Prepare for meetings with Copilot for Sales meeting prep agent
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Mar 2025 | - |
Business value
Running efficient meetings requires having all the right information at hand before talking with customers. However, sellers have limited time to prepare and there is no one-size-fits-all process as meetings differ, making the meeting preparation process overwhelming and often leading to sellers attending meetings without the right context. With Copilot for Sales, you can now receive tailored insights for each type of meeting. This way you can prepare quickly and effectively for any situation.
Feature details
Copilot for Sales provides the following tailored insights:
- Profile updates: For initial interactions with a customer, Copilot for Sales provides insights tailored to the customer's profile, account, and qualification criteria.
- Deal-related insight: When engaging with a customer with an open opportunity, Copilot for Sales provides insights related to objections, pending action items, and the key stakeholders needed to accelerate the deal.
Copilot for Sales will also provide aggregated daily notifications through the Copilot for Sales bot notifications with key information for each meeting. These notifications can also be customized in settings based on your preferences in case you prefer more frequent updates (for example, one notification per meeting) or more detailed notifications.
