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
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.