View a case summary with Copilot for Service

Copilot for Service generates case summaries to help you quickly understand the context of a case and resolve customer issues more efficiently. The summary includes key information about the case, such as the customer, product, problem statement, and any notes that are linked to the case.

View case summary

If you're signed in to Copilot for Service, when you open an email or a meeting that's related to a case, the Copilot for Service pane shows a summary of the case.

• See the case based on which the summary is generated.
• Switch to a different case to generate a better summary.
• Copy the summary to use it elsewhere.
• Share feedback about the summary to help improve it.

Next step

• Share and update CRM records in a Teams conversation