A salesperson with 25 years' experience uses Copilot during Teams calls, with transcription on and the customer told, to suggest how to acknowledge a concern and what to ask next. They ask it to stick to what the transcript supports, flag assumptions and keep answers short, and they use its ideas selectively.
Based on the meeting transcript so far, [CHOOSE ONE: what important customer priority have I not explored? / suggest a response that acknowledges the customer's concern about [ISSUE] and offers a clear way forward / what would be the most useful next meeting and who should attend?]. Use only what the transcript supports, flag any assumptions and anything I must check before promising it, and keep your answer short.
Replace the [PLACEHOLDERS] with your own details before you send it.
How to try it
- Turn on Teams transcription for the call and make sure the customer knows it’s on.
- When a tricky moment comes up, ask Copilot one short question based on the transcript.
- Pick only the suggestions that fit, stay focused on the person and check facts before committing to anything.
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