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Surveys and Copilot: the Surveys Agent gives way to Copilot in Forms

Good to know: the Surveys Agent is being retired. Its survey creation, distribution and analysis capabilities are now bundled into a unified Copilot experience inside Microsoft Forms. Good news: you keep everything, in one place, right in Forms.

How to

  1. 1
    An evolution to know about

    If you were looking for the Surveys Agent, here's the key info: it's being retired. Its main capabilities are now bundled into a unified Copilot experience inside Microsoft Forms.

    In other words, no more separate agent: everything you used to do in « Surveys » now happens directly in Forms, with Copilot. A message reminds you and invites you to switch.

    Surveys and Copilot: the Surveys Agent gives way to Copilot in Forms : étape 1

    The official message: everything you did in Surveys is now integrated into Forms.

  2. 2
    The new entry point: Copilot in Forms

    Open Microsoft Forms. Copilot supports you throughout the process: create, improve, send and analyze your forms.

    The starting move is simple: « Start drafting », and you describe what you want to measure.

    Surveys and Copilot: the Surveys Agent gives way to Copilot in Forms : étape 2

    Copilot in Microsoft Forms: create, improve, send and analyze your forms.

  3. 3
    Create a survey by chatting

    Describe your need in plain language (« a satisfaction survey after my training », « an engagement survey for my team »). Copilot generates a ready-to-use form draft.

    Then you refine: ask it to improve the clarity and structure of the questions, or adjust the style. The video below shows the flow.

  4. 4
    Distribute and collect responses

    When sending, you choose who can respond (everyone, only your organization, or specific people) and share the link, a QR code or an embed code.

    Copilot also helps write the invitation message (« Rewrite with Copilot »), and you distribute via Outlook or a Teams channel to maximize the response rate.

    Surveys and Copilot: the Surveys Agent gives way to Copilot in Forms : étape 4

    Sending: audience, link / QR / embed, invitation rewrite with Copilot, Outlook or Teams distribution.

  5. 5
    Analyze the results

    Once responses are in, Copilot in Forms helps make the data talk: summary of feedback, trends, highlights. Enough to go from collection to decision without switching tools.

    A few use cases: post-training evaluation, engagement survey, customer study, project feedback, or an NPS.

  6. 6
    What to remember

    The Surveys Agent is going away, but nothing is lost: creating, improving, sending and analyzing your surveys now happens with Copilot, directly in Microsoft Forms. One place, from the first question to analyzing the responses.

💡

The Surveys Agent is being retired: its capabilities are now in Copilot for Microsoft Forms. Availability of Copilot in Forms may depend on your license and your organization's configuration: check with your IT.

📚 Official sources

#copilot#microsoft forms#sondage#enquête#forms#feedback#surveys agent

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