Retail scenario: Assist store associates

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Available with: Microsoft 365 Copilot Chat and Copilot Studio Scenario level:
Extend

KPIs impacted

Store revenue

Customer satisfaction

Employee churn

Value benefit

Revenue growth

Employee experience

Using Copilot to assist store associates


1. Retrieve product details

Ask Copilot to retrieve product specifications based on the product/model info provided.

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Benefit: Help sales associates locate product information easily from the manufacturer’s website.

2. Locate product

Retrieve shelf location and specific aisle where the product is located.

Benefit: Assists store assistants in finding the exact location, saving time to locate a product.

3. Assist with return policy

Sales associate can help customer by using Copilot to retrieve the company return policy for the products under consideration.

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Benefit: Increases customer satisfaction by educating them on return policy for the product.

4. Recommendations

Copilot identifies items for sales associate to suggest based on the customer’s age group, product preference etc.

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Benefit: Increases customer satisfaction by suggesting products personalized to them.

5. Cross selling

Sales associate prompts Copilot to suggest items similar that would complement the current order.

Benefit: Assists store assistants in bundling products that customers are likely to buy, increasing the order value.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

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.