Microsoft Copilot Guide

Copilot app

Microsoft’s AI assistant for everyone, on web, Windows, Mac, iPhone, and Android

Copilot Chat

Secure AI chat for work, included for Microsoft 365 business users

Microsoft 365 Copilot

The full work version inside Word, Excel, PowerPoint, Outlook, and Teams, with access to your work data

Copilot Studio

A tool for building your own agents

Same name, different jobs. Know which Copilot you are using.

• Chat, research, and write
• Vision: talk about what is on your screen or camera during voice sessions
• Copilot Notebooks to collect chats, files, and notes
• Voice in the car through CarPlay on iPhone
• Copilot Cowork: describe an outcome and let Copilot gather context and work across tools, with your approval

Features roll out by region and account type.

• Included for all Microsoft 365 business users
• Inbox and calendar awareness
• Access to Word, Excel, and PowerPoint agents
• Business data protection for work accounts

Agent Mode lets Copilot build and edit whole documents, workbooks, and presentations step by step from a request, checking its work as it goes. In Excel, you can choose between Anthropic and OpenAI models. Availability depends on your plan and admin settings.

Researcher

Deep research across the web and your work files, with citations

Analyst

Data analysis for spreadsheets and files, with charts and explanations

Word

Draft, rewrite, summarize, and review documents

Excel

Formulas, analysis, charts, and full workbooks

PowerPoint

Decks from documents, rewrites, and custom skills

Outlook

Summaries, drafts, and inbox triage

Teams

Meeting recaps, action items, and catch-ups

Microsoft sells business bundles with Copilot included, such as Business Standard with Copilot and Business Premium with Copilot, and Microsoft 365 consumer plans include Copilot features with usage limits. Microsoft raised commercial suite prices from July 1, 2026. Check Microsoft’s pricing page for your country before buying.

Copilot Studio lets you build agents that answer questions from your documents or automate tasks. Start with one narrow job, test it with real questions, and get IT approval at work.

Goal

What you want

Context

Which files, emails, or meetings to use

Source

Point to specific documents

Expectations

Format, length, and tone

Using the Q3 report and last week’s team meeting, draft a one-page update for my manager with progress, risks, and next steps.

• Use your work account for work data
• Copilot only sees files you have permission to see
• Follow your company’s AI policy
• Check every output before sending or sharing