Key insights
- Facilitator is a new AI-powered assistant in Microsoft Teams designed to enhance collaboration by generating real-time, shared notes during chats and meetings.
- This tool requires a Microsoft 365 Copilot license and is available in the Teams Public Preview. Users must be part of this program to access Facilitator features.
- The Facilitator uses large language models to automatically capture key points, decisions, and action items, helping users stay focused on discussions without switching between apps.
- Enabling Facilitator: Admins need to allow the Facilitator app in the Teams Admin Center and configure user access through app permission policies. Loop experiences must also be enabled for meeting note generation.
- Using Facilitator in Chats: Activate AI Notes by clicking the AI Notes icon in a chat. The notes will update in real-time and can be copied to other documents if needed.
- Using Facilitator in Meetings: Enable AI-generated notes when scheduling meetings. During meetings, access notes via the Notes icon, ensuring transcription is active for accurate note generation.
Introduction to Facilitator in Microsoft Teams
The Facilitator is a new and innovative feature in
Microsoft 365, specifically designed to enhance collaboration within Microsoft Teams. This AI-powered assistant is revolutionizing the way meetings and chats are conducted by generating real-time notes and suggested tasks. To utilize this tool, users must have a Microsoft 365 Copilot license. By integrating the Facilitator into your Teams environment, you can ensure seamless co-authoring and collaboration during meetings and chats. As a result, key decisions, action items, and open questions are automatically captured and summarized, allowing participants to focus on the conversation at hand.
Prerequisites for Using Facilitator
Before diving into the functionalities of the Facilitator, it is essential to understand the prerequisites for using this tool. Firstly, all users must possess an eligible Microsoft 365 base license in addition to the Microsoft 365 Copilot license. Furthermore, the Facilitator is currently available in the Teams Public Preview, meaning that users must be part of this program to access its features. These requirements ensure that the Facilitator can operate effectively and provide the intended benefits to users.
Enabling Facilitator in Your Organization
To enable the Facilitator within your organization, follow these steps:
- Access the Teams Admin Center: Sign in with your admin credentials and navigate to Teams apps > Manage apps.
- Allow the Facilitator App: Search for "Facilitator" in the app list, select the app, and click Allow to enable it for your organization.
- Configure User Access: If you wish to enable Facilitator for specific users or groups, create a new app permission policy and assign it to the desired users.
- Enable Loop Experiences for Meetings: Facilitator utilizes Loop components to generate AI notes during meetings. Ensure that Loop experiences are turned on in Teams.
These steps will ensure that the Facilitator is accessible to your users, allowing them to benefit from its advanced capabilities.
Using Facilitator in Chats
Facilitator's functionality extends beyond meetings, offering valuable features for chats as well. To activate AI notes in a chat, click on the AI Notes icon located at the top right corner and toggle the switch to enable AI-generated notes. The notes will appear in a side panel, updating in real-time as the conversation progresses. Users can easily copy these notes to other documents if needed. This seamless integration of AI-generated notes in chats ensures that important information is captured and accessible, enhancing productivity and collaboration.
Using Facilitator in Meetings
Facilitator's capabilities truly shine during meetings, where it generates AI notes in real-time. Before scheduling a new meeting, toggle the AI-generated Notes option to enable Facilitator for that session. During the meeting, click on the Notes icon in the meeting controls to access the AI-generated notes panel. It is important to ensure that transcription is enabled throughout the meeting, as Facilitator relies on it to generate accurate notes. By doing so, all key discussion points and decisions are captured without manual effort, allowing participants to focus on the meeting content.
Conclusion: Streamlining Collaboration with Facilitator
In conclusion, the Facilitator in Microsoft Teams is a powerful tool that enhances collaboration by generating real-time, shared notes during chats and meetings. By leveraging large language models and Teams data, Facilitator helps users stay focused on discussions while automatically capturing key points, decisions, and action items. Although it requires specific licensing and participation in the Teams Public Preview, the benefits of using Facilitator are substantial. By integrating this tool into your Teams environment, you can streamline collaboration and ensure that all important information is accurately captured and easily accessible.
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