WEBVTT
00:00:20.160 --> 00:00:29.039
Microsoft's co-pilot is starting to learn things about you from your work email, your team's chats, and your meeting transcripts.
00:00:29.280 --> 00:00:32.960
And it uses what it learns to shape its answers.
00:00:33.280 --> 00:00:35.920
Unless somebody turns it off.
00:00:36.399 --> 00:00:38.480
That's the news in one sentence.
00:00:38.719 --> 00:00:46.960
Microsoft posted it to the admin message center for Microsoft 365, and the rollout runs worldwide through the end of November.
00:00:47.280 --> 00:00:48.239
Okay, hold on.
00:00:48.480 --> 00:00:51.359
Copilot reading my email isn't new, is it?
00:00:51.600 --> 00:00:53.439
I thought that was the whole pitch.
00:00:53.679 --> 00:00:54.640
Good catch.
00:00:54.799 --> 00:01:01.119
If you pay for Microsoft 365 Copilot, it could already go look through your email when you asked it a question.
00:01:01.359 --> 00:01:05.280
The new part is that it now keeps notes on its own, without you asking.
00:01:05.520 --> 00:01:08.960
Microsoft calls those notes work insights.
00:01:09.840 --> 00:01:11.120
Work insights.
00:01:11.520 --> 00:01:13.680
Define it like I'm not a computer.
00:01:14.000 --> 00:01:20.640
A work insight is a detail copilot figures out about you from your work stuff and decides is worth remembering.
00:01:20.799 --> 00:01:26.879
Microsoft's own help page says those details come from your emails, Teams chats, and meeting transcripts.
00:01:30.000 --> 00:01:34.000
Think of a new office manager who's been reading over your shoulder for a month.
00:01:34.239 --> 00:01:37.680
Nobody hands them a list, but they start to notice.
00:01:38.000 --> 00:01:40.319
You always send quotes on Fridays.
00:01:40.480 --> 00:01:42.239
You hate long emails.
00:01:42.480 --> 00:01:46.079
The big commercial account is the one you worry about.
00:01:46.400 --> 00:01:50.319
So the next time I ask for help, it already knows the backstory.
00:01:50.959 --> 00:01:51.599
Exactly.
00:01:51.840 --> 00:01:59.920
You ask Copilot to draft a reply to that commercial client, and it writes it short the way you like, and it remembers that the last invoice was a sore spot.
00:02:00.079 --> 00:02:01.280
That's the upside.
00:02:01.680 --> 00:02:03.439
And honestly, that's useful.
00:02:03.599 --> 00:02:08.639
Half my time with these tools is explaining who's who before I get anything good back.
00:02:09.120 --> 00:02:10.159
That's the trade.
00:02:10.400 --> 00:02:12.879
Less explaining, better first drafts.
00:02:13.040 --> 00:02:16.879
Microsoft's pitch is more personalized responses to your work.
00:02:17.199 --> 00:02:19.040
Alright, so where does it bite?
00:02:19.199 --> 00:02:21.040
Because there's always a part that bites.
00:02:21.439 --> 00:02:23.599
Three places for a small shop.
00:02:23.920 --> 00:02:26.639
The first, one is the shared login.
00:02:27.280 --> 00:02:28.080
Oh boy.
00:02:28.240 --> 00:02:31.199
Like the front desk account everybody uses.
00:02:31.520 --> 00:02:32.080
Right.
00:02:32.319 --> 00:02:39.199
If three people work out of one Microsoft account, Copilot is building one picture out of three people's email.
00:02:39.360 --> 00:02:43.120
It might decide you care about things that were really somebody else's job.
00:02:43.439 --> 00:02:45.120
So the memory gets muddy.
00:02:45.280 --> 00:02:46.319
What's number two?
00:02:46.639 --> 00:02:47.840
Sensitive email.
00:02:48.000 --> 00:02:55.919
If you've been emailing your accountant about arrays or going back and forth about letting somebody go, those threads are work content too.
00:02:56.240 --> 00:02:59.759
Copilot could turn some of that into something it remembers about you.
00:03:00.080 --> 00:03:07.759
And then I'm sharing my screen in a meeting, I ask Copilot something, and it brings up the thing I didn't want on the screen.
00:03:08.080 --> 00:03:10.240
That's the scenario worth thinking about.
00:03:10.400 --> 00:03:11.759
Not a data breach.
00:03:11.919 --> 00:03:16.479
Just an awkward moment because the assistant knows more than the room should see.
00:03:16.960 --> 00:03:17.280
Okay.
00:03:17.680 --> 00:03:18.800
And the third?
00:03:19.199 --> 00:03:22.159
The third is for whoever runs your Microsoft account.
00:03:22.400 --> 00:03:27.840
Microsoft's admin documentation says retention policies don't apply to copilot memory.
00:03:28.000 --> 00:03:34.400
Memory changes don't show up in the audit log, and admins can't restrict what type of information gets remembered.
00:03:34.719 --> 00:03:41.439
Wait, so if I set a rule that says delete chats after 90 days, the memory doesn't follow that rule?
00:03:41.759 --> 00:03:44.719
According to Microsoft's own admin page, no.
00:03:44.879 --> 00:03:47.759
Your saved memories stick around until somebody deletes them.
00:03:47.919 --> 00:03:53.439
An admin can still search for them and remove them with Microsoft's compliance tools, but it's not automatic.
00:03:53.840 --> 00:03:57.120
Is this on right now or do I have to opt in?
00:03:57.520 --> 00:03:59.039
It's on by default.
00:03:59.280 --> 00:04:02.879
Microsoft's notice says no admin action is required.
00:04:03.120 --> 00:04:07.360
The rollout started in early October and was supposed to wrap by late October.
00:04:07.520 --> 00:04:10.960
They updated the post to push the finish to the end of November.
00:04:11.439 --> 00:04:14.800
So some people have it and some people don't yet.
00:04:15.199 --> 00:04:15.680
Right.
00:04:15.919 --> 00:04:17.600
And one more wrinkle.
00:04:17.919 --> 00:04:26.560
Work insights only show up on a work or school account, and Microsoft says it depends on which copilot plan your business has.
00:04:26.800 --> 00:04:29.759
So check yours instead of assuming.
00:04:30.080 --> 00:04:30.639
Fine.
00:04:30.879 --> 00:04:34.800
What's the one thing a business owner should actually do this week?
00:04:35.360 --> 00:04:40.639
Open Copilot with your work account and type what do you know about me?
00:04:40.959 --> 00:04:47.360
Microsoft says that pulls up a summary of what it uses to personalize answers, including work insights.
00:04:47.680 --> 00:04:48.399
I like that.
00:04:48.639 --> 00:04:51.759
Just ask the new office manager what they've picked up.
00:04:52.160 --> 00:04:52.800
Exactly.
00:04:52.959 --> 00:04:57.439
And if you see something you don't want it using, you can tell it to forget that detail.
00:04:57.680 --> 00:05:01.199
Microsoft says it won't use it to personalize future answers.
00:05:01.600 --> 00:05:03.600
And if I want the whole thing off.
00:05:04.240 --> 00:05:10.079
In Copilot Chat, click the three dots at the top right, chat settings, then personalization.
00:05:10.240 --> 00:05:13.600
Turn off the toggle that says chat history and work insights.
00:05:14.319 --> 00:05:16.399
That deletes it right away?
00:05:16.800 --> 00:05:18.000
Not instantly.
00:05:18.240 --> 00:05:22.160
Microsoft says the inferences are deleted after 30 days.
00:05:22.319 --> 00:05:23.519
And here's the catch.
00:05:23.759 --> 00:05:28.000
If you turn it back on inside those 30 days, the memories come back.
00:05:28.319 --> 00:05:30.800
So flip it once and leave it.
00:05:30.879 --> 00:05:32.879
Don't toggle it back and forth.
00:05:33.360 --> 00:05:34.319
That's the move.
00:05:34.480 --> 00:05:38.720
And if you just want one private conversation, start a temporary chat.
00:05:38.959 --> 00:05:44.560
That one doesn't use or update memory, though your company's retention rules may still keep a copy.
00:05:44.800 --> 00:05:47.120
What about the person who handles our IT?
00:05:47.279 --> 00:05:48.639
What do they look for?
00:05:49.040 --> 00:05:56.879
In the Microsoft 365 admin center, search the message center for MC149-2154.
00:05:57.120 --> 00:05:58.560
That's the official notice.
00:05:58.800 --> 00:06:04.959
And there's an admin control called enhanced personalization that can turn memory off for the whole company.
00:06:05.120 --> 00:06:06.480
Or for certain people.
00:06:06.800 --> 00:06:08.160
So what's the receipt?
00:06:08.319 --> 00:06:11.839
What can a regular owner actually look at and check?
00:06:12.160 --> 00:06:13.040
Two things.
00:06:13.279 --> 00:06:21.120
The personalization page in Copilot settings, where you can see if that toggle is on, and the answer Copilot gives you when you ask what it knows about you.
00:06:21.279 --> 00:06:24.160
If that answer surprises you, that's your sign.
00:06:24.480 --> 00:06:26.000
Alright, takeaway time.
00:06:26.160 --> 00:06:27.439
Who should leave this on?
00:06:27.759 --> 00:06:36.800
If you're the only person in your account and you mostly use Copilot to draft emails and summarize meetings, leave it on and run the question once a month.
00:06:36.959 --> 00:06:39.279
It'll probably save you real typing.
00:06:39.600 --> 00:06:41.759
And who should turn it off?
00:06:42.079 --> 00:06:45.839
Any shared login, like a front desk or dispatch account.
00:06:46.000 --> 00:06:52.959
And anybody whose inbox is full of payroll, HR, or legal stuff they wouldn't want popping up on a shared screen.
00:06:53.279 --> 00:06:55.279
And what should people ignore?
00:06:55.600 --> 00:06:59.839
Ignore the headlines that make it sound like Microsoft just got permission to read your mail.
00:07:00.079 --> 00:07:03.040
Copilot already had access to what you have access to.
00:07:03.199 --> 00:07:05.680
The change is that it now remembers on its own.
00:07:06.000 --> 00:07:10.639
Ask it what it knows, decide if you're comfortable, and flip the toggle if you're not.
00:07:10.879 --> 00:07:13.279
That's a five-minute job.
00:07:13.600 --> 00:07:18.000
Five minutes, and you're the one deciding what your assistant remembers.
00:07:18.319 --> 00:07:20.240
Thanks for spending a few minutes with us.
00:07:20.480 --> 00:07:27.680
If you know somebody whose whole office runs on one shared Microsoft login, send them this one.
00:07:28.000 --> 00:07:29.519
We appreciate you listening.
00:07:29.680 --> 00:07:32.560
See you next time on control AI Profit.
00:00:20.160 --> 00:00:29.039
Microsoft's co-pilot is starting to learn things about you from your work email, your team's chats, and your meeting transcripts.
00:00:29.280 --> 00:00:32.960
And it uses what it learns to shape its answers.
00:00:33.280 --> 00:00:35.920
Unless somebody turns it off.
00:00:36.399 --> 00:00:38.480
That's the news in one sentence.
00:00:38.719 --> 00:00:46.960
Microsoft posted it to the admin message center for Microsoft 365, and the rollout runs worldwide through the end of November.
00:00:47.280 --> 00:00:48.239
Okay, hold on.
00:00:48.480 --> 00:00:51.359
Copilot reading my email isn't new, is it?
00:00:51.600 --> 00:00:53.439
I thought that was the whole pitch.
00:00:53.679 --> 00:00:54.640
Good catch.
00:00:54.799 --> 00:01:01.119
If you pay for Microsoft 365 Copilot, it could already go look through your email when you asked it a question.
00:01:01.359 --> 00:01:05.280
The new part is that it now keeps notes on its own, without you asking.
00:01:05.520 --> 00:01:08.960
Microsoft calls those notes work insights.
00:01:09.840 --> 00:01:11.120
Work insights.
00:01:11.520 --> 00:01:13.680
Define it like I'm not a computer.
00:01:14.000 --> 00:01:20.640
A work insight is a detail copilot figures out about you from your work stuff and decides is worth remembering.
00:01:20.799 --> 00:01:26.879
Microsoft's own help page says those details come from your emails, Teams chats, and meeting transcripts.
00:01:30.000 --> 00:01:34.000
Think of a new office manager who's been reading over your shoulder for a month.
00:01:34.239 --> 00:01:37.680
Nobody hands them a list, but they start to notice.
00:01:38.000 --> 00:01:40.319
You always send quotes on Fridays.
00:01:40.480 --> 00:01:42.239
You hate long emails.
00:01:42.480 --> 00:01:46.079
The big commercial account is the one you worry about.
00:01:46.400 --> 00:01:50.319
So the next time I ask for help, it already knows the backstory.
00:01:50.959 --> 00:01:51.599
Exactly.
00:01:51.840 --> 00:01:59.920
You ask Copilot to draft a reply to that commercial client, and it writes it short the way you like, and it remembers that the last invoice was a sore spot.
00:02:00.079 --> 00:02:01.280
That's the upside.
00:02:01.680 --> 00:02:03.439
And honestly, that's useful.
00:02:03.599 --> 00:02:08.639
Half my time with these tools is explaining who's who before I get anything good back.
00:02:09.120 --> 00:02:10.159
That's the trade.
00:02:10.400 --> 00:02:12.879
Less explaining, better first drafts.
00:02:13.040 --> 00:02:16.879
Microsoft's pitch is more personalized responses to your work.
00:02:17.199 --> 00:02:19.040
Alright, so where does it bite?
00:02:19.199 --> 00:02:21.040
Because there's always a part that bites.
00:02:21.439 --> 00:02:23.599
Three places for a small shop.
00:02:23.920 --> 00:02:26.639
The first, one is the shared login.
00:02:27.280 --> 00:02:28.080
Oh boy.
00:02:28.240 --> 00:02:31.199
Like the front desk account everybody uses.
00:02:31.520 --> 00:02:32.080
Right.
00:02:32.319 --> 00:02:39.199
If three people work out of one Microsoft account, Copilot is building one picture out of three people's email.
00:02:39.360 --> 00:02:43.120
It might decide you care about things that were really somebody else's job.
00:02:43.439 --> 00:02:45.120
So the memory gets muddy.
00:02:45.280 --> 00:02:46.319
What's number two?
00:02:46.639 --> 00:02:47.840
Sensitive email.
00:02:48.000 --> 00:02:55.919
If you've been emailing your accountant about arrays or going back and forth about letting somebody go, those threads are work content too.
00:02:56.240 --> 00:02:59.759
Copilot could turn some of that into something it remembers about you.
00:03:00.080 --> 00:03:07.759
And then I'm sharing my screen in a meeting, I ask Copilot something, and it brings up the thing I didn't want on the screen.
00:03:08.080 --> 00:03:10.240
That's the scenario worth thinking about.
00:03:10.400 --> 00:03:11.759
Not a data breach.
00:03:11.919 --> 00:03:16.479
Just an awkward moment because the assistant knows more than the room should see.
00:03:16.960 --> 00:03:17.280
Okay.
00:03:17.680 --> 00:03:18.800
And the third?
00:03:19.199 --> 00:03:22.159
The third is for whoever runs your Microsoft account.
00:03:22.400 --> 00:03:27.840
Microsoft's admin documentation says retention policies don't apply to copilot memory.
00:03:28.000 --> 00:03:34.400
Memory changes don't show up in the audit log, and admins can't restrict what type of information gets remembered.
00:03:34.719 --> 00:03:41.439
Wait, so if I set a rule that says delete chats after 90 days, the memory doesn't follow that rule?
00:03:41.759 --> 00:03:44.719
According to Microsoft's own admin page, no.
00:03:44.879 --> 00:03:47.759
Your saved memories stick around until somebody deletes them.
00:03:47.919 --> 00:03:53.439
An admin can still search for them and remove them with Microsoft's compliance tools, but it's not automatic.
00:03:53.840 --> 00:03:57.120
Is this on right now or do I have to opt in?
00:03:57.520 --> 00:03:59.039
It's on by default.
00:03:59.280 --> 00:04:02.879
Microsoft's notice says no admin action is required.
00:04:03.120 --> 00:04:07.360
The rollout started in early October and was supposed to wrap by late October.
00:04:07.520 --> 00:04:10.960
They updated the post to push the finish to the end of November.
00:04:11.439 --> 00:04:14.800
So some people have it and some people don't yet.
00:04:15.199 --> 00:04:15.680
Right.
00:04:15.919 --> 00:04:17.600
And one more wrinkle.
00:04:17.919 --> 00:04:26.560
Work insights only show up on a work or school account, and Microsoft says it depends on which copilot plan your business has.
00:04:26.800 --> 00:04:29.759
So check yours instead of assuming.
00:04:30.080 --> 00:04:30.639
Fine.
00:04:30.879 --> 00:04:34.800
What's the one thing a business owner should actually do this week?
00:04:35.360 --> 00:04:40.639
Open Copilot with your work account and type what do you know about me?
00:04:40.959 --> 00:04:47.360
Microsoft says that pulls up a summary of what it uses to personalize answers, including work insights.
00:04:47.680 --> 00:04:48.399
I like that.
00:04:48.639 --> 00:04:51.759
Just ask the new office manager what they've picked up.
00:04:52.160 --> 00:04:52.800
Exactly.
00:04:52.959 --> 00:04:57.439
And if you see something you don't want it using, you can tell it to forget that detail.
00:04:57.680 --> 00:05:01.199
Microsoft says it won't use it to personalize future answers.
00:05:01.600 --> 00:05:03.600
And if I want the whole thing off.
00:05:04.240 --> 00:05:10.079
In Copilot Chat, click the three dots at the top right, chat settings, then personalization.
00:05:10.240 --> 00:05:13.600
Turn off the toggle that says chat history and work insights.
00:05:14.319 --> 00:05:16.399
That deletes it right away?
00:05:16.800 --> 00:05:18.000
Not instantly.
00:05:18.240 --> 00:05:22.160
Microsoft says the inferences are deleted after 30 days.
00:05:22.319 --> 00:05:23.519
And here's the catch.
00:05:23.759 --> 00:05:28.000
If you turn it back on inside those 30 days, the memories come back.
00:05:28.319 --> 00:05:30.800
So flip it once and leave it.
00:05:30.879 --> 00:05:32.879
Don't toggle it back and forth.
00:05:33.360 --> 00:05:34.319
That's the move.
00:05:34.480 --> 00:05:38.720
And if you just want one private conversation, start a temporary chat.
00:05:38.959 --> 00:05:44.560
That one doesn't use or update memory, though your company's retention rules may still keep a copy.
00:05:44.800 --> 00:05:47.120
What about the person who handles our IT?
00:05:47.279 --> 00:05:48.639
What do they look for?
00:05:49.040 --> 00:05:56.879
In the Microsoft 365 admin center, search the message center for MC149-2154.
00:05:57.120 --> 00:05:58.560
That's the official notice.
00:05:58.800 --> 00:06:04.959
And there's an admin control called enhanced personalization that can turn memory off for the whole company.
00:06:05.120 --> 00:06:06.480
Or for certain people.
00:06:06.800 --> 00:06:08.160
So what's the receipt?
00:06:08.319 --> 00:06:11.839
What can a regular owner actually look at and check?
00:06:12.160 --> 00:06:13.040
Two things.
00:06:13.279 --> 00:06:21.120
The personalization page in Copilot settings, where you can see if that toggle is on, and the answer Copilot gives you when you ask what it knows about you.
00:06:21.279 --> 00:06:24.160
If that answer surprises you, that's your sign.
00:06:24.480 --> 00:06:26.000
Alright, takeaway time.
00:06:26.160 --> 00:06:27.439
Who should leave this on?
00:06:27.759 --> 00:06:36.800
If you're the only person in your account and you mostly use Copilot to draft emails and summarize meetings, leave it on and run the question once a month.
00:06:36.959 --> 00:06:39.279
It'll probably save you real typing.
00:06:39.600 --> 00:06:41.759
And who should turn it off?
00:06:42.079 --> 00:06:45.839
Any shared login, like a front desk or dispatch account.
00:06:46.000 --> 00:06:52.959
And anybody whose inbox is full of payroll, HR, or legal stuff they wouldn't want popping up on a shared screen.
00:06:53.279 --> 00:06:55.279
And what should people ignore?
00:06:55.600 --> 00:06:59.839
Ignore the headlines that make it sound like Microsoft just got permission to read your mail.
00:07:00.079 --> 00:07:03.040
Copilot already had access to what you have access to.
00:07:03.199 --> 00:07:05.680
The change is that it now remembers on its own.
00:07:06.000 --> 00:07:10.639
Ask it what it knows, decide if you're comfortable, and flip the toggle if you're not.
00:07:10.879 --> 00:07:13.279
That's a five-minute job.
00:07:13.600 --> 00:07:18.000
Five minutes, and you're the one deciding what your assistant remembers.
00:07:18.319 --> 00:07:20.240
Thanks for spending a few minutes with us.
00:07:20.480 --> 00:07:27.680
If you know somebody whose whole office runs on one shared Microsoft login, send them this one.
00:07:28.000 --> 00:07:29.519
We appreciate you listening.
00:07:29.680 --> 00:07:32.560
See you next time on control AI Profit.
