CoPilot converation summary stored in bulk in dataverse table
As an admin/analyst/supervisor I would like to access the CoPilot generated summaries in bulk in a dataverse table for future analysis. Currently only an agent can see the generated summary and they can copy the text. Instead of the agent manually copying each summary and pasting in a shared t...
setting to stop co-pilot for auto expanding panel on load
There is no way to stopping copilot auto expanding on the side pannel on load. This is frustrating for most of the users who do not need to use this feature, but still use the CRM.
Enable lead as trackable enity on Sales Co Pilot
Lead isn't currently searchable in Co Pilot as a opposed to the Dynamics Outlook app where it is. Seeing as Lead is one of the primary Sales entiites can this be added as a searchabler/linkable record in Sales Co Pilot for Outlook please
Auto trigger copilot Case summary
I would like to Auto trigger copilot Case summary at different interval of time and copy the content provided by the copilot and paste it in a custom field.
Case Number: 2311140040005931
Thanks Shannon, however, that would be a different idea - would you mind creating a separate one for the idea you suggested?
Naveen - can you help us with more information on what you are trying to achieve with auto-expanding and copying the case summary?
This idea has been changed to Under Review.
Configuration of AI Safe Words that are not automatically masked when referencing proper names
We need a way to store Safe Words that AI can use "as is" rather than being blocked or masked. The example is that we recently had a fictious user demo story and we used a popular sporting goods company name. AI blocked the name always showing Xxxx's Sporting goods. We would need a way to conf...
Thanks for submitting the idea! However, this needs votes at this time - please do vote
Enable Copilot for Customer Service based on App
We have a business need to disable Copilot in Customer Service Hub while keeping it enabled in Customer Service Workspace.
Our technical support team uses CSH, while our customer service team uses CSW. Today it is not possible to keep it available in CSW for our customer serv...
Allow create case option during ongoing live chat as well whenever generates Copilot conversation summary
Hi Team,
Kindly allow create case option during ongoing live chat as well whenever agent generates Copilot conversation summary as it will helps agents to create case during live chat.
Thank you!
Copilot needs session and case/contact context to be effective
Currently, copilot lacks context as to the session or case/contact details the agent currently has open, therefore copilot returns answers which lack critical context. For example if the case relates to account xyz, and the agent asks copilot a question, copilot often returns information not s...
Thanks for submitting the idea! However this needs votes at this time, please vote!
Administrator
Hi there, you should be able to set Copilot to not expand automatically in the Agent Experience Profiles. Are you not able to do so?