Skip to main content

Select the models for the Agent in Excel

In GPT for Excel, the Agent uses two types of models:

  • Agent models handle chat messages, create formulas, and execute complex tasks by breaking them down into smaller tasks and delegating these to bulk models.

  • Bulk models handle bulk tasks and web search tasks. The Agent uses bulk models when needed. The Agent can only use the bulk models you set in the GPT for Work dashboard.

The following tables list our recommended models for the Agent available without an API key.

Agent models​

Use caseRecommended model

General purpose

gpt-5.4

Open-ended or complex tasks

claude-4.6-opus

Tasks that require polished formatting

claude-4.6-opus

Bulk models​

Use caseRecommended model

Bulk tasks

gpt-5.4-mini

Bulk tasks with web search

sonar

Select the Agent model​

You can select the Agent model in the GPT for Excel sidebar. The models available depend on the models enabled for your space in the GPT for Work dashboard.

  1. In the sidebar, select Agent.

  2. Open the model switcher and select the Agent model.

Select the Agent model in the model switcher

The Agent now uses the selected Agent model.

Set the bulk models​

Prerequisites

You are the owner or an admin of the space.

You can set two bulk models for the Agent:

  • The Default model for bulk tasks is used by the Agent for bulk tasks. For new users in your space, this model is also selected by default in the bulk tools and GPT functions model switcher.

  • The Default model for web search bulk tasks is used by the Agent for bulk tasks that require web search. This model is also used by the GPT_WEB function.

The models available depend on the models enabled for your space.

note

You cannot currently select models available through OpenAI-compatible API endpoints.

  1. Sign in to the GPT for Work dashboard with your Microsoft account.

  2. In the sidebar, select Bulk models.

  3. Select the bulk models you want the Agent to use for bulk tasks and web searches.

    Select the bulk models

The Agent now uses the selected default bulk models for bulk tasks and web searches.

What's next​

Learn more about models:

On this page