Copilot @ KPSOM

✦  TECHNOLOGY @ KPSOM

AI Is Here. Let's Explore It Together.

KPSOM is experimenting with Microsoft Copilot to see where AI can genuinely help with teaching, learning, and daily work — and where it can't. 

Microsoft 365
Platform
Free Access
Copilot Chat — All KP Users
Protected
Enterprise Data Security

Why We're Doing This

AI is becoming a practical part of everyday work — not in some distant future, but now. KPSOM is beginning to explore what that means for how we teach, learn, and get things done. As part of that effort, the School is experimenting with Microsoft 365 Copilot, an AI assistant that can help with drafting, summarizing, brainstorming, and picking up new concepts faster.

This isn't about having all the answers. It's about curiosity, experimentation, and learning together. By trying Copilot in low-risk, practical ways, faculty and staff can start to see where AI adds real value, where it falls short, and how it might responsibly fit into the way we work.

🚀  This Is a Team Effort
Try Copilot for yourself. Learn by doing. Share what works and what doesn't. Your experience will directly shape how AI fits into our future at the School of Medicine.

Two Ways to Use Copilot

KP offers a limited number of full Copilot licenses, but here's the good news: every KP user with a Microsoft 365 account already has access to Copilot Chat — and it handles more than you might expect.

Feature Copilot Chat (Free) M365 Copilot (Licensed)
Access All KP Microsoft 365 users Requires an additional KP-issued license
Data Web content + uploaded files (temporary) KP organizational data within Microsoft 365
Integration Standalone web-based chat Embedded in Word, Excel, PowerPoint, Teams, Outlook
Capabilities Drafting, research, summaries, brainstorming Meeting transcription, data analysis, custom agents, in-app authoring
Best For Quick research, ad-hoc drafting, everyday tasks Deep workflow integration, KP-data-aware tasks
FreelY Available

Copilot Chat

A web-based AI assistant for drafting, research, summarization, and brainstorming. Access it now at m365.cloud.microsoft/chat.

License Required

Microsoft 365 Copilot

The full AI assistant, embedded directly in Word, Excel, PowerPoint, Outlook, and Teams — with access to KP organizational data for context-aware help.

Do I Have a License?

How do I check if I have a Copilot license?

  1. Check Copilot Chat: Go to copilot.microsoft.com or open the Copilot pane in any M365 app. If you see both a "Work" and "Web" tab, you have a paid license.

  2. Check the Apps: Open Word, Excel, or PowerPoint and look for the Copilot icon on the ribbon. If it's there, you're licensed.

How can I get a Copilot license?

All existing licenses have been distributed. We're expecting more to become available soon and will share updates as the timing becomes clearer.

Can I still use AI without a license?

Yes. Copilot Chat is available to every KP Microsoft 365 user at no additional cost. It covers the most common use cases — drafting, research, summarization, brainstorming — right from your browser.

Usage Guidelines

KP has published official usage guidelines that serve as a mandatory user agreement. Here are the three most important rules — visit the full Usage Guidelines page for the complete list.

1

You Are the Pilot

Be deliberate about what you enter and how you use what comes back. Copilot is a productivity tool, not a substitute for your expertise or judgment.

2

Always Log In with Your KP Account

Your KP Microsoft 365 login activates enterprise data protection — your inputs aren't stored or used to train the model. Look for the green "Protected" badge to confirm your session is secured.

3

No Sensitive Data — Period

Do not enter KP confidential information, personally identifiable information (PII), protected health information (PHI), or anything member- or patient-facing. Data protection is non-negotiable.

 preencoded.png  Look for the Green Badge
When you're logged in with your KP account, a green "Protected" badge confirms your session is secured and your prompts are not used for model training.

Getting Started

The Getting Started with Copilot for Microsoft 365 guide is your fastest path to finding and launching Copilot across Teams, Outlook, Word, PowerPoint, Excel, and Copilot Chat. If you're new to any of this, start here.

Try These First

C
Copilot Chat
Summarize a long email thread or document
W
Word
Draft a first version of a memo or report
P
PowerPoint
Generate a slide deck from a topic outline
T
Teams
Catch up on a meeting you missed via transcription summary
E
Excel
Ask questions about your data in plain English
O
Outlook
Draft a reply or get the gist of a long thread

Copilot Agents

Beyond the standard Copilot experience, organizations can build purpose-built agents — specialized AI assistants tailored to specific workflows. Agents connect to Microsoft 365 and SharePoint data and can handle focused tasks that general-purpose chat wasn't designed for.

Custom Workflows
Purpose-built for specific business tasks and processes
SharePoint Aware
Connected to KP organizational data and documents
Privacy Built In
Data-access controls and audit capabilities by design

Resources & Training

AIHub — KP's AI Knowledge Center

Kaiser Permanente's centralized AI learning and enablement hub. Building a shared, responsible AI foundation across IT and related roles.

Copilot Usage Guidelines

Official terms, restrictions, and the mandatory user agreement for Microsoft 365 Copilot and Copilot Chat at KP.

Getting Started with Copilot for Microsoft 365

Quick-start reference for finding and launching Copilot across Teams, Outlook, Word, PowerPoint, Excel, and Copilot Chat.

Introduction to Copilot Agents

How organizations extend Copilot with purpose-built agents — covering creation, configuration, and privacy considerations.

Training Materials

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