Microsoft Scenario Library Retail Assist store associates

Available with: Microsoft 365 Copilot Chat and Copilot Studio

Retail scenario: Assist store associates

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Scenario

Retailers can apply AI to store associate activities to increase efficiency, job satisfaction, and business growth.

Customer reference: CP AXTRA amplifies efficiency and optimizes customer service

1. Retrieve product details

To help sales associates locate product information easily from the manufacturer’s website, ask Copilot to retrieve product specifications based on the product/model info provided.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Find and summarize the product specifications for [product name or model number]. Include key features, dimensions, and any available warranty or care information.

Retrieve shelf location and specific aisle where the product is located to provide assist store associates in finding the exact location, saving time to locate a product.

Copilot Studio icon

AI Agent

Sample prompt: Where can I find [product name or model number] in our store? Please provide the aisle number, shelf location, and any relevant inventory details.

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

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: What is our company’s return policy for [product name or model number]? Please provide the details, including any time limits, conditions, and steps the customer needs to follow for a return.

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

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Suggest complementary products or accessories that would go well with [current product or order]. Please include brief reasons for each recommendation to help with cross-selling.

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

Copilot Studio icon

AI Agent

Sample prompt: Based on a customer who is [age group, e.g., ‘a teenager’] and interested in [product category or preference], what products would you recommend? Please include a short explanation for each suggestion.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

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.