Your one-stop-shop to become a Copilot Chat master.
Hungry? Grab your treat of choice—savory, sweet, crispy, or gooey—and come munch with us!
We're kicking off a five-part series of Copilot Chat "Snack Packs": bite-sized articles, videos, and images packed with tips and tricks.
Make the Most of this Guide:
Content is arranged from left to right in order of increasing complexity. If you're starting out, begin with Column 1 (Access Copilot Chat) and progress across as you build confidence. Alternatively, feel free to jump directly into any column that matches your current interest or skill level.
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#1. Access |
#2. Prompting |
#3. Uploading Content |
#4. Agents |
#5. M365 Apps |
Download the app for PC, Mac, or Mobile. |
Creating a prompt: The Golden Formula |
Getting started with uploading Files |
Getting started with Agents |
Copilot Chat comes to the Microsoft 365 appsCheat Sheet: Copilot Chat in Microsoft 365 Apps.jpg |
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Pop open the Copilot sidebar to get a quick, clear summary—no more word soup. |
On the go or on mobile? Use the prompt dictation feature to voice your prompt into the box. |
Working through a dense spec? Summarize work docs to surface goals, scope, and key details. |
Digging into data or exploring a topic? Start with a Researcher or Analyst agent template to get structured insights fast.
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Prepping for a presentation? Copilot Chat has you covered. |
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Pin Chat to Teams for a seamless, in-the-flow experience. |
Made a useful prompt? Save it to your Saved Prompts for easy access later.
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Upload your Windows logs to quickly pinpoint errors and performance issues. | Using an agent that helps you move fast? Pin it to keep your creative partner just a click away. |
Need answers, not rows? Analyst Agentlets you go from data to insights within minutes. |
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Use Chat right inside Outlook to refine your writing and send polished messages—all in one place. |
Found a prompt that sparks great ideas? Share it with your team to inspire collaboration and creativity. | Got a hefty PDF to unpack? Upload and summarize it to spotlight the essentials fast. | Got a specific task in mind? Start with a prebuilt agent template to get the essentials in place. | Struggling to find the right words? Copilot drafts text in seconds, in both Outlook & Word. |
Take this content, chew on it 😉, and test it out in your daily workflows!
Microsoft