Microsoft Scenario Library Retail Assist store associates

Available with: Microsoft 365 Copilot Chat and Copilot Studio

Retail scenario: Assist store associates

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Scenario

Help improve store associate activities

1. Retrieve product details

Ask Copilot to retrieve product specifications based on the product/model info provided.

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Microsoft 365 Copilot Chat1

Benefit: Help sales associates locate product information easily from the manufacturer’s website.

Retrieve shelf location and specific aisle where the product is located.

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Copilot Studio Agent

Benefit: Assists store assistants in finding the exact location, saving time to locate a product.

Sales associate can help customer by using Copilot to retrieve the company return policy for the products under consideration.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Increases customer satisfaction by educating them on return policy for the product.

Copilot identifies items for sales associate to suggest based on the customer’s age group, product preference etc.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Increases customer satisfaction by suggesting products personalized to them.

Sales associate prompts Copilot to suggest items similar that would complement the current order.

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Copilot Studio Agent

Benefit: Assists store assistants in bundling products that customers are likely to buy, increasing the order value.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

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.