PremiumEND USER5 min readSurveys 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
- 1An evolution to know aboutIf 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.
The official message: everything you did in Surveys is now integrated into Forms.
- 2The new entry point: Copilot in FormsOpen 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.
Copilot in Microsoft Forms: create, improve, send and analyze your forms.
- 3Create a survey by chattingDescribe 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.
- 4Distribute and collect responsesWhen 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.
Sending: audience, link / QR / embed, invitation rewrite with Copilot, Outlook or Teams distribution.
- 5Analyze the resultsOnce 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.
- 6What to rememberThe 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.
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