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Before you can use Microsoft 365 Copilot for Service, you must purchase a license and assign it to a user. Perform the following steps:
- Obtain an active subscription of Microsoft 365 Copilot for Service license from the Copilot for Service website.
- In Microsoft 365 admin center, make sure that you have created users and assigned licenses for users.
Create Microsoft 365 Copilot service agents
To create AI agents, go to the Copilot for Service admin portal, select Pre-configured service agent or Custom service agentcustom-copilot-overview.md, and then complete the steps in the wizard to create an environment.
Deploy Copilot for Service in Outlook and Teams
You can deploy Copilot for Service in Outlook and Microsoft Teams through the Microsoft 365 admin center. The app can be integrated with Dynamics 365 Customer Service or Salesforce. Learn more at Deploy Copilot for Service.
Next steps
Create and test pre-configured service agent
Create a custom service agent
Deploy Microsoft 365 Copilot for Service