A consultant enables AI-driven opportunity insights for a sales team and turns on email and Teams call auto-capture, but leaves the meeting recording and transcript capture setting off to save on storage. Reps later notice that Copilot-generated call recaps and conversation intelligence signals reflect only email content, missing the substance of negotiations that happen on video calls. What should the consultant do to fix this?
Select an answer to reveal the explanation.
Short Explanation
If you never capture the meeting, Copilot has no call content to summarize. Email alone leaves out the negotiation substance from video calls. Turn on Teams meeting recording and transcript capture so transcripts feed conversation intelligence and Copilot summaries alongside email.
Full Explanation
The correct answer is turning on the Teams meeting recording and transcript capture setting so meeting audio and transcripts feed into conversation intelligence and Copilot summaries alongside email. Copilot recaps and conversation intelligence draw their substance from captured communication history, and if meeting recording and transcript capture is switched off, the richest source of negotiation detail, the actual conversation, never reaches those features. Turning that setting back on restores the transcript data that email alone cannot provide, which is precisely the gap the reps are describing. The manual meeting notes answer is incorrect because manually typed notes are not given priority over automated capture in how recaps are generated, and relying on reps to transcribe every call by hand does not scale and still would not replicate the structured signal transcripts provide. The estimated revenue and close date fields answer is incorrect because Copilot recaps and conversation intelligence are built from communication content, not primarily from opportunity record fields like revenue or close date, so improving those fields would not add any missing call detail. The re-run predictive opportunity scoring answer is incorrect because predictive opportunity scoring and Copilot call recaps are separate capabilities; re-running a scoring model does nothing to bring transcript content into the system, and the root cause here is a capture configuration choice, not a stale score.