The four agents, on Microsoft Copilot
Lead Intake Agent for Microsoft Copilot
It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.
Setup guide →Outreach Agent for Microsoft Copilot
It drafts evidence-based first-touch emails for your approved leads, each showing the evidence it used, with a CTA and an approval status.
Setup guide →Qualification Agent for Microsoft Copilot
It applies your approved rubric to each lead's evidence and prepares the decision, criterion by criterion, with unknowns marked instead of guessed.
Setup guide →Follow Up Pipeline Agent for Microsoft Copilot
It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.
Setup guide →How setup works on Microsoft Copilot
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Honest limits
Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.
Questions people ask
Which AI agents for sales teams run on Microsoft Copilot?
All four: Lead Intake Agent, Outreach Agent, Qualification Agent, Follow Up Pipeline Agent. Each is $19 one-time - three plain-text files that live in a Microsoft 365 Copilot Notebook.
Why run sales teams agents on Microsoft Copilot?
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Is this affiliated with Microsoft Copilot?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Microsoft Copilot or its makers.
AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers.