Copilot Memories in eDiscovery
I was unable to locate saved memories in Copilot because I was looking for the wrong thing.
Well, this is embarrassing.
I tested Copilot memories a while back and concluded that they were not stored in Exchange or collectible in any way, because my collection of Copilot interactions from a mailbox didn’t turn up any.
You enter them as a prompt in Copilot that begins with the magic phrase “Remember that.” Why would I think they were anything but a Copilot prompt?
Turns out, that’s not what they are.
This post showed me something I hadn’t considered, because, frankly, who comes up with these things?
Copilot Memories (personalized saved information Copilot “remembers”)
Exchange Online: Hidden CopilotMemory subfolder within the user’s mailbox contacts. Stored as contact entries separate from prompts and responses.
IPM.Contact
Each memory item appears as a contact card within Exchange, which is distinct from the message-based item classes used for prompts/responses.
1. Add the user’s Exchange mailbox as a data source to the search.
2. In the condition builder you can optionally filter the search to only return Contacts by adding a condition of “Item class contains any of Contacts”.
Notes:
· Copilot memories will not be preserved under a legal hold or retention policy.
· This will return both Copilot memories stored in contacts as well as traditional contacts from the user’s Exchange mailbox.
This seems bizarre to me. So much so that I complained about it to my wife, who has worked in various fund-raising capactities. She had a different take - memories are contact reports on yourself, the way you’d enter a contact report in Salesforce ot some other CRM.
That tracks with what is stored in the mailbox.
It also anwsers the question about whether a retention policy would impact memories. No, because they are not Copilot interactions. They are contact reports.
To really see what Copilot is remembering, capturing these contacts in a Review Set, is helpful. See how in the chart, above.
