Retail scenario: Improve store associate operations
Implementation information: Copilot Studio Store Operations Template
Available with: Copilot Studio Scenario level:
KPIs impacted
Store revenue
Customer satisfaction
Employee churn
Value benefit
Revenue growth
Cost savings
Using Copilot to improve store associate operations
1. Find product info for customer
Ask the Copilot agent to find product specifications. Copilot surfaces information from designated store documentation.
Copilot Studio Agent
Benefit: Quickly find accurate answers to customer questions in the flow of work.
2. Access customer order details
Associates can use Copilot to access the relevant details from the order management system in real time and provide immediate answers quickly.
Copilot Studio Agent
Benefit: Save critical time spent searching for information across different applications.
3. Task management
After helping the customer, review required daily tasks. Create and assign tasks to co-workers for immediate attention.
Copilot Studio Agent
Benefit: Drive efficient issue resolution with easy task creation and assignment to co-workers or functional groups within the store.
4. Create/search for incident tickets
Ask Copilot what to do upon discovery of damaged hardware while setting up the promotional display. Easily schedule a maintenance ticket by creating and assigning a new task.
Copilot Studio Agent
Benefit: Save time switching applications and manage your incidents from a single interface using natural language.
5. View company policies and procedures
Use Copilot to quickly find up-to-date store policies and procedures to handle your operations activities.
Copilot Studio Agent
Benefit: Feel confident and informed about company policies and procedures – reducing stress and vulnerability during critical onboarding and upskilling periods.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
