Welcome to Copilot in Microsoft Teams

Copilot in Microsoft Teams enhances collaboration and helps you get the most out of your Teams chats and meetings. Quickly recap, identify follow-up tasks, create agendas, and ask questions for more effective and focused meetings. Summarize key takeaways, see what you’ve missed, and pinpoint key people of interest in chat threads you were added to. All without breaking the flow of discussion. 

Copilot in Teams uses your Teams chat and meeting content to generate insights and actionable suggestions alongside your most important Teams touch points.

Important: Copilot in Teams is available on Windows, Mac, web, Android, and iOS. You must have a Microsoft 365 and a Microsoft 365 Copilot license in order to access Copilot in Teams.

Use Copilot in Teams meetings and calls

Copilot in Teams meetings and calls helps you capture action items, different perspectives by topic, or unresolved questions. You can even ask Copilot to give you a response as a table, generating a markdown table that's ready for you to copy and share. By processing the meeting transcript, it will generate responses to prompts such as: 

  • What questions are unresolved in this meeting? 

  • What opinions did team members have about this campaign? 

  • Create a table of pros and cons for this campaign.   

Copilot is available in the following meetings and calls:

  • One-on-one and group calls

  • Single meetings or scheduled private meetings

  • Instances or occurrences of meetings in a series

  • Channel meetings

  • Meet Now

Requirements for Copilot in meetings

  • Turn on transcription or recording. To use Copilot without recording or transcription, see Use Copilot without recording. All participants see a notification that the meeting is being transcribed.

  • Have enough meeting time where participants have been speaking. If there isn’t enough transcribed speech in the meeting yet, Copilot will state that it needs more information before responding to prompts.

  • Ensure the meeting was created by someone within your organization. If a meeting was created by an external participant, Copilot won’t be available in that meeting. If external participants are invited but not the meeting organizer, Copilot will still be available in the meeting.

Requirements for Copilot in calls

  • Turn on transcription or recording, and transcription for one-on-one calls. For VOIP callers, all participants see a notification that the call is being transcribed. For PSTN callers, all participants will hear an announcement that the call is being recorded.

  • Any additional caller added to an existing one-on-one call will not be able to use Copilot.

Access Copilot during a meeting or call

  1. During a meeting or call, select Copilot from the meeting controls. If transcription isn’t already turned on, you’ll be asked to turn it on.

  2. Copilot will appear in a panel on the right side of the meeting window. Select More prompts or type in your own prompt into the compose box. Copilot will process content from the meeting transcript to generate a response.

  3. If you’re at least five minutes late to a meeting that has been recorded or transcribed, Copilot will ask if you would like a summary of the meeting so far.

  4. When a meeting is ten minutes away from ending, Copilot will ask if you would like notes and action items to help end the meeting.

Access Copilot after a call

Once the call has ended, go to Calls  Calls button on the left side of Teams. From there, go to your Teams call history, select Ask about this call and open Copilot.

Access Copilot after a meeting

Once the meeting has ended, select the meeting in your Teams Calendar. From there, select the Recap tab in your meeting details.

For more scenarios on how to use Copilot in Teams meetings, see Get started with Copilot in Microsoft Teams meetings

Use Copilot in Teams chats

Copilot empowers you to ask questions about your chat conversations in Teams. You can use Copilot to quickly review the main points, action items, and decisions from your chats, without having to scroll through long threads. You can also choose to view highlights from the past 1, 7, or 30 days of conversation.

Note: Copilot in Teams chat only uses data available in the chat thread you have open.

Copilot is available in the following chats and only references the meeting chat, not the meeting transcript:

  • One-on-one and group chats

  • Single meeting chats or scheduled private meeting chats

  • Meet Now chats

To access Copilot in Teams chats:

  1. Select a chat in Teams, then select Copilot in the upper-right corner.

  2. A pane will open to the right of the chat where you’ll find introductory information about using Copilot in chat, and a compose box to ask a question about the chat.

  3. Besides answering questions and summarizing the conversation, select More prompts below the compose box to guide you and quickly pull out the details you need.

  4. In responses from Copilot, you will see citations to the relevant information in the chat thread. Selecting a citation will take you to the referenced message in the chat thread to the left.

  5. Only you can see your conversations with Copilot, but if you'd like to share the response with someone else, select Copy at the top right of the individual response to copy the text. Then, paste it into another chat, channel conversation, or anywhere else.

  6. To close Copilot in chat, select Copilot again or the X button at the top right of the pane.

Suggested actions in chat 

Suggested actions appear in Teams chat and, when selected, will open Copilot to the right of the chat. For example, when returning to a chat, if there are eight or more unread messages, you might see a clickable suggestion "Summarize what I've missed." Select the suggestion to open Copilot and generate a chat summary. 

For more scenarios on how to use Copilot for chat, see Get started with Copilot in Microsoft Teams chat

Use Microsoft 365 Copilot in Teams and Teams mobile

Microsoft 365 Copilot is a cross-app chat experience in Teams that helps you get things done in whole new ways using the power of AI. Interact with Copilot like a contact in Teams chat. Use natural language to give Copilot instructions—the more details you add, the better the outcome. And you can improve on results by refining your instructions and iterating. Ask for a summary of the things you need to catch up on, including your files, messages, and people. Copilot can also help you find and use info that's buried in documents or lost in conversations. And together you can create content with all of it.

Here are some things you can try: 

  • What were the key takeaways from [a meeting]?

  • Draft an outline for a presentation about...

  • When's my next meeting with [a person]?

Note:  Microsoft 365 Copilot​​​​​​​ in Teams can’t reference information from the following file type(s): PDFs. 

When you open Copilot at the top of Chat in Teams, you will be presented with some suggested prompts to get you started. Use Copilot to:

Summarize

  • List out key points from [a file]

  • Recap your last meeting

  • Summarize unread emails from [this person]

Create

  • Create an FAQ based on [a file]

  • Write an intro to [an email]

  • Suggest 5 compelling titles for [a file]

Ask

  • What's my next meeting?

  • Who am I meeting with tomorrow?

  • Where was I mentioned by [a person]?

Some suggested prompts require you to refer to files or other data sources, which are indicated by blue text. Copilot will suggest a list of items you can choose from. To select something not on the list, type in the reference after the slash "/" in the compose box and select from the newly generated options. 

Allow some time for Copilot to provide a response. After Copilot provides a response, ask clarifying questions, provide additional information, refine the output, or type another question that continues the conversation for up to 20 queries. 

Select New chat at the upper-right of the chat window to restart the conversation context with a new query and suggested prompts. Your previous chat history with Copilot will still be visible. 

For more scenarios in Teams, see Get started with Microsoft 365 Copilot Business Chat in Teams. 

FAQs

Frequently asked questions about Copilot in Microsoft Teams

Frequently asked questions: AI, Microsoft 365 Copilot, and Microsoft Designer

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