Hi, Insiders! I’m Alex Buscher, a Product Manager on the Microsoft Forms team. I’m excited to introduce Surveys Agent, a brand-new pre-built agent developed by Microsoft, ready to help you with survey creation from start to finish.
IMPORTANT: Surveys Agent is now available to commercial users with a Microsoft 365 Copilot license as part of the Frontier program which gives customers early access to new Copilot innovations while they’re still in development.
Introducing Surveys Agent, your personal survey expert
Whether you're gathering feedback from a training session, measuring employee satisfaction, or running customer research, Surveys Agent has your back. It helps you:
- Draft surveys tailored to your goals so you have a shareable survey right away.
- Refine questions to make your survey easy to use, and drive meaningful results.
- Launch your survey with a clear plan and timeline.
- Send invitations and reminders to boost response rates.
- Track progress and analyze results - all through a simple chat conversation.
Gone are the days of piecing together multiple tools to create forms, chase replies, and interpret feedback. Surveys Agent streamlines the entire process into a simple conversational experience, making survey creation as intuitive as having a chat.
How it works
- Sign into https://microsoft365.com/copilot with your work or school account.
- In the Microsoft 365 Copilot left pane, select Agents > Surveys (Frontier).
- Type a prompt describing your intent and the kind of surveys you want to create or use one of the built-in prompt examples.
- When the survey looks the way you want, type Ready to send to generate a tailored distribution plan - including recommended channels, a response strategy, and a monitoring timeline.
Tips and tricks
- Edit preview survey: After the Survey Agent generates a preview of your survey, including a brief overview of the questions it contains, you can make adjustments or proceed directly to the next step.
- Automated response tracking: Surveys Agent monitors progress and sends reminders via Outlook. You can come back to the conversation at any point to check in on the survey’s status or analyze the responses – ask questions in chat or export your findings directly to an Excel workbook.
- Insights and further analysis: You can also export insights to an Excel workbook, which includes both raw response data and summarized findings. The workbook supports collaboration, allowing peers to explore and analyze the data further directly in Excel.
Availability
Surveys Agent is now available to commercial users with a Microsoft 365 Copilot license as part of the Frontier program that gives customers early access to new Copilot innovations while they’re still in development.
- In the Agent Store under Built by Microsoft
- https://aka.ms/GetSurveysAgent.
Learn more about Surveys Agent: https://aka.ms/SurveysAgentStart
Feedback
We can’t wait to see how you use it, and we’re eager to learn from your feedback as we improve the experience. Just give Surveys Agent responses a thumbs up or a thumbs down, and write your feedback – it really helps us continue to build and refine the product!
Microsoft