As an administrator, you can configure Sales agent starter prompts from a single, centralized experience and assign them to specific apps - including Dynamics 365, Email, Calendar, and standalone Copilot experiences in Microsoft 365 Copilot and Teams.

Default and custom starter prompts

Sales agent provides starter prompts by default, giving sellers a ready-made set of common scenarios such as customer research, relationship insights, sentiment analysis, and meeting follow-up - so they can get started quickly without crafting queries from scratch. You can disable default prompts and replace them with custom prompts tailored to your organization's needs.

Centralized management with app-level targeting

Manage all prompts from one place while tailoring them by app to deliver relevant, context-appropriate experiences. You can apply prompts across all apps or scope them to specific ones to support different seller workflows and priorities.

Example starter prompts

Customer research: Get me the account summary for {customer name}. Organize the opportunities in a table sorted by close date.
Relationship insights: Who at my company has the best relationship with {customer name}? List the key topics of interest for them.
Customer sentiment: What's {customer name}'s sentiment based on the last three meetings? Summarize the top three positive and negative feedback points from contacts.
Meeting follow-up: What are the follow-up tasks from the last meeting with {customer name}? Categorize by owner and sort by due date.
Pipeline analysis: Get the estimated revenue across opportunities by forecast category.
Sales coaching: What are the top three concerns raised by {customer name} in recent meetings that need to be addressed to close the deal?