Microsoft has released a redesigned Copilot application, divided into Home, Code, and Autopilot sections. CEO Satya Nadella referred to it as a new operating system for work. Autopilot, formerly known as Scout, is officially defined as a persistent, proactive, personalized agent that continues to work even when the user is away.

Each Autopilot instance has an independent identity, memory, cloud computer, and workspace within the tenant, understands organizational operations based on Microsoft IQ, and can be @mentioned in Teams, Outlook, channels, and documents, with permissions, auditing, and governance. It can monitor channels, follow up on posts, run periodic tasks, pick up projects after several days, and independently advance vendor reviews: scheduling, pre-meeting preparation, meetings, and pushing progress to stakeholders. The agent uses Entra identity and can be configured with email, calendar, OneDrive, and organizational structure location.

Code generates applications, dashboards, and automation using natural language, sharing the same underlying technology as GitHub Copilot, and operates in a sandbox and Copilot Managed Runtime. Home integrates conversations and delegable tasks into a single entry point and brings Word, Excel, and PowerPoint into the Copilot application. Home and Code will be launched in the coming weeks through the Frontier program; Autopilot will have a private preview at the end of this month, with Code later available to Microsoft 365 Premium and Pro users.

Billing has changed to a dual-layer system: daily AI will still be charged monthly per user subscription; long-term unattended agents, workflows, and frontier models will be billed based on usage, utilizing Copilot Credits. Advanced capabilities are built on top of subscriptions. Microsoft claims the enterprise agent market could be larger than the cloud computing market.

In market mechanics, the buyer is enterprise IT locked into the Windows and Microsoft 365 distribution channels, while the seller is Microsoft, bundling entry, identity, and cloud computers into an agent layer. Events are driven by product releases, with revenue stacking from seat subscriptions to ongoing consumption of tokens in the background; beneficiaries are platforms that control both the operating system entry and usage billing, while pressured companies only sell chat windows and cannot continue billing when users are offline.

Source: Public Information