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Downloads anschauenFinanzszenario: Automate financial query management
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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.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copilot in Teams
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
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.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copilot in Teams
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
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.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copilot in Teams
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
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.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copilot in Teams
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
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.
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
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.
![PowerPoint icon](/wp-content/uploads/2023/07/icon-microsoft-powerpoint.png)
Copilot in PowerPoint
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
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“