Copilot in Microsoft Monetize

Copilot in Microsoft Monetize provides real-time, contextual assistance, helping you to navigate the platform efficiently. Built on a Large Language Model (LLM), Copilot enhances the experience by leveraging comprehensive help documentation from Microsoft Learn as its primary knowledge base. This provides insights into editing or creating objects, best practices, and product functionality.

Copilot also integrates information from various platform components, including APIs, data processing modules, system configurations, and third-party integrations. This allows you to gain a deeper understanding of the entire platform by understanding both visible UI elements and underlying back-end functionalities that are not directly accessible through the interface. Integrating Copilot into the Microsoft Monetize enables delivering up-to-date, reliable assistance that reduces dependency on traditional help methods and improves overall productivity.

Key features

Copilot within Microsoft Monetize transforms how you interact with the platform, enhancing navigation, setup, and troubleshooting to be more intuitive and efficient. It helps you to:

• Understand features and workflows in real time: You can ask Copilot about specific UI fields, settings, and navigation steps, gaining instant insights without stepping away from the platform.
• Understand best practices to create and edit an object: Copilot provides step-by-step guidance, allowing you to edit and create objects, understand bidding strategies, and other platform elements without external assistance.
• Resolve queries instantly, reducing reliance on support teams: Instead of submitting support requests or waiting for assistance, you can get immediate answers from Copilot, streamlining troubleshooting and operational efficiency.
• Access insights beyond Microsoft Monetize: Copilot offers contextual knowledge on APIs, system configurations, and integrations, bridging the gap between UI interactions and technical back-end components.
• Improve efficiency and reduce onboarding time: You can quickly learn platform functionalities through Copilot’s interactive guidance, reducing onboarding time and accelerating adoption.

Access Copilot in Microsoft Monetize

Copilot icon is available on every screen within the Microsoft Monetize, providing real-time assistance and contextual guidance. You can access Copilot at any time to ask questions, explore prepopulated prompts, and retrieve relevant documentation.

• In the top-right corner, select the Copilot icon.
• A Copilot chat window opens within the current screen.
• In the bottom-right corner of the chat window, select View Prompts to explore prepopulated prompts. For a more tailored response, you can refine your prompts as such:
  • For detailed explanations: Use phrases like "Tell me in great detail."
  • For simplified responses: Use phrases like "Explain like I’m 5 years old."
  • For structured answers: Use phrases like "Provide a bullet list on how to…"
  • For navigations: Use phrases like
    • "Take me to Line items."
    • "Take me to Creative manager."

• Choose a relevant prompt or enter a custom prompt, ensuring it is specific and concise with relevant context.
• Select Enter to submit the question and review Copilot’s response.
• If additional information is needed, expand the Learn more dropdown below the response to access related help documentation.
• You can also provide feedback on Copilot's responses by selecting the thumbs up or thumbs down symbol, which helps improve the LLM models.
• Copilot retains chat history when the window is closed and reopened within the same session.
• To clear the chat history and start anew, select Start over in the top-right corner of Copilot’s preview window.

Related topics

• About Microsoft Monetize