Microsoft Scenario Library Retail Customer lifetime value prediction agent

Available with: Microsoft Copilot Studio

Retail scenario: Customer lifetime value prediction agent

Back to Retail Scenarios Download scenario guide

Scenario

Use Copilot Studio to create a customer lifetime value prediction agent

Predicts customer value and recommends offers to retain high-potential users, driving increased loyalty and revenue growth.

1. Analyze customer data

Analyzes purchase and engagement history from customer data platform.

Copilot Studio icon

AI Agent

Benefit: Easily collects customer data from POS/ ecommerce systems and quickly analyzes.

Uses predictive models to estimate how likely customers are to stay and keep buying.

Copilot Studio icon

AI Agent

Benefit: Improves CLTV accuracy to estimate how likely customers are to stay and keep buying.

Forecasts future cash flows from each customer to compute customer-level Net Present Value (NPV).

Copilot Studio icon

AI Agent

Benefit: Individually tailors customer NPV to provide a more accurate view of value.

Scores customer CLTV using ML incorporating survivability scores, NPV, purchase frequency, average order value, and engagement trends.

Copilot Studio icon

AI Agent

Benefit: Scores CLTV to enable smarter segmentation, helping maximize long-term revenue and retention.

Recommends targeted offers or loyalty actions and prioritizes those with high CLTV and high churn risk over lower-value segments to maximize impact and retention.

Copilot Studio icon

AI Agent

Benefit: Enables personalized outreach with data-led targeting of high-value customers to boost retention.

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.