UMass Boston

Microsoft Copilot Chat

What is Copilot Chat?

Microsoft Copilot is an AI-powered assistant built into Microsoft 365 to help boost efficiency and spark creativity. It leverages advanced language models to support tasks such as creating summaries, organizing ideas and simplifying routine work. This version does not integrate across Word, Excel, PowerPoint, Outlook, OneNote, and Teams.

UMass Boston Access 

UMass Boston faculty, staff, and students can use the enterprise version of Microsoft Copilot Chat by visiting m365.cloud.microsoft/chat or using the button below.

Log In to Copilot

🔐 Important: Always sign in using your UMass Boston Microsoft 365 account and look for the enterprise shield icon to confirm you're in the protected environment. Learn why this matters.

The shield icon located in upper right of screen
Get to Know Copilot Chat

This interface highlights what you can do with Copilot Chat—start new conversations, revisit past chats, use or create agents, upload files for analysis, generate new content, and explore suggested or saved prompts.

Key features, at a glance:

  • Recent chats: Jump back into an earlier conversation.
  • Start a new chat: Clear the thread and begin fresh.
  • Suggested prompts: Try a starter question and tweak it for your needs.
  • Prompt Gallery: Browse more ideas—including any saved prompts.
  • Upload files: Add documents so Copilot can respond using that content.
  • Agents: Use an existing agent or create a new one for your personal use.

Watch an Introduction to Microsoft 365 Copilot Chat video, created with Clipchamp and AI voice tools included in UMass Boston’s Microsoft 365 account.

Responsible Use

Use Copilot Chat responsibly: Do not use Copilot to process personal information that could violate HIPAA or other data protection laws. We offer tailored guidance for:

Writing an Effective Prompt

“Writing an effective prompt” explains four key elements of Copilot prompts: Context (“Why do you need it and who is involved?”), Goal (“What responses do you want from Copilot?”), Source (“Which information sources or samples should Copilot use?”), and Expectations (“How should Copilot respond to best meet your expectations?”).

To get the best results from Copilot, include these four key ingredients in your prompt:

1. Context: Why do you need the information, and who is involved?

  • Give Copilot background to help it understand your situation.
    Example: “I need to prepare a communication plan for our department's new orientation process.”

2. Goal: What kind of response do you want Copilot to provide?

  • Be specific about the type of help you’re looking for.
    Example: “Summarize this article in 3 bullet points using plain language.”

3. Source: What documents, examples, or data should Copilot refer to?

  • Point Copilot to materials online or provide information you have already gathered.
    Example: “Search the Healey Library website to find out how to use the UMBrella Research Assistant and summarize the steps.”

4. Expectations: How should Copilot format or tailor the response?

  • Tell it how you want the output to look or sound.
    Example: Explain a concept using a metaphor that a high school student would understand.
  • You can also ask Copilot to take on a specific role, like: “Act as a study coach and quiz me on key terms,” or “Act as an accessibility expert and review this event flyer.”

Use these elements together to write smarter prompts and get more useful results.

A Note of Caution

Copilot is powerful, but it’s not perfect. Keep these best practices in mind:

  • Always fact-check the results before using them.
  • Ask for sources – request links or references when accuracy matters.
  • Use human oversight – never rely solely on AI for critical decisions.
  • Watch for unintentional bias – AI can reflect bias from training data or inputs.
  • Don’t be fooled by confident tone – answers may sound right but still be wrong.
  • Copilot doesn’t “remember” long-term — it may show chat history, but it won’t reliably keep or reuse context. Save reusable prompts and key outputs in Copilot Pages.

Even when results look polished and professional, they should be reviewed carefully. Copilot works best as a helpful assistant, not a final authority.

Copilot Basics and Prompting Tips

Getting Started with Copilot Chat

New to Microsoft Copilot? Start here:

Using Copilot Prompts

Make the most of Copilot with well-crafted prompts:

Frequently Asked Questions (FAQ)

What is the benefit of using Copilot with my UMass Boston account instead of the public version?  

Security and Privacy 

  • When you sign in to Copilot with your UMass Boston Microsoft 365 account, your information is protected under the same security and privacy standards that apply to all university Microsoft services. 
  • Prompts and responses are not used to train public AI models. 
  • Conversations are tied to your UMass Boston login and managed under the university’s Microsoft 365 compliance framework. 
  • No one else can see your chats or activity unless you choose to share them. 

Data Access 

  • At this time, Copilot for UMass Boston provides access to public web information only. It does not connect to your university files, emails, or Teams chats. 

This means you can: 

  • Explore ideas, summarize information, or draft content safely within UMass Boston’s secure environment. 
  • Ask questions that relate to your studies, work, or campus life. 
  • Copilot may also surface information from UMass Boston’s public website when it’s available online. 

Example 

Asking “What are good ways to prepare for finals?” will give you general web-based advice. Asking “Where can I get IT help at UMass Boston?” may show information from the university’s public IT website. 

What sources does Copilot use to answer my questions? 

Public Web Sources  

Copilot uses information from publicly available web pages such as:  

  • Educational and news sites 
  • Microsoft documentation 
  • Publicly accessible university pages  

These results are selected to provide reliable, general answers and guidance.  

UMass Boston–Related Sources  

Copilot can include information from UMass Boston’s public website if relevant to your question.
It does not search inside university systems like OneDrive, SharePoint, or Outlook at this time.  

Access and Permissions  

  • Copilot only draws from information that is publicly available on the web. 
  • It cannot access your private files or messages.  
  • You control what you share—Copilot will never view your documents, emails, or Teams chats. 

 

How can I share content with Copilot?

You can paste information directly into the chat, such as text you'd like help rewording or summarizing. You can also upload images (like screenshots or charts) for Copilot to describe or analyze. 

Note that Copilot cannot access your OneDrive, SharePoint, or Teams files. 

Everything you share stays private to your session. Copilot doesn’t store or share what you enter or upload, and nothing is saved unless you choose to copy or share it yourself. 

What is a Copilot agent (in Copilot Chat)?

In Copilot Chat, an “agent” is a personal, reusable helper you set up with instructions (and sometimes a limited set of reference content) so Copilot responds in a more consistent way for a specific task.

Can I create “lite agents” (Agent Builder) in Copilot Chat at UMass Boston?

Yes—for personal use. Anyone signed in with an @umb.edu account can create a personal agent in Copilot Chat for their own workflow. See how to Build your own agent with Microsoft 365 Copilot.

 

Can I share or deploy a Copilot agent for others?

Not currently at UMass Boston. Shareable/organizational agents require licensing and sharing capabilities that aren’t available in our current environment.