Domain 2 of 3 · Chapter 3 of 4

Managing Copilot Conversations

Unlock the complete study guide + 1,040 practice questions across 16 full exams.

Bundled into the existing Microsoft Certified: AI Business Professional premium course — no separate purchase.

Included in this chapter:

  • Where your conversations are saved
  • Rename, delete, and add a chat to a notebook
  • Adding a conversation to a Copilot Notebook
  • Deleting one chat versus clearing all history

Four things you can do with a saved conversation

ActionWhere it livesWhat it doesUse it when
FindConversations list / All conversationsReopens a saved chat and its full threadYou want a past answer or to continue a chat
RenameMore menu next to the titleReplaces the auto-generated titleThe title does not describe the chat
DeleteMore menu next to the titleRemoves that one chat from historyA chat is finished, sensitive, or clutter
Add to NotebookMore menu next to the titleSends the chat into a Copilot Notebook (license needed)The chat starts ongoing project work

Decision tree

Goal for a saved chat?use the More menu next to its titlereopen itrename itdelete itreuse itConversations listor All conversationsRenameedits label onlyLicensed forNotebooks?One chat orall history?Deletethis one chatone chatPrivacy dashboardDelete history (all)all historyAdd to NotebookYesNot availableno licenseNo
Cheat sheet

Cheat sheet

  • Copilot Chat saves every conversation while you are signed in
  • Find a past chat in the Conversations list, then All conversations for everything
  • Copilot auto-generates a title for each new chat
  • Rename, Delete, and Add to Notebook all live in the More menu next to a chat's title
  • Rename gives a saved chat a meaningful name without changing it
  • Per-chat Delete removes only the one conversation you opened it on
  • Clear all Copilot history from the My Account privacy dashboard, not the chat menu
  • Add to Notebook reuses a chat by sending it into a Copilot Notebook
  • A Copilot Notebook grounds answers only in its collected content
  • Add to Notebook needs a Microsoft 365 Copilot license; find, rename, delete do not
  • Adding a chat to a notebook does not move or delete it
  • Chat history requires signing in with a work or school account
  • Copilot recaps a Teams meeting only from its transcript, so recording or transcription must be on
  • Deleting a Copilot chat is private to you and permanent, but org retention can still preserve it

Unlock with Premium — includes all practice exams and the complete study guide.

References

  1. https://support.microsoft.com/en-us/microsoft-365-copilot/how-microsoft-365-copilot-chat-history-works
  2. https://support.microsoft.com/en-us/microsoft-365-copilot/how-copilot-chat-works-with-and-without-a-microsoft-365-copilot-license
  3. https://support.microsoft.com/en-us/microsoft-365-copilot/capture-conversations-copilot-notebooks
  4. https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-microsoft-365-copilot-notebooks
  5. https://support.microsoft.com/en-us/office/delete-your-microsoft-365-copilot-activity-history-76de8afa-5eaf-43b0-bda8-0076d6e0390f
  6. https://support.microsoft.com/en-us/topic/conversation-history-in-microsoft-copilot-9a07325a-0366-4c2d-82cb-dab61be8287c