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View downloadsCustomer Service scenario: Identify a root-cause
Download scenario guideAvailable with: Copilot for Service (includes Copilot for Microsoft 365) Scenario level:
KPIs impacted
CSAT
Service quality
Resolution time
Value benefit
Cost savings
Employee experience
Using Copilot to identify a root-cause
1. Analyze customer conversations
Prompt Copilot1 to review customer interactions including chat logs, emails and support tickets to identify recurring issues, patterns, and common themes.
Copilot1
Copilot for Service
Quickly summarize recent customer conversations to get up to speed faster.
2. Identify the root cause
Ask Copilot to analyze CSAT feedback / support conversations and compare to historical resolution data to better understand the underlying reasons for customer contacts.
Copilot1
Copilot for Service
Easily summarize data and highlight trends to save time and surface root issues more quickly.
3. Leverage Copilot's insights
Have Copilot analyze specific behavior, words, or phrases that may lead to negative responses from customers.
Copilot1
Copilot for Service
Accelerate key insights by surfacing key words and related outcomes.
4. Collaborate with teams
Using Copilot in Teams, to present findings to customer service and product teams. Copilot can recap the meeting and draft recommendations for process and product improvements.
Copilot in Teams
Save time by using Copilot summaries as a starting point for project milestones and status updates.
5. Implement solutions and training
Based on discussions with leadership and product teams, use Copilot in Word to rapidly update FAQs, scripts, knowledge articles, and best practices documents.
Copilot in Word
Rapidly update training documents with the outcomes of your insights and meetings.
6. Share the solution
Copilot in Outlook can rapidly pull from your documents to draft an email detailing the root cause and solution steps.
Copilot in Outlook
Document and socialize the solutionto keep Customer Service teams moving forward towards successful interactions.
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”
