Blog Post

Microsoft 365 Copilot
4 MIN READ

Microsoft 365 Copilot Chat and Agent Starter Kit

CynthiaJohnson's avatar
Jan 15, 2025

New resources to accelerate your journey with Copilot Chat and agents to transform business processes

With the announcement of Microsoft 365 Copilot Chat, you now have greater flexibility in the ways you can deploy Microsoft 365 Copilot and agents in your organization to accelerate your AI transformation. Moving forward, every organization will have a mix of Copilot Chat and Microsoft 365 Copilot —our best-in-class offering—to drive AI transformation at scale. 

Copilot Chat (formerly Microsoft Copilot with enterprise data protection) offers users in your organization who are logged in with Microsoft Entra free, secure AI powered by GPT4.o, grounded in web data, and protected by Microsoft’s commitments to safeguard your enterprise data. Copilot Chat is available at no additional licensing cost for all Entra account users with a Microsoft 365 subscription.

With Copilot Chat, you can now also empower people in your organization to discover, use, and create agents. Agents can be enabled and managed by you, as an IT administrator, and are billed to your organization on a metered usage basis. 

Microsoft 365 Copilot Chat offers 

  • Free, secure AI chat powered by GPT-4o 
  • Pay-as-you-go agents grounded in shared tenant data, accessible right in chat 
  • IT controls for data governance and management of agents, including enterprise data protection. 

When you deploy Microsoft 365 Copilot Chat, Microsoft respects your organization’s existing policies and control settings. Agents that access your organization’s shared tenant data are turned off by default. Admins need to set up or use an existing Copilot Studio subscription to enable these agents. Once enabled, they will be billed based on metered consumption. Agent availability will be based on your existing store settings for Teams and Microsoft 365 apps. 

 

View and share our 60 second video to quickly understand these changes to our Copilot experiences

To get started 

  • Pin Microsoft 365 Copilot Chat - Copilot can be pinned within the new Microsoft 365 Copilot app (formerly the Microsoft 365 app), Microsoft Teams, and Outlook. Pinning Copilot Chat is a key step to encouraging people in your organization to use Copilot Chat and agents by conveniently accessing it in these apps. 
  • Set up and manage required agent configurations in the Power Platform admin center 
    • Manage access to Copilot Studio 
      • Assign Copilot Studio User License to users in Microsoft 365 admin center, or 
      • Set permissions for Copilot Studio authors using Security groups in Power Platform admin center 
    • Create a pay-as-you-go billing plan. Create a Copilot Studio billing plan in the Power Platform admin center 

For details on Copilot Chat and agent setup requirements, access the IT Setup and Controls Guide below. 

Copilot Chat and agent starter kit 

To support these exciting announcements, we have updated the Copilot Success Kit and Copilot Success Kit for small and medium-sized businesses, which now includes a new agent starter kit with guidance and easy ways for your organization to get started with Copilot Chat and agentic functionality. You can find the latest assets and resources here to start your journey: aka.ms/Copilot/ChatAgentStarterKit 

The Copilot Chat and Agent Starter Kit has a comprehensive set of guidance for both IT and end-users. 

Agent overview guide 

aka.ms/Copilot/AgentOverviewGuide  

Learn how to quickly unlock the value of Copilot through agents. See the easiest ways to get started across Copilot Chat, SharePoint, and Copilot Studio with lots of examples and templates that will help you quickly build and use your first agents. 

IT Set up and Controls Guide 

aka.ms/Copilot/ITControlsGuide  

Get the latest on IT set up and controls guidance for Copilot Chat and agents. Manage access to Copilot Chat for your users and set up required data governance controls. Then set up access to agents including licensing and billing plans. Learn how to monitor and manage consumption. 

Latest Agent Blogs 

Catch up on the latest announcement from Satya Nadella and Jared Spataro announcing Copilot Chat here: https://aka.ms/Copilot_Chat 

Understand how pricing for M365 Copilot Chat will work and what new capabilities we are announcing in Copilot Studio, to support it here: aka.ms/mcscopilotchat 

Copilot Chat and agents user resources 

Share the Copilot Chat user training deck with users at your organization to introduce Copilot Chat and guide them on how to use it effectively: aka.ms/CopilotChatUserDeck. For dedicated guidance on using and creating agents, share the Agents in Copilot Chat handout: aka.ms/AgentUserHandout. 

Copilot Chat scenarios  

We have launched new Copilot Chat (free) and agent (consumption) scenarios to the Scenario Library, with easy steps for each of your functional teams to get started. 

Join us for our upcoming Microsoft 365 Copilot Tech Community Live event! 

Save the Date and join us Tuesday, January 28 at 8:00 AM Pacific for two Ask Microsoft Anything (AMA) sessions where you can dive deep into the world of Microsoft 365 Copilot. 

  • Session 1: Follow the Prompt: How data flows through Microsoft 365 Copilot Explore data processing, protection, and orchestration, plus insights on Graph Connectors and agents. 
  • Session 2: Prepare your data for Copilot: Essential tools and techniques Learn how to address oversharing, integrate SharePoint Advanced Management, and utilize Microsoft Purview for secure data handling to ensure your data is ready for Copilot deployment. 

For more information and registration: aka.ms/M365CopilotTCL 

Updated Jan 15, 2025
Version 5.0
  • koolwebdezign's avatar
    koolwebdezign
    Copper Contributor

    Does anyone have any knowledge about when Copilot Agents in SharePoint will roll out to EDU customers? Our organization is a fully licensed Copilot Studio licensee, and we have 50+ licenses to Copilot for Microsoft 365. Copilot Agents for SharePoint has not gone live for our general user audience. I have used PowerShell to check the value of Get-SPOCopilotPromoOptInStatus and I have found that it is 'true'.

  • skdyer's avatar
    skdyer
    Copper Contributor

    CynthiaJohnsonI have tried to follow all of the steps in your IT guide and I still cannot get the "create an agent" button to appear for our end users in M365 Copilot Chat.  I've opened multiple tickets with support, and they are also completely stumped.  Are these capabilities fully rolled out to all tenants or is that still in progress and I just need to wait?  Any help you can provide would be appreciated.  My users are VERY eager to start making agents.