Add Copilot to a Teams conversation

✅ How to

1. 1

   The idea: an assistant inside your chat

   The Copilot app in Teams lets you ask questions directly about a conversation's content and get help without leaving the chat. The right image for a workshop: adding Copilot to a Teams conversation is like inviting a virtual assistant into the chat to help summarize, analyze and make the most of the exchanges in real time.

2. 2

   How to add it to a conversation

   In your Teams conversation, click the « Agents and bots » icon (the apps icon at the top right of the chat window). The « Agents and bots » pane opens on the right: pick « Copilot » among the offered apps. Done, Copilot joins the discussion and can be queried right inside the thread.

   
3. 3

   The difference with the general Copilot in Teams

   This is the key takeaway: when Copilot is added to a chat, it works with the context of that specific conversation and can analyze all the messages visible to the participants. In other words, Copilot in a chat = Copilot with the context of that chat. Where the general Copilot answers broadly, this one reasons over what's being said here, in this discussion.

4. 4

   A few usage examples

   Once added, address it directly in the thread (for example « Copilot, List the latest action items »). It can then:

   • ➞Summarize a long Teams conversation.
   • ➞Identify the decisions made.
   • ➞Extract the action items to complete.
   • ➞Generate a recap.
   • ➞Quickly find a piece of info shared in the chat.
   • ➞Draft a reply from the context of the discussion.

   In the screenshot, we ask for the list of the latest action items: it names who shared which file, spots the task in progress and even suggests follow-ups (detail the next steps, list the risks, prepare an agenda).

   
5. 5

   What I'd keep in mind for a client

   Three simple ideas to remember:

   • ➞Copilot in a chat = Copilot with the context of that chat.
   • ➞Very useful for long conversations or team projects.
   • ➞Lets you quickly find decisions, actions and important information.

   In short, no more scrolling through hundreds of messages: you ask, Copilot synthesizes.

Copilot, summarize this conversation: list the decisions made, the action items with their owner, and the key information shared in the chat.

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