Microsoft User Copilot Training Slide Deck
- 1. Getting Started with Copilot Protected AI-powered web chat at the City of Greater Sudbury
- 2. Table of Contents Title Slide No. Be safe with AI-powered chat 4 Get started with Copilot 13 Get the most out of Copilot 22 Additional resources 34 Copilot homepage
- 3. (formerly Bing Chat Enterprise) Protected AI-powered web chat at the City of Greater Sudbury
- 4. Be safe with AI-powered chat With the power of GPT-4, an advanced AI model, Copilot enables you to: • Quickly summarize long PDFs and articles • Effortlessly craft professional and customer-ready content • Create stunning images for social media, articles, emails, and more Using non-approved AI web services can expose our company’s data to the public. So always use Copilot for AI chat to help keep our company data safe with built-in commercial data protection from Microsoft. We’ll help you learn how to use AI smartly and safely. Let’s get started! At Greater Sudbury, we use Copilot with commercial data protection (formerly Bing Chat Enterprise) as our approved AI chat solution.
- 5. Copilot – a new way to search We're used to searching the internet with keywords and getting pages of links. Now, we can chat in conversational language to get detailed, customized answers from the internet: We can ask for: We can get answers that connect the dots across data points. We can get new answers that haven’t been written before. This is why AI chat is often referred to as “generative AI”—it produces answers instead of links. Chat is the new way to “internet.” Simply put, AI-powered chat gives you custom answers. Copilot – a new way to search Summaries Analyses Tables Content Images Get answers, not links
- 6. Powerful AI models Copilot uses GPT-4 for text and DALL-E 3 for images, the advanced AI models Transparent about sources Copilot cites the data sources behind its answers It’s powerful and protective No knowledge cutoff Copilot provides up-to- date answers. Answers are not limited by the date of the AI model Commercial data protection Copilot doesn’t save prompts or answers, nor use them to train the AI model Why Copilot?
- 7. Access Copilot in four places Note: Copilot in Windows may not be available on your PC yet copilot.microsoft.com Microsoft Edge sidebar Windows Copilot app
- 8. copilot.microsoft.com on desktop Available on desktop via: • Copilot.microsoft.com • Windows* • Microsoft Edge • Microsoft Bing Commercial data protection is available anywhere Copilot is accessed *Currently available in preview in select global markets
- 9. Use Copilot on the go with the mobile app Download the Copilot app and sign in with your work or school account
- 10. Google Chrome Microsoft Edge AI-powered web search, answers & content generation Commercial data protection with Copilot Built-in Compose template to create content easily Web page or PDF summarization Automatic tab grouping Light and dark mode switching without opening settings Copilot Capabilities You can go to Copilot.Microsoft.com on Microsoft Edge and other major browsers on PCs. With Microsoft Edge, Copilot can make your workday even easier. Just select the Copilot icon in the top right corner of the Edge browser. Now Copilot is at your fingertips! Copilot available on major browsers Try the last three actions in Copilot in Edge. (Ex. “Summarize this PDF,” “Group my tabs,” or “Switch to dark mode.”)
- 11. Copilot protects in this way: Work account Bing treats your content appropriately through Copilot. Data Loss Prevention protections are respected by Copilot when using the Microsoft Edge browser No human eyes After signing in, data is encrypted and is not seen by humans Discarded Prompts and answers are discarded at the end of a session. Data is not used to train AI models Protect our data – Use Copilot for your AI Chat Copilot is our official AI chat because it keeps our data safe
- 12. Get started with Copilot
- 13. 1 Navigate to copilot.microsoft.com on your preferred browser on your device. Copilot is compatible with Microsoft Edge and Chrome on desktop PCs. 2 Step one: Sign in with your work account Ensure you’re signed in with your work account. You will know you are successfully signed in with your work account when you see tag next to your credentials in the top right corner of your screen. If you are not signed in with your work account, your data is not protected while using AI chat. 1 2
- 14. Here is a visual tour of Copilot: Start at Text box Enter your question (your “prompt”) here. Suggested prompts If you’re not sure what to ask, try or modify a sample prompt! Get to know Copilot copilot.microsoft.com Conversation styles For the most comprehensive answers, use Creative style wit h the power of GPT-4. For faster answers, try Balanced or Precise. Start a new chat button Clear your past chat and start a new conversation. Protected badge Ensure you’re signed in with your work account and confirm that you see . If the shield icon is missing, sign in with your work account.
- 15. Get to know Copilot in Windows Use the Windows taskbar to access Copilot Select the Copilot icon Suggested prompts If you’re not sure what to ask, try or modify a sample prompt! Conversation styles For comprehensive answers, use Creative style with the power of GPT-4. For speed, try Balanced or Precise. Text box Enter your question (your “prompt”) here. You can also use Copilot to change Windows settings and more. Ex. “Turn on do not disturb” Protected badge Check that you’re protected. If you don’t find this badge, ensure you’re signed in with your work account. With Copilot in Windows, answers are always within reach
- 16. A prompt is the question or instruction you enter in the text box. This is what Copilot will respond to. Use natural language. Don’t feel like you need to break your idea or question down into keywords. Classic search is about keywords to get a list of sources. Chat is about using detailed questions or statements to generate a custom response for you. Enter your first prompt in the text box at the bottom of your screen. What is a “prompt?“ Get started by entering your question in the text box
- 17. Effective Specific and detailed In full sentences, with instructions States the tone, purpose, preferred format, etc. Example: Recap the findings of the article I've copied below and include the top 3 concerns. Provide the answer in two to three paragraphs and use a business tone. But there are no ‘wrong’ prompts because natural, conversational language is welcome. Experiment away! Less Effective × Vague × Just a few words × No context on preferred output Example: Recap article. The recap may be more vague than desired, or in a format that you were not seeking. Source: The art of the prompt: How to get the best out of generative AI (Microsoft) What makes an effective prompt?
- 18. Enter your detailed prompt in the text box at the bottom. The box expands as you go, so you can write in sentences and paste in lots of content from a webpage, PDF, or document. 1. Enter your prompt Copilot is transparent about the sources of its information. See these sources listed underneath the answer. Vet these sources and validate your answers. You can ask follow-up questions as you would in a conversation. You can refine the answer too. For example, try “Write a shorter answer" or "Give me more detail." You can also select suggested prompts. 3. Continue the conversation How to chat in 3 steps 2. Check sources
- 19. Copilot aims to base its responses on reliable sources, but AI can make mistakes, and third-party content on the internet may not always be accurate or reliable. Copilot will sometimes misrepresent the information it finds. This is why Copilot is transparent and shows the sources of information behind its answers. Always check the sources before making decisions or taking actions based on the responses. Copilot does not replace human judgment. Check your sources Sources are shown below the answer
- 20. To keep your company data private, Copilot does NOT save chat history. You will lose the chat if you: •Select the “new topic” button •Close the browser window •Leave the chat open for hours Copilot will also forget any PDFs or webpages that you open in the Edge browser. Please save your chat content as needed Note: Your answers may vary from session to session. Save your output—Copilot has a short-term memory
- 21. Get the most out of Copilot
- 22. When to chat You searched and found some great articles, and you want to quickly make sense of them You collected ideas from different web pages and you're ready to write them up as an email or report You can't find stock images that match your presentation, or your document has no images You pulled up blog posts and videos to learn something new, but you learn best by asking questions You've got multiple articles with different perspectives on a topic, so you still can't make a decision "Summarize this content...“ "Write an email based on these bullet points..." "Create an image like this….“ "Explain this..." Or "How come...“ "Compare this option and another option in a table" or "Give me the pros and cons of..." When your day looks like this... Try this
- 23. Looking for more ideas when it comes to creating prompts? Check out these sample prompts on the right side of the copilot.microsoft.com to help you explore deeper! Use Copilot to help you create and review analyses, write original content, compare strategies, or even plan a business trip. Let’s start with a sample prompt You can find sample prompts at copilot.microsoft.com
- 24. Note: Select the Copilot icon to open or close the Edge sidebar. If Edge sidebar doesn’t work for you, please see sidebar settings guidance in the “Additional Resources” section of this guide. Open a PDF in the Microsoft Edge browser, then: At the top right, select the Copilot icon OR Select the “Ask Copilot” button in the taskbar above the PDF The Edge sidebar will appear on the right. Enter the prompt: Summarize this report in 3 bullet points You can ask questions about the open tab— which is much easier than copy and pasting a web page or PDF into the text box! 1 2 Try summarizing a web page, PDF, or document 3 1 Only available in Microsoft Edge 2 3
- 25. Copilot can help you get a jumpstart on finding information, analyzing data, and creating new content. Let’s try summarizing some content: 1. Enter this phrase, “Summarize this content in 3 bullet points:” into the text box 2. Select any company content that’s at least a few paragraphs long like a blog post, section of a report or document, etc. 3. Copy and paste that content into the text box at the bottom. This is now part of your prompt 4. Next, try creating some content based on Step 1. Enter in the text box, “Create an email that explains the content I provided as a casual email to a colleague” Note: Make sure you are signed in with your work account. Verify that you are in the protected Copilot experience before you start. Try writing an email based on web content copilot.microsoft.com
- 26. Open the Microsoft Edge sidebar by selecting the Bing icon in the top right corner of the browser Only available in Microsoft Edge Try the Compose template to create professional and customer-ready content Once you see a preview of your answer in the lower box, refine the content with the suggestions provided. When you’re ready, Select “Add to site” to paste the content into the open web page or document on the left side of browser Select “Compose” at the top of the Edge sidebar Enter your prompt in the text box. Example: Write a cold call email to offer a 15-minute product demo. Explain that the product is faster and cheaper than what they’re using now Select the tone of the wording (professional, casual, etc.), format, and preferred length (short, medium, long, etc.) 2 1 4 3
- 27. With visual search in Copilot, you can take a picture or use a picture in a prompt. Copilot can answer questions using the picture. Try using visual search to: • Take a picture of a chart you drew on a whiteboard and ask Copilot to write a few sentences analyzing the data in the chart. • Take a picture of a travel adapter to see if it'll work in the country you plan to visit. • Snap an image of a product and ask visual search to find the instruction manual for it. Try a visual search when words are not enough
- 28. 1. In the text box, write "Create an image" followed by a description of the image you wish to create Examples: Create an image for my slide deck explaining cloud storage that I will present to a customer Create an image that I can use for my next marketing campaign for a clean beauty brand 2. Request additional edits as desired Examples: Add some icons to the image Can you create the images in a cartoon style? Change the dimensions Generate original images to use in social media, presentations, reports, and more! To create an image: Try creating an image from your imagination "Create an image of a shark jumping out of a coffee mug"
- 29. Workday efficiencies with Copilot Summarize a long PDF Turn a 20-page, jargon- filled PDF into 5 bullets using Copilot in Edge Draft emails and social content Use Copilot as your professional writer on call to draft emails, captions, and more Generate images Leave behind stock images and text-only reports in favor of custom-generated images for emails, on social, and more Learn new skills Ask questions tailored to your needs and interests to get consolidated key points from the internet for you Get answers for specific and complex questions Elegantly handle questions that require multiple data points or a degree of analysis Copilot is the new way to search…and more
- 30. Workday efficiencies with Copilot Summarize a long PDF Turn a 20-page, jargon- filled PDF into 5 bullets using Copilot in Edge Draft emails and social content Use Copilot as your professional writer on call to draft emails, captions, and more Generate images Leave behind stock images and text-only reports in favor of custom-generated images for emails, on social, and more Learn new skills Ask questions tailored to your needs and interests to get consolidated key points from the internet for you Get answers for specific and complex questions Elegantly handle questions that require multiple data points or a degree of analysis Copilot is the new way to search…and more
- 31. Congratulations! At Greater Sudbury, we want you to grow your skills in AI. We encourage you to keep exploring AI and unleash your creativity with Copilot!
- 33. FAQ What do you mean by “generative AI?” Generative AI is AI that can generate new content—like text, images, etc.—on its own. Copilot is a generative tool: you can prompt it with something, and it will generate a response based on its underlying AI models and the web. Why is commercial data protection important when using generative AI at work? Company data and intellectual property are crucial to our competitive advantage. The problem with using generative AI without commercial data protection is that prompts or content you generate can be exposed to the public, as part of another answer. That’s where generative AI with commercial data protection comes in: what you put in and get out is not used to train the underlying AI model so company data stays safe. Can I trust the answers generated when using AI? Copilot aims to base all its responses on reliable sources, but AI can make mistakes, and third-party content on the internet may not always be accurate or reliable. Copilot will sometimes misrepresent the information it finds. This is why Copilot is transparent and shows the sources of information behind its answers. Always check the sources before making decisions or taking actions based on Copilot’s responses. Copilot does not replace human judgment.
- 34. FAQ Continued How do I know I’m using the “right” Copilot with commercial data protection? You’ll know you’re using Copilot with commercial data protection based on various visual signals: • will appear next to your profile icon. • “Your personal and company data are protected in this chat” will appear above the chat box. Can my company see my chat prompts or responses? Your prompts and responses are de-identified and not retained when using Copilot. Because of this, your company cannot see them and are not provided with any auditing or logging tools as part of Copilot. What can the AI see when I use it? My files? My browser history? Copilot is an AI-powered web chat, meaning its responses are based only on what you input as the prompt and what the AI can pull from the web. It is not able to see or use company or device data when crafting a response. If you use Copilot in the Microsoft Edge sidebar, it can use the context of the webpage you have open, but you can always turn this off. It will not see or use other browser data like browser history.
- 35. FAQ Continued Are there limits for how much I can use the AI? As with other AI tools, there are limits to how many turns (prompts and responses) you can do per chat conversation and per day. If you reach those limits, you will be notified within the experience. Copilot can read information from the website I’m on when I use it from the Microsoft Edge sidebar. Can I turn this off? Yes, go to edge://settings/sidebar and select “Copilot” under App and notification settings. From the Copilot settings page, turn off the “Allow access to any website or PDF” toggle.
- 36. You may be seeing this switch in the top left corner of your screen. If you can, your company has provided you with access to more AI capabilities! Switch between the experiences, depending on what you want to accomplish in your workday. What is this switch? Use Copilot to get answers from current web data (e.g. latest news, announcements) Use Copilot for Microsoft 365 to get answers from your internal work data (e.g. your emails, meetings, files)
- 37. 1 First, select the gear icon at the bottom right of the Edge sidebar 2 Select “Copilot” within the list of apps 3 Enable the “Allow access to any webpage or PDF” setting switch (see below) Follow these steps to enable Copilot to “read” the open PDF or webpage If Edge sidebar cannot “read” an open PDF or webpage, you may need to change your settings
- 38. Customer Copyright Commitment Due to Microsoft’s Customer Copyright Commitment (CCC), you can use Copilot without worrying about copyright claims. Read the full blog about the Customer Copyright Commitment at aka.ms/Copilot/Copyright
Editor's Notes
- #38: Additional Slide: Use this to explain the Customer Copyright Commitment