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Create a Teams meeting

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Your Sales Copilot journey starts when you create a Teams meeting in Outlook and invite at least one connected contact. The Sales Copilot app is added automatically to the meeting created using Outlook for Windows, Mac, or web. A message is displayed that conversation insights will be generated if you record the meeting with transcription on.

Note

If you create a meeting directly from Teams calendar, you must add the app manually.

Keep these important points about conversation insights in mind:

  • You must create the meeting in Outlook and turn on the Teams meeting toggle. If you create the meeting in Teams, the Sales Copilot app isn't added to the meeting and meeting insights aren't generated.

  • You must invite at least one connected contact for Outlook to add the Sales Copilot app to the meeting.

  • You must transcribe the meeting for Sales Copilot to generate insights.

  • If you create a recurring meeting, Outlook adds the Sales Copilot app to all occurrences of the meeting.

  • The Sales Copilot app is added automatically to the meeting only when Outlook has the minimum required version.