Finanzszenario: Automate financial query management

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Verfügbar mit: Copilot for Microsoft | Copilot Studio Szenarioebene:
Anpassen

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Wertvorteil

Einsparmaßnahmen

Mitarbeitererfahrung

Using Copilot to automate financial query management


1. Query collection

Use Copilot Studio to create a chat bot that answers common Finance questions from employees at your company and logs items to a quality control database.

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Copilot in Teams

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Copilot Studio

Ensures that all internal queries are captured and properly categorized for efficient handling.​

2. Knowledge base integration

Empower the chat bot to respond to questions using a custom copilot trained on knowledge base documents.

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Copilot in Teams

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Copilot Studio

Access to a comprehensive knowledge base ensures accurate and consistent information is used in responses.​

3. Automated feedback

Utilize the chat bot to prompt employees to give feedback on the information provided.

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Copilot in Teams

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Copilot Studio

Gather user feedback to refine the knowledgebase and response mechanisms.​

4. Case escalation

Have the chat bot escalate via e-mail when the feedback indicates further action is required.

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Copilot in Teams

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Copilot Studio

Direct complex issues to the right experts, ensuring high-quality support.​

5. Feedback loop

Using Copilot in Word, update the knowledge base articles with information from Microsoft Graph. You may also update chat bot responses with Copilot Studio.

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Copilot in Word

Gather user feedback to refine the knowledge base and response mechanisms.​

6. Reporting & analytics

Have Copilot help to draft a report and presentation around consistent issues, fixes, and next steps.

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Copilot in PowerPoint

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Copilot in Word

Offer detailed reports on query handling and knowledgebase usage to optimize the system.​

1Zugang zu Copilot unter copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Zugang zu Copilot unter copilot.microsoft.com, die Microsoft Copilot-Mobil-App oder die Copilot-App in Teams und stellen Sie den Schalter auf „Arbeit“