Microsoft 365 Copilot for Service documentation

Discover how to use Microsoft 365 Copilot for Service to embed agent-facing, AI-driven copilots into your existing contact center easily with online training courses, docs, and videos. Learn how to quickly and simply customize the chat experience for your customers and employees.

Overview

What is Microsoft 365 Copilot for Service?

Get started

Get started with Microsoft 365 Copilot for Service

Training

Training

Implement

Try/Buy

• Sign up for a license
• Supported languages
• Quotas, limits, and configuration values

Embed Copilot service agents

• Create and test preconfigured service agents
• Integrate preconfigured service agent in Salesforce
• Integrate preconfigured service agent in ServiceNow

Copilot in Outlook, Teams

• Set up Copilot for Service
• Roles and privileges

Administer and extend

Manage Copilot service agents

• Enable preconfigured service agents to draft emails
• Test your custom service agent
• Publish your custom service agent

Manage Copilot in Outlook, Teams

• Turn on AI features in Copilot for Service
• Deploy the Copilot for Service extension (preview)
• Customize forms and fields

Use

Copilot in Outlook

• Get key email information and draft replies
• View case summary
• Save emails and meetings

Copilot in Teams

• View a case summary
• Chat with Microsoft 365 Copilot for Service data in Microsoft 365 Copilot (preview)
• View and update CRM records

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