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Surveys / Forms Agent (Microsoft 365 Copilot)

Design, launch, and analyse Microsoft Forms surveys end-to-end through a conversational agent.

Built-in Microsoft 365 Copilot Agent Microsoft 365 Copilot Microsoft Forms Teams Outlook Low Available with Microsoft 365 licensing — rollout is template curation and adoption, not build
About this agent

The Surveys / Forms agent in Microsoft 365 Copilot turns Microsoft Forms into a conversational experience: describe what you want to learn and the audience, and the agent drafts the survey, iterates on the questions with you, distributes it via Teams / email, monitors responses, and — once data comes in — summarises themes, sentiment, and open-text clusters. It removes most of the manual work of writing good survey questions and synthesising the answers.

Key capabilities

What this agent does

  • Conversational survey design — generates Microsoft Forms surveys from a plain-language description.

  • Iterative question refinement — adjusts wording, question types, and ordering through dialogue.

  • Distribution via Teams / email / shared links with response-rate tracking.

  • Automated synthesis — sentiment, theme extraction, and open-text clustering once responses arrive.

  • Ships as a built-in Microsoft 365 agent — runs inside the tenant's governance and compliance boundary.

Business value

What you can expect

Faster production of forms

Measured as the share of team / HR / event decisions backed by direct input from the people involved, not just leadership assumption.

Measured as time-to-launch for a survey (minutes vs. hours) and time-to-summary once responses come in.

Target audience

Who benefits

People / HR Lead Event / Training Organiser Product / UX Researcher Team Lead / Manager