@annedespain — 12x breakout selling Microsoft Copilot

@annedespain — 12x breakout selling Microsoft Copilot | Overshot

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Have you ever wondered if you're using Copilot right? Let's start together 1 Turn on Memory Hi, what can I help you with? + Message Copilot Learn Explain Rewrite Create General Manage your overall preferences and settings for the Microsoft 365 Copilot, including themes, language, and privacy options. About Microsoft 365 Copilot Third party data terms Version number: 2.20260723.16.0 Appearance Use system settings Light Dark Personalization Control how Copilot tailors responses using your preferences. Learn more. Custom instructions Add details about your preferences so Copilot can respond your way. Edit instructions Saved memories Allow Copilot to remember details to provide better responses. Manage saved memories Personalization Saved memories Copilot responses will become more personalized as you chat, using inferences from your conversation. Copilot hasn't captured any memories yet. When chatting with Copilot, it will remember details to personalize your experience. You can also create memories by saying, 'Remember I like concise responses.' You will be able to review and manage your memories here. Personalization Custom Instructions Add details you want Copilot to know about you and specify how you would like it to format its responses. Add your own custom instructions or choose from the suggestions I run DeSpain Consulting (AI and workflow automation for small businesses). Tone: professional but warm. When you draft for me: no em dashes, no hype words, plain and direct. Keep answers brief and skimmable, bottom line first, then bullets. Ask if my request is unclear. + Give honest feedback + Use clear and simple language + Prioritize my manager + Highlight decisions in meeting notes + Focus on internal sources + Use bullet points for summaries Cancel Save instructions Hi, how can I help? + Message Copilot Learn Explain Rewrite Create 3 See it work Draft a short, friendly thank you note to a client who just placed their order. Checking that now... Hi [Client Name], Thank you for your first order. We truly appreciate the opportunity to work with you and are excited to get started. We're grateful for your trust and look forward to delivering a great experience. If you have questions along the way, please don't hesitate to reach out. Thanks again. [Your Name] [Your Company Name] brief warm no em dashes 3 See it work Now feed your memory this is a good example of an email draft, save to memory Memory updated Got it. I'll remember that as a drafting preference: Short and friendly Professional but warm Direct and appreciative Simple language Focused on gratitude and next steps without unnecessary fluff I'll use this style for future client-facing emails unless you tell me otherwise. Message Copilot AI-generated content may be incorrect. Now feed your memory That's the free setup handled So over the course of this week we're going to go deeper with Copilot I'm going to bring you along with me So follow so you can catch it all

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Have you ever wondered if you're using Copilot right? Let's start together. Okay, so here we are in the free version of Copilot. This is baseline, so everyone will be able to do this. The first thing that we're going to do is go to these three dots here so that we can personalize our setup. So we're going to go to personalization. Control how Copilot tailors responses using your preferences. Learn more. Custom instructions. Add details about your preferences so Copilot can respond your way. Edit instructions. Saved memories. Allow Copilot to remember details to provide better responses. Manage saved memories. First, make sure that memory is toggled on because with every chat Copilot gets to know you better. So you can also create memories by saying, 'Remember I like concise responses.' You will be able to review and manage your memories here. With memories, Copilot responses will become more personalized as you chat, using inferences from your conversation. Copilot hasn't captured any memories yet. When chatting with Copilot, it will remember details to personalize your experience. You can also create memories by saying, 'Remember I like concise responses.' You will be able to review and manage your memories here. So you can review and edit your memories when you need to. Then, we're going to go to instructions. We're going to have custom instructions so that you don't have to repeat who you are every time you have a chat with Copilot. Now we only have about 250 characters to play with. So we're going to be brief. We're going to tell Copilot who we are. So you can customize this the way that you want, but you're going to have to keep it brief. Now, let's see the setup actually work. Draft a short, friendly thank you note to a client who just placed their order. Checking that now... Hi [Client Name], Thank you for your first order. We truly appreciate the opportunity to work with you and are excited to get started. We're grateful for your trust and look forward to delivering a great experience. If you have questions along the way, please don't hesitate to reach out. Thanks again. [Your Name] [Your Company Name]. Brief, warm, no em dashes. That's great. It's really appreciate the opportunity to work with you and are excited to get started. We're grateful for your trust and look forward to delivering a great experience. If you have questions along the way, please don't hesitate to reach out. Thanks again. That's the free setup handled. So over the course of this week, we're going to go deeper with Copilot. I'm going to bring you along with me. So follow so you can catch it all.

Have you ever wondered if you're using Copilot right?

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