Introduction

By using Store Operations Agent in Copilot Studio, store associates can handle routine customer inquiries and provide instant responses. It helps associates increase their efficiency and allows them to focus on more complex issues through access to store procedures and policies. Additionally, it can assist store associates as they help customers with product and service discovery based off your website. Because Store Operations Agent in Copilot Studio provides answers based on the configured knowledge sources, store associates and customers receive consistent answers across the locations of your retail organization.

Retailers can get information to employees faster and support customers at scale with generative AI. Store Operations Agent in Copilot Studio can help retailers:

• Use a single conversational interface to quickly access information, execute tasks, and serve customers​.

• Enable customers to self-serve with quick product inventory look-up, shipping status, ​ returns, and more​.

• Increase employee satisfaction and retention with intuitive tools that support knowledge growth and agility​.

Prerequisites

To complete the exercise in this module, make sure that you meet the following prerequisites:

• Integration to inventory, shipping, and product return systems

• Access to the agent in a familiar channel, such as Microsoft Teams

Personas and scenarios

In this exercise, you assume the role of Monica Rodriguez, the store manager for a Fabrikam store. You test the Store Operations Agent in Microsoft Teams as one of the few pilot users.