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Microsoft Learn: Use Copilot to summarize conversations

Documents conversation summaries that provide context, relay steps taken to solve the issue, can be generated for chat and voice conversations, and are generated during consultation, transfer, or conversation end depending on configuration.

Read with a purpose

What this source can teach

Use this source to inspect a concrete implementation and the decisions visible in its context.

  1. Start with the original. Open the source and find the guidance or example relevant to your task.
  2. Trace the connection. Use the claim notes below to see how this site applies the source to specific patterns.
  3. Check the setting. Compare the source's platform, people, and constraints with your own decision.

Pattern Decisions This Source Supports

Pattern Supported decision Required contract Claim note
Handoff summary Choose handoff summary when the user's task is to take over work or continue a conversation, case, incident, ticket, patient, workflow, or agent session from someone or something else. A handoff summary is tied to a named source object and transfer event, not an orphan note. Microsoft documents conversation summaries that provide context and relay steps taken during support conversations.

Evidence Role

This source is treated as product-example evidence. Its value comes from the specific claims and setting described above.

Publisher: Microsoft Learn. Last checked: .

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