Copilot Insights user manual
Everything you need to get value from Copilot Insights — from your first read-only scan to governing every AI agent in your tenant. Copilot Insights reads activity metadata only; it never sees prompt, chat or document content.
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Features
Overview dashboard
Your whole Copilot estate at a glance — reclaimable spend, adoption and the top opportunities to act on.
Licence ROI (Module A)
Turn raw Microsoft 365 licence data into an ROI story — purchased vs assigned vs active seats, and reclaimable spend.
Agent governance (Module B)
A live inventory of every Copilot Studio agent in your tenant, with owners, status and risk flags.
Recommendations
A prioritised, plain-English list of what to do next — each action tied to the numbers behind it.
Reports & exports
Full reports for finance and security, exportable to CSV and PDF, plus scheduled email ROI digests.
Scans
Run a read-only scan whenever you need a fresh picture, and compare snapshots over time to show progress.
Multi-tenant
Connect multiple Microsoft 365 tenants and switch between them in one click — built for Enterprise and partners.
Account
Plans & billing
Compare plans, upgrade through Stripe, and redeem coupons — Free, Pro, Enterprise and Partner.
Settings
Manage your account, anonymise user names, control email digests, and disconnect or delete your data.
Operator console
For the Copilot Insights team: the back-office console for organisations, users, billing, coupons and demo requests.