[What and Why]
Planner Agent chat in Microsoft Planner brings the existing Planner Agent from Microsoft 365 Copilot directly into the Planner experience as an embedded chat interface. This allows users to ask questions about their plans, identify priorities, and take action without leaving Planner.
This experience is available in basic plans in Planner.
This update improves productivity by surfacing existing AI capabilities in context, helping users manage tasks, organize work, and gain insights more efficiently.
This change does not introduce a new agent or modify how customer data is processed. It makes existing Planner Agent capabilities more accessible within the Planner workflow.
This message is associated with Microsoft 365 Roadmap ID 560532.
[Rollout Schedule]
- Targeted Release: Rollout begins in mid-June 2026 and is expected to complete by mid-June 2026.
[Impact on Your Organization]
Who is affected
- Microsoft 365 tenants where users are enrolled in the Frontier program
- Users with an eligible Microsoft 365 Copilot license
Once a tenant is enrolled in the Frontier program, eligible features may be enabled by default for users within that program.
Platforms/Services
- Planner on the web
- Microsoft 365 Copilot
What will happen
This update adds an embedded Planner Agent chat experience within basic plans in Planner and does not replace or remove any existing functionality.
- Planner Agent chat will appear as an embedded experience.
- The feature is enabled by default for eligible Frontier users.
- Access to this feature is governed by existing Planner Agent and Copilot controls. If the Planner Agent is disabled, users will not have access to this experience. Admins can manage or disable access using existing controls.
- Users can interact with the Planner Agent directly within Planner to:
- Ask natural language questions, for example “Show my top tasks for today”
- Identify high priority or at-risk work
- Apply AI generated filters to focus on key tasks
- Draft updates and manage task hierarchy through interactive task cards
- Create structured plans organized by goals and buckets
- Access contextual insights based on permitted Microsoft 365 data such as emails, meetings, and files
[Action Required/Recommendations]
No action is required to enable this feature.
To prepare for this rollout, you can:
- Identify users who would benefit from early access to Frontier features.
- Add those users to a Microsoft Entra ID group and configure Frontier access.
- Confirm users have eligible Microsoft 365 Copilot licenses.
- Review and configure agent settings in the Microsoft 365 admin center.
- Update internal documentation and support readiness materials.
Learn more:
- Frontier program | Microsoft 365 Copilot | Microsoft
- Manage agents in the Microsoft 365 admin center | Microsoft Learn
Additional documentation will be provided as it becomes available.
[Compliance considerations]
| Question | Answer |
| Does the change introduce or significantly modify AI or agent capabilities that interact with customer data? | Yes. This update surfaces an existing Planner Agent as an embedded chat experience within Planner. |
| Does the change provide users a new way of interacting with generative AI? | Yes. Users can now access Planner Agent chat directly within Planner plans instead of separate entry points. |
Source: Microsoft
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