Available with: Copilot Chat and Copilot Studio
Sales scenario: Quicker customer response and CRM updates
Scenario
Using Copilot for quicker customer response and CRM updates
Use AI to rapidly respond to customer concerns to help improve retention and be able to spend more time on creating additional revenue.
Prompt Copilot to summarize email threads and meetings with the customer. With Copilot for Sales, view a summary of the opportunity.

Copilot Studio Agent

Copilot for Sales
Benefit: Rapidly get up to speed to on the concerns raised across all the communications you have received.
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.
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