Copilot Workflow Tip for Reliable Archiving and Research
If you're building a robust archive of troubleshooting steps, historical research, or technical workflows, here’s how to make the most of Copilot:
✅ Use the Copilot mobile or desktop app for long sessions
These platforms offer better chat history visibility, session continuity, and memory features.
Ideal for multi-hour deep dives or ongoing research threads.
📌 Bookmark key chats or use Copilot Pages
Pages let you preserve, organize, and edit long-form content side by side with Copilot.
You can turn any chat into a page by hovering over a message and selecting “Edit in a page”.
Great for saving solutions, timelines, or structured notes.
🔐 Always sign in before starting major troubleshooting or research
Signing in ensures your conversations are saved to your account.
Anonymous sessions are stored locally and cannot be recovered once you sign in or switch devices.
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When you simply search Google/Bing and get the AI response, do not Dive Down for more becasue you will be Anonymous and conversation will not be kept in Microsoft account. If you forget, you can always do a COPY/PASTE of conversation into your own PC file. But, if you want it to be kept and managed by Microsoft account, use the App as explained above..
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