Microsoft Scenario Library Retail Improve retail store operations

Available with: Copilot Studio

Retail scenario: Improve retail store operations

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Scenario

From finding product information to tasks and procedures, Copilot can help improve store operations

1. Find product info for customer

Ask the Copilot agent to find product specifications. Copilot surfaces information from designated store documentation.

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Copilot Studio Agent

Benefit: Quickly find accurate answers to customer questions in the flow of work.

Associates can use Copilot to access the relevant details from the order management system in real time and provide immediate answers quickly.

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Copilot Studio Agent

Benefit: Save critical time spent searching for information across different applications.

After helping the customer, review required daily tasks. Create and assign tasks to co-workers for immediate attention.

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Copilot Studio Agent

Benefit: Drive efficient issue resolution with easy task creation and assignment to co-workers or functional groups within the store.

Ask Copilot what to do upon discovery of damaged hardware while setting up the promotional display. Easily schedule a maintenance ticket by creating and assigning a new task.

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Copilot Studio Agent

Benefit: Save time switching applications and manage your incidents from a single interface using natural language.

Use Copilot to quickly find up-to-date store policies and procedures to handle your operations activities.

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Copilot Studio Agent

Benefit: Feel confident and informed about company policies and procedures – reducing stress and vulnerability during critical onboarding and upskilling periods.

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.