Learning outcomes
- Explain how to ask clear work-safe questions and refine responses.
- Complete the guided practice safely.
- Check that you can review sources, accuracy and missing context.
Microsoft 365 Copilot
Copilot Chat
Learn to ask clear work-safe questions and refine responses and review sources, accuracy and missing context in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use approved, non-sensitive content. Confirm your licence and your organisation's AI policy before using work data.
Step-by-step instructions
- Open Microsoft 365 Copilot Chat or Copilot in the named app and confirm you are using the intended account.
- Use a non-sensitive prompt to draft a short checklist.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: review sources, accuracy and missing context.
- Review the response for accuracy, permissions, privacy and tone before using or sharing it.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Use a non-sensitive prompt to draft a short checklist. Your expected result is to review sources, accuracy and missing context.