Explanation:
Box 1: Researcher agent
Prompt 1: Explain the differences between Contoso, Ltd, and Litware, Inc. Include sources and a table of the differences. Provide insights into why the differences exist.
You should use the Researcher agent in Microsoft 365 Copilot.
The Researcher is designed for deep, multi-step research tasks that require analyzing information from both the web and internal company data to generate comprehensive reports, including structured tables and sourced insights.
Why Researcher Agent? It acts as a specialized assistant for complex, multi-step research projects. It is specifically built to aggregate information from various sources (web + internal), synthesize it, and present insights in a structured format. It is ideal for competitor analysis, market research, and understanding the "why" behind differences.
Box 2: Analyst agent
Prompt 2: From /Sales_2022.xlsx From /Sales_2023.xlsx From /Sales_2024.xlsx, create a pivot table of revenue and product, highlight MoM changes > 10%, and recommend 3 follow-up analyses.
You should use the Analyst agent.
The Analyst agent is specifically designed for deep reasoning over structured data like Excel files.
Multi-file Analysis: It can consolidate and analyze data across multiple files (e.g., three years of sales) to identify trends and outliers.
Advanced Operations: It uses chain-of-thought reasoning and Python to perform complex calculations, such as Month-over-Month (MoM) percentage changes, which go beyond simple summaries.
Actionable Outputs: It specializes in generating visualizations, summaries, and recommending follow-up steps based on identified data patterns.
Box 3: Chat
Prompt 3: Generate a structured action plan from ongoing meeting chat, grouping tasks by functional area, identifying owners where mentioned, and including any implied deadlines and dependencies.
To get the most accurate and structured result for this specific request, you should use Chat (specifically the Microsoft 365 Copilot chat interface, often found in Teams or the M365 app).
Here is why Chat is the correct choice compared to the specialized agents:
Context Awareness: The standard Chat interface is designed to pull data across your "M365 Graph." It has the native ability to scan your recent Teams meeting transcripts and meeting chats.
Synthesis Skills: While the Analyst agent is great for Excel/data processing and the Researcher is best for web-based trends, the core Chat function is optimized for summarization and extraction from internal communication.
Task Identification: Copilot Chat is specifically trained to recognize "action-oriented" language (e.g., "I'll take care of that" or "Due by Friday") within a conversation.