Microsoft 365 Copilot for Service is a tool that allows organizations to leverage their knowledge base to improve efficiency and automate tasks for agents. It uses generative AI-powered conversations to provide quick answers and summaries of cases and contacts. Copilot can be accessed through various Microsoft tools like Outlook and Teams, as well as other desktop software. In Outlook, it can help draft emails, access case summaries, update CRM records, and schedule meetings. In Teams, it can browse and update CRM records during meetings, suggest follow-up actions, and create tasks. Copilot also integrates with popular platforms like Salesforce, ServiceNow, and Zendesk, as well as public websites, SharePoint, and offline files.
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