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Researcher and Analyst Demo

This demo highlights how to use Researcher and Analyst, two expert agents built into the Copilot app.

  • Researcher helps you tackle multi-step research tasks, combining web data with your company’s files and knowledge.
  • Analyst thinks like a skilled data scientist, able to perform advanced data analysis and Python execution—even if you don’t know how to code.

Demo Setup

In order to complete these demos, you will need to download the Researcher and Analyst Demo - Content Pack, which contains all the necessary files and resources.

TIP: Before delivering the demo, you can create a SharePoint site in your demo environment to store all the files for easy access. Alternatively, you can store the files locally and reference them directly in your prompts using /.

To access these agents:

  • Open the Copilot app from m365.cloud.microsoft.
  • Use the left navigation to select Researcher or Analyst.

Note: You’ll need to point Researcher and Analyst to internal files (SharePoint/OneDrive) for grounded insights.

Talking Points

  • Researcher acts like a highly paid consultant: it can build structured, well-cited deliverables by blending internal files, competitor intelligence, and web sources.
  • Analyst is like having a data scientist on hand: it builds models, runs Python code, and visualizes trends instantly.
  • Both agents explain their reasoning transparently so you can validate results.
  • Together, they accelerate strategic work—marketing plans, customer segmentation, financial projections—so you can move faster with confidence.

Demo Steps

Researcher: Build a Marketing Plan

IMPORTANT: Steps 1–4 should be completed at the beginning of the training (as indicated by slide 5) to give Researcher enough time to complete the first prompt.

  1. Open Researcher from the left navigation in the Copilot app.

    Screenshot showing Researcher selected in M365 Copilot menu.

  2. Enter the following prompt:

     Create a marketing plan for our newest SprintCycle EV charger launch. 
 Emphasize its AI-powered adaptive charging, modular design, and biometric access control. 
 Make sure to include recommendations on the right digital channels and content strategy. 
 Include insights from competitors and our past GTM campaigns.

  3. Attach reference files using / (point to SharePoint/OneDrive):

    • /SprintCycle Charger Product Launch.docx
    • (Optional) /Contoso - PedalPerks GTM Plan.docx

  4. Click Submit.

Researcher will:

  • Combine insights from both internal files and the web.
  • Structure a marketing plan with recommendations on channels and content strategy.
  • Cite sources so you can validate its work.

Note: Researcher shows its reasoning path (“chain of thought”), and can call other agents when needed.

Analyst: Customer Segmentation & Financial Modeling

  1. Open Analyst from the left navigation in the Copilot app.

    Screenshot showing Analyst selected in M365 Copilot menu.

  2. Enter the following prompt:

     Find the right customer segment and demographic to sell our new EV charger, 
 include a graph to show how this will maximize our market opportunity.

  3. Attach the file using +:

    • BoulderEV ebike Internal Market Forecast.xlsx

    Screenshot showing attach files in Analyst.

  4. Click Submit.

Analyst will:

  • Analyze the dataset.
  • Identify high-value customer segments.
  • Provide visualizations to back up recommendations.

Additional Analyst Scenarios

You can run these additional prompts for variety. Each follows the same pattern: Prompt → Attach file → Submit → Review results.

  • Financial Projection

      Build a 5-year financial projection from this data along with a graph to view revenue growth over time.

    File: BoulderEV ebike Internal Market Forecast.xlsx

  • Sales Performance

      Analyze sales volume across locations to identify our highest and lowest performing stores, 
  along with a visualization of the best-selling products.

    File: BoulderEV ebike Internal Market Forecast.xlsx

  • Campaign Performance

      Analyze and visualize how the marketing campaign performed across each target segment 
  and help me decide where to re-target our next campaign.

    File: BoulderEV ebike Internal Market Forecast.xlsx

Key Takeaway

  • Researcher: accelerates strategy and planning with high-quality research.
  • Analyst: delivers data-driven insights with advanced analysis and visualizations.

Together, Researcher and Analyst shorten the path from question to insight—turning weeks of effort into minutes.

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