Microsoft Teams has 8 different Copilot experiences, and in this video you will learn how to use Copilot to become more productive in Microsoft Teams Channels!
FULL Course on Copilot for Microsoft Teams
Video Summary
Here are the key points from the video:
- Copilot in Teams Channel Conversations: Functions similarly to Copilot in Teams chats but for channel messages, appearing only in conversations with four or more replies.
- Summarizing Conversations: Helps you quickly understand key points and decisions made in a conversation without reading through all the messages.
- Using Prompts: Allows you to ask specific questions about the conversation, such as summarizing different opinions or recalling agreed-upon actions.
- Action Items: Identifies and lists action items from the conversation, making it easier to track tasks.
- Accessing Copilot: Requires a conversation with enough replies to activate Copilot, which then provides summaries and action items.
For more information, read the transcript blog below, or watch the video above!
Video Transcript
Next up on our list of features is Copilot in Teams channel conversations. Copilot in Teams channel conversations offers similar functionality to the Copilot in Teams chats that we just learned about but for channel messages. You will only see Copilot in longer channel conversations, and by longer, I mean four or more replies. So, you will not see it if the post doesn’t have enough replies. Copilot for Teams channel conversations is limited to summarizing one conversation—the conversation that you’re currently in. If you ever want to summarize more content, like the discussions in a whole channel, you should use the Copilot app in Microsoft Teams, which we will cover a bit later in this course. You can use similar prompts as the Copilot in Teams chats, which we just learned, so you can use the same prompts, of course, adapted to the conversation for Teams channel conversations.
Now that we have seen the theory, let’s head over to the lab and check out Copilot in Teams channel conversations. We are back in the lab. Let me open up the browser here where I’m back in Microsoft Teams, but now I am in the sales channel. As you can see here, I have a conversation started by myself on the product launch: “Should we offer a limited-time discount?” Now, the first reflex, and honestly what I was trying to figure out at the beginning, is I was looking over here and thinking, “Where is my Copilot?” I’m going here, and I do not see Copilot at all. Where is it at? So, in order to get to Copilot, you need a conversation that is a bit longer. You see, we have here the 21 replies or whatever number of replies are in that conversation from the people involved. You click on this, and now it will bring you to that conversation. As you can see, if we go to the top, we are focused on that conversation, and now at the top, I have my channel Copilot. Awesome. So again, channel Copilot—you can use similar prompts.
For example, I can ask it to recap this conversation from the beginning. Now, Copilot will go in, analyze the conversation, and then create a nice summary for me. Let’s give it a second to finish, and there we go. It’s done. You can see that Vlad proposed a 30% discount for the first customers. Mike expressed some concerns here, and after that, we can go through the conversation and really see what happened. What I really like is that it actually says here that Vlad and Mike aligned on the 10% discount in the end and discussed actionable steps. So, you see, it summarized the decision for me. If I ever forgot what we agreed on, I can always ask Copilot without having to read through all of the conversation. I can, of course, use the same prompts again. For example, I can ask, “Were there any different opinions in this chat? What were the pros and cons of each?” There we go. Vlad initially proposed a 30% discount. Mike expressed concerns about it. Vlad suggested that early adopters are crucial, and eventually, they agreed on a 10% discount for the first two weeks. So really, again, Copilot is able to get all of that data and summarize it for me. I can also ask very specific questions, for example, “What did we agree on for the amount of discount?” Maybe that’s the only question I have. I don’t want the summary; I just want to remember what number we agreed on. There we go. You and Mike agreed on a 10% discount for the first two weeks of the product launch. I can always click on the references where we can see exactly what was said. So, Copilot can help me find the information quicker, and if I ever want to double-check, I have a very easy way to do it.
Now, the final prompt, the one that I usually use the most often, is, “Is there anything that I, as Vlad, should do? Did I promise anything that I should do? Is there anything I need to do from this conversation?” Yes, there are several action items for me to do. You can see I need to coordinate with the finance team to adjust the pricing across channels, build and set up the training for the sales team, craft a customer-friendly email and ensure that the support team is well-prepared. So really, Copilot is there to help us summarize the conversation, find any specific answer that we’re looking for in that conversation, and the one that I love most to do is, “Okay, after all those 50-60 messages, what do I have to do? What did other people say I have to do? What did I sign myself up to do?” This way, I have a clear to-do list of things that I’m responsible for.
This is it for this demo of Copilot in channel conversations. Remember, you need to have a longer conversation. So, if I start a new one here and just put “Hello there,” for example, I do not have Copilot. The conversation is not long enough. However, after that conversation picks up and you see I’m just writing the number of replies here, let’s go with four. There we go. After four replies, I now have the four replies from you here, so I can focus on that conversation here, and now I have Copilot. Right now, you can see because, well, it’s only 1, 2, 3, 4, it doesn’t have enough activity to generate responses, but at least I can see the Copilot button. It needs more characters. 1, 2, 3, and 4 will not make an interesting summary, but I just wanted to show you the number of replies needed so you can see the button to focus on the conversation and have Copilot in there. Something that is really cool is if you go back to it here, it will show you the history of your previous conversation, so everything you asked Copilot before, the history is kept here. Great. Now, let’s go back to the slides and learn about some other amazing features for Microsoft Teams Copilot in chats and channels.
