How managers use Microsoft 365 Copilot in Viva Glint

Microsoft 365 Copilot in Viva Glint gives managers AI-powered tools to understand and act on employee survey feedback. Two features work together to help you move from data to action:

  • Copilot Highlights-automatically summarizes your quantitative survey results - scores, trends, team differences, and top opportunities - in a card at the top of supported reports. Start here for an at-a-glance overview.
  • Comment summarization-helps you explore qualitative feedback through prompts and chat, identifying themes and patterns across employee comments. Go here to dig deeper.

Tip

To help your managers get started, share the Manager Guide for Copilot in Viva Glint. It's formatted to print vertically as a PDF on 8.5 x 11 paper. Click anywhere on the page and select Print, then choose Save as PDF.

Follow this workflow to get the most from Copilot in Viva Glint:

  • Start with Copilot Highlights for the big picture
  • Review Strengths and Opportunities to identify focus areas
  • Use comment summarization to explore the "why" behind your scores

Step 1: Start with Copilot Highlights

When you open your Team Summary or Executive Summary report, look for the Copilot Highlights card at the top. It provides a structured summary of your survey results without requiring prompts.

Screenshot of Copilot Highlights in the dashboard.

Copilot Highlights may include:

  • Overview and key outcomes–Response rate, key outcome score, and top strengths
  • Team scores–Breakdown by hierarchy or attribute, largest increases and decreases, highest and lowest scoring teams
  • Your top opportunities–Up to three opportunity items with scores, benchmark comparisons, and pattern classifications

Use Copilot Highlights to quickly understand:

  • Which scores are high and which scores are low
  • Which scores changed since the last survey
  • Which teams are scoring higher or lower than others
  • Which are your top opportunities for improvement

For full details, see Copilot Highlights in Viva Glint.

Step 2: Review Strengths and Opportunities

After reviewing Copilot Highlights, scroll to the Strengths and Opportunities section on your Team Summary dashboard. This section shows strengths to celebrate and opportunities to improve.

Consider:

  • Which opportunity items you want to better understand through employee comments
  • Which themes from Copilot Highlights you want to explore further
  • Which one to two focus areas to act on

Step 3: Go deeper with comment summarization

Now use Copilot comment summarization to explore the "why" behind your scores. Comment summarization helps you identify themes, sentiment, and specific employee recommendations from open-ended feedback.

There are two ways to use comment summarization:

Option A: Chat-based summarization

The Copilot button opens a chatbot pane on the right side of your screen. Use prebuilt prompts or write your own questions.

  1. Select the Copilot button on your dashboard or report.

  2. A Copilot in Viva Glint panel opens with suggested prompts.

    Screenshot of the Copilot panel.

  3. Choose a prompt or type your own question in the box at the bottom of the panel.

  4. Copilot summarizes comments and groups them by themes (up to 10 themes from up to 8,000 comments).

    Screenshot of a Copilot in Viva Glint summary.

  5. Use View prompt guide for more ideas

    Screenshot of the question box in Copilot.

  6. Repeat until you have enough insight for a meaningful ACT conversation with your team.

Tip

Copilot can summarize comments on any report in ad hoc or recurring surveys.

Option B: In-report comment summarization

In reports with comments, you can drill down into them with Copilot in Viva Glint. In this instance, Copilot in Viva Glint is embedded within the existing reporting flow and opens a new window over the current report.

Follow this procedure to view a specific set of comments and summarize them. This procedure works for any option to see comments, provided Copilot is enabled:

  1. From the Glint dashboard, select Reports.

  2. Choose the report you wish to see. In this example, Team Summary.

    Screenshot of the Team Summary Report card within the Reports tab.

  3. There are several opportunities within the report to view comments. Choose the specific comments you want to see. In this example, let's summarize the 19,306 comments from User 2's team:

    Screenshot of choosing to view comments from the Glint dashboard.

  4. Hover over that row, over the number of comments, and select it to reveal the All Comments panel.

  5. Select Summarize in the Summary by Copilot row.

    Screenshot of the Copilot summarize button.

  6. A pop-up indicates your comments are being scanned and summarized.

    Screenshot showing comment summarization is underway.

  7. Notice that the total number of comments summarized from the team of over 19,000 members is 5,786 comments. The most relevant comments are summarized – no more than 8000 – and grouped into top themes (no more than 10 top themes):

    Screenshot showing comment summarization that Copilot summarizes only up to 8000 comments.

    Important

    • If there are more than 8,000 comments, Copilot summarizes only the most relevant subset. If fewer than 8,000 comments exist, all are included.
    • If the comment count is below the confidentiality threshold, Copilot doesn't provide results.

First-time user experience

If you're using comment summarization for the first time:

  1. Select the Copilot icon

    Screenshot of how to learn more about Copilot in Viva Glint.

  2. Review the introductory content and select Next to open the Comments pane.

  3. Review the guidance and select Next.

  4. Start exploring with Copilot!

Quick tips for comment summarization

Use these tips to get the most from comment summarization:

Recommendation Benefit
Start with Copilot Highlights before diving into comments Highlights give you the quantitative context to ask better questions about the comments.
Browse ready-to-use prompts Prompt guide proactively suggests questions to get you started on data exploration.
Experiment writing your own prompts Try writing your own prompts on different topics, items, and demographic groups. If a prompt doesn’t work right away, rephrase it.
Bundle requests into a single prompt Follow-up questions aren’t currently supported. Instead, ask multi-step prompts, including your anticipated follow-up question.
Keep queries to Glint data Copilot in Viva Glint doesn’t access data beyond what is in your dashboard.
Be specific on your prompt wording The more detailed your prompt, the more likely Copilot in Viva Glint accurately interprets the intent.

Tip

For the most relevant summary results, include specific question/item titles, demographic attributes, or other available Glint report filters in your prompt.

Using Copilot across Viva Glint reports

Copilot features work across supported Viva Glint reports. Here are some examples of how you can use Copilot across different reports:

  • Team Summary: Start with Copilot Highlights for an overview, then summarize comments by Top Strengths, Top Opportunities, Key Outcome, or specific teams
  • Executive Summary: Use Copilot Highlights for the executive view, then dive into comments by organizational hierarchy or demographic
  • Comments Report: Select a specific topic or study questions by sentiment (positive or negative)
  • Heat Map Report: Summarize comments by managerial or organizational hierarchy, or by core driver

Save your Copilot summaries

Summaries aren't saved after your session ends. To retain them:

  1. Highlight the content you want to save.
  2. Select the Copy symbol

Give in-product feedback

Our evaluation process incorporates feedback from early adopters and customers to continuously enhance Copilot in Viva Glint.

Allow your leaders to give feedback by enabling the feedback feature. The feedback feature must be set for your organization by the Microsoft 365 Global Administrator. Enablement occurs within Policy Management in the Microsoft 365 Apps Admin Center.

Enable Allow users to submit feedback to Microsoft to:

  • Include screenshots and attachments
  • Include logs and relevant content samples

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