Free templates
Free Microsoft 365 Copilot agent templates
Agents for everyday jobs, built without code in Copilot’s Agent Builder or Copilot Studio. Each template has step-by-step setup, the instructions to paste in and test questions to run before you share it.
The team agents work in Microsoft 365 Copilot: people with a Copilot license use them at no extra cost, and for staff without one Microsoft bills answers from your documents as pay-as-you-go Copilot credits. Each template says what it costs to run.
Procedures Assistant
Ask how we do things at [COMPANY NAME]. Answers come from our written procedures, checklists, and policies, with the source document named.
Saves time on: Staff asking the owner "how do we do this?"
Best for: Every business
Quote & Proposal Builder
Drafts quotes and proposals using our current price list, templates, standard terms, and past proposals. Every draft is reviewed by a person before it's sent.
Saves time on: Writing quotes and proposals from scratch
Best for: Service businesses, trades, agencies
Customer Reply Assistant
Paste a customer email or message and get a reply drafted in our voice, using our actual policies. You review it before sending.
Saves time on: Drafting customer emails consistently
Best for: Any business with customer email
Website Chat Agent
An assistant on your own website that answers visitors' questions from your site's pages, day and night, and sends ready customers to your booking or contact page.
Saves time on: Answering the same website questions by phone and email
Best for: Any business with a website
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