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Cortana Windows 10: How to Use & Configure Microsoft's Assistant

August 4, 2015
Cortana Windows 10: How to Use & Configure Microsoft's Assistant

Introducing Cortana: Your Windows 10 Personal Assistant

Cortana is presented as a sophisticated tool extending beyond basic search functionality. It functions as a comprehensive personal assistant, comparable to Siri found on Apple’s iOS platform.

This article details the fundamental steps for configuring and utilizing Cortana on your new Windows 10 computer.

Initial Setup and Privacy Considerations

Effective use of Cortana necessitates enabling specific privacy settings, as previously outlined. Specifically, the "Speech, Inking, & Typing" privacy setting must be activated.

Furthermore, Cortana’s operation is dependent on access to your location data. This access may have been disabled if you consulted our prior guidance on privacy settings.

Enabling Location Access

how-to-use-and-configure-cortana-on-windows-10-1.jpgAllowing Cortana to access your location is a crucial step in the setup process.

Data Collection and Privacy Implications

how-to-use-and-configure-cortana-on-windows-10-2.jpgOnce Windows begins the process of “getting to know you” and location services are enabled, you can begin interacting with Cortana.

However, it’s important to understand that utilizing Cortana involves transmitting a significant amount of personal data to Microsoft for cloud storage.

If you have concerns regarding the sharing of sensitive information – such as calendar events, contacts, speech patterns, and typing history – Cortana may not be the optimal choice for you.

Consider your privacy preferences carefully before fully integrating Cortana into your Windows 10 experience.

Understanding Cortana's Capabilities

Cortana functions as a versatile digital assistant, capable of providing updates on sports scores, weather conditions, and current news. It also assists with tasks like navigation and reminder setting, among other functionalities.

Access to Cortana is readily available through the search feature located on the Windows taskbar.

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The appearance of the search bar can be customized by right-clicking on the taskbar and selecting your preferred style.

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Throughout these instructions, the search box will be utilized as the primary access point. It’s worth noting that even if Cortana is hidden, it remains operational and accessible.

Upon clicking the search box, Cortana will appear, displaying relevant information tailored to your interests and hobbies.

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Direct questions can be posed to Cortana, and it can be instructed to perform various tasks.

Further configuration of Cortana, specifically the information it presents, is possible by clicking the "Notebook" icon on the left side of the interface.

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You have the ability to modify the name Cortana uses when addressing you, as well as its pronunciation. Additionally, you can manage your frequently visited locations – designated as "home, work, and other saved favorite locations."

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The information displayed by Cortana is presented in a card-based format, reminiscent of Google Now.

These cards are categorized into twelve distinct sections.

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Each category allows you to toggle cards on or off, enabling you to filter the information Cortana displays. For instance, you can disable tip cards if desired.

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Certain tip cards offer more granular configuration options beyond simple activation or deactivation. The "Eat & Drink" card, for example, permits receiving recommendations from Foursquare and specifying preferred atmospheres.

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Cortana also facilitates the creation of reminders, which can be organized by time, location, and associated individuals.

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Feedback can be submitted to Microsoft, including suggestions, positive comments, or concerns, and screenshots can be included for clarity.

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It is recommended to explore all available settings, particularly within the Notebook cards. Cortana offers extensive customization options, allowing you to tailor the experience to your specific needs. Unnecessary information, such as finance updates or travel details, can be easily disabled.

Furthermore, other essential settings are available for configuration, which will be discussed in the following section.

Cortana Configuration Options

The primary settings for Cortana are accessible through the Notebook section. Initially, you can enable or disable Cortana’s functionality. This action does not impact any previously configured privacy preferences.

Should you choose to discontinue Cortana’s use, you also have the option to deactivate Speech, Inking, and Typing features, alongside Location services, if desired.

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Voice activation is also a feature of Cortana. The system responds when the phrase "Hey Cortana" is spoken, preparing to receive your subsequent instruction.

Further customization allows you to specify whether Cortana should respond to any voice or only your own; however, voice training is a prerequisite for personalized recognition.

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Similar to Google Now, Cortana is capable of monitoring tracking information, such as flight details or package deliveries. It can also provide occasional proactive notifications and greetings within the search bar.

You can control these proactive updates, choosing to disable them if you prefer an uninterrupted experience.

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Additional settings, including Bing SafeSearch options and other privacy controls, are located at the bottom of the settings menu.

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Protecting your privacy is paramount, as Microsoft requires access to substantial personal data for Cortana to function optimally. If you do not intend to utilize Cortana, we strongly recommend disabling it and deactivating the associated privacy settings.

Cortana represents a potential shift in how users interact with the Windows operating system. It provides Microsoft with a competitive offering against virtual assistants like Siri and Google Assistant.

However, widespread adoption will likely take time, and Cortana may not immediately become the preferred method of computer interaction for all users. Only time will reveal whether Cortana successfully bridges the gap between touch and mouse-based interfaces.

We encourage you to share your thoughts and experiences with Cortana in our discussion forum.

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