Manage Microsoft 365 Copilot in Teams calls

APPLIES TO: 1:1 Teams calls Public Switched Telephone Network (PSTN) calls

Overview

Microsoft 365 Copilot is a secure, AI-powered assistant that can help users stay productive by providing real-time insights and summaries for Teams calls. Each call participant with a Microsoft 365 Copilot license can privately engage with Copilot using natural language prompts. Copilot identifies who said what, highlights shared perspectives with differing viewpoints, and suggests follow-up tasks—all during the call. As an admin, you can configure how users in your organization access and use Copilot in Teams calls.

There are two modes for users in your organization to use Copilot in calls:

• During and after the call
• Only during the call

The following table describes the differences between these two modes and how they work with call recording and transcription:

During and after the call

As an admin, if you enable both transcription and Copilot for Teams for your users via calling policy, once a licensed user starts transcription (or recording) during a call, licensed users can select the Copilot button for use during and after the call.

After the calls ends, licensed users can access the Copilot insights, summaries, and recap that were generated during the call. Depending on your organization's retention settings, users can return to access the transcript or recording. After the call, users can view the information exchanged with Microsoft 365 during the call and can ask Microsoft 365 Copilot to generate new insights or summaries.

To learn more about how your users can use Copilot during and after the call, see Get started with Copilot in Microsoft Teams Phone.

Only during the call

You can limit licensed users to use Copilot only during a call. In this mode, after a call ends, transcription or Copilot content generated during a call isn't retained. To enable this mode, you must use the Teams calling policy to turn on Copilot and turn off transcription for calls. Some organizations may prefer to only have Microsoft 365 Copilot available during the call due to compliance and eDiscovery considerations.

By turning on Copilot for calls and turning off calling transcription, once a user with a Microsoft 365 Copilot license selects the Copilot button during a call, Copilot runs for all licensed users. This option relies on speech-to-text audio processing data that isn’t saved after the call ends. The information exchanged between the user and Microsoft 365 Copilot during the call isn't saved after the call ends, either. As shown later in this article, you can configure Copilot for Teams calls in the Teams admin center and via PowerShell.

This policy is only available for Teams calls. It’s not available for Teams meetings or events. For more information about Copilot in Teams meetings and events, see Manage Microsoft 365 Copilot in Teams meetings and events.

To learn more about how call participants can use Copilot during and after a call, see Get started with Copilot in Microsoft Teams Phone.

As an IT admin, you can also set Copilot's value to Off for calling to prevent anyone in a call from using Copilot.

Prerequisites

Licensing

• You must assign your users a Microsoft 365 subscription that includes Teams or a Microsoft 365 (no Teams) subscription with a separate Teams license.
• For 1:1 Teams calls, you must assign an add-on Microsoft 365 Copilot license for your intended users. To learn more about the Microsoft 365 Copilot license, see Microsoft 365 Copilot documentation.
• For Public Switched Telephone Network (PSTN) calls, you must also assign a Teams Phone license and have a calling plan for your users. For information on Teams Phone licensing, see Microsoft Teams add-on licenses. To learn more about PSTN connectivity options, see PSTN connectivity options.

Policies

Transcription

To allow your users to use Copilot with Teams calls after a PSTN or 1:1 peer-to-peer Voice over Internet Protocol (VoIP) call, you must turn on transcription via Teams calling policy. To turn on transcription, see Configure call recording, transcription, and captions in Teams. Otherwise, depending on your Copilot setting, Copilot is only available during the call.

To learn more about managing transcription, see Configure call recording, transcription, and captions in Teams calls.

Configure Copilot for Teams calls

As an admin, you can manage how users in your organization use Copilot for Teams calls. You can set the preferred method for Copilot with or without a saved transcript of the call. You can turn off the ability for users to transcribe Teams calls, but still allow them to use Copilot for other purposes.

You can use the Teams admin center or PowerShell to manage how users in your organization use Copilot in Teams calls. You can apply your Copilot calling policies to groups or individual users.

The following table shows the behaviors of the settings for the -Copilot parameter used with Set-CsTeamsCallingPolicy PowerShell cmdlet:

Using the Teams admin center

To configure Copilot in Teams calls for your users from the Teams admin center, follow these steps:

1. Open the Teams admin center.
2. Expand Voice from the navigation pane.
3. Under Voice, select Calling policies.
4. Either select an existing policy or create a new one.
5. From the dropdown for the Copilot setting, select On, On with saved transcript required, or Off.
   • On: Call participants can use Copilot with or without transcription during calls.
   • On with saved transcript required: Users assigned this policy can only use Copilot when transcription is enabled during calls. If transcription isn't enabled, then users can't see the Copilot option for the call.
   • Off: Copilot is off for calls.
6. Select Save.

Using PowerShell

To manage how users in your org use Copilot in Teams calls with PowerShell, use the -Copilot parameter within the SetCsTeamsCallingPolicy PowerShell cmdlet.

To allow licensed users to use Copilot during calls without requiring transcription, use the following command:

Set-CsTeamsCallingPolicy -Identity <policy name> -Copilot Enabled

To turn off Copilot for calls, use the following command:

Set-CsTeamsCallingPolicy -Identity <policy name> -Copilot Disabled

To require transcription for Copilot in calls and turn on calling transcription, use the following command:

Set-CsTeamsCallingPolicy -Identity <policy name> -Copilot EnabledWithTranscript -AllowTranscriptionForCalling $true

Related articles

Microsoft 365 Copilot documentation

Configure call recording, transcription, and captions in Teams calls

Use end-to-end encryption for one-to-one Microsoft Teams calls

Overview - Recording and transcription for Teams meetings, events, and calls

Get started with Copilot in Microsoft Teams Phone