Works with familiar tools
Copilot can help make tools such as Outlook, Word, Excel, PowerPoint, and Teams more useful without asking the team to change the tools they already use.
Copilot
Help customers work faster with an AI assistant in Microsoft 365.
Use this guide to position Copilot for businesses that want to save time, respond to customers faster, and get more value from their Microsoft 365 tools.
Simple customer explanation
Copilot is like having an AI assistant inside your daily Microsoft 365 tools and website workflow. It helps your team work faster, write better, find information quickly, respond to customers sooner, and reduce repetitive tasks. Since your business already uses Microsoft 365 email and has a website, Copilot can help you get more value from the tools you already have.
Why Copilot matters for an existing business
Supports website enquiries
When customers contact a business through email, website forms, or support requests, Copilot can help summarize the request and draft a clear response quickly.
Simple analogy
Copilot is like an AI assistant inside the business’s daily Microsoft 365 workflow, helping the team spend less time on repetitive work and more time serving customers.
Why Copilot matters
Saves time every day
Copilot can help write emails, summarize long threads, create documents, prepare meeting notes, and draft customer replies faster.
Improves customer response
Faster, clearer replies can support better customer service and create more chances to win business.
Creates better content
Copilot can help create website content, blog posts, product descriptions, service pages, social posts, marketing emails, FAQs, and proposals.
Makes Microsoft 365 more powerful
It can help teams draft and summarize in Outlook, create in Word, analyze in Excel, build presentations, and summarize Teams meetings.
Supports decision-making
Copilot can summarize information and help identify important points so managers can understand issues and actions faster.
Reduces repetitive work
It can help speed up recurring tasks such as similar email replies, quotes, reports, meeting notes, and customer follow-ups.
Helps teams work smarter
Copilot does not replace the team. It helps the team work more efficiently with the information and tools they already use.
Gets more from existing tools
Businesses already using Microsoft 365 can use Copilot to get more value from their existing email, documents, meetings, and collaboration workflow.
When to recommend Copilot
When they receive customer enquiries
Copilot can help businesses manage website and email enquiries faster, write better responses, and keep customer communication moving.
When their team handles repetitive work
It is a strong fit for teams that spend time writing, replying, searching through documents, creating proposals, preparing reports, or following up with customers.
Sales and support scripts
Strong customer script
Short customer version
If they ask why they need it
Sample close spiel to help get the sale
Copilot helps your team work faster with the Microsoft 365 tools they already use. It can reduce repetitive work, help your staff respond to customers more quickly, and make it easier to create the content and documents your business needs.
Copilot availability, features, eligibility, and supported Microsoft 365 apps can vary by plan, region, and license. Confirm the selected option before promising a specific capability.