Today we're going to talk about Copilot Chat,
also known as Copilot for Everyone because it's
included with your business, enterprise, education,
and other licenses. You can use it for your everyday
work and interact with AI agents. Welcome to
Collaboration Simplified. My name is Shervin
Chaffee and I work at Microsoft as a Copilot
Principal Technical Specialist. There's a lot
of interest in Copilot Chat and some confusion.
So we'll dig into what Copilot Chat is, what
it can and can't do, and compare it to the paid
Microsoft 365 Copilot license. But most importantly,
we'll answer the question of why you should use
it. I'll give you one hint. Shadow IT. Let's
review some slides to answer these questions
and later do a demo. okay so let's get into the
deep dive of copilot chat and by the way the
full name is microsoft 365 copilot chat so if
you see that it's the same thing as copilot chat
and one of the most common questions i also get
is hey sure where is this presentation can i
have it and i'm happy to say that this is actually
a public presentation so i'll drop the link in
the description so you can use it yourself if
you wanted to now looking at microsoft 365 copilot
chat It looks like it's really broken down into
three different pillars. We have chat, agents,
and IT controls. Let's look at each one separately.
So on the chat side, it's a free secure AI chat
and it's powered by GPT -4 .0 and it's web grounded.
Now, first of all, I wouldn't use the word free
because you're paying for a license and I'll
show you which licenses this is actually included
with. So I would use the word included. It's
included with the license that you've paid for,
but you're getting it at no additional cost.
So that's one thing. The other is that it's secure,
which is fantastic. And this goes to the intro
that I mentioned about shadow IT. The fact that
it's secure is going to be really good for your
enterprise to use as an included AI function
instead of your end users going and using their
own AI platform like ChatGPT for example and
that in the free version isn't necessarily secure
and I'll show you what I mean in just a little
bit now it's powered by GPT -4 .0 and it's web
grounded that's the other differentiator it's
grounded on the web versus being grounded on
your tenant or your tenant data so with the paid
m365 copilot license it's basically grounded
on your tenant data so your emails and your chat
messages and your onedrive files you can ask
it questions about your documents with this it's
grounded on the web but you can actually attach
a file and you can ask it to summarize the document
or analyze the document so there's definitely
benefits there but it's not as full featured
as a paid license. Now, moving on to the next
pillar, which is agents, integrated into the
chat experience and paid for on a consumption
basis. What's really good about this is that,
again, because it's included with your license,
you can still have access to building and using
agents. We've done a lot of content on this channel
on creating different types of agents. And there
are actually certain types of agents that you
can create where you don't have to pay for at
all. With this included license, you can use
those types of agents. And I'll show you which
ones in just a little bit. And then other types
of agents that you build, you have to pay for
as you go. So this consumption pay as you go
model, you can set up a subscription. And then
there's X amount of cents that you have to pay.
i'll show you the details on that as well but
still it gives you a platform to use to create
and to use these types of agents without having
to pay for the full m365 copilot license at some
point in time it'll make sense to move over to
the paid license if you're using agents quite
a bit but in the beginning it's a good way to
start to experiment and then on the third pillar
it controls enterprise data protection, and agent
management. So again, this goes back to the first
pillar, which is secure AI. Enterprise data protection
is huge, right? You don't want people to be using
their own version of AI, consumer AI, where they're
copying and pasting company sensitive information
that those different models can actually learn
from and take that and put that as part of their
llm their large language models so i wanted to
ask chat gpt because this is most likely the
service that most people that don't have access
to secure ai will end up using i wanted to ask
it can you tell me if you actually learn from
my prompts and so it comes back and says i don't
learn in the sense that i retain information
beyond our conversation but i can remember context
during a session So I asked, so you don't update
your large language model using the info that
I share? It says, correct. I don't update my
underlying LLM with anything you share. I said,
fine. Can you tell me where your privacy policy
is? It sent me the link and I looked in there
and says, we may use content submitted to ChatGPT
and or other services to improve our model performance,
including content from your images and files.
And they gave me a link to an additional document.
And I looked in their services for individuals.
It says, when you use our services, such as ChatGPT,
we may use your content to train our models.
Fantastic. That's kind of what I thought. And
that's what everybody pretty much thinks or knows.
But they still use ChatGPT. And if you're the
IT team, do you really want your company's secret
information? being copied and pasted into chat
gpt now compare this to the enterprise data protection
and m365 copilot and m365 copilot chat it's a
good document i'll put that link in the description
as well but basically if you look at this it
talks about m365 copilot and copilot chat offer
the same enterprise terms available in our microsoft
365 commercial offerings and one of the keys
was right here for like an apples to apples comparison
and it says your data isn't used to train foundation
models now with respect to who actually has access
to this included copilot chat it's right here
in the documentation and so we have some really
good documentation this microsoft 365 copilot
chat documentation i'll drop this link in the
description as well but here we go with respect
to m365 copilot chat eligibility and basically
i don't know if you know the kind of license
that you have or you're consuming you don't really
need to know necessarily because there's ways
you can tell that you're using the copilot chat
experience but essentially this is saying that
if you're using these education types of licenses
or you're using a business type of license i
believe this is for 300 users or less for businesses
or you're using these e3s or e5s those are the
types of licenses i deal with the most f1s f3s
are frontline workers and then there's a team's
license and there's office licenses so all of
these are licenses basically for institutions
for companies so if you're part of a university
a college a school district or you work for a
small business or a large enterprise chances
are you're consuming these types of licenses
and so copilot chat will be available to you
before we continue if you're finding value in
the content so far please give it a like as it
really does help the channel thank you very much
for your support so talking about access back
to the document that i was showing you if you
scroll down a little bit there's a section that
talks about ensuring users accessing copilot
chat and basically it says that with the recent
updates to microsoft 365 copilot chat the copilot
experience for work and personal use no longer
share the same name and that's the differentiation
right you got work and you got personal so if
there's anyone that is watching this video that
is thinking hey i want to use copilot and i have
a personal account or i have a family account
this doesn't apply right copilot chat does not
apply copilot chat is basically for work your
universities colleges small businesses large
businesses they can have a paid or they can have
the included the copilot chat personal is a different
story i'll show you personal in just a second
but basically anytime you hear the word microsoft
365 copilot chat or microsoft 365 copilot that's
for work and education and microsoft copilot
it's missing the word 365 is for personal use
okay a little bit confusing to be honest but
that's just the way the wording is now You just
have to be careful, right? And you'll see from
the experiences they differ. I'll show you that
in a little bit in the demo. Now, there's a chart
here that basically says, look, if you're using
Copilot for personal use or you're using it for
worker education, there is Microsoft Copilot.
And this is for unauthenticated or signed in
with personal accounts. Then you're able to basically
access it from. copilot .microsoft .com that's
a yes bing .com chat and so on but none of these
apply to work and on the other hand if you're
accessing copilot chat or m365 copilot for work
you can access it from m365 copilot or copilot
.cloud .microsoft .com and so on and those are
all a yes bottom line is There is differentiation
between Copilot for personal use and Copilot
for work use. And additionally, for work use,
there's the included version, Copilot Chat, and
there's a paid version, Microsoft 365 Copilot.
now back to the slides with copilot chat there's
also some reporting and analytics from an it
perspective so if you're an admin and you're
like hey i have copilot chat that was turned
on and people are using i don't know what the
usage is all you got to do is go to the microsoft
365 admin center and there's a copilot chat usage
report there that you can check out to see what
the usage is now moving over to agents in copilot
chat and that's one of the beauties of copilot
chat that you can use agents there's two questions
that i want us to review and answer right one
is what are the agent capabilities within copilot
chat copilot chat users will be able to create
discover and use agents that's good and admins
will be required to set up a copilot studio subscription
prior to the use of agents that are built based
on a metered consumption however agents that
are grounded in instructions public websites
and uploaded files are available to use at no
additional cost for users so basically there
are types of agents that are not going to cost
you anything you can use them with copilot chat
And then there's types of agents that we've actually
built some of these where documents are in SharePoint
sites that you have to pay for based on consumption.
I'll show you some additional details in a second.
The other question is what agent building capabilities
are available to Copilot chat users? Copilot
chat users can build agents with Copilot Studio.
agent builder or sharepoint if their it admin
has configured access in the m365 admin center
so that goes back to like it controls but you
can basically use all the different tools that
we have whether you are using the paid m365 copilot
or copilot chat if you have been given access
you can use all these different tools now the
next thing we're going to talk about is creating
this pay -as -you -go billing plan for your copilot
agents that need it and to do that let's look
at the site this is the same site that we looked
at before this is basically the m365 copilot
chat documentation and there's a section that
covers agents so let's look at that if we scroll
down a little bit to enabling agents first of
all it actually confirms again that agents that
are grounded in instructions in public websites
and uploaded files are available at no additional
cost so again there are agents that are free
with the copilot chat but agents that access
shared tenant data such as sharepoint or graph
connectors will be based on metered consumption
All right. So we're good with that. Now we have
to kind of understand this pay as you go. What
are you actually going to be paying? And so for
that, there's another site and I'll drop this
in the description, the link for it. It talks
about the types of agents that you can create
and the cost that's associated with them. So
basically, if you're using this pay as you go,
you have this Copilot Studio event. that is either
a classic answer a generative answer autonomous
action or graph grounding for your messages and
each different type of event has a different
billing rate 1 2 25 or 30 messages i will say
that with the paid m365 copilot license one of
the big differentiators is that agents are included
all except autonomous action so even with the
paid one you're going to have to pay 25 messages
for autonomous agents but all this other stuff
classic generative and graph grounding is included
with the m365 copilot the paid license but with
copilot chat you're going to be paying for all
these different types of agents and if you scroll
down a little bit it actually says look This
is what the definition of a classic answer is,
generative answer, tenant, so if you need more
information. And it also gives you a note here
that says, look, most of the time what's going
to happen is that the agent you create is going
to actually consume multiple of these different
types of events. So it's not just going to be
30, it might be 30 plus 2 for a total of 32.
And then it goes on to give you additional examples
of... you know if you're using a knowledge source
or if you're booking a flight how many messages
are you going to actually be consuming and it
gives you additional examples in the customer
support agent for example or sales performance
agent based on the number of users so just check
this out we're not going to necessarily go over
it here but there's additional information where
you can kind of figure out how much am i going
to be paying for these agents if i'm using pay
as you go now The other thing that I will tell
you is if you go to the Microsoft Copilot Studio
site and you select pricing, it'll take you to
this section that talks about pay as you go,
but it also talks about Copilot Studio for $200.
And this kind of came up in one of the comments,
right? People are like, I don't want to pay $200
for Copilot Studio. Well, what you're actually
paying for are 25 ,000 messages a month. right
so if you think about that example of agents
where it's going to each transaction is going
to cost you 32 messages well you're getting 25
000 messages for the 200 so you have to do some
quick calculations and say okay i got 200 i got
25 000 messages so that's going to cost me less
than a cent per message and if i create an agent
that consumes 32 messages then that agent is
going to cost me about a quarter per transaction
all right so that's how you kind of figure out
how much these things are going to cost you now
there's another way right there's a pay as you
go so instead of getting 200 with 25 000 message
packs every month you can just pay as you go
so if you click on explore pricing here it takes
you to this other area and if you scroll down
a little bit it basically says that Copilot messages
cost about a cent. So a little bit more expensive
than 0 .008. It's one cent. But whether you buy
message packs or whether you're like, I don't
want to pay $200. I just want to pay as you go.
Then you just pay just a little bit more, but
you can go ahead and use agents. this way as
well now i know that was a ton to cover again
if you have any questions let me know i do want
to cover one additional slide before i jump into
a demo and show you the different experiences
and that is that with copilot chat you still
have it controls for agents so because agents
are available with m365 copilot m365 copilot
chat and even just copilot studio then we have
a lot of different tools when it comes to it
controls for agents and what you're seeing here
is that we actually have different control levers
in different admin centers so we have the power
platform admin center the m365 admin center the
teams admin center sharepoint advanced management
microsoft purview so depending on which portal
you go you're going to get different levers that
you can enable agents disable agents approve
agents deny agents allow them to be shared all
kinds of stuff right so just consult this if
you are thinking about how to manage these agents
i can tell you that we have tons of different
tools and reports so you're in good hands even
if you're using copilot chat would pay as you
go for your agents now i promised that i would
do a comparison of m365 copilot chat to m365
copilot the paid license so let's look at this
and all along this video the way we've actually
been talking about it but just to kind of cement
it the main difference is that with the paid
microsoft 365 copilot license you're not just
getting this copilot chat portion where you're
interacting with it but you're also getting the
ability to access copilot within your m365 apps
right so all the different apps that you love
like teams and outlook and word and excel and
powerpoint copilot appears in there and you can
interact with it but the scope is not just the
public internet but also your work so it's grounded
in your tenant data it has access to all that
information that you work with and then also
the fact that agents are actually included all
for all except for the autonomous action it's
included so you're not paying as you go with
the quarter example that i gave and then the
copilot control system we add some additional
benefits on top of what's already available with
copilot chat now looking at this in a little
bit more detail this is a pretty good eye chart
you can see how good your vision is but i'll
zoom in to help you out a little bit and basically
we have blue that means included and then the
triangle means included but it's metered and
we also have two different columns here we have
microsoft 365 copilot chat and we have m365 copilot
so if you look at this first section you can
see that on the chat portion it's almost all
the same except for this box over here, which
basically says that the Copilot chat is work
grounded. And the included version is not, it's
just web grounded. That's why it's missing this.
And that's one of the big differences, right?
Grounded in your tenant data, which is the paid
version versus not. But everything else is included,
including... Copilot pages, the fact that you
can upload files, code introvert, image generation,
and so on. So that's the first section. The second
section, which we've dived into already, is on
the agent side. And again, you can see that you
can create agents, you can discover agents, and
so on. Except that two of these things are metered
for agents that are grounded in your work data,
but it's included with the M365D. paid license
m365 copilot license and you'll also notice though
that as i mentioned this even with the m365 paid
license is excluded it's metered and it's basically
using agents that act independently using autonomous
actions so in either case the autonomous one
you're going to have to pay additionally for
pay as you go now this section here you can see
the whole thing is blank for the chat and that's
essentially all the personal assistant stuff
right working inside outlook working inside excel
word powerpoint all that stuff is missing and
there's some things that are coming in the future
that we announced that ignite which is co -pilot
actions and this m365 agents like interpreter
and project manager all that stuff is going to
be missing but it's in preview right now for
m365 And then from a copilot control system,
the good thing again is that enterprise data
protection and IT management controls and agent
management, they're included in both of them,
which is the first three. But what's missing
is SharePoint advanced management, copilot analytics,
and pre -built reports. So certainly differentiation
between these two different licenses, the paid
one versus the included one. and so this is really
good for you to know and oh by the way back to
that document if if you look there's a section
called faq and if you go there there's a area
called features and it talks about all the features
that are available in copilot chat so if the
powerpoint wasn't enough all of the features
are listed here including features that are coming
soon the upcoming features that are listed here
and then there's a section here that says microsoft
365 copilot chat versus m365 what are the differences
when you click on that it basically tells you
the differences which i think we've really really
dived in deep all right with all of that i think
it's time for a demo okay so on to the demo and
if you remember we basically have work and for
work we have copilot chat and m365 copilot and
what you're looking at is actually copilot for
personal use so not work at all and so it looks
completely different than the work work looks
like this or it looks like this but just real
quick we're going to look at personal so it's
a completely different experience and if you're
using it you won't be confused that it's actually
your personal experience because of how different
it looks right so for this one you basically
would be asking it generic questions that you'd
be accessing the internet for so let's ask something
like when is the next mba game And it says that
it's between Detroit Pistons and Denver Nuggets,
February 28th. And we can also talk to it, right?
Hey, I wanted to know when are the Toronto Raptors
playing next? The Toronto Raptors next game is
on Sunday, March 2nd, 2025 against the Orlando
Magic. The game starts at 3 .30 p .m. Hey, um...
How are they doing this year? Can you tell me
about their ranking? The Toronto Raptors are
currently 16 and 37 this season. Oh no, that's
not that good. So this is basically their personal
co -pilot. You can ask it questions and whatnot.
Now, the work one looks like this. And you've
seen me show this many times in the past. But
basically, the key is that it's grounded on your
tenant data. So you can ask it questions like,
hey help me prepare for my next project sync
and let's see what it does here so it's basically
accessing my calendar looking at all my documents
and saying look these are all the related emails
related team messages action items and all that
good stuff right so this is my company data and
you can also see that one of the differences
or the distinguishing factors is that i have
a work and the web tab and so if i go to the
web the experience is going to be very similar
to the copilot chat which is this other tab that
i have i'll show you that in a second but back
to the microsoft 365 copilot the paid one you
can also see that on the right hand side i have
copilot i have agents visual creator and then
these are some of the agents that i've created
before i don't know if you guys remember the
hr one that i made just recently on a different
video and then i can get and create agents in
my recent chat history so the experience is grounded
on your tenant data you have the ability to create
and use agents and all the differences that we
talked about before now also notice that there
is this little shield that is green and checked
and that is for your enterprise data protection
now you'll notice the same thing on the copilot
chat which is key right this is the whole shadow
IT thing that I was telling you about so so far
we looked at the personal one we looked we've
looked at the work one the m365 copilot so now
switching over to the copilot chat you'll see
that it's a very similar interface right in the
center here you have the different prompts six
different prompts and you can always select view
prompts and it gives you additional prompts that
you can select there's a there's a long list
of prompts here and you can basically filter
based on prompts that ask questions prompts that
are more for coding for catching up and you can
also see that up on the top right hand side there
is that green shield which is that enterprise
data protection which takes you to the same site
that explains the fact that you can rest assured
that we're not learning from your prompts from
the data that you're sending and so on now you
can ask it generic questions like compare the
most 10 innovative and creative workplace designs
and it'll just go out to the internet and search
something for you what we can do in addition
to just searching from the web is one you can
edit in pages which is new with copilot chat
and it basically puts everything inside pages
it captures the response which is really nice
the other thing you can do to make this more
work related is you can attach a file which is
right here add a file and so if i add a file
here And I created this fictitious document about
a new product that I'm coming out with. Lumino,
it's a revolutionary product. I'm going to go
ahead and add it as an attachment. And I'm going
to say, can you summarize this document? And
now it's taken a confidential document about
a product, a fictitious product that I've made.
And you can rest assured that no one is learning
from this or inputting this information inside
the llm or learning from your prompts and whatnot
right so it's telling me about the timeline of
the product and the team and all kinds of good
stuff which i don't want anyone to really know
but i'm consulting with my personal assistant
here copilot chat and just so that you know this
document basically looks like this i i made this
document and i have the timeline and the go to
market strategy and all kinds of good stuff so
it's pulling from here now what i can do is i
can say look i am sending an email to my boss
about this new product help me capture the highlights
in a professional tone and so now it's going
to use this document and help me draft this draft
this professional email to my boss right and
so certainly here it is and basically it's saying
dear boss's name i hope this email finds you
well i'm excited to share with you the highlights
of this new product the key features benefits
all that good stuff and if everything looks good
i can also add it again to the same page so that
the first section the the summarizing and also
the email everything just gets captured so if
i want to go back i don't lose it necessarily
but i can also share it with someone so if i
have a teammate that maybe can help review this
for me i can click on the share icon share the
page link and then we're good to go let's say
i start a new chat and i this time i attach an
excel document this document is actually all
the treasury rates the t -bills from the us government
and i wanted to see if can you analyze this spreadsheet
let's see how copilot reacts to an excel document
all right so look at all this good stuff and
by the way just so that you know the document
looks something like this it's an excel spreadsheet
with uh the different coupons for the four weeks
the eight weeks 13 17 weeks and all the dates
and the coupon rates the interest rate that these
different uh coupons were paying out so i have
this excel spreadsheet and i asked it to analyze
it and it's basically telling me there's 250
entries uh basically the the mean the min and
the max for the different coupons and it's also
giving me here are the first few rows of the
data sheet so i asked you the generic question
but it still did a good job of answering me and
i can say what was the max rate for the 52 week
let's see if you can pull that out for me without
me having to search for it myself the maximum
rate for the 52 week in the data set is 5 .25
percent So that is basically Copilot chat. But
what you'll notice on the right hand side is
in addition to being able to open the recent
pages that we just created and selecting new
chat and the enterprise data protection, you
can also select this arrow on the right hand
side that opens up the panel and it gives you
the ability to get agents. so when you select
get agents you can get some pre -canned agents
that your admins have allowed for you and we've
done this before but pretty soon you're going
to see the ability for you to create an agent
just like you can in the m365 copilot where you
can also create an agent this is not showing
up today in this copilot chat but i promise it
will be there and you can create agents using
agent builder and some of them will be for free
no additional cost so that is an overview of
copilot chat i think it's pretty exciting it's
very powerful and it is definitely something
that every work it team should roll out to the
enterprise if you don't have the full version
the copilot from m365 that's grounded in your
tenant data it's okay. You can still interact
with Copilot by attaching documents and you can
do it in a safe place. And when it makes sense
for you to move to M365 Copilot, the paid version
over here, then you can ask your IT team to do
that for you. Thanks for watching. I hope you
enjoyed today's video. And if you did, please
make sure to give it a like and consider subscribing.
If you have any questions, drop them in the comments
and I'll catch you on the next one.