Available with: Copilot Studio
Customer Service scenario: Personalized cross-sell/upsell agent
Scenario
Using AI Agents to create a personalized cross-sell/upsell agent
Automatically identify customer preferences/patterns and deliver hyper-personalized upsell/cross-sell recommendations to human agents.
Collects and consolidates customer interaction and transaction history from CRM.

Copilot Studio Agent
Unifies interaction and purchase history in one place to give agents a complete customer view.
Continuously monitors and analyzes customer historical data.

Copilot Studio Agent
Surfaces trends and behavior patterns by continuously analyzing customer data over time.
Identifies patterns and triggers for potential upsell/cross-sell opportunities.

Copilot Studio Agent
Detects buying signals and opportunities for personalized upsell or cross-sell outreach.
Generates contextual sales recommendations for human agents based on customer persona, purchase journey, and historical needs, etc.

Copilot Studio Agent
Delivers tailored product suggestions based on individual preferences, needs, and journey stage.
Routes warm or qualified leads to the sales team for further follow-up.

Copilot Studio Agent
Pushes qualified leads to sales at the right moment to improve conversion speed and accuracy.
Tracks agent outcomes.

Copilot Studio Agent
Measures the effectiveness of agent actions to refine future sales strategies.
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.
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