Retail scenario: Improve store associate management
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Store revenue
Customer satisfaction
Employee churn
Value benefit
Revenue growth
Cost savings
Using Copilot to improve store associate management
1. Create optimized shift rosters
Copilot helps create a shift schedule based on employee availability, applicable regulations, enterprise guidelines, and predicted store traffic.
Copilot Studio Agent
Prompt: Generate a shift roster for the 8:00 am-4:00 pm shift for this coming Monday factoring in the work hour regulations for California.
2. Modify shift operations
Copilot gathers email and Teams chat notifications of employee time off or late start times to determine the changes needed for work assignments and additional workforce needs.
Microsoft 365 Copilot Chat2
Prompt: Summarize emails and Teams chats about staff delays or absence. Arrange them in a table including the employee name and the details of the changes needed.
3. Assign high priority tasks
Copilot provides a proposed list of tasks for each store location and shift based on the procedural guidance manual.
Copilot Studio Agent
Prompt: Add tasks to the shift schedule next week. Make sure the priority tasks for each shift base on /ContosoStoreProcedureGuide.doc are assigned.
4. Summarize policy changes
Copilot drafts a summary of recent policy updates for distribution and posting in employee forums.
Copilot in Word
Prompt: Create an announcement based on /Policy Update Oct 1.docx pages 35-41.
5. Identify incomplete training
Copilot identifies employees who have training due so reminders can be sent.
Copilot in Teams
Prompt: Create a summary of required training due for each employee. Put it in a table format including the name of the training with due dates for each employee.
6. Send weekly employee update
Copilot drafts the weekly email to employees that includes the latest schedule and task assignments and notifies them of the recent policy changes.
Microsoft 365 Copilot Chat2
Prompt: Draft an email notifying the team of the latest shift schedule and priority task assignments. Remind them to provide at least one week notice for any scheduling changes needed. Emphasize that there are new policy updates they must read and implement prior to their next shift.
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.
