Build and analyze surveys with Surveys Agent in Microsoft 365 Copilot Summary

Surveys Agent in Microsoft 365 Copilot enables users to create, distribute, and analyze surveys via chat, powered by Microsoft Forms. Launching mid-August 2025 (preview) and September 2025 (general), it is off by default and requires admin configuration and licensing for access. Introduction Surveys Agent is a new Copilot agent in Microsoft 365 that helps users build, run, and analyze surveys with ease. It streamlines the entire survey lifecycle—from creation to analysis—enabling faster, insight-driven decisions with less manual effort. When this will happen Public Preview (Frontier): Beginning mid-August 2025 General Availability (Worldwide): Rollout is expected to begin in early September 2025 and complete mid-September 2025 How this affects your organization Surveys Agent enables users to create and manage surveys directly through chat in Microsoft 365 Copilot. It simplifies survey creation, distribution, and analysis, reducing time spent on manual tasks. Surveys are powered by Microsoft Forms and adhere to existing admin policies for the Forms service. This feature is off by default. Users can choose to install the agent from the Microsoft 365 Copilot Agent Store under the “Built by Microsoft” section. What you can do to prepare To ensure users can access Surveys Agent in the Frontier preview program, admins can take the following steps: Verify users or user groups have a Microsoft 365 Copilot license. Ensure the setting “Allow the following users access to Copilot agents” is configured. Ensure the tenant-level setting “Let users access Microsoft apps” is configured. (Recommended/optional) Deploy Surveys Agent automatically to users or groups via the Deploy action in Integrated Apps. Learn more: Manage agents for Microsoft 365 Copilot in the Microsoft 365 admin center Once installed, users can: Surveys Agent creates surveys via Microsoft Forms. Admins should review Microsoft Forms policies to ensure they align with organizational standards. Create and send surveys via chat Monitor responses and send reminders Analyze results in chat or export to Excel Compliance considerations Compliance Area Response Explanation Does the change store new customer data? Yes Survey responses are stored in Microsoft Forms and follow existing data retention and admin policies. Does the change alter how existing customer data is processed, stored, […]

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