For example in Microsoft Edge, ensure you are logged in with your business account by clicking the small ‘person’ icon in the top right and check the email address you are logged in with is your business one. Then just type copilot in the address bar or click the copilot button in the browser to start chatting. You can safely discuss business matters and upload data to your chat session. I would always recommend anonymising any personally identifiable information as per GDPR guidance before uploading or pasting any data.

You can have muliple conversations active at any time, and close and re-open a particular conversation. As the business owner of Liberate IT Support I find it helpful to have one conversations around finance, one around leadership, one around technical direction etc. As the AI gets to know you within these conversations, it will become faster and easier to get the answer or information you want.

Once you are comfortable talking to Copilot within the confines of an isolated conversation you can start interacting through the built in copilot button in Word, Excel and Outlook. Do be careful of what you prompt if you don’t want copilot to have access to all your information through that application.

For example if you as copilot in Outlook “Can you see all my emails?” if will go ahead and assume you want it to see all your emails, then ask what would you like to know about your emails. It is just trying to be helpful but this can be alarming if you do value your privacy. Again rest assured that as you are logged in to Word/Excel/Outlook with your business account that the data copilot accesses stays in your tenancy and copilot cannot share this outside your copilot session.