Copilot Fundamentals Training

Set up Copilot › Memory

Memory

Copilot can remember single facts about you. It only uses them when they fit your question.

What do you want Copilot to do?

Always answer my wayStyle, tone and format, in every chat

Custom instructions

Remember something about meA single fact, used when it fits your question

Memory

Take my earlier chats into accountOne toggle, used when it makes your answer more personal

Chat history

Set it up in four steps

  1. 1

    Click your name in the bottom left and choose Settings.

  2. 2

    Go to Personalization and turn on Saved memories.

  3. 3

    Type in a chat: "Remember that ..." with what Copilot needs to know. Copilot confirms it has saved it.

  4. 4

    Test it. Open a new chat and paste this question. Is your memory there?

    Tell me what you know about me, how you use it, and whether or not I can change it. Put it in a table.

Menu in the bottom left of Copilot Chat with Settings at the top
Step 1: your name › Settings
Personalization settings with Saved memories turned on
Step 2: turn on Saved memories
List of saved memories, with a bin icon per item
Manage: view or delete

You can always delete them: Personalization › Saved memories › Manage. The bin icon deletes one memory, Delete all memories deletes everything.

Start with this template

Remember that I'm a [role] and work mostly on [topic or project].

How others do it

A role, a project you'll work on for months, a word your organisation uses differently.

HR adviser healthcare organisation

Remember that I'm rewriting our organisation's sickness absence policy this year.

Project manager IT services company

Remember that I lead the New Customer Portal project and that it goes live in March.

Engineer bridges and viaducts

Remember that when we say "structure", we mean a bridge, viaduct or tunnel.

Keep in mind

Memories are single facts. For real work, give context in your prompt or in a document.

Don't have it remember: personal data, confidential information, or things that will be out of date next week.