Scenario

Handle shipping regulations with ease

1. Determine order source/destination

Prompt Copilot to look up the order and retrieve the product detail and shipping destination.

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Copilot Studio Agent

Prompt: What is the shipping destination and ordered item numbers for order number 12345?

Copilot helps retrieve regulation details based on the products in the shipment and the destination.

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Copilot Studio Agent

Prompt: Summarize the geographical regulations and restrictions that apply to dairy products shipped to California. Include the disclosure documents are required for shipping.

Use Copilot to retrieve product information needed to submit the required compliance and regulatory disclosures.

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Copilot Studio Agent

Prompt: Retrieve the following product details for item #AD-98576

Copilot helps identify and prepare the required reports/documentation for the order.

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Copilot Studio Agent

Prompt: Verify all items against regulation governing restriction of entry into California and print the Commercial invoice with Harmonized Tax codes with schedule (2)

Use Copilot to email and respond to various issues with Global Trade documentation.

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Copilot in Outlook

Prompt: Draft a response to Bruce Banner from Panalpina informing him the customs form for Okinawa entry needs to changed to JC7.1 for order 12345.

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.