How Unifonic Enhances Productivity and Customer Engagement with Microsoft 365 Copilot Integration

Unifonic leverages Microsoft 365 Copilot to drive innovation, streamline workflows, and boost productivity across departments. By integrating AI securely and at scale, Unifonic enhances customer engagement, accelerates growth, and empowers teams to work smarter while safeguarding sensitive data. Unique :

How Microsoft 365 Copilot Supercharges Growth at Unifonic

Unifonic, a top customer engagement platform, is transforming its operations with Microsoft 365 Copilot. This AI-powered tool is helping the company innovate faster, boost productivity, and scale globally. Based in Saudi Arabia and active in six countries, Unifonic manages over 10 billion transactions yearly across finance, healthcare, and retail sectors.

What’s New: AI-Driven Innovation at Unifonic

Unifonic integrates Microsoft 365 Copilot and Copilot Studio to streamline workflows and unlock creative potential. As Mohammed Sleeq, COO, puts it:

“Our task is to ask: how can we do better? How can we improve operations, productivity, and the service we offer our customers?”

This mindset fuels continuous innovation. Copilot frees up time by automating routine tasks, allowing teams to experiment and deliver more value. For example, HR uses Copilot agents to automate onboarding, speeding up new hire integration.

Major Updates: Productivity Gains Across Departments

Copilot is a game-changer for Unifonic’s sales, marketing, finance, and development teams. Sales reps quickly summarize meetings and send follow-ups, maintaining momentum without manual effort. Marketing teams save hours daily by generating presentations and extracting key insights from data.

Finance now manages Power BI dashboards internally, improving data access and reducing reliance on external partners. Meanwhile, developers link action items to project tickets automatically, enhancing transparency and workflow efficiency.

“With Copilot, data has become more easily accessible to stakeholders across the business,” says Mahomed Manga, Information and Digital Technology Manager.

What’s Important to Know: Security and Scalability with Microsoft 365

Security is a top priority for Unifonic as it adopts AI tools. By building on Microsoft 365’s enterprise-grade security, the company safeguards sensitive data while experimenting with AI. Previously juggling multiple productivity tools, Unifonic now enjoys a unified platform that simplifies compliance across various countries.

Manga explains, “With Copilot, we have an AI tool we can use across our business with all of our data compartmentalized and safeguarded.” This approach ensures innovation doesn’t come at the cost of security or regulatory compliance.

Shaping the Future with Copilot

Unifonic’s journey shows how AI-powered productivity tools can drive growth, innovation, and secure operations. Microsoft 365 Copilot isn’t just saving time—it’s enabling smarter work and better customer engagement. As AI continues to evolve, companies like Unifonic are well-positioned to lead the charge in transforming business communication.

Interested in how Copilot can transform your business? Explore Copilot’s capabilities, from automating HR onboarding to enhancing meeting recaps and integrating tools like Jira. Join the SMB Copilot Community for expert tips and success stories.

Unifonic’s Copilot agents automate HR onboarding, enhancing employee experience.

Sales teams save time by using Copilot to summarize meetings and draft follow-ups instantly.

Marketing benefits from faster presentation creation and data insights with Copilot.

Finance teams gain independence by managing Power BI dashboards internally via Copilot.

Copilot integration with Jira improves project tracking and managerial visibility.

From the New blog articles in Microsoft Community Hub