How to talk to your clients about AI Agents in Microsoft Office:
- Microsoft has changed the AI model behind Copilot. You’ll see that in Office now.
- Each of the applications has an Agent now that can edit documents directly and do work for you.
- The Exel agent is truly amazing.
- We’ll be sending out an email with some links for the Copilot users to learn how to best utilitize these agents.
- We could also do a live training on them. Do you think that would be useful?
Microsoft has updated the AI model behind Copilot, and you will start to see the impact of that inside everyday Office apps. Each application now has its own agent that can directly edit documents, help analyze data, and take work off your staff’s plate.
At your next meeting, say this to your clients: “Copilot now includes powerful agents in Word, Excel, PowerPoint, and more. We’re putting together some quick resources so your team can get real value from them right away. Would you like us to schedule a short live training and send a follow-up email with links for your Copilot users?”
This one question opens the door to training, adoption services, and ongoing advisory work around Copilot and AI in their business.
