Copilot AI for Microsoft Teams Phone Explained


March 19, 2024

AI is here, and Microsoft has introduced Copilot AI, making a significant impact in the field. Copilot is an AI-powered assistance tool that provides intelligent support and insights through the integration of Office 365 applications. It helps users work faster and be more productive by saving time on manual tasks. 

For Microsoft Teams Phone, Copilot AI offers a strong use case promising smarter call management, automated transcription services, and real-time call assistance.

This guide covers:

How Does Copilot AI Work
Microsoft Teams Phone: How Copilot Helps
What Business Need to Consider
What’s In Store For Copilot AI

How Does Copilot AI Work?

The Copilot tool uses OpenAI's ChatGPT-4 and DALL-E 3. It also utilizes Microsoft's resources such as Bing for web scraping. Additionally, it incorporates advanced language processing and text-to-speech technology. The tool also includes context technology and Azure cloud services. 

Copilot AI is designed as a conversational chat interface across the Microsoft 365 suite. It acts as a useful AI companion across a variety of job roles and departments. It uses data from your Microsoft programs. This helps write emails, recap meetings, analyze Excel info, make PPT slides, and create images based on text prompts. 

Microsoft Teams Phone: How Copilot AI Helps

Copilot AI wears many hats with programming tailored to enhance specific roles within an organization. Copilot AI adjusts to your role, whether you're in customer support, sales, or finance. It amplifies your effectiveness with insightful suggestions, instant data access, and a precise focus on the task at hand.

One of the most compelling use cases for Copilot AI is for Microsoft Teams Phone. Picture a day where a Copilot handles the minutia of your calls, allowing you to focus on important tasks.

Features of Copilot AI for Teams Phone

  • Real-time Call Assistance: Copilot AI helps you take notes and remember tasks during phone calls. This allows you to concentrate on the main points of the conversation. It makes it easy for you to stay organized and focused.

    In more complex conversations, Copilot AI can clarify concepts and propose follow-up questions. And in the case of language barriers, Copilot can provide call translations to enhance your comprehension.

  • Seamless Integrations: With the support of other Copilots, it can seamlessly connect to various apps such as Outlook for drafting follow-up emails, PowerPoint for crafting presentation slides, and Word for generating reports based on the meeting data collected.

  • Customer Feedback Analysis: Copilot AI can analyze customer feedback from multiple channels including phone calls. This powerful capability offers deep insights into customer satisfaction and pinpoints opportunities for service enhancement, enabling businesses to tailor their strategies for improved outcomes.

  • Personalized Customer Interactions: Copilot AI can customize interactions based on historical data of past behaviours and preferences. This method makes customers feel better and strengthens the bond between a business and its customers, increasing loyalty.


What Businesses Should Consider

The implementation of Copilot AI is not a leap of faith; it's a strategic investment with tangible returns. As with any new technology, there are a number of areas businesses should look at before diving into Copilot.

Licensing for Copilot AI

Microsoft Copilot for Microsoft 365 is required for adding Copilot to Microsoft Teams, allowing easy communication and collaboration. Priced at $30 per person per month, Copilot offers flexibility with no minimum user requirement. 

To access Copilot for Microsoft 365, a product license for Microsoft 365 Business Standard, Business Premium, E3, E5, or Office 365 E3 or E5 is mandatory.

Businesses will also need the correct license to use Microsoft Teams as their phone system. Find a comprehensive guide on Teams Phone Licensing, here.

Adoption Strategies

1. Recognize the Limitations

Understanding the strengths and weaknesses of Copilot AI can optimize its benefits and mitigate potential challenges. Organizations should know Copilot AI's strengths in automating tasks and generating content, but also consider potential downsides. One drawback for businesses is frequently the cost. Priced at $30 per user per month, it may not be a wise investment if some team members won't utilize it effectively.

Recognizing limitations ensures that organizations can maximize the value of Copilot AI while maintaining quality control and operational efficiency. This will ensure that its integration goes beyond tech adoption, becoming a strategic advantage that drives the organization forward.

2. Gradual Scaling

Slowly increasing the use of Copilot AI in an organization can help integrate it successfully into the existing system. Start with a pilot program involving a small group of users from various departments for diverse perspectives.

This initial phase identifies and fixes integration issues, adjusts workflow processes, and establishes best practices for deployment. It can also provide some internal advocates and champions.

3. Training and Development

Successful implementation of Copilot AI in an organization necessitates a well-structured training program for seamless integration into workflows. The training should include hands-on sessions that clarify the features, possible uses, and operational subtleties of Copilot AI.

Real-life examples can help users learn how to use Copilot AI effectively for better productivity and work quality. This method ensures that employees understand how to use Copilot AI's technical features. They can then apply this knowledge effectively in real-world situations.

4. Data Security

When a user interacts with Copilot, the process begins with a prompt or query. Copilot then retrieves data from Microsoft 365, following the user's access rules for different services it connects to. Therefore, leveraging Microsoft 365's permission models is crucial for effective data access management.

Microsoft Copilot AI empowers users with significant control over their data. Users can delete their Copilot interaction history, including prompts and responses, giving them strong privacy control options. The functionalities, along with Microsoft 365's permission model, ensure that data access boundaries are upheld.

Companies should review plugins for Microsoft Copilot, checking privacy policies and terms to protect organizational data effectively.

What’s In Store for Copilot AI

Generative AI, like Copilot, is still new and improving. It's important to remember that AI technology is constantly evolving and developing. New features in handling data, visual content, and audio enhancements are a teaser of what's in store for Copilot AI.

Check-out what is coming for Copilot AI in Microsoft's Roadmap here.

Are you using Microsoft Copilot AI or are planning to do so? Copilot's outputs depend on the quality of data and content it has access to. For most businesses, the conversations held with customers or internally hold valuable insights. Extracting insights from phone calls is pivotal for Copilot's success, providing a holistic understanding of crucial interactions.

Speak to our team about Copilot and adding Phone to your Microsoft 365 service. 

Tania Morrill

Subscribe Here!

Articles you might enjoy

View All

Microsoft Teams License - Which one you Need for Microsoft Teams Phone

7 essentials for top-notch calling quality in Microsoft Teams

What is Microsoft Teams Direct Routing?