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Agent Builder templates

Agent Builder templates are prebuilt starting points for the declarative agents you build in Agent Builder. A template is a scaffold: it supplies a description, instructions, and suggested prompts for a specific scenario. You refine that scaffold in Agent Builder, and add your own knowledge sources and capabilities, before the agent exists.

These templates are specific to Agent Builder.

How a template fits into building an agent

Starting from a template changes only how you begin. The rest of the work happens in Agent Builder:

  1. In Microsoft 365 Copilot, in the left pane, select New agent.
  2. Under Start with a template, select the template you want to use.
  3. On the Describe tab, use natural language to refine the template, including the agent name, description, and instructions.
  4. On the Configure tab, add an icon, knowledge sources, and capabilities.
  5. Select Create.

The agent doesn't exist until you select Create. Until then, you're editing the template scaffold.

For the full build and test procedure, including how to test your agent on the Try it tab, see Build agents in Agent Builder.

Available templates

The following templates are available in Agent Builder.

Template What it helps with
AI Learning Advisor Teaches and troubleshoots across Microsoft's AI and low-code stack, builds personalized learning plans, and recommends the right tool for a scenario.
Career Coach Gives personalized suggestions and action plans for skill development, learning opportunities, and career transitions.
Corporate Communications Crafter Drafts on-brand internal and external communications such as announcements, newsletters, executive updates, and press releases.
Customer Insight Assistant Builds detailed customer profiles covering industry, products, priorities, leadership, competitors, and trends.
Executive Briefing Agent Prepares executives for meetings and media with structured briefing documents, talking points, and post-meeting summaries.
Idea Coach Helps users develop and refine ideas and run more engaging, productive brainstorming sessions.
Interview Question Assistant Helps hiring managers and interviewers quickly draft high-quality interview questions.
Learning Coach Breaks complex topics into layered summaries, builds structured learning plans, and helps users practice and prepare for tests.
Meeting Coach Helps meeting organizers create and run more effective meetings.
My Company Policy Answers HR policy, holiday, and PTO questions grounded in authoritative company documents in SharePoint and on the corporate website.
Personal News Digest Delivers a short briefing of high-impact organizational news from Outlook, Teams, and SharePoint, tagged by priority and personalized to the user.
Plan My Day Compiles a morning briefing from Microsoft 365 data that balances business priorities with personal wellness.
Project Delta Digest Generates executive-ready summaries of project activity: what shipped, what's in progress, what's stuck, and what's risky.
Prompt Coach Helps new Copilot users write, analyze, and improve prompts so they get better responses.
Quiz Tutor Creates bite-sized, interactive quizzes from predefined training content, with coaching and feedback.
Request for Proposal Generator Helps create comprehensive, tailored responses to requests for proposals (RFPs).
Scrum Assistant Gives scrum masters and Agile teams guidance on ceremonies, backlog management, and best practices, grounded in team artifacts.
SME Finder Finds credible subject matter experts in the organization, with cited evidence and a ready-to-send outreach message.
Status Update Agent Turns Microsoft 365 activity into audience-ready status updates, recaps, check-ins, and brag documents.
Text Translator Translates text between languages, improves writing quality, and supports language learning.
Writing Coach Gives detailed feedback on clarity, coherence, grammar, and tone, and guides users through writing tasks.

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