Use Copilot Business Chat with your work data

- As we start using Copilot on the web, it's very important that you recognize that things change. Copilot is updated and changed very often. In the past, I would recommend you start at the website, copilot.microsoft.com, but now the tools on this website are really only intended for individual consumers. For business, enterprise and education users, you should go to office.com and sign in with your Microsoft 365 account. After signing in, you'll see a button for Copilot on the sidebar on the left. You can click that and start working with Copilot, or it may be easier to go here directly by going to microsoft365.com/chat or office.com/chat. There's a chat field at the bottom where you can ask questions or make requests, but before we use that, you should look at this switch at the top where you can switch between work or web. If you switch to the web mode, this is similar to the free version of Copilot. This will use publicly available information from the web to answer your questions and your requests. So using the chat field, I'm going to ask Copilot to describe the changes in trends in residential mortgage interest rates in Northern California over the past 10 years. And Copilot can answer that question using information from the internet. Sometimes you will see these small numbers. These are citations, which are links that you can click to take you to the website where it found this information. And these chat conversations are protected with enhanced security that the free version of Copilot does not have. When I point at this shield near the top right, it shows that I have enterprise data protection, so my requests will not be saved and will not be used to train the AI language models, but that's just the web mode. If you switch to the work mode, then questions you ask or requests you make in the chat will be answered using information from your organization. So you can get information about your own calendar, your coworkers, your team communication or files that have been shared with you on OneDrive or SharePoint. This experience is called Business Chat or Biz Chat, and it's one of the main benefits of Microsoft 365 Copilot. So I'll ask a question that can only be answered using information from my organization. This could be something as simple as when is my next meeting? This uses secure information from my calendar to answer that question. But you can also ask questions or make requests related to specific people in your organization or documents that have been shared with you. I'll ask which executives are mentioned in the, then to refer to a specific document, you can type the slash key followed by the name of that person or document, and it searches through all of the documents that you have stored or have been shared with you on OneDrive or SharePoint. It found the document that I want, so I'll select that and send the question. Copilot gives me an answer which refers to a secure document that was shared with me by somebody in my organization, and I can ask follow-up questions. I'll ask if I've ever received an email from any of them. Copilot remembers the context of the previous question and gives me the answer. So now I'm getting information about that shared document along with information about coworkers in my organization and my own email communication. Now, in these responses, I still see citations, these small numbers, and again, this is where Copilot found this information, but it did not find this information on public web pages. It found it in my email. So I can click one of these citations and it will take me right to the email message where it found this. I'll just close this and go back to Copilot. At the bottom of the response, it says three of 30, so I can continue asking follow up questions or just keep chatting with Copilot, and it will remember the context for up to 30 responses. Just make sure you look at this number on your screen because that limit could change in the future. And if you ever want to clear that context and start a completely new conversation, you can click the new chat button up at the top. That resets the conversation and Co-pilot will not remember what you were talking about before. However, you can click this button near the top right to open the chat history panel. Now, this is not a list of individual questions, it's a list of conversations. So I can select one of these to see all of the questions and responses from that conversation, and I could continue that chat from here. With the Business Chat, everything is protected by the security and privacy safeguards in Microsoft 365. You will never be able to access another person's messages, calendar or other private information. Copilot will only show you information that you have permission to access.