How to Use Microsoft Copilot

Getting started with Microsoft Copilot

After reading this guide, you will be able to set up Microsoft Copilot and use it for common tasks like answering questions and generating content across Windows, Edge, and Microsoft 365 apps.

Step 1: Sign up and set up

1. Go to copilot.microsoft.com.
2. Click on the Sign Up button.
3. If you already have a Microsoft account, log in. If not, create a new account by following the prompts.
4. Once logged in, you can start using the free version of Copilot, which includes basic features.

Step 2: Your first task

1. Open a Microsoft 365 app (e.g., Word, Excel, or PowerPoint).
2. Look for the Copilot icon, usually located in the toolbar or menu.
3. Click on the Copilot icon to open the sidebar.
4. Type a question or request in the input box, such as "Generate a report on sales performance."
5. Hit Enter or click the Submit button.
6. Review the generated content and make any necessary edits.

Step 3: Get better results

1. For more tailored responses, be specific in your prompts. Instead of "Write about marketing," try "Create a marketing plan for a new product launch in Q2."
2. Use the Suggested Actions feature in Copilot for quick options based on your input.
3. Explore settings to adjust the tone and style of the content if available in the app.

Pro tip

Use keyboard shortcuts to quickly access Copilot. For instance, in Word, you can press Alt + C to open Copilot without navigating through the menus.

Common mistake to avoid

Many users forget to specify their requests clearly, leading to generic responses. Always provide context and details to get the most relevant results.