How managers use Copilot in Viva Glint (preview)

Managers with Copilot in Viva Glint have access to comment summarization. Managers see comments bundled by common subject matter, easily identifying themes and guidance to explore in ACT conversations. Copilot suggests items that are relevant to your data set and helps you explore and dig deeper. In-platform prompts provide multiple options for generating data summaries.

Share this guidance with your managers:

Look at the big picture before using Copilot

Use your Glint Team Summary dashboard to review the data collected from your most recent survey. Look at the Top Strengths and Top Opportunities for your team, as well as the other summaries on your dashboard.

Now, access Copilot in Viva Glint in one of these ways:

• Log into the Glint dashboard and select the Copilot button.
• Navigate to Reports on the top menu bar and use Copilot for a specific report.

There are two different Copilot experiences

• Initial - This experience includes onboarding instructions for a manager using Copilot for the first time
• All Copilot experiences after the initial use

First-time user experience for Copilot

1. Select the Copilot symbol.

2. Review the content provided and select Next to reveal the Comments pane.
3. Review the guidance and select Next.
4. Now, Try Copilot!

Copilot quick tips for managers

Use these tips to understand and act on employee feedback quickly.

Examples of using Copilot in Viva Glint after the initial use

There are two overarching ways to use Copilot in Viva Glint:

• Copilot functions as a chatbot. This instance opens a Copilot pane to the right of the window currently open and slides the open window to the left.
• Copilot is embedded within the existing reporting flow. Within a report, a new window opens, partially covering the current window.

Enable Copilot to work as a chatbot

The Copilot button opens a pane on the right side of your screen, which functions as a chatbot. Use prescribed prompts or key in your own.

This example follows Copilot comment summarization on the Comments Report, a window into Glint's Narrative Intelligence technology.

1. Select the Copilot button.

   

2. Copilot opens on the right side of your open window and provides survey prompts.

   

3. Choose a prompt or ask your own question in the box at the bottom of Copilot. For this example, the first prompt is chosen.

   

4. A pop-up indicates the prompt or question chosen and that Copilot is “working on it.” If you made an error or wish to stop the summary generation for any reason, select Stop Generating.

   

5. Copilot populates with the summary.

   

6. Now use the View Prompt Guide menu again to display more prompts, or key in your own question in the box provided.

   

7. Repeat this step until you have the right information to help you have a meaningful ACT Conversation with your team. Find the Manager Guide to ACT Conversations here.

   • At any time, you can view the summarized comments or all the comments verbatim.
   • You can also update the report using filters.

Use Copilot to view specific comments in a report

In many reports, you have the option to see comments and drill down into them with Copilot. In this instance, Copilot is embedded within the existing reporting flow.

Follow this procedure to view a specific set of comments and summarize them using Copilot in Viva Glint. This procedure works for any option to see comments when Copilot is enabled:

1. From the Glint dashboard, select Reports.

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

   

3. There are several opportunities within the report to view comments. Choose the specific comments you want to see. In the example, there are a total of 14,461 comments, but let’s summarize the 1,520 comments from Flora’s team.

   

4. Hover over the comment count and select it to reveal the All Comments panel.

5. Select Summarize in the Summary by Copilot row.

   

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

7. Review your summary and select the Copy symbol to save it.

   

Copilot use in other Viva Glint reports

Ask Copilot different questions to drill down for meaningful insight. It takes practice. Copilot uses the filters applied to the report the user is viewing.

Here are a few ideas of how to use Copilot in reports:

• In the Comments Report:
  • Select a specific topic to study.
  • Study the questions by sentiment, positive or negative.
• In Team Summary:
  • Summarize by Top Strengths or Top Opportunities
  • Summarize by Key Outcome -Summarize by team or demographic
• In the Heat Map Report:
  • Summarize your data by managerial or organizational hierarchy.
  • Summarize by core driver.

Copy your Copilot summary to your clipboard

Copilot is only preserved within a user session. Once you log out, Copilot summarization disappears. To save your Copilot summary to your clipboard:

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. This ongoing process helps us continuously enhance Copilot's performance.

Allow your leaders to give feedback by enabling feedback. The feedback feature must be set for your organization by the Microsoft 365 global admin. Enablement occurs within Policy Management in the Microsoft 365 Apps Admin Center. Without this feature enabled, leaders don’t have access to provide feedback.

We suggest enabling:

• Allow users to submit feedback to Microsoft
  • Allow users to include screenshots and attachments when they submit feedback to Microsoft
  • Allow users to include log file and relevant content samples when feedback is submitted to Microsoft

More feedback resources

Submit product feedback to Microsoft Overview of Cloud Policy Manage Microsoft feedback