Stay connected in the New Year! Discover tips, technical guides, and best practices in our newsletter just for developers. Subscribe now >
Key Takeaways:
- Microsoft Copilot Chat is an AI-powered chat interface integrated into Microsoft 365, enabling natural language interaction for productivity tasks.
- It works across apps like Word, Excel, PowerPoint, Outlook, and Teams, helping users draft, summarise, and automate tasks.
- Copilot Chat supports both Web Mode (public data) and Work Mode (organisation data), ensuring secure and compliant responses.
- Mobile users can access Copilot Chat via dedicated apps for iOS and Android, offering voice interaction and on-the-go assistance.
What is Microsoft Copilot Chat and how does it help productivity? Let’s find out.
Why is Microsoft Copilot Chat useful?
Microsoft Copilot Chat offers diverse functionality within the Microsoft 365 ecosystem and benefits users in several ways.
Microsoft Office Application assistance
Microsoft has integrated Copilot into apps such as Word, Excel, PowerPoint, Outlook, OneNote, and Teams. In each application, Microsoft Copilot Chat acts as an AI assistant, helping end users work more efficiently. It also stands alone as a separate interface as shown in the image below.

- In Word, Copilot can draft documents or assist with proofreading.
- In Excel, it can reformat data, such as splitting addresses into separate columns.
- In PowerPoint, Copilot can automatically build presentations from documents.
- In Teams, it summarises meetings and creates follow-up items.
- In Outlook, Copilot helps strike the right tone in emails before sending.
For more on productivity tips, check out How to Use Microsoft Copilot in Word and Microsoft Copilot Excel Guide.
Copilot also helps users manage information overload. For example, by summarising lengthy documents or analysing spreadsheets.
Research
Copilot Chat is extremely useful for research. It leverages both public data and organisational data, such as SharePoint files or Teams meeting notes.
- Web Mode: Uses public web data.
- Work Mode: Uses organisational data like Outlook emails, SharePoint documents, and Teams chats.
Users can even attach files to queries for summarisation or brainstorming.

Microsoft 365 Copilot typically has access to the same data as the user who is using it. As such, a user who is trying to do research can ask Copilot relevant questions and Copilot will answer the user based on both public data and the organization’s data. As an example, the results might reference files that are stored within a SharePoint library or perhaps notes from a Microsoft Teams meeting.
The data that is used when formulating a response to a user’s prompt varies based on various factors, such as the user’s licenses and the mode that is being used.
When a user is working in Web mode, the user opens Copilot Chat in Microsoft Edge or in one of the other supported tools and enters a query. The AI chat responds by examining public, Web based data.
In Work Mode, Copilot uses the organization’s data when formulating its response. This may include things like Outlook emails, SharePoint documents, or Microsoft Teams chats. The user also has the ability to attach a file directly to their query, and have Copilot use the file upload as the basis for its response. This can be extremely useful for a user who wants to create a summary of a document’s key points or who perhaps wants to create an AI-generated FAQ section to go along with a document. Copilot can even use its knowledge of the document to help a user to brainstorm ideas.
Explore Microsoft Copilot in Teams for collaboration insights.
Task automation
Microsoft Copilot can also be useful for automating tasks. By using or creating agents, organizations can automate various tasks, As an example, an agent may be able to generate a report or trigger an automated workflow. Organizations that want to build their own custom copilots can do so by using Microsoft Copilot Studio.
Learn more in Copilot Studio Guide.
Simplified compliance
One of the most important benefits to using Copilot Chat is that because Copilot Chat is a part of the Microsoft 365 ecosystem, it adheres to the same permissions and offers the same enterprise data protection and Microsoft security as Microsoft 365 itself. This is extremely important for protecting an organization’s data.
If a user were to try to use another AI chat tool, then the chat experience could compromise the organization’s data. For instance, file uploads to the third-party AI chat tool could cause the AI to ingest the organization’s private data. That data may then be used to further train the AI and could be exposed to users outside of the organization as a result.
Licensing and pricing tiers for Microsoft Copilot Chat
To use Microsoft Copilot Chat, organisations and individuals need specific licences:
| Category | Licence / Tier | Description |
|---|---|---|
| Base Requirement | Microsoft 365 Subscription | Copilot Chat is available only to users with an active Microsoft 365 subscription, including Business or Enterprise plans. |
| Additional Requirement | Microsoft 365 Copilot Licence | Required in addition to the base subscription. Unlocks advanced AI features, including Work Mode integration with organisational data. |
| Pricing Tier | Microsoft 365 Copilot for Enterprise | Priced per user per month. Offers full integration with Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, and Teams. |
| Pricing Tier | Microsoft 365 Copilot for Business | Designed for small and medium-sized businesses (SMBs). Provides similar functionality to the Enterprise version at a slightly lower cost. |
| Pricing Tier | Add-on Licences | Copilot can be purchased as an add-on to existing Microsoft 365 subscriptions, depending on the organisation’s licensing model. |
Pricing varies by region and plan type. For the latest details, visit Microsoft Copilot Pricing.
The Copilot Chat mobile experience
Copilot Chat is available via a dedicated mobile app for iOS and Android and integrated into Microsoft 365 mobile apps like Word and Excel.
- Mobile users can summarise emails, draft content, and ask questions on the go.
- Copilot supports file analysis and summarisation on mobile devices.
- New text-to-speech capabilities allow voice interaction for hands-free productivity.
While the Copilot mobile app might not be quite as full featured as the desktop version, it is great for helping users to perform various tasks while they are away from their computer.
Mobile users often find that the mobile version of Copilot Chat is useful for helping them to catch up quickly. A user might for instance, ask Copilot to read and summarize their Outlook emails.
The mobile version of Copilot is also great for answering questions. Users can ask Copilot general knowledge questions, and the Microsoft AI will respond with answers taken from the Internet. Additionally, a properly licensed user can ask questions about specific files or messages and receive an answer right on their device.
The mobile version of Copilot Chat can also potentially be helpful for helping a user to draft content or brainstorm ideas. Although a mobile device might not be the best platform for authoring a lengthy document, Copilot can be helpful if inspiration strikes while a user is on the go.
Copilot Chat can also help users to review content on their mobile device. A user may for instance, use their iOS or Android device to send a Word document or even a PDF file to Copilot for analysis. Copilot can then answer questions about the file, or even provide the user with a file summary.
More recently, Microsoft has begun to roll out text to speech capabilities for Copilot, which will allow users to verbally converse with Copilot as though it were a person rather than an AI powered assistant. such capabilities should prove to be extremely useful to users who primarily interact with Copilot through the Copilot app. Such users will be able to perform various tasks using nothing more than their voice. Rather than relying on an on-screen keyboard, users will be able to simply tell Copilot what they want to do, with Copilot responding verbally to such prompts.
For mobile tips, see Microsoft Copilot Mobile.
Frequently asked questions
What is Microsoft Copilot Chat used for?
It’s an AI-powered chat interface that helps users draft content, summarise documents, automate tasks, and answer questions across Microsoft 365 apps.
Is Microsoft Copilot Chat secure?
Yes, it follows Microsoft 365’s enterprise security standards, ensuring compliance and data protection.
Can I use Microsoft Copilot Chat on mobile?
Absolutely. Copilot Chat is available via a dedicated app for iOS and Android and integrated into Microsoft 365 mobile apps.
Do I need a special licence for Copilot Chat?
Yes, you need a Microsoft 365 subscription and a Copilot licence to access Work Mode features.
The post What is Microsoft Copilot Chat? appeared first on Petri IT Knowledgebase.








