Using Copilot Chat

1 x Full-Day Workshop (online or in person)

For organisations whose licence covers Copilot Chat only, with no Office integration and no agents. Works as a follow-on from Copilot Essentials, or on its own.

Summary:

A practical day spent inside Copilot Chat itself, aimed squarely at the licence most organisations actually hold. It covers what Work Mode and Web Mode are grounded in and why that distinction matters, how to write prompts that hold up, how to set prompts running on a schedule, and how to build and configure agents. Every section is worked through live on real documents rather than described.

Course Breakdown:

Getting Started

• Getting around Copilot Chat: where to find it in the apps, on the web and in Edge
• What each part of the interface does
• Work Mode and Web Mode: what each is grounded in
• When to use which
• Why Web Mode is treated as a third-party tool

Prompting

• Prompt engineering: the four essential parts of a prompt
• The four questions to ask before writing one
• Ten best practices
• Using the assistant itself as a prompt coach
• Role and context prompting: giving the assistant a backstory
• Setting a standing instruction it keeps to

Automating Your Work

• Scheduled prompts: a daily digest of your emails, meetings and files
• Scheduled prompts: a weekly search on a topic you follow
• Scheduled prompts: a weekly task and email prioritisation
• Flow engineering with templates: a reusable meeting minutes template
• An event report template
• Filling, checking and exporting them

Copilot’s Other Tools

• Copilot Notebook: a workspace that holds a body of work together, built live from a real report
• Create in Copilot: images
• Posters
• Quick edits without leaving the chat

Everyday Use Cases

• Structured text from a video transcript
• A product blog from rough notes
• Translation and reverse engineering
• Getting the tone right in email
• Meeting minutes from a transcript

Agents

• Copilot Agents: how agents work
• The Agent Store
• The two ready-made ones, Analyst and Researcher
• Creating your own from a description
• Agents worth building: a document summariser
• A prompting agent
• A business communication coach
• An HR policy assistant grounded in your own handbook

Outcome:

Participants leave able to work confidently in Copilot Chat within the limits of their licence, write prompts that produce usable output first time, set prompts to run on a schedule, build templates they reuse every week, and create and configure their own agents.