Scenario

Using Copilot for assisted device acquisition

Develop app for self-service device replacement

1. Access device purchase app

Using a Teams app access a custom copilot agent built with Copilot Studio that assists users in selecting and ordering a new device.

Copilot Studio icon

Copilot Studio Agent

Activity: In Teams open the Device Selection and Purchase app

Answer a series of questions about typical usage patterns. The bot determines follow up questions based on the responses given.

Copilot Studio icon

Copilot Studio Agent

Activity: Answer questions from the bot about applications used, mobility requirements, meeting requirements, etc.

The app interprets the responses and uses additional information like the person’s role to provide a selection of a few applicable devices from the preapproved vendor list with their capabilities and pricing.

Copilot Studio icon

Copilot Studio Agent

Activity: Review the suggested devices and select the one that is most preferred.

After the selection is made, the app initiates the ordering process, which includes an approval process.

Copilot Studio icon

Copilot Studio Agent

Activity: Place the order in the app.

The app sends an email to the user’s manager with the order information and a link to approve.

Copilot Studio icon

Copilot Studio Agent

Activity: The manager uses the link to open the Teams app and approve the order.

The app places the order with the device supplier and confirms the order and delivery data with the user via email. The user can track progress on the order via the app.

Copilot Studio icon

Copilot Studio Agent

Activity: Use the Device Selection and Purchase app to track progress on the device delivery.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve budget variance

Keep your budgets on track by improving employee and process efficiency.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused on the value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help improve app usage rates

Create great onboarding experiences and collect and analyze feedback to improve user experiences
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve the product adoption rate

Create great onboarding experiences and collect and analyze feedback to improve user experiences.
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve NPS

Real-time AI assistance for faster issue resolution allows agents to focus on delivering high-quality service.
Incorporate feedback:
  • Rapidly analyze customer feedback
  • Quickly create recommendations
  • Swiftly update scripts and processes
  • Create communications to socialize the changes

How Microsoft Copilot can help reduce costs

Use the time savings gained from Copilot to bring activities in-house and reduce reliance on external resources.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help optimize service outage response

Copilot helps you work to get your services back up and running and maximize user satisfaction.
Respond to user complaint or inquiry:
  • Respond quickly to inbound emails
  • Access customer records for improved support
  • Gets answer fast by searching internal sites and documents

How Microsoft Copilot can help reduce average support ticket resolution time

Microsoft Copilot enhances customer support by integrating AI assistance into self-service and service desk workflows.
Increase support communications and follow up efficiency:
  • Have Copilot assist with emails inbound and outbound emails
  • Draft email comms and announcements with Copilot
  • Generate meeting notes and follow up items

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.