Copilot Chat and agent starter kit

Guidance to prepare your tenant for Copilot Chat and enable your users to create and use agents. This guidance includes admin controls, data governance controls, and information on licensing and payment methods.

Download the full kit

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Copilot Chat and agent overview guide

Copilot chat and agent IT set up and controls guide

Copilot Chat video playlist

Watch our demo series to learn more about the different agents and explore the possibilities.

Copilot Chat and agents YouTube playlist

Copilot Chat scenarios

Function Copilot Chat scenarios Copilot Chat with Agents Scenarios
Customer Service Assist service advisors
Finance Optimize your financial operations Automate financial query management
HR Streamline your recruiting process Automate benefits query management
IT General IT prompts IT helpdesk agent
Legal Develop a compliance video Legal strategy development
Marketing Content creation Targeted campaigns
Sales Accelerate customer research and sales preparation Quicker customer response and CRM updates
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