Teams - Copilot in Teams Conversations Tutorial

Discover how Copilot in Teams Conversations can enhance your collaborative work. With its integration into Teams, Copilot offers ready-made prompts and the ability to interact with the panel using questions. Find out how this tool can streamline your communication and improve productivity.

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Objectifs :

This document aims to provide a comprehensive overview of how Copilot integrates into team conversations, enhancing communication and summarization of discussions. It highlights the functionalities of Copilot, including accessing conversation summaries, drafting messages, and managing group discussions effectively.


Chapitres :

  1. Introduction to Copilot in Team Conversations
    Copilot is a powerful tool fully integrated into team conversations, whether they are individual or group discussions. Its primary purpose is to streamline communication and provide quick access to relevant information.
  2. Accessing Copilot
    To access the Copilot panel, simply click on the Copilot icon located in the upper right corner of the conversation window. This allows users to interact with the panel using pre-made prompts or by entering specific questions.
  3. Summarizing Conversations
    One of the key features of Copilot is its ability to summarize past interactions. For instance, if a user wants to recall discussions from September 2023, Copilot can instantly provide a summary of the exchanges. This is particularly useful for tracking requests made to colleagues, such as issues related to a USB device.
  4. Daily Updates and Decision Tracking
    Users can request updates on recent exchanges, such as a summary of the last seven days. Copilot efficiently decrypts discussions, especially those involving decision-making or pending items. Users can specify prompts to receive targeted summaries.
  5. Drafting Messages with Copilot
    When lacking inspiration, users can turn to Copilot for assistance in drafting messages. Copilot suggests initial drafts, which can then be refined by clicking the icon in the text area. Users can specify the desired length and tone of the message, whether it should be casual, professional, or enthusiastic.
  6. Managing Group Conversations
    Copilot is also adept at handling group conversations, even those with many participants. Users can inquire about recent discussions within specific teams, such as the educational team, and gather feedback on projects like the Copilot initiative.
  7. Feedback and Ideas
    Users can collect positive feedback and ideas related to conversations. For example, they can review compliments received for presentations or teamwork during sessions, allowing for a better understanding of team dynamics.
  8. Summarizing Links and Important Decisions
    Copilot can summarize links shared during conversations, providing users with a clickable list of resources. Additionally, it can highlight important decisions that may have been missed, such as changes in instructor assignments due to unforeseen circumstances.
  9. Conclusion
    In summary, Copilot serves as an essential assistant in team communications, helping users stay updated on discussions, manage tasks efficiently, and enhance overall collaboration. Its functionalities significantly improve the way teams interact and share information.

FAQ :

What is Copilot in Teams?

Copilot is a digital assistant integrated into Microsoft Teams that helps users summarize conversations, draft messages, and manage information efficiently.

How do I access the Copilot panel?

You can access the Copilot panel by clicking on the Copilot icon located in the upper right corner of the Teams interface when a conversation is selected.

Can Copilot summarize past conversations?

Yes, Copilot can instantly summarize the content of past exchanges, including decision-making points and pending items.

What types of messages can Copilot help me draft?

Copilot can assist in drafting messages by suggesting text that can be customized for length and tone, such as casual, professional, or enthusiastic.

Is Copilot useful for group conversations?

Yes, Copilot is designed to handle group conversations effectively, even with a large number of participants, providing summaries and feedback related to the discussion.

How does Copilot help with decision making?

Copilot can highlight important decisions made during conversations, ensuring users stay informed about key outcomes and changes.


Quelques cas d'usages :

Summarizing Team Meetings

In a corporate setting, team leaders can use Copilot to summarize discussions from meetings, ensuring all members are aware of key points and action items, which enhances communication and accountability.

Drafting Professional Emails

Professionals can utilize Copilot to draft emails quickly by providing prompts for tone and length, allowing for efficient communication with clients or colleagues.

Managing Project Updates

Project managers can leverage Copilot to summarize updates from team members, helping to keep track of progress and outstanding issues, thus improving project management efficiency.

Gathering Feedback

Educators can use Copilot to collect and summarize feedback from students about presentations or sessions, allowing for continuous improvement in teaching methods.

Tracking Decisions in Collaborative Projects

In collaborative projects, team members can use Copilot to track decisions made during discussions, ensuring that everyone is aligned and aware of changes, which can prevent miscommunication.


Glossaire :

Copilot

A digital assistant integrated into communication platforms like Teams, designed to help users summarize conversations, draft messages, and manage information efficiently.

Teams

A collaboration platform developed by Microsoft that allows users to communicate and collaborate through chat, video calls, and file sharing.

Panel

The interface within Copilot that allows users to interact with the assistant, access features, and utilize prompts for summarization and message drafting.

Prompts

Predefined suggestions or questions provided by Copilot to guide users in obtaining summaries or drafting messages.

Summary

A concise overview of the main points discussed in a conversation, generated by Copilot to help users recall important information.

File format issue

A problem related to the type or structure of a file that may affect its usability or compatibility with software applications.

Rephrase

The act of altering the wording of a message to improve clarity or adjust the tone, facilitated by Copilot.

Decision making

The process of making choices or reaching conclusions based on discussions, often involving evaluating options and outcomes.

Feedback

Responses or reactions to a presentation or session, which can be positive or negative, and are used to improve future performance.

Collaborators

Individuals who work together on projects or tasks, often communicating through platforms like Teams.

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Copilot is fully integrated into teams,
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particularly within conversations,
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be they individual or group.
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Accessing the panel is simply done
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by clicking on the Copilot icon
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located in the upper right corner
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when a conversation is selected.
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From there I can interact with the
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panel using either ready made prompts
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or by entering a question like I do,
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aiming to summarize the interactions
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between me and my colleague.
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But what exactly did we talk
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about in September 2023?
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Copilot instantly summarises
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the content of our exchanges.
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I had reached out to my colleague
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Fred regarding issues requiring
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action on his part.
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Copilot, can you remind me of the requests
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I made to Fred in our conversation?
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Oh yes, it was about a connection
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issue with a USB device.
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Copilot, can you give me a summary
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of the last seven days exchanges?
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Certainly.
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It's quick,
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functional and accurately decrypts
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what we recently discussed
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if the conversation includes
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decision making or pending items.
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I can specify through the suggested
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prompts to get a summary as well.
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Now I wish to get an update on
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a file format issue we faced.
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Lacking inspiration, I turned to Copilot,
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which suggests drafting my message first.
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I can then click on the icon directly
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in the text area and rephrase my text,
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specifying whether the generated
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text should be short or long.
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Or if the tone should be casual,
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professional, or enthusiastic.
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All that's left then is to replace
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my initial text and post my message.
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Group conversations are also well
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catered for, even if they include
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a large number of participants.
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What have we recently discussed
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in the educational team?
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Ah yes, the Copilot project
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and upcoming sessions.
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What are the positive feedback and
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ideas related to this conversation?
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From what I read,
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positive feedback on presentations
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or sessions and compliments for
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the teamwork during the sessions.
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Each message can be general or specific
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concerning only certain participants.
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I can also use Copilot to summarize
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the links present in a conversation.
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I would then have a list of published
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links that are also directly
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clickable during our exchanges.
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Were there any important decisions I missed?
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Let's ask our assistant.
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Oh yes, a change of instructor for a session,
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because Julian has a loss of voice
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in the flow of conversations.
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This is how Copilot can help me get
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to the essentials to stay up to date
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with exchanges among collaborators.

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