Onboarding agent is built for Microsoft 365 Copilot to help organisations guide new employees through onboarding by surfacing and summarising connected Microsoft 365 knowledge sources.

Enables new hires to explore company policies, access tailored onboarding guidance, and follow up with links to approved resources – all without leaving the Microsoft Teams experience.

Install directly from the Microsoft Agent Store, verified through Microsoft’s marketplace and billing platform.

Add organisational context, set boundaries, and you’re ready.

• Faster ramp-up: You can deliver targeted onboarding information and role-specific guidance.
• Consistent answers: You can surface approved company content so new hires receive aligned, repeatable guidance.
• Reduced support load: You can route routine questions to existing resources and people directories.

• New hires in need of an intelligent onboarding assistant
• HR teams, IT/onboarding owners, managers

Features

• Access to Microsoft 365 knowledge sources (SharePoint, OneDrive, Email, Teams, People).
• Conversational Q&A to summarise company policies, give role-specific advice for new joiners and more (based on your organisation’s content).
• Evidence-backed onboarding checklists: When organisation-specific checklists are unavailable, the agent can provide curated, research-backed guidance for the first week and first month, informed by reputable publications and academic research.
• Clear escalation guidance directing users to human contacts for unresolved or sensitive issues.
• Audit-friendly sourcing: the agent will include source attributions and direct links to information sources.