Simple Chat

Update profile preferences

Adjust personal SimpleChat preferences such as appearance, tutorials, notifications, memory, and retention.

What this does

The Profile page combines account information, usage statistics, and personal preferences. This guide opens settings and saves changes that affect only your SimpleChat experience.

Video planned

Update profile preferences walkthrough

Recording planned. Show update profile preferences end to end and explain why this task helps a user.

To publish this video:

  1. Upload the recording to YouTube or Microsoft Stream.
  2. Save a poster frame as docs/images/video-posters/guide-update-profile-preferences.png.
  3. Add the watch URL to this slot in docs/_data/media.yml.

Why you would use this

Profile preferences are for personal comfort and control: font size, navigation behavior, tutorial buttons, desktop notifications, fact memory, retention, microphone permission, and text-to-speech. They replace admin requests for account-only changes; they do not change tenant-wide settings.

Before you start

  • You must be signed in.
  • Some cards appear only when admins enable features such as enable_desktop_notifications, enable_fact_memory_plugin, or retention policy toggles.
  • Browser permission may be required for microphone or desktop notifications.

Steps

  1. Open Profile.
  2. Choose Settings.
  3. In Appearance Preferences, pick Font size and select Save Font Size.
  1. In Navigation Preferences, choose the sidebar hide button style and select Save Navigation Preferences.
  2. In Tutorial Preferences, choose whether tutorial buttons appear and select Save Tutorial Preferences.
  1. If shown, configure Desktop Conversation Notifications, Fact Memory, retention settings, microphone permission, or text-to-speech settings.

Microsoft 365 data preferences

Calendar, Email, OneDrive, and SharePoint have independent sharing preferences, so users can control disclosure even when they cannot edit the agent or action. OneDrive and SharePoint also have separate fast/deeper-analysis preferences. Workflow connections are explicit, revocable opt-ins and are not implied by ordinary sign-in.

The workflow connection status is not the status of interactive chat. When an agent needs Microsoft 365 consent, Chat offers Connect Microsoft 365 in the conversation and resumes the saved request after sign-in. For workflows, select each source once; its supported read/write permissions are explained before Microsoft’s consent step, without extra permission checkboxes. Action capability limits and outgoing-delivery review still apply.

Use the separate Microsoft 365 chat connection card to reconnect even when no chat is waiting or a saved sign-in is already present. Select sources, choose Reconnect Microsoft 365 for chat, and verify your same-account sign-in with Microsoft. Then retry the original question. This renews the current interactive session without changing saved workflow connections, permissions at the source, or sharing approvals.

See Microsoft 365 data and approvals for approval duration, retained-evidence sharing, and Run as behavior introduced in 0.261.029 and updated in 0.261.034.

Verify it worked

Each card shows a status message after saving. Reload the app and confirm the preference still applies.

Troubleshooting

Symptom Likely cause Fix
A preference card is missing The admin disabled that feature Ask whether the related capability can be enabled.
Browser notifications do not appear Browser permission or profile preference is off Allow notifications and save the preference again.