How do I use Agent Mode in Word, Excel, and PowerPoint?

Agent Mode is designed to help you create and refine content directly within your Microsoft 365 apps. Here’s how to access and use it:

1. Open the Copilot Chat Panel
   In Word, Excel, or PowerPoint, look for the Copilot Chat input box (usually located in the sidebar or ribbon).
2. Access Agent Mode
   Click on the Tools menu within the Copilot Chat panel. From there, select Agent Mode.
3. Start Creating or Refining Content
   • Type your prompt in the chat box. For example:
   “Create a summary of this document” or “Suggest a better layout for this slide.”
   • Agent Mode will use web data and referenced files to provide suggestions, improve clarity, and enhance formatting.
4. Use Specialized Agents
   You can also type @WordAgent, @ExcelAgent, or @PowerPointAgent in the chat box to activate specific agents for advanced tasks like:
   • Generating professional reports in Word
   • Suggesting formulas and charts in Excel
   • Designing slide layouts and speaker notes in PowerPoint

Tip: Agent Mode works best when you provide clear instructions and context. For example, include the purpose of the document or the audience you’re targeting.

Additional Microsoft resources: