New Personal Attendant agent in Teams Phone and how to manage it

Users with a Microsoft 365 Copilot license in the Frontier program will be notified about a new Personal Attendant agent for Teams Phone.

Users in the Copilot Frontier program with a Teams desktop client set to English will see this message
Users in the Copilot Frontier program with a Teams desktop client set to English will see this message

Personal Attendant (also known as Copilot Call Delegation) is an AI-powered voice agent in Teams Phone that handles incoming calls on behalf of the user. The agent is currently disabled by default.

Personal Attendant agent (also known as Copilot Call Delegation)


Once enabled in Teams Call settings, the agent screens calls, collects the caller’s reason for calling, and routes the interaction based on the user’s availability and configured preferences.

  • For urgent calls, it escalates to the user with a summary of the topic.
  • For non-urgent calls, it can schedule a follow-up meeting using a private Microsoft Bookings calendar or route the caller to voicemail.
  • Out-of-office situations are also handled automatically, with the agent offering to book a meeting after the user’s return.
Enable or disable the Personal Attendant agent (it's disabled by default)
Enable or disable the Personal Attendant agent (it’s disabled by default)

Callers are transparently informed they are speaking with an AI attendant rather than a person. After the call, a summary is added to the call history.

After the call, a summary is added to the call history
After the call, a summary is added to the call history

Additional options allow the user to choose which call types are screened (internal or external), filter likely spam calls to voicemail, and control whether calls are recorded or transcribed.

Configure your settings for the Personal Attendant agent
Configure your settings for the Personal Attendant agent

The Personal Attendant agent is currently rolling out through the Copilot Frontier Program, which requires a Microsoft 365 Copilot license. The agent is supported on Windows and Mac desktop clients, with the Teams client language set to English.


How to manage the Personal Attendant agent?

Teams administrators will find a new Personal Attendant policy and five new cmdlets for managing the Personal Attendant agent.

  • Get-CsTeamsPersonalAttendantPolicy
  • Grant-CsTeamsPersonalAttendantPolicy
  • New-CsTeamsPersonalAttendantPolicy
  • Remove-CsTeamsPersonalAttendantPolicy
  • Set-CsTeamsPersonalAttendantPolicy
New Teams policy for Personal Attendant agent

As documented, since this is an early preview, most settings cannot be updated; for example, PersonalAttendant to disable the agent is still restricted. If you want to restrict the agent, remove your users from the Frontier program.

Some settings are restricted in the early preview
Some settings are restricted in the early preview

The settings AutomaticTranscription and AutomaticRecording can be updated.

AutomaticTranscription
Enables the user to use the automatic storing of personal attendant call transcriptions.

Possible values:

  • EnabledUserOverride: Users can set their preferences from personal attendant settings in the Teams app.
  • Enabled: Enables the user to use this functionality.
  • Disabled: The user is not enabled to use this functionality.


AutomaticRecording
Enables the user to use the automatic storing of personal attendant call recordings.

Possible values:

  • EnabledUserOverride: Users can set their preferences from personal attendant settings in the Teams app.
  • Enabled: Enables the user to use this functionality.
  • Disabled: The user is not enabled to use this functionality.
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Tobias Asböck

Tobias is a Senior System Engineer with more than 10 years of professional experience with Microsoft 365 products such as SharePoint Online, SharePoint Premium, OneDrive for Business, Teams Collaboration, Entra ID, Information Protection, Universal Print, and Microsoft 365 Licensing. He also has 15+ years of experience planning, administering, and operating SharePoint Server environments. Tobias is a PowerShell Scripter with certifications for Microsoft 365 products. In his spare time, Tobias is busy with updates in the Microsoft 365 world or on the road with his road bike and other sports activities. If you have additional questions, please contact me via LinkedIn or [email protected].

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