Use Copilot's AI tools in Teams - Microsoft Teams Tutorial

- There are three big AI features that Copilot brings to Microsoft Teams, and the first is chat summaries. In Microsoft Teams, you should go to the Chat section, select that over on the left, and then make sure you select one specific chat conversation. In the top right corner, you can click the Copilot button, and it opens up the Copilot panel. From here, you can ask a question. I've been messaging Stewart off and on for years, and recently, we talked about some specific dates for our marketing plan. Instead of digging through old conversations, I can find that by asking Copilot. So in the Copilot panel, I'll ask, "When will the catalogs be mailed out," and I'll hit the Return key. And it found information from this conversation. And this little number one is a footnote. I can actually click on that, and it takes me directly to the message where it found this information. There are also suggested prompts up at the top, and a button for the prompt guide. Even if you just use this to ask for a summary, or highlights from the past day, I think this would be very helpful. Next, Teams has an ecosystem of built-in apps, and one of those apps is a Copilot tool called Microsoft 365 Chat. In Teams, you should click the Apps button on the sidebar on the left, and from this App directory, search for Microsoft 365 Chat. Here it is, I'll click Open, and we can work with Microsoft 365 Chat here in the chat interface. So you're probably familiar with language models like ChatGPT. I'm really oversimplifying here, but basically a system like ChatGPT is able to answer your questions using information from its own built-in resources combined with information that it can find on the Internet. Microsoft 365 Chat is a language model like that, but the information that it has available is your organization's Microsoft Graph. It's able to find information about the people in your organization, or documents stored on your company's OneDrive or SharePoint libraries, messages sent, and meetings scheduled between your coworkers, and more. I'll give you an example. Here in the chat interface, I'll start typing a question, "Which executives are mentioned in," and then I want to refer to a document that was shared with me on OneDrive. So I'll type the slash key, and then I'll just start typing in the name of that document. It searches through my OneDrive, and here it is, I can select that. So I'm asking it a question about this document, and I'll hit the Return key. And after a moment, it gives me that information. Now, I'd like to reach out to one of these people, so I wonder if I've ever communicated with one of them over email before. So I'll ask, "Have I ever sent an email to any of them?" Great, it found information about some of those people that I've emailed with, and it can even show me a little information about those messages. Now, of course, this is proprietary private information about your organization. That information is protected by the security features in Microsoft 365, and you can be assured, Microsoft 365 Chat will only show information to you if you have security permission to view that information traditionally in other Microsoft 365 apps. And this will work much better for you when you ask questions about real people and real interactions in your organization. Now, finally, the Copilot AI can also help you in meetings in Teams. To see that, I'll go over to the Calendar section, I'll select that on the left. We can see that there is a meeting on my calendar which is already in progress, and I'm going to join that meeting, and I'll make sure my camera's turned on and everything looks good, then I'll join the meeting. And some of my coworkers are already here. Sorry for interrupting the meeting here, folks. I just wanted to show some features in Copilot. Okay, so first, we want to take a look at the toolbar at the top and find the Copilot button. Now, there's an important thing here. Copilot does not automatically monitor every meeting. You have to turn it on first. So the first time somebody in the meeting clicks this button, it will prompt you to start the transcript. But Garrick, you did that when you started this meeting, right? - I did. - All right, so now, once that's been running, if somebody clicks a Copilot button, it opens up a familiar Copilot panel over on the right where you can ask questions about this meeting in progress. Now, this will only work, of course, if somebody has started that transcript, and if it's been running for more than five minutes. But now that I have that panel open, I'm just going to ask a question about this meeting, and one of the most common questions you might ask is, "What did I miss?" Since I am late to this meeting, let's see what it tells me. It'll take a moment for it to give me those results. And there it is. It gives me some information about what they've been discussing in this meeting, and I can ask other questions. Let's try which, "Which clients were discussed?" So I can get all kinds of information about this meeting that I've missed for the past five minutes. So you can do this right here when the meeting is active, but there are also some things you can do after the meeting is over. Later, after the meeting has ended, you can go back to your calendar and double click on that meeting. There, you'll find a Recap tab where you can view the full transcript, or you can click the Copilot button at the top to open the Copilot panel. So you can still use Copilot to get information about the meeting even after it's ended. Now, if you're comparing Copilot to Teams Premium, it's important to know that they offer different AI features in meetings. One of the biggest differences is that Copilot offers the ability to ask questions directly from the AI as we've seen here. Soon, when we look at Teams Premium, we'll see a different set of features there.