Agent mode and Plan mode

The Co-Pilot works in two modes: in Agent mode it carries out your request right away; in Plan mode it first proposes a step-by-step plan and starts only after you approve it. Switch between them with the mode button in the toolbar below the message box.

The two modes

• Agent — full tool access: the Co-Pilot analyses, creates artifacts, and runs actions semi-autonomously. Right for everyday questions and single documents.
• Plan — the Co-Pilot plans first and you review before anything runs; actions need your approval. Right for larger jobs — say, analysing a whole event and producing several documents — where you want control over the steps.

How Plan mode works

1. In the message box, describe the goal and send it.
2. The Co-Pilot prepares an execution plan and replies with a plan card in the chat — a short summary of the approach plus a step counter (for example "0/4 Done").

1. Click Open in Canvas to review it properly: the plan document explains the approach, and the step list beside it shows every working step to come — you can edit both right there.

1. Reply in the chat with what you want changed — or tell the Co-Pilot to go ahead. Nothing runs until you do.
2. While the plan executes, actions that change the workspace still ask for your approval as they come up, and the Co-Pilot reports in the chat when the plan has finished; open the created results from there.

When the Co-Pilot suggests a switch

If your request fits the other mode better, the Co-Pilot may propose a switch and give its reason. Accept the proposal to change mode, or dismiss it to continue in the current one — your choice, every time.

Related articles

• Meet your Co-Pilot
• Scopes: what the Co-Pilot can see
• Get better answers