P.S. Due to the confidential nature of this project, only limited details can be shared. Feel free to reach out—I’d be happy to discuss more in a one-on-one conversation! 🥤
M365 Copilot Agents
During my time at MSFT, I focused on improving workflow efficiency across the Copilot experience in Microsoft Teams, WXP AppChat, and M365 Copilot.
I reimagined the agent experience to better meet the needs of Microsoft partners and customers by designing AI solutions.
Timeline
5 months, 2025
Team
Copilot Designers, CAPE PMs, 3rd Party Partners
Tools
Figma, Figjam
Role
UX Design, Visual Design
WHAT I DID
Bridging Gaps
The Problem
Microsoft’s partner companies—LexisNexis, ICERTIS, Thomson Reuters often face time-consuming contract templates, scattered feedback, and high cognitive load when analyzing dense contracts—slowing down their workflow.
I collaborated with a PM and Design Director to reimagine the contract review experience within Microsoft Word Copilot to reduce legal review time for productivity.
Current Workflow
Users rely on Copilot chat to ask about contract templates.
One-on-one, chat-based conversations with the agent to identify issues within the contract and edit the document based on agent's response.
Pain Points
Thread Overload
Mentally taxing to maintain conversation threads and keep track
Poor Traceability
Hard to map discrepancies and suggested changes to the exact spots in the document.
Workflow Slowdown
Slows down productivity, especially in time-sensitive workflows
Prompt Rework
Repetitive prompts and clarifications to gain more information
EXPLORATION A
Canvas Model
I designed a separate tab within the Copilot canvas to view all the issues detected within the document via the agent.
EXPLORATION B
Comment Model
I added an experience where suggestions can be added as comments by the Contoso agent in the document itself.
Canvas Model Comment Model was preferred as the agent felt more like a collaborator than just a tool, but…
Overcrowding
The document can get overcrowded with comments inserted by the agent.
User control over agent suggestion to insert the agent’s comment or dismiss it
Hard to prioritize
Comments didn’t naturally create a ranked view, leading to low scannability of severity and inability to take quick actions
Hierarchy of severity of issue for easy, quick glance and faster actions
SOLUTION
Combining Canvas Experience with the Comment Model
Users only post the suggestions that matter—either to drive a change or to align with collaborators directly in the document.
Collaborators can review suggestions directly in comments, accept or dismiss them, and reference supporting context to make informed decisions.
