Use Microsft 365 Chat

- [Instructor] We have seen many different ways Microsoft has integrated a Copilot assistant into other applications, but there is also a standalone AI chat tool called Microsoft 365 Chat. You can use it on the website or as an app inside of Teams. We'll see both, but we'll start on the website. So if you go to office.com and sign into your Microsoft 365 account, you should see a button from Microsoft 365 Chat in the sidebar on the left, or you could go to office.com/chat. The interface here may look familiar if you've used AI chat tools like ChatGPT. I'm really oversimplifying, but basically a system like ChatGPT is able to answer your questions using information from its own built-in resources combined with the information that it can find on the internet. Microsoft 365 Chat is a language model like that, but the information that it has available is your organization's Microsoft Graph. So it's able to find information about the people in your organization, documents stored on your company's OneDrive or SharePoint libraries, messages sent and meetings scheduled between your coworkers and more. I'll give you an example. In the chat field, I'll ask Which executives are mentioned in the, and then I'll type the slash key and I can refer to a specific document. I'll start typing in the name of the document. It finds a document on OneDrive that was shared with me, so I can select that. So I'm asking a question about a specific document, but you can also click this paperclip icon at the bottom and you can add other resources. Any information that you reference here will be used to find the information you're looking for. You can reference specific people in your organization, files that have been shared with you on OneDrive or SharePoint, recent meetings, or email messages. But for now, I have the question that I want to ask. So I'll click the Send button and give it a moment to generate the response. Now that I have the answer, I could continue this chat and ask follow-up information. I'd like to reach out to one of these people. I wonder if I've ever communicated with them over email before. So in the chat field, I'll type, Have I ever sent an email to any of them? And I'll hit the Return key and it found that I have emailed two of those people. And these little numbers in the response are footnotes that usually have links to some information related to the question. You can actually click on these links, and in this case, it would take me to the email messages that are being referred to here. Of course, the information you get from Microsoft 365 Chat is private information about your organization. That information is protected by the security features in Microsoft 365, and you can be assured Microsoft 365 Chat will only show information to you if you have security permissions to view that information traditionally in other Microsoft applications. And this will work much better for you when you ask questions about real people and real interactions in your organization. So you can use Microsoft 365 Chat on the website like this, or you can use it inside of Microsoft Teams. There's a system of small add-on apps that you can use in the Teams application. And Microsoft 365 Chat is one of them. On the sidebar on the left, you can click the Apps button and just search for Microsoft 365 Chat. Here it is in the search results. I'll click Open and it just starts a new chat conversation inside of Teams with Microsoft 365 Chat. So I'll ask my question here, When was the last time I had a meeting with, and then I want to reference a specific person. So I'll type the slash key, start typing in the person's name. It searches my company's directory and it found Stewart. And now I have my question. So I'll click the Send button and it gives me the answer. And this number one here is a footnote, which actually has a link to that meeting. So I could click on that and it takes me to the information page for that meeting where I can find the attendance report, or if the meeting had been recorded or if the transcript had been run, I could find those here as well. And of course, I can click on the Chat button in the sidebar on the left to go back to that chat conversation. So whether you use it on the Office website or inside of Microsoft Teams, this is a great tool to easily find information about your teammates, your documents, meetings, message history, and more.