Choose the right Copilot surface
Match the task to Chat, an in-app Copilot experience, automation, an agent or delegated multi-step work.
Where the action happens
Advanced guidance
Product or feature needed
Surface picker
AI required
No
Extra credits
No
Technical skill
Low
Risk level
Low
Licence dependency
Feature-specific.
Credit dependency
Feature-specific.
UK availability
available
What it can do
- Helps users choose a suitable Microsoft surface after they know what capability they need.
Limitations
- The right option depends on available licences and tenant configuration.
Notes
Advanced navigation aid, not a beginner capability.
Watch-outs for Advanced: govern & scale
- Keep detailed governance here rather than repeating it on every beginner capability.
- Track ownership, access, cost, lifecycle and exceptions once services are shared or business-critical.
- AI Redlines remain separate from normal governance and should be treated as hard boundaries.
Last checked: 2026-10-09
Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.
Community feedback
Has your organisation tried this? Confirm whether it's possible, whether it's useful, and share any tips.
0
Confirmed possible
0
Reported not possible
0
Found it useful
0
Not useful
Loading feedback…