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Copilot for Microsoft 365 combines the power of artificial intelligence (AI) with your work data and apps to help you unleash creativity, unlock productivity, and uplevel skills in a chat experience. 

Like many AI apps, Copilot can find information on the web and write poems, but Copilot chat can also incorporate your work content, such as chats, emails, and files.

Ready to try it out? Let's get started!

Open Copilot

You can access the chat experience in Copilot in several ways, including:

What can I do with Copilot 

Here are a few things you can do with the chat experience in Copilot:

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Catch up 

In this section, Copilot helps you catch up by providing summaries and updates on important projects, people, conversations, and meetings using generative AI. 

Individual cards showing related documents, a document summary, and a missed meeting summary.

Catch up shows individual cards with relevant updates and prompt suggestions to help you quickly understand the content of relevant materials and recorded meetings you may have missed or may want to revisit. Copilot can also help you prepare for upcoming meetings by suggesting related documents. 

Catch up generates summaries for: 

Documents: Get summaries of documents that you have access to. Summaries help you easily understand the content of documents. Use the suggested prompts to dive deeper into the content. 

Meetings: Get summaries of recorded meetings you may have missed or want to revisit, as well as help to prepare you for upcoming meetings. 

You will only see meetings that you have been invited to. Use the suggested prompts to dive deeper into the information.

Prompt and iterate

A well-crafted prompt leads to better results. 

The keys to maximizing value with Copilot are:

  • Write great prompts: Your instructions to Copilot matter. Be clear, concise, and specific about what you want.

  • Embrace iteration: Don’t settle for the first result. Iterate, refine, and experiment to get the best results.

A prompt is your guide to Copilot. It includes:

  • Goals: What you want to achieve. 
    I want a list of 3-5 bullet points to prepare me...

  • Context: Relevant information.
    ...for an update to my manager.

  • Details: Specific instructions.
    Respond with headers for each point and enough detail to provide context...

  • Data: Any input data you provide.
    ...and focus on Word docs and email over the last five days.

Tip: When you’re giving Copilot instructions, you can direct it to specific work content by using the forward slash key (“/”), then typing the name of a file, person, or meeting. 
If you write a prompt and don’t reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.

The power of Copilot is often not unearthed with one perfect prompt, but rather, with a little back-and-forth conversation. Did it get close the first time, but focus on the wrong time period? Did it give you a big block of text when you wanted a numbered list? Copilot is a conversational experience, so just follow up with another prompt, and Copilot builds on its initial response to get closer to what you’re looking for. 

The chat capability in Copilot for Microsoft 365 works across multiple apps and content, giving you the power of AI together with your secure work data. Its ability to synthesize information and create things from multiple sources at once empowers you to tackle broader goals and objectives.

On the other hand, Copilot in Microsoft 365 Apps (such as Word or PowerPoint) is specifically orchestrated to help you within that app. For example, Copilot in Word is designed to help you better draft, edit, and consume content. In PowerPoint, it’s there to help you create better presentations.

Help shape the future of AI

AI is exciting new technology, but it’s still early in development and we’re continuing to learn. Sometimes Copilot gets things wrong, so it’s important to check the content that it generates.

Give us your feedback! Please use the thumbs-up and thumbs-down buttons to tell us what you like (or don't like), anything that Copilot gets wrong, or what we can do to improve your experience.

See also

Unleash your productivity with AI and Microsoft Copilot

Frequently asked questions about Microsoft Copilot

Microsoft Copilot prompt examples

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