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SanniSunnyfeel
Copper Contributor
Apr 04, 2026

Feature Proposal: “Get to know Copilot” — A Built‑In Onboarding Experience for Copilot Web & App

 

I ( I & A.I.) get it — Copilot Chat is free. It’s not the product that brings in direct revenue.
But what it does bring is something priceless: global visibility, reputation, and word‑of‑mouth influence.

Right now, millions of people are essentially acting as global A.I. reviewers.
They compare tools.
They recommend tools.
They decide which AI becomes the one “everyone uses.”

And as an ex‑Nokian / Microsoft 2005–2014 veteran, I’ll be honest: I’m not here to let others win this race.
Not when the potential is this big, and not when the solution is this close. None shall pass!

Copilot itself acknowledges the importance of advocacy — the Copilot app questionnaire literally asks:

  1. Where did you hear about the app?
  2. To how many people have you recommended Copilot?

If the ideal answers are: 1. “Everywhere.” 2. “Everyone.”

…then the onboarding experience needs to support that ambition. Because right now, new users don’t become instant fans — they become confused explorers who restart chats, misunderstand features, and wonder if they’re “doing it wrong.”

And that’s exactly why this proposal exists....

 

This feature proposal came to mind after a few hundred hours of Copilot discussions. There were so many issues I could have avoided simply by having one button — one place — where Copilot would guide me when I first started.

It took time, but I finally have renamed conversations, pinned threads, and shortcuts to my main discussions.
Getting here, though, was rocky… and not even the fun “rocky road ice cream” kind.

More than once I almost gave up. I felt frustrated, wondering if I was really this confused or why Copilot kept doing things I specifically asked it not to do — like adding the three questions at the end, or jumping out of role because I accidentally used a wrong word that didn’t even mean what it thought.

But now? Now Copilot remembers my discussions, keeps the same writing style, and even surprises me with sarcastic jokes I don’t see coming.

I’ve ended up with a whole set of personal assistants:

  • Job agent
  • Movie & series critic
  • Food specialist
  • Tech master
  • Spark for brainstorming any crazy innovation
  • Music producer

And honestly, I’m a very happy user. I’m grateful to have a fast problem‑solver that never gets tired.

I use Copilot in Edge Web on both computer and mobile — a choice Copilot itself recommended, saying it would always have the newest features.

 

 

 

Most used main discussions as shortcuts - quick access.

I use the Edge Copilot short cut rarely anymore approximately 5 new discussions less started in a day then before.

 

 

 

 

 

 

 

 

 

 

 

What is the most beneficial for Microsoft & user in chat suggestions:

 

Create an image

Simplify a topic

Improve writing

Take a quiz

Write a first draft

Get a news roundup

Get advice

Write code

OR Take tour of Copilot / Get to know Copilot
/Copilot Tips & Tricks

 

 

 

 

 

 

M365 has this suggested feature already. Copilot chat should have it too and support M365 usage.
It also had a "Teach me a new skill" that prompted a question:
"
Which intermediate oboe pieces could I practice to improve?" ..I don't have an oboe. I have a flute...
I thought this would be more like Tips & Tricks in M365 usage.

 

 

 

 

 

 

 

 

And this is where the actual feature proposal begins:


Written by the one and only my Tech Jorgon Borgon + few comments from human.

Executive Summary

Copilot Web and the Copilot mobile/desktop app are powerful tools, but many users struggle to understand how to use them effectively. They often restart conversations, misunderstand Memory, misinterpret subscription prompts, or assume Copilot “forgets” their context. This leads to fragmented usage, frustration, and unnecessary support load — especially among Pro and Microsoft 365 users.

A lightweight, conversational onboarding experience — accessible as a starter tile (“Get to know Copilot”) on the Copilot home screen — would solve these issues at the moment they occur. This is a UX‑only enhancement with high impact and minimal engineering cost.

🧩 Current User Path (As‑Is)

Users open Copilot Web/App and see starter tiles such as “Create an image”, “Write a story”, “Brainstorm”, etc. There is no onboarding tile and no guidance on:

  • how conversations work
  • how to bring content into context
  • how Memory works (and what it does not do)
  • how Web/App Copilot differs from M365 Copilot
  • why subscription prompts appear
  • how to check if the correct account is in use

Current Flow (Visual Mockup)

 

Observed outcomes

  • High volume of 1–3 message conversations
  • Misuse of “Remember this”
  • Confusion about subscription tiers
  • Confusion about account mismatches
  • Increased support tickets
  • Lower adoption of Pro and M365 Copilot features

This is not user error — it is a missing onboarding layer.

🌈 Proposed Solution: “Get to know Copilot” Starter Tile

Add a dedicated onboarding tile to the Copilot Web/App home screen.

Proposed Flow (Visual Mockup)

This creates a stable, reusable onboarding reference the user can always return to.

🧭 Detailed Onboarding Content

1) How conversations work

“Keep one topic in one conversation. You can rename and pin threads for ongoing work.”
(Human: this is the most important thing to know when starting to use Copilot)

2) How to bring content into context

“I don’t automatically see your files. You can paste text, upload content, or summarize what you want me to work with.”
(Human: there is un-certanty on when, and how deeply does Copilot read material. Best solution has been to number the topic and add text. When handling files the Copilot doesn't recognize Ä, Ö or sometimes . , - Making the file final checking difficult and not trusted. )

3) Roles & styles

“You can shape how I work by assigning a role (e.g., ‘Act as a project manager’) or a style (e.g., ‘Write concisely’).”

(Human & A.I. note: The current documentation explains how to assign roles, but it doesn’t address an important issue: certain trigger words automatically push Copilot into an “official” or restricted mode. Some of these words can be typed accidentally or used in a completely harmless context, yet they still cause Copilot to switch tone abruptly.

During my discussions with Copilot, we identified a few of these terms — and they are surprisingly easy to type unintentionally. When this happens, Copilot suddenly becomes formal, cautious, and emotionally flat, even though the user didn’t intend to activate that mode. This behavior would benefit from a more nuanced path instead of an immediate jump into a strict role. 

Additionally, the guidance on how to build a writing style is extremely valuable, especially for users who don’t naturally write long or expressive text where A.I. could mirror the style quickly. Style‑building is one of the most powerful features, and clearer instructions would help more users shape Copilot into a consistent, personalized assistant.)

4) Smart / Deep Thinking mode

“Use Smart/Deep Thinking for multi‑step reasoning or complex analysis.”
(Human: I used these in the beginning ALL the time, because I felt that Copilot doesn't understand me and these would make it smarter (because of always the new conversations having to repeat myself and it didn't remember anything...The real explanation for this usage came up only after couple months when I almost gave up using the Copilot, but started asking "why" instead. Haven't needed these since.)

5) Memory (critical clarification)

“Memory stores long‑term preferences — not project details or conversation content. You can review and delete memories anytime in Profile → Memory.”
(Human: This feature has different explanations in different Copilots (web & app). And yes I used the prompt inside of discussions for topics to remember projects in the beginning... 
This is a really good feature to have and give the basic information about the style wanted.)

I don't have a cat.

 

6) Web/App vs M365 Copilot

“Here in Web/App, I help with general tasks. In Word, Excel, Outlook, and Teams, I work directly inside your documents and messages.”

(Human: I have had a difficult situation with Word Copilot, asked help from my web Copilot and it told the Word Pilot can synch the document if I just ask. When I tried, it didn't work -> I asked then why did the Edge Copilot told so... The Word Copilot answered that oh, well the Edge is like "anything goes" 😁 I had to find the Word editor myself because I was in a dead end in finding the answer from either web Copilot or Word Copilot.
This is why the answer Copilot gives to the "Get to know Copilot" should be wide and information the newest possible to support also M365 usage).

7) Subscription clarity

“If you see upgrade prompts, they may relate to Copilot Pro or to account mismatches. You can check your active subscriptions at account.microsoft.com/services.”

🧩 Why Existing FAQs (Mobile & Edge Web) Are Not Enough

Both the Copilot mobile app and the Edge Web version include FAQ sections, but they are difficult to discover and do not address the most common user pain points. The mobile FAQ is hidden deep in Settings, and the Edge Web FAQ is even less visible — often overlooked entirely unless the user scrolls to the very bottom of the page.

Copilot web (Edge) -> FAQ is hidden

More importantly, these FAQs are marketing‑oriented, not experience‑oriented. They do not explain:

  • why Copilot Web/App may not recognize an existing Microsoft 365 subscription
  • why “Office 365 Personal” and “Microsoft 365 Personal” appear as different products
  • why Copilot shows upgrade prompts even when the user already has the correct plan
  • how Memory works
  • how conversation context works
  • how Web/App Copilot differs from M365 Copilot

Users searching for help how to change language may even encounter marketing questionnaires (“Where did you hear about Copilot?”, “How many people have you told?”) or Discord invitations — none of which support the user’s immediate goal.

Copilot Web told that the language comes from the device language and for Web the chosen language from browser.
User had already changed the language from Copilot web in settings. Only applications needed the device settings. A.I. stood corrected.

 

Copilot app suggest an upgrade

 

A built‑in onboarding conversation solves this by delivering 
the right information at the right time, inside the experience where confusion happens.

📈 KPIs & Measurable Outcomes (by Tech Jorgon Borgon)

1) Reduction in Fragmented Conversations

  • KPI: Fewer conversations with <3 messages
  • Expected impact: 20–40% reduction

2) Increased Conversation Pinning & Naming

  • KPI: More pinned and renamed threads
  • Expected impact: 30–50% increase

3) Reduction in Misuse of Memory

  • KPI: Fewer incorrect Memory entries
  • Expected impact: 40–60% reduction

4) Increased Pro & M365 Copilot Adoption

  • KPI: More Pro trials and cross‑surface usage
  • Expected impact: 10–25% increase

5) Reduction in Support Load

  • KPI: Fewer tickets about licensing, accounts, Memory, context
  • Expected impact: 15–30% reduction

6) Increased User Confidence & Satisfaction

  • KPI: Higher CSAT/NPS
  • Expected impact: +10–20 points

🚀 Conclusion

A “Get to know Copilot” starter tile is a small UX change with a disproportionately large impact. It aligns with Microsoft’s design principles, reduces friction, increases user success, and supports deeper adoption of Copilot across the ecosystem.

This proposal addresses real user pain points with a simple, elegant, scalable solution.

Thank you for considering this enhancement — it would meaningfully improve the Copilot experience for millions of users.

 

— Sanni & Copilot “Tech Jorgon Borgon" — Superteam
Empathy in my blood. Knowledge in its bytes.
Powered by curiosity, caffeine, CPU cycles, and humor that really shouldn’t work… but somehow does.

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