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Copilot for Service in Microsoft Outlook (Preview)
by Microsoft Corporation
Copilot for Service modernizes existing service solutions with generative AI.
Copilot for Service synthesizes vast amounts of data already available from trusted knowledge sources to enhance customer experiences and boost agent productivity. Without costly rip and replace efforts, Copilot for Service provides flexibility to quickly begin realizing the benefits of generative AI by extending existing investments in CRM and contact center solutions—including Salesforce, ServiceNow, Zendesk and more. And since Copilot for Microsoft 365 is included in Copilot for Service, agents are equipped more broadly with productivity enhancements in their flow of work across the tools agents already use every day, such as Outlook and Teams
A Microsoft 365 Global Administrator is required to install and set up Copilot for Service. Copilot for Service also requires a paid license in order to access the app capabilities. For more details, please visit the Copilot for Service website or contact your Microsoft representative.
Copilot for Service allows administrators and users to access content and share data outside of Microsoft 365, including with third-party customer relationship management (CRM) services. Such data sharing is subject to Microsoft and applicable third-party CRM terms and conditions. Data sharing is not enabled until administrators and users in your organization consent to connect their Microsoft work or school account with their CRM account.
App capabilities
When this app is used, it
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
This add-in can launch itself when:
- The user composes a new mail.
- The user creates a new event.
- The user adds or removes recipients from an email.
- The user adds or removes attendees from an event.
- The user dismisses a notification while composing an email or creating an event.
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