M365 Copilot — Facilitator Agent

At a glance

What it is
A live meeting agent in Teams. Takes notes,
answers questions, and tracks the agenda.

Key difference from Copilot in Teams
Standard Teams Copilot: post-meeting summaries.
Facilitator: live, collaborative, in-meeting.

Who sees the notes
All meeting participants — not just the person
who started Facilitator. Notes update in real time.

Feature	What it does	Status
Collaborative notes	Real-time notes visible and editable by all participants	GA
AI Q&A	Answer questions in chat using meeting content + web	GA
Agenda timeline	Displays agenda timeline indicators and midway/wrap-up notifications during the meeting	GA
Teams Rooms	Notes, Q&A, and timers in physical meeting rooms	GA
Task tracking	Assign tasks to Planner from within the meeting	Public Preview
Document drafting	Generate a Word or Loop document from meeting content	Public Preview

Facilitator vs standard Copilot in Teams — the difference

Capability	Facilitator	Standard Copilot in Teams
Timing	Live — runs during the meeting	Post-meeting — after the meeting ends
Notes	Collaborative real-time notes — all participants edit	Meeting recap — generated after, one person sees it
Q&A	Answer questions mid-meeting in chat	Ask questions about the transcript after
Transcript required?	No — Facilitator works without saving a transcript	Yes — standard recap requires transcript enabled
Tasks	Assign to Planner during the meeting (Preview)	Action items extracted from transcript post-meeting

How to start Facilitator in a meeting

Join a scheduled Teams meeting

Facilitator only works in scheduled meetings (calendar invites) and channel meetings. It does not work in instant meetings, 1:1 calls, or calls with external participants in federated tenants.

Open Facilitator from the meeting toolbar

In the meeting window, click the Copilot button in the toolbar (or select it from the three-dot menu). Select Start Facilitator. You must have an M365 Copilot licence to start it — unlicensed participants cannot initiate.

Add an agenda (optional but recommended)

In the Facilitator panel, add your agenda items before or at the start of the meeting. Facilitator uses the agenda to track timing and send midway and wrap-up reminders automatically.

Notes update in real time

Facilitator generates collaborative notes as the conversation proceeds. All participants see the same notes panel. Anyone can edit, highlight, or add to the notes during the meeting — not just the person who started Facilitator.

Ask questions mid-meeting

Type questions in the Teams meeting chat using @Facilitator. It answers from the meeting conversation so far and the web. Useful for "What did we decide on X earlier?" or "Can you look up [fact] quickly?"

Review after the meeting

Notes are saved as a Loop component attached to the meeting. Access them via Teams calendar, the meeting chat, or Loop. All participants retain access — no separate sharing needed.

Admin setup required first. Facilitator must be allowed by your IT admin in the Teams admin centre: Teams apps → Manage apps → search "Facilitator" → Allow. Loop experiences must also be enabled in Teams settings. If you do not see Facilitator in your meeting toolbar, contact your M365 admin.

What Facilitator supports — and what it does not

Scenario	Supported?
Scheduled Teams meetings (calendar invite)	Yes
Channel meetings	Yes
Teams Rooms (physical meeting rooms)	Yes
Task assignment to Planner	Preview
Word/Loop document drafting from meeting	Preview
1:1 calls	No
Group chats	No
External / guest meetings (federated)	Limited and tenant-dependent — often unavailable with external guests. Verify with your M365 admin.
Instant (unscheduled) meetings	No
Webinars and town halls	No
Non-licensed attendees prompting Facilitator	No — view only
Multiple languages in one meeting	No — single language only

Known limitations and considerations

Facilitator does not appear in the meeting toolbar. Your IT admin has not yet allowed Facilitator in the Teams admin centre, or Loop experiences are disabled at tenant level. Raise a request with your M365 admin — the fix takes under five minutes once they know to look for it.

Notes are incomplete or miss parts of the discussion. Facilitator relies on audio quality. Participants who are muted, speaking over each other, or on poor connections will be captured less accurately. Encourage participants to speak one at a time and unmute when contributing.

The single-language constraint causes gaps in multilingual meetings. Facilitator only processes one language per meeting. If participants switch between languages, notes will be incomplete for the other language. For multilingual meetings, use the Interpreter agent for real-time translation, and a post-meeting transcript for notes.

Notes are not visible to a participant. Notes are stored as a Loop component — participants need Loop to be enabled in their account. If a participant cannot see the notes panel, they may have Loop disabled at admin or user level.

Verify compliance before using Facilitator as the official meeting record. Facilitator notes are stored as Loop components. Whether these are covered by your organisation's Microsoft Purview configuration for eDiscovery depends on tenant setup. Check with your compliance team before treating Facilitator notes as the authoritative record — especially in regulated industries or for legally sensitive meetings.