AI sounds easy—until you try to make it work in the enterprise.
The concept feels simple: smarter tools, better workflows, faster outcomes. But in reality, enterprise AI is complicated. Licensing is confusing. Workflows are fragmented. And the data that’s supposed to fuel automation? Often messy, unstructured, or locked away in silos.
The promise of AI can quickly turn into another project that’s hard to define and even harder to measure.
That’s why this episode of Everything Teams Phone Live matters.
Microsoft’s Jason Waite, Modern Work Copilot expert, joins the show to unpack what’s working, what isn’t, and how organizations are finally getting AI to deliver value inside the Microsoft stack. Waite brings frontline insight from hundreds of customer engagements—and a clear, practical view of how Teams Phone, Copilot, and automation tools like Power Automate fit together.
In this episode, Jason covers:
- Why most organizations still misunderstand what Copilot actually is
- How Agent Builder and Copilot Studio are enabling real productivity gains
- What to do when your data isn’t ready, but your people are
AI is everywhere, but still misunderstood
Nearly every customer Jason meets has used ChatGPT. But when it comes to Copilot, most still think it’s just Microsoft’s chatbot interface.
Copilot isn’t a single window. It’s a platform-wide assistive layer embedded in the Microsoft 365 tools people use every day, including Microsoft Teams, Outlook, Word, Excel, and beyond. From email summarization to intelligent inbox prioritization, Copilot is already changing workflows, often without users realizing it’s even there.
When users prompt Outlook to summarize an email thread or filter their inbox by customer domain, they’re not “chatting” with AI, they’re working with it. That’s the distinction. Copilot isn’t about conversation. It’s about embedded, contextual support that happens directly inside the tools and workflows people already rely on.
Moving beyond the AI echo chamber
There’s no shortage of conversations about AI. The problem? Too few actually lead anywhere.
The organizations getting ahead aren’t the ones theorizing, they’re the ones testing, building, and iterating in the tools they already use.
Working demos make it real. Whether it’s a prompt that prioritizes inboxes or a meeting summary that cuts down post-call confusion, tangible outcomes are what get teams moving.
The takeaway: stop talking about what AI could do. Start showing what it already does.
The rise of Copilot agents
Microsoft’s Copilot Studio and Agent Builder are enabling teams to create purpose-built, no-code AI helpers that can solve real business problems. And it’s happening fast.
Common examples include:
- A product knowledge agent that pulls from a SharePoint doc
- An HR policy assistant that’s permission-aware and role-scoped
- A help desk agent powered by internal KBs, built in minutes
These agents honor existing permissions and data policies. They don’t require custom code or new roles. And they can be embedded in Teams, Outlook, or anywhere users already work.
Momentum’s own product team built an agent using a 250+ page doc and Power Automate to cut down redundant questions and speed up internal responses.
Start with the data you can trust
When data is disorganized, sprawling, or outdated, AI falters. But instead of trying to clean everything, a more practical approach is gaining traction: targeted graph grounding.
The idea is simple: start with one known-good data source. That might be a single SharePoint site with up-to-date documentation or an internal knowledge base already maintained by HR or product. Point the agent there, and skip the clutter.
This curated method reduces noise, increases accuracy, and gets results faster without requiring a company-wide data overhaul.
Why voice is the smartest place to start
AI needs structured, searchable data. Teams Phone call transcripts provide exactly that.
According to recent research:
- 98% of organizations plan to deploy voice AI agents in the next 12 months
- Only 21% are fully satisfied with their current voice data
That gap is an opportunity. Teams Phone transcripts are rich with context, customer language, and product insight. When fed into Copilot agents, they become a fast path to better support, faster response, and continuous learning.
AI + Teams Phone = more than the sum of its parts
Organizations exploring Copilot often uncover voice problems. Teams looking to modernize phone systems quickly discover AI opportunities. The two are increasingly intertwined.
When voice data feeds Copilot, and Copilot responds in the flow of work, the result is faster decisions and better service. Add Power Automate to the mix, and workflows become truly connected—from conversation to insight to action.
That’s the future of collaboration, not just chatbots or call queues, but connected tools that adapt to your environment.
AI that works starts with workflows that matter
Copilot doesn’t fix bad data or broken processes. But when paired with high-impact use cases, like prioritizing customer emails, routing common questions, or answering product inquiries, it quickly becomes a value catalyst.
The organizations seeing success aren’t just deploying Copilot. They’re identifying real workflows, building small agents, and expanding based on what works.
That’s how Momentum is helping customers get real value from Teams Phone, Copilot, and Microsoft’s broader ecosystem. Not with promises, but with production-ready solutions, smart agents, and repeatable wins.
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Watch the full episode here for even more tips, tactics, and deep discussions into all things Teams Phone.
