Microsoft Copilot for Service documentation

Try/Buy

• Sign up for a license
• Supported languages
• Quotas, limits, and configuration values

Embed Copilot

• Create and test Microsoft Copilot
• Embed in agent consoles
• Create and deploy a custom Copilot

Copilot in Outlook, Teams

• Set up Copilot for Service
• Roles and privileges

Manage Copilots

• Connect to external services
• Test your Copilot
• Publish your Copilot

Manage Copilot for Outlook, Teams

• Turn on AI features in Copilot for Service
• Deploy the Copilot for Service extension (preview)
• Customize forms and fields

Copilot in Outlook

• Get key email information and draft replies
• View case summary
• Save emails and meetings

Copilot in Teams

• View a case summary
• Chat with Copilot for Service data in Copilot for Microsoft 365 (preview)
• View and update CRM records