M365 Agent

How to interact with the M365 Agent

This workflow shows how to interact with the M365 Agent in Teams and Excel Copilot—how to start a chat, mention the agent, ask questions, and use the structured table results (including adding them to an Excel sheet).

Chat with the agent in Teams

1. Install the Sight Machine Agent in Microsoft Teams.

2. In Teams, start a new chat with the Sight Machine Agent.

3. In the Type a message text box, ask a simple starter question, for example: “What machines do you know about?”

4. Send the message and give a moment while it scans data sources.

5. In this example, it would reply with a long table listing machines that looks like the following:

   

Use the agent through Copilot in Teams

1. Start a new Copilot chat session.

2. In the Message Copilot text box, type “@Sight Machine Agent” to ensure you are chatting with the Sight Machine agent. You will know that you are chatting with the agent if the name appears at the bottom of the message box like this:

   

3. Ask a question, for example: “What was the production volume for color 218?”

4. If this is your first interaction with the Sight Machine Agent, it will first display a “Hi” message while it is working on the data collection for your question.

5. It should then reply with something like the screen shot below:

   

Use the agent through Copilot in Excel

1. Open Excel and launch M365 Copilot with a blank workbook.

2. In the Message Copilot text box, start by entering “@Sight Machine Agent”

3. Enter a question, for example: “How did production conditions today compare to yesterday?”

4. Similar to Teams Copilot, if this is your first interaction with the agent, it will display a “Hi” message while processing your request.

5. Once the analysis is complete, it will return a data table similar the following:

   

6. To add the results to Excel sheet:

   • Click the + Add to new sheet link below the table, or

   • Copy and paste the table into your worksheet