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P3 Digital Helpdesk

AI Tools- What is Co Pilot Chat ?

P3 System Admin
  • Updated

Overview 

Many of you may already know AI tools like ChatGPT or Gemini for personal use—but now it’s time to bring that productivity boost into your workday!

You might have noticed the Copilot symbol in Outlook, Teams, and your browser. Great news: every P3 colleague has access to Copilot Chat, through our standard Microsoft licence.

Copilot Chat combines web intelligence with Microsoft’s trusted security features, giving you a safe and powerful way to work smarter. Imagine drafting emails faster, summarisng documents in seconds, or brainstorming ideas effortlessly—all at your fingertips!

Before you dive in, remember: with great power comes great responsibility. We handle sensitive personal and organisational data, so it’s essential to use AI responsibly. Please make sure you’ve:

  • Read and understood our AI Policy
  • Completed any mandatory AI training provided by P3

This article will give you an overview of Copilot Chat and its features—so you can start working smarter, not harder on admin tasks!

This article will cover the basics to get you started, we'd love to hear from you to see the ways in which you've been using Co Pilot Chat.

Co Pilot Chat Survey

  • What is Co Pilot Chat
  • How to access
  • Tips for best results

What is Copilot Chat?

Copilot Chat is an AI-powered assistant integrated into Microsoft 365 apps (like Word, Excel, Outlook, Teams, and more). It helps you:

  • Automate tasks.
  • Summarise, draft, and analyse content.
  • Elevate your writing, change the tone.
  • Translate documents
  • Create images 
  • Error check things such as formulas 
  • Information Retrieval: Quickly find answers, summarise documents, or explain complex topics.
  • Task Automation: Generate reports, draft emails, create presentations or summarise long email chains 
  • Decision Support: Compare options, analyse data, and provide recommendations.
  • Creative Assistance: Brainstorm ideas, write content, create images or design workflows.

How to access Copilot Chat 

 

  • In Microsoft 365 Apps: Look for the Copilot icon in the ribbon or sidebar.

     

     

  • In Teams: Use the Copilot Chat tab or type /copilot in the chat.

     

     

  • In Outlook: Click Copilot in top ribbon or  Summarise or draft emails.

 

 

Tips for Best Results 

  • Be specific: “Summarise this document in 3 bullet points” works better than “Summarise.” or Instead of “help me with a report,” say “create a 500-word summary of this report focusing on key financial metrics.”
  • Use context: Provide background info for better results.
  • Combine commands: “Summarise this email and draft a polite response.” 
  • Iterate: Refine outputs by asking follow-up questions.
  • Combine Tools: Use Copilot Chat alongside apps like Outlook, Teams, Excel, and Word for seamless integration.

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