Builder.
  • Autonomous Agents: Handle complex workflows and make intelligent decisions. Use Case: Proactively recommend actions or trigger workflows based on real-time data analysis.

For simpler agents, the Copilot Studio Agent Builder in Teams offers a guided, natural language-driven interface. For advanced use cases, Copilot Studio provides a low-code or pro-code environment built on the Power Platform.

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