User Guide: How to Use Copilot in Teams Chat and Channels

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Most organizations will get their first Copilot ‘wins’ in chat and channels because the experience is lightweight: users can catch up, extract decisions, and draft responses without changing how they collaborate. The strongest enablement programs teach users how to ask for structure (summaries, action items, decisions) and how to verify sources before sharing output.

Quick-start prompts (copy/paste)

·       Catch me up on this chat. Focus on decisions and open questions.

·       Summarize the last 24 hours of this channel thread. Include owners and due dates if mentioned.

·       Draft a reply that acknowledges the request, proposes next steps, and keeps a professional tone.

·       What are the action items and who owns each? If ownership is unclear, flag it.

·       Turn this discussion into a short status update I can post to the channel.

How to get better results

·       Give a timeframe (last 2 hours, since yesterday, in this thread).

·       Specify the output format (bullets, table, short paragraph).

·       Ask for uncertainty to be highlighted (unknown owner, missing date).

·       Verify: cross-check cited messages and do not share sensitive output outside approved locations.

Admin configuration checklist (so users have the feature)

·       Confirm Microsoft 365 Copilot licenses for the intended users.

·       Confirm Teams app availability and permission policies allow the Copilot app experiences in your tenant.

·       Publish end-user guidance: when to use Copilot, what not to paste, and how to validate outputs.

References

·       AI in Teams overview (Copilot in chats and channels): https://learn.microsoft.com/en-us/microsoftteams/copilot-ai-agents-overview

·       Use Copilot in Teams chat and channels (end user): https://support.microsoft.com/en-us/office/use-copilot-in-microsoft-teams-chat-and-channels-cccccca2-9dc8-49a9-ab76-b1a8ee21486c

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