Stage 2 · First-Party Agents

Use what's already built for you. Your license includes purpose-built agents — Researcher, Analyst, Facilitator, and more — that go beyond chat without any building.

The shift: from "Copilot answers my questions" to "Copilot has specialists I can call on." These agents are included, discoverable, and ready — the easiest possible step up from chat because there's nothing to set up.

\"What can I even do?\" — start from the app you have open

Many of these agents surface right inside the apps you already use. The Start by Product picker maps them to Teams, Excel, Copilot Chat, and more — pick your app and get three things to try right now.

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When you're ready for this stage

Chat is muscle memory and you want more horsepower for specific jobs — deep research, data analysis, meeting facilitation, live translation — without learning to build anything.

Going the wrong way?

The specialists earn their wait on genuinely hard, multi-source asks. If you're invoking Researcher for a fact Chat answers in one line, you've overshot — drop back to Chat.

What you need

• A Microsoft 365 Copilot license (the same one from Stage 1).
• Access to the M365 Copilot app and the Agent Store / in-app agent surfaces.
• A real task that matches one of the included agents.

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Start here — if you only do three things

You're probably paying for specialists you've never opened. Learn the roster, switch on the one that pays you back passively, then put the showcase agent to work.

• Habit 1Day 1

  Learn the roster of included agents

  You're probably paying for agents you've never opened — this is the complete map of what's included.

  ⏱ 10 min 👤 End user

• Habit 2Week 1

  Auto-recap every meeting with Facilitator · GA

  Stop prompting for notes — Facilitator captures decisions, summaries, and action items automatically.

  ⏱ 5 min 👤 End user

• Habit 3Month 1

  Deep-dive a topic with Researcher · GA

  Hand a hard question to Researcher and get back a cited, structured report — not a list of links.

  ⏱ 10 min 👤 End user

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All walkthroughs

Know your roster

Start here — map every included agent to the job it's built for.

• The agents included in your M365 Copilot license

  You're probably paying for agents you've never opened — this is the complete map.

  ⏱ 10 min 👤 End user ★ Starter

Research, analyze & answer

Hand the hard, multi-source questions to a specialist and get back cited, structured answers.

• Deep-dive a topic with Researcher · GA

  Hand a hard question to Researcher and get back a cited, structured report — not a list of links.

  ⏱ 10 min 👤 End user

• Analyze a dataset with Analyst · GA

  Ask a spreadsheet questions in plain English and get the answer and the working — no formula needed.

  ⏱ 10 min 👤 Manager

• Find answers across your org's content with BizChat

  Search SharePoint, emails, and Teams in one question — and get a cited answer, not a list of links.

  ⏱ 5 min 👤 End user

• Answer routine HR and IT questions with Employee Self-Service · check current status

  Get the PTO balance, the policy answer, or the 'how do I' answer in seconds — from approved sources.

  ⏱ 10 min 👤 End user

• Brief an account before a call with the Sales agent · check current status

  Walk into every customer call already briefed — recent activity, open opportunities, and what to raise.

  ⏱ 10 min 👤 End user

Run better meetings

Let an agent handle recap and translation so you can stay present in the room.

• Auto-recap every meeting with Facilitator · GA

  Stop prompting for notes — Facilitator captures decisions, summaries, and action items automatically.

  ⏱ 5 min 👤 End user

• Translate a meeting in real time with Interpreter · GA

  Run a cross-language Teams meeting without a human interpreter — real-time captions, any language pair.

  ⏱ 10 min 👤 End user

Manage projects & deliver

Hand off the plan-tracking and shared-output busywork to a specialist.

• Keep a project on track with the Project Manager agent · Public preview

  Hand the agent your plan and let it track action items, flag blockers, and send nudges.

  ⏱ 10 min 👤 Manager

• Track project milestones with the Planner agent · check current status

  Describe a project in plain language — get back a structured, assigned plan in the Planner app.

  ⏱ 10 min 👤 Manager

• Share and co-edit an AI output with Copilot Pages

  Turn any Copilot response into a shared, editable page — no copying, no formatting, no emailing a draft.

  ⏱ 10 min 👤 End user

Grow and get feedback

Point a specialist at your own work to learn faster and sharpen what you ship.

• Upskill in the flow of work with the Learning agent · GA

  Learn the thing right when you need it — surfaced in the flow of work, not a scheduled course.

  ⏱ 10 min 👤 End user

• Find a stretch assignment with the Skills agent · check current status

  Match where you want to grow to concrete stretch assignments and internal openings in your org.

  ⏱ 10 min 👤 End user

• Draft a self-assessment with the Career agent · check current status

  Point it at your year's work and edit a first-draft self-assessment instead of staring at a blank box.

  ⏱ 15 min 👤 End user

• Pressure-test a proposal with the Idea Coach · check current status

  Get the pushback a sharp colleague would give — before you hit send, while there's still time to fix it.

  ⏱ 10 min 👤 End user

Scale to your team

Put shared agents where your team already works, then see where adoption is landing.

• Post team-wide answers with Agents in Channels · Public preview

  Drop a shared agent into a Teams channel so the whole team can @mention it and get instant answers.

  ⏱ 10 min 👤 Champion

• Answer common questions with Agents in Communities · Public preview

  Drop a shared agent into a Viva Engage community so the most-asked questions answer themselves.

  ⏱ 10 min 👤 Champion

• Find where Copilot is landing with Workforce Insights · Frontier

  See where Copilot is sticking and where to focus adoption energy.

  ⏱ 10 min 👤 Champion

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Borrow, don't build

The Agents in Microsoft 365 hub is the roster source of truth — it lists each included agent and what it does, and it's kept current as Microsoft adds and graduates agents. Link to it rather than re-documenting the lineup.

• Agents in Microsoft 365 hub — the always-current roster of included agents
• Researcher & Analyst now GA — what the two flagship agents do
• Enabling human-agent teams — how agents fit into team workflows
• M365 Copilot resources (CAT) — the curated front door for everything M365 Copilot

The full curated set for this stage lives in Resources → Stage 2.

Security at this stage

The same Microsoft 365 boundary and your existing permissions apply — a first-party agent never surfaces what you couldn't already open. Admins decide which agents are allowed from the Microsoft 365 admin center → Integrated apps. See the full picture in Security & Governance.

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Where this leads

Reaching for two or three specialists a week? You've outgrown calling one agent at a time. The next question is whether Copilot can run a whole task for you, not just one step — that's Cowork.

Continue to Stage 3 · Cowork →

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