Microsoft Scenario Library Retail Personalized promotion agent

Available with: Microsoft Copilot Studio

Retail scenario: Personalized promotion agent

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Scenario

Use Copilot Studio to create a personalized promotion agent

Delivers tailored promotions to customers based on behavior and past purchases.

1. Ingest data

Ingests customer base with behavioral, demographic, and purchase data from CDP.

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AI Agent

Benefit: Helps streamline data intake from multiple sources to save time.

Analyzes past communication trends like each customer's preferred communication channel, optimal time of day, and preferred day of the week to drive engagement.

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AI Agent

Benefit: Analyzes past communication trends, to help in more precise and timely targeting for improved engagement.

Leverages an ML model to segment customers based on their engagement preferences, campaign objectives and revenue goals.

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AI Agent

Benefit: Segments customer base, helps in effective customer targeting.

Creates tailored email messages/SMS, customized to the recipient’s needs.

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AI Agent

Benefit: Creates tailored emails or SMS to enhance content quality and reduce manual effort.

Delivers via email, app, or SMS with time-sensitive call to action.

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AI Agent

Benefit: Enables timely delivery of promotions via app, email or SMS to boost conversion rates.

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.