Best AI Agents for Microsoft 365

ClickUp Super Agents are intelligent AI partners that function independently within your workspace. You can delegate tasks, communicate directly, and @mention them as if they were your human coworkers. These agents are available around the clock, equipped with limitless skills and memory, managing everything from intake assessments and project coordination to weekly reporting and data evaluation. You can create tailored agents with specific guidelines, tools, and information repositories. They adjust to changes in the workspace and learn from their interactions. Unlike traditional chatbots or copilots, Super Agents take decisive actions: generating tasks, modifying fields, leaving comments, and directing workflows. The future of work lies in the seamless collaboration between humans and AI agents.

Enhance your business operations with a 24/7 AI Sales Development Representative, allowing you to tap into your total addressable market more swiftly and grow your team in real-time without the stress of recruitment. Experience accelerated growth as you automatically source high-quality leads daily, while engaging a larger pool of prospects through tailored messaging. Streamline every aspect of your outreach process, from identifying and researching potential clients to crafting personalized communications and scheduling meetings. With access to every buyer globally in real-time, Alice effectively prioritizes and connects you with your ideal customers, focusing solely on companies currently in need of your solution. She delivers prospect insights that are specifically tailored to your business, facilitating outreach that is highly customized and driven by AI-enhanced research. Alice’s ability to hyper-personalize outreach surpasses human effectiveness, leading to improved conversion rates due to this meticulous approach. Additionally, she automates follow-up communications, ensuring a steady engagement with prospects throughout the entire outreach journey. Ultimately, this innovative solution not only saves time but also drives meaningful relationships with potential clients.

Robin by Atera is an autonomous IT support solution that helps organizations resolve device and cloud-related issues automatically. The system functions as an AI-powered IT agent capable of handling support requests from employees across communication channels such as Slack, Microsoft Teams, email, and service portals. Robin analyzes incoming requests, verifies user identity through integrations with systems like Okta, Azure AD, or Google Workspace, and collects the necessary technical data to diagnose the issue. The platform can perform actions directly on endpoints, including installing applications, restarting devices, managing updates, resolving network issues, and troubleshooting system performance problems. Robin is designed to take full ownership of support incidents, investigating the problem, applying approved fixes, confirming resolution, and closing the ticket. The system continuously learns from previous incidents and outcomes, improving its ability to resolve future issues automatically. Through integrations with IT service management platforms and internal tools, Robin can execute workflows securely across an organization’s technology stack. By automating common IT support tasks, Robin helps reduce ticket backlogs, improve employee productivity, and minimize the need for additional IT staff.

Dialpad Support stands as an advanced AI-driven contact center solution that equips agents with immediate resources to surpass customer expectations. By utilizing self-service virtual agents and AI chatbots, it addresses routine inquiries efficiently, which not only shortens resolution times but also allows human agents to dedicate their efforts to more intricate problems. The platform includes live coaching through AI-enhanced scorecards and actionable insights, facilitating managers in assessing agent performance, providing real-time assistance during calls, and fine-tuning workflows. With integrated Contact Center AI, it evaluates voice and chat sentiment to identify areas of friction, while user-friendly dashboards and immediate analytics monitor essential metrics like average handling time, customer satisfaction scores, and accuracy in forecasting. Furthermore, seamless integrations with platforms such as Salesforce, Zendesk, Microsoft Teams, Google Workspace, and HubSpot consolidate customer interaction history and data. Its dual-cloud infrastructure guarantees enterprise-level resilience, boasting a 100% uptime service level agreement alongside robust disaster recovery solutions, ensuring uninterrupted service for users at all times. Ultimately, Dialpad Support not only enhances operational efficiency but also fosters stronger relationships between agents and customers.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

Break the invisible barriers between systems, apps, and data. Meet the agentic automation platform that makes quick work of your most complex processes. Make getting things done look easy—because it is. Orchestrate your most complex, critical processes across systems and teams, leaving app and data silos in the dust. Drive every process at maximum speed. Set up and apply AI + automation wherever your teams work with simple-to-use tools and expert support. Get peace of mind and automate with AI in any context, no matter how complex, with full security and governance controls. Get right-size support every step of the way. Start with do-it-yourself training, community expertise from 1M+ automation professionals, and a global partner ecosystem.

Claude is an advanced AI assistant created by Anthropic to help users think, create, and work more efficiently. It is built to handle tasks such as content creation, document editing, coding, data analysis, and research with a strong focus on safety and accuracy. Claude enables users to collaborate with AI in real time, making it easy to draft websites, generate code, and refine ideas through conversation. The platform supports uploads of text, images, and files, allowing users to analyze and visualize information directly within chat. Claude includes powerful tools like Artifacts, which help organize and iterate on creative and technical projects. Users can access Claude on the web as well as on mobile devices for seamless productivity. Built-in web search allows Claude to surface relevant information when needed. Different plans offer varying levels of usage, model access, and advanced research features. Claude is designed to support both individual users and teams at scale. Anthropic’s commitment to responsible AI ensures Claude is secure, reliable, and aligned with real-world needs.

Introducing your daily AI assistant designed to enhance both your professional and personal life. With Copilot, you can optimize your workflow, increase your efficiency, unleash your creativity, and maintain connections with those who matter most—all while seamlessly adapting to your individual preferences. This intelligent companion provides innovative solutions for boosting productivity and creativity, ensuring you stay linked to the people and things that are significant to you. Easily discover what you need, receive pertinent responses to your inquiries, and enjoy online shopping with confidence, knowing you're securing the best deals available. Whether you need answers, inspiration for your creative endeavors, or assistance with your tasks, Copilot is here to transform your ideas into reality effortlessly. Crafting stunning visuals and refining your written work becomes an enjoyable experience, and no matter your interests—be it web browsing, seeking knowledge, tapping into your creative side, or generating valuable content—Copilot opens the door to endless opportunities for exploration and growth. Its versatility makes it an invaluable tool for anyone looking to elevate their everyday experience. Copilot Vision is a new AI feature within Microsoft Edge that provides real-time assistance as you browse the web. It scans the web page you’re on, analyzes the content, and offers helpful insights or guidance on tasks such as planning activities, shopping, or learning new information. This feature is built with privacy and security in mind, allowing users to opt in at any time and ensuring that all browsing data is deleted once the session ends. Initially available to a limited number of Pro subscribers, Copilot Vision is set to expand over time.

Introducing Microsoft 365 Copilot — your innovative partner in productivity. This remarkable tool harnesses the capabilities of advanced language models alongside your data from the Microsoft Graph and various Microsoft 365 applications, transforming your written input into an unparalleled productivity asset. Copilot seamlessly integrates into Microsoft 365 in two distinct manners. It collaborates with you within the familiar Microsoft 365 applications you utilize daily — including Word, Excel, PowerPoint, Outlook, Teams, and more — to stimulate creativity, enhance productivity, and elevate your skill set. Additionally, we are excited to unveil a completely new feature: Business Chat. This feature operates across the advanced language model, the suite of Microsoft 365 apps, and your personal data — encompassing your calendar, emails, chats, documents, meetings, and contacts — enabling you to accomplish tasks previously thought impossible. You can interact with it using natural language commands, such as “Update my team on the changes made to the product strategy,” and it will create a comprehensive status report synthesizing information from the morning’s meetings, emails, and chat discussions. With these advancements, the potential for streamlined communication and collaboration has never been greater.

Firecrawl is an open-source web data infrastructure platform built to help AI systems access, understand, and interact with online content more efficiently. Through a powerful API, users can search the web, scrape structured information, and automate interactions across a wide range of websites. The platform converts complex web pages into clean formats such as Markdown, JSON, and visual screenshots, making the data easier for AI models to process. Firecrawl supports dynamic websites with JavaScript rendering capabilities, ensuring content can be extracted even from modern web applications. Its intelligent waiting mechanisms improve scraping reliability by detecting when page content has fully loaded. Developers can automate tasks like clicking buttons, filling forms, scrolling pages, and navigating websites without building custom browser automation systems. The platform also parses files such as PDFs and DOCX documents, expanding the range of accessible content sources. Seamless integrations with AI agents, MCP-compatible clients, and developer workflows simplify deployment and scaling. By combining speed, reliability, and flexibility, Firecrawl serves as a foundational layer for web-connected AI products and research tools.

Kore.ai is a comprehensive enterprise AI platform focused on helping organizations implement agentic AI solutions across customer-facing and internal business operations. At the center of its ecosystem is Artemis, an AI-programmable platform that enables businesses to build, scale, orchestrate, and manage AI agents in production environments. The platform offers a range of enterprise modules that support intelligent search, workflow orchestration, AI agent development, governance, and administrative oversight. Businesses can deploy ready-made applications tailored for industries such as banking, healthcare, retail, recruiting, human resources, and information technology. Kore.ai also provides a marketplace containing pre-built AI agents, templates, and integrations that help accelerate implementation efforts. The platform supports both customer service and employee productivity initiatives, allowing organizations to automate repetitive tasks and improve access to information. Enterprise-grade security, compliance, and scalability features make it suitable for highly regulated industries and large organizations. Strategic integrations with Microsoft Azure, AWS, Microsoft Teams, Microsoft 365 Copilot, and other enterprise technologies extend the platform’s capabilities. Kore.ai helps companies transform operations through AI-driven automation, intelligent assistance, and scalable digital workforce solutions.

Microsoft Scout is an autonomous AI-powered work assistant developed to help employees manage tasks, coordination, and decision-making activities throughout the workday. Unlike traditional AI tools that primarily respond to direct prompts, Scout remains active in the background and can independently carry out approved actions when needed. The solution is deeply integrated across Microsoft 365 applications, including Teams, Outlook, OneDrive, SharePoint, and other business productivity services. It accesses workplace information such as emails, meetings, chats, contacts, and calendars to maintain awareness of ongoing priorities and responsibilities. Microsoft Scout can organize schedules, coordinate meetings across time zones, monitor project progress, and identify potential blockers before they impact productivity. Through Work IQ technology, the platform builds a growing understanding of how individuals and teams operate, enabling more personalized assistance over time. Every Scout agent functions with a governed Microsoft Entra identity, ensuring that actions remain traceable and compliant with organizational policies. Security features include controlled access permissions, data protection enforcement, credential safeguards, and approval workflows for sensitive activities. Microsoft Scout is designed to reduce administrative overhead, improve efficiency, and keep work progressing with less manual intervention.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

Microsoft has launched Microsoft 365 Copilot Chat, a complimentary AI-powered chat service aimed at boosting productivity in the workplace. Utilizing OpenAI's advanced GPT-4 technology, Copilot Chat enables users to design and implement AI agents for a variety of tasks, including automating workflows and organizing email correspondence. While these AI agents were initially part of the premium Microsoft 365 Copilot subscription, they can now be accessed through the Copilot Chat platform. Users have the opportunity to create personalized agents via Copilot Studio, with a flexible pricing model that includes pay-as-you-go options or consumption packs. The interactions with these agents are quantified in messages, with charges ranging from 1 cent for basic replies to 30 cents for retrieving information from work-related data through the Microsoft Graph. This new offering is intended to introduce companies to AI tools, fostering a greater acceptance of the full Microsoft 365 Copilot suite, which continues to be available for $30 per user each month. Additionally, this move reflects Microsoft's commitment to integrating AI into everyday business operations, potentially transforming how organizations operate in the digital age.

Product Features: 1. Workativ Agent Studio: Short Description (200 character limit) Train your AI agents, configuring custom workflows, connect with apps, manage live interactions with a shared inbox, integrate Slack/MS Teams, and monitor performance analytics—all in one intuitive platform. 2. Resolve queries instantly with GPT powered Agents: Instantly resolve employee queries and service requests with GPT-powered ai agents. Train with your content, deploy effortlessly, and provide quick, accurate responses 24/7. 3. AI-powered App workflows: Connect with 100+ enterprise apps and automate workflows instantly. Reduce process bottlenecks for employee onboarding, IT requests, and HR workflows. 4. Shared Live Chat Inbox for Teams: Manage all employee escalations and interactions in real time with an AI-powered shared inbox. Streamline support, collaborate, and handle queries efficiently across channels. 5. Seamless Integration with Your Existing Tools: Integrate AI Agents seamlessly with Slack, MS Teams, WhatsApp, more. Enhance workflows without disruptions for better employee assistance. 6. Advanced Analytics: Track agent performance with advanced analytics. Gain actionable insights into user behaviour and agent efficiency with easy-to-read dashboards and detailed reports.

Latenode combines no-code ease, full-code capabilities, and AI-driven insights to facilitate seamless interactions among services equipped with APIs. You can choose to utilize no-code nodes or opt to write your custom code for more tailored solutions. Instead of dedicating time to sift through API documentation, you can simply articulate your needs to the AI assistant and receive pre-built code tailored to your request. This robust data platform is crafted to streamline the integration of diverse marketing tools, providing a cohesive system that minimizes data inconsistencies and boosts operational productivity through effortless integration. With readily available connectors for widely-used SaaS applications or the option to create personalized code, users have the flexibility they need. You can easily send notifications through Slack to your team while also sending email confirmations to clients. Additionally, the platform allows for conditional logic to intelligently manage your scripts based on incoming data, enhancing the overall functionality. With a comprehensive cloud-based API creation toolkit, you can design workflows that connect any applications seamlessly, ensuring a more efficient process overall. By leveraging these capabilities, teams can maximize their productivity and streamline their communication efforts.

Lantern functions as an AI-driven revenue platform tailored to assist sales and marketing teams in accelerating and enhancing their deal-closing processes by merging customer, prospect, and intent data into a cohesive system. It features tools like Champion Chaser, which boosts the sales pipeline by detecting signals within existing customers, and Buyer Persona Tracker, which identifies when new buyers enter a target account and automatically fills in their information. The platform's Workflow Engine seamlessly connects with over 50 applications, automating updates in response to customer activities, such as job transitions and call insights, thus enabling teams to proactively seize engagement opportunities. By centralizing various data points, Lantern equips teams with AI-powered insights, optimizes sales tools, and drives remarkable growth. Additionally, the platform is built with SOC II security standards and allows for rapid deployment alongside numerous integrations, making it an ideal choice for organizations looking to enhance their sales effectiveness. Furthermore, the intuitive interface and comprehensive support ensure that teams can maximize the platform’s capabilities with minimal disruption.

Taalk.ai represents a cutting-edge conversational AI platform aimed at improving customer interactions through AI-driven agents adept at handling both voice communications and text messaging. These intelligent agents are instrumental in executing a range of business tasks, such as qualifying leads, scheduling appointments, collecting debts, and providing pricing quotes. Among the standout features of Taalk.ai are its compliance-oriented interaction recording, the capability for live call transfers, and the ability to engage across multiple channels including phone calls, SMS, email, and voicemail. Additionally, it boasts a native predictive dialer and supports numerous languages, enhancing its accessibility. The platform is powered by proprietary language models that receive ongoing updates and employs techniques to humanize interactions, like adding realistic background noise, for a more natural conversation experience. Notably, Taalk.ai is built for scalability, proficiently managing millions of simultaneous interactions, and it integrates effortlessly with existing business infrastructures to streamline processes such as appointment bookings and data retrieval, thereby significantly boosting operational efficiency. The combination of these features positions Taalk.ai as a leader in the AI-driven customer engagement space.

iMini is a comprehensive AI-assistant platform that integrates various AI tools into one cohesive interface, eliminating the need for users to toggle between different specialized applications. It encompasses a variety of services, including AI-driven chat, slide creation, document generation, video production, and image editing, along with a unique deep research feature designed to quickly collect, analyze, and present valuable insights. Users simply provide a prompt, such as “Create a new energy slide with market data,” and iMini swiftly generates the needed output, whether it be a presentation slide, report, or multimedia content. Tasks that typically require considerable time, like slide creation and report writing, are said to be accomplished in approximately 10 minutes, resulting in an average time savings of about 5 hours. The platform is designed to offer productivity levels equivalent to those of four regular employees with its Max membership, creating numerous professional outputs on a monthly basis. Additionally, iMini's user-friendly interface ensures that individuals can seamlessly access a range of AI capabilities without the hassle of managing multiple tools.

Rightbrain is an innovative AI tooling platform designed to help organizations seamlessly incorporate dependable, production-grade artificial intelligence into their current systems by transforming natural language task descriptions into modular, versioned "AI Tasks." These self-contained units of AI logic can be accessed through APIs or events, ensuring consistent performance at scale and centralized monitoring through a single console. This streamlined approach allows teams to expedite the transition from prototypes to fully deployed features without the need for custom backend development. Users have the flexibility to explore and create tools from a diverse library of templates or to develop tailored AI functions, such as document processors, classifiers, content moderators, and personalized assistants. They can also easily compare and switch between models without altering the underlying code, while maintaining governance and observability. The platform efficiently manages error handling and fallback logic, enabling AI integration with existing business rules and workflows, all while ensuring predictable outputs and comprehensive audit trails. This empowers non-technical stakeholders to articulate desired capabilities and allows developers to accelerate their delivery timelines significantly. Additionally, the platform fosters collaboration between technical and non-technical users, ultimately driving innovation and efficiency within organizations.

Fleece AI serves as a collaborative AI workspace designed to facilitate effortless workflow automation without requiring any coding skills. It leverages autonomous AI agents to streamline tasks by integrating over 3,000 applications. By simply describing tasks in straightforward terms, these AI agents can link different applications, create workflow maps, and carry out complete automation processes from start to finish. Users can construct hierarchical teams of agents that reflect the structure of real organizations: a lead agent can delegate tasks to specialized sub-agents, gather their outputs, and provide final results—all without the need for supervision. This powerful tool can be utilized for various applications, such as managing email, updating customer relationship management systems, generating reports, processing invoices, and synchronizing data across different applications. In essence, Fleece AI transforms complex automation into a simple, efficient process that enhances productivity across numerous tasks.

Neo Agent serves as an advanced AI technician tailored for managed service providers, designed to seamlessly collaborate with the internal team within the PSA. It efficiently reviews tickets, cross-references similar cases, utilizes playbooks and documentation, executes necessary actions, and completes the process. Unlike traditional automation solutions that rely on extensive rule sets or brittle scripts, Neo introduces a fresh approach to automation for MSPs that mimics the capabilities of a human Level 1 technician. This innovative tool accelerates ticket resolution, streamlines PSA and RMM workflows, and ensures that all communications are aligned with the company's branding. Neo is equipped to analyze incoming tickets, engage with users, perform actions on behalf of the team, and manage workflows initiated by recurring tasks such as ticket triage, dispatching, and routine manual operations. Additionally, it offers integration with various systems, including PSA platforms, RMM tools, documentation resources, marketplaces, Microsoft 365, and Azure, enabling it to automate ticket management processes, synchronize client information, and enhance overall operational efficiency. This comprehensive functionality positions Neo as a pivotal asset in optimizing the service desk's performance and improving client satisfaction.

Supervity offers a suite of AI-powered agents that enable businesses to automate operations and enhance productivity. With capabilities like Agentic Chat and Agentic Voice, Supervity enables businesses to simulate human-like conversations, automate outbound phone calls, and support real-time co-browsing. These agents are designed for seamless integration into enterprise systems, enabling employees to work faster and independently. Whether you're in finance, HR, IT, or customer experience, Supervity’s AI agents can help automate repetitive tasks, improve decision-making, and drive digital adoption.

Scogo.ai presents SIA, an adaptable, no-code AI agent tailored to elevate customer support by offering around-the-clock multilingual help through various channels such as voice, chat, WhatsApp, and email. This innovative tool can address as much as 80% of customer inquiries by processing text, images, and vocal inputs, thus facilitating human-like, collaborative interactions. The platform guarantees secure and precise responses that resonate with your brand's distinct tone and guidelines. Notably, SIA can be implemented immediately without the need for registration or credit card details, making it an appealing option for businesses eager to enhance customer interactions and foster brand loyalty. Additionally, this AI agent is equipped to manage a wide array of customer support tasks, such as resolving product issues, overseeing field service, assisting resellers, collaborating with human agents, and offering product suggestions. With the capability to support more than 50 languages, SIA effectively reaches a global customer base, ensuring smooth communication across various demographics. Furthermore, its user-friendly setup allows organizations to swiftly adapt to changing customer needs while maximizing their support efficiency.