An interactive free Copilot lesson surveying Microsoft 365's named agents: it explains the named-agent mental model, introduces the eight agents (Researcher, Analyst, Facilitator, Interpreter, Sales Agent, Customer Service Agent, SharePoint Agent, Copilot Studio), then runs a ten-question 'which agent for the job?' matching gym.
Copilot Mastery · Start here · FreeStep 1 of 5 · ~10 min
8 coworkers, one license.
Microsoft has been shipping named Copilot agents at an aggressive pace — and most M365 users haven't even noticed. Each one is a specialized coworker that already lives inside your tenant: a researcher, an analyst, a meeting facilitator, a translator, sales and service reps, and more.
This free survey maps all eight, then a 10-question "which agent for the job?" gym makes the roster stick. About 10 minutes — and it's the map for the whole Copilot track.
01 · Named agents aren't "smarter AI" — they're specialized
The first generation of AI was generic: one model, and you bend it to your task with careful prompting. The second generation is named agents — AI workers pre-tuned for a specific job and wired into your M365 data.
Microsoft's bet: most knowledge work doesn't need one all-powerful AI. It needs a researcher, an analyst, a facilitator, a sales rep, a service agent — each tuned for its role and working alongside your team.
The practical win: zero prompt engineering. You don't coax a generic model into acting like a researcher — Researcher already is one. You pick the right coworker for the task instead of crafting the perfect prompt. The skill shifts from prompting to knowing who to ask.
02 · Your eight Copilot coworkers
What each does, and where it lives. You won't memorize this — the gym next will lock it in.
The analyst duo · in Copilot Chat
Researcher
Synthesizes your documents and the web into a structured brief.
Where: Copilot Chat · e.g. "Competitive analysis on Competitor X using our SharePoint notes + the web."
Analyst
Crunches your numbers and builds charts — your Excel files, CRM data, dashboards.
Where: Copilot Chat · e.g. "Analyze Q1 rep performance and build 3 charts for the exec deck."
Meetings · in Teams
Facilitator
Live notes, action items, and a decision log during a Teams meeting.
Where: Teams meetings · e.g. Ask mid-meeting "what did we decide on the budget?" without breaking flow.
Interpreter
Real-time speech-to-speech translation across languages.
Where: Teams meetings · e.g. You speak English, they hear French — both transcripts generated.
Revenue & support · in Dynamics 365 / Copilot
Sales Agent
Pre-call research, lead scoring, follow-up drafting, pipeline hygiene (with its Qualification & Development siblings).
Where: Dynamics 365 / Copilot · e.g. A Teams auto-brief 2 hours before each meeting with account history + smart questions.
Customer Service Agent
Ticket triage, responses drafted from your knowledge base, SLA tracking and auto-escalation.
Where: Dynamics 365 / Copilot · e.g. Incoming tickets categorized, prioritized, and drafted before an agent opens them.
Knowledge & custom
SharePoint Agent
Answers questions grounded only in a specific SharePoint site or library.
Where: SharePoint · e.g. Staff Q&A bot over your HR policy library — answers from your docs, nothing else.
Copilot Studio
The platform for building your own agent when the named ones don't fit your workflow.
Where: Copilot Studio · e.g. A custom expense-approval agent on your APIs, deployed into Copilot Chat.
03 · Which agent for the job?
Ten real tasks. Pick the coworker you'd hand each one to.
Question 1 of 10Score 0
—
✓
You've got the map
0 / 10
You matched all ten.
What you can do now
Name the eight Copilot agents, know where each lives, and pick the right one for a task instead of wrestling a generic prompt.
Now actually use them
Pro turns this map into hands-on skill: 21 lessons walking through Researcher, Analyst, Facilitator, Interpreter, the Sales family, Service Agent, and Copilot Studio — how to find, configure, and run each one in your real work. Founding members lock in $9/mo for life (vs $19 standard).
Up next — your first hands-on lesson
Lesson 01 · Copilot in Outlook — write 10 emails in the time it takes to write 1
Five more agents that shipped since this map was drawn
Microsoft keeps adding named agents faster than most tenants can evaluate them. These five are the ones knowledge workers actually run into — each with its own lesson.
Hey! I'm your AI Coach for this lesson. Ask me anything about the Copilot agents — what each does, where to find it, or which one fits a task you have in mind. What's on your mind?
Free lesson coaching is limited to 3 questions. Upgrade to Pro for unlimited coaching on every lesson.