HR scenario: Automate benefits query management
Available with: Copilot Chat and Copilot Studio Scenario level:
KPIs impacted
Turnover rate
Onboarding time
Value benefit
Cost savings
Employee experience
Using Copilot to automate benefits query management
1. Create an agent
Create a custom agent accessing HR information with guided prompts around employee benefits. Once ready, launch it as an app in Microsoft Teams for your organization.
Copilot Studio Agent
Benefit: Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.
2. Benefits analysis
Employees may ask the agent for more details about specific benefits.
Copilot Studio Agent
Benefit: Match employee criteria with the best available benefits packages.
3. Recommendation
Employees can provide the agent with desired outcomes and ask Copilot to pull specific benefits recommendations.
Copilot Studio Agent
Benefit: Providing tailored recommendations helps employees make informed decisions about their benefits.
4. Feedback collection
Use the agent to automate the feedback collection in a database for analysis.
Copilot Studio Agent
Benefit: Gathering feedback allows for the refinement of the recommendation process.
5. Research
Use Copilot to research potential solutions to common issues that are being raised to the agent.
Microsoft 365 Copilot Chat1
Benefit: Use the power of AI to research solutions to employee issues.
6. Update employees
Use Copilot to draft an announcement of clarifications to the benefits plans based on common queries.
Microsoft 365 Copilot Chat1
Benefit: Quickly draft communications to keep employees up to date and avoid future questions.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-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.
