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Visualizza downloadScenario finanziario: Automate financial query management
Scarica la guida agli scenariDisponibile con: Copilot for Microsoft | Copilot Studio Livello dello scenario:
I KPI hanno avuto un impatto
Spend on systems
Vantaggio in termini di valore
Risparmi
Esperienza dei dipendenti
Using Copilot to automate financial query management
1. Query collection
Use Copilot Studio to create a chat bot that answers common Finance questions from employees at your company and logs items to a quality control database.
Copilota in Teams
Studio Copilot
Ensures that all internal queries are captured and properly categorized for efficient handling.
2. Knowledge base integration
Empower the chat bot to respond to questions using a custom copilot trained on knowledge base documents.
Copilota in Teams
Studio Copilot
Access to a comprehensive knowledge base ensures accurate and consistent information is used in responses.
3. Automated feedback
Utilize the chat bot to prompt employees to give feedback on the information provided.
Copilota in Teams
Studio Copilot
Gather user feedback to refine the knowledgebase and response mechanisms.
4. Case escalation
Have the chat bot escalate via e-mail when the feedback indicates further action is required.
Copilota in Teams
Studio Copilot
Direct complex issues to the right experts, ensuring high-quality support.
5. Feedback loop
Using Copilot in Word, update the knowledge base articles with information from Microsoft Graph. You may also update chat bot responses with Copilot Studio.
Copilota in Word
Gather user feedback to refine the knowledge base and response mechanisms.
6. Reporting & analytics
Have Copilot help to draft a report and presentation around consistent issues, fixes, and next steps.
Copilota in PowerPoint
Copilota in Word
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
1Accedi a Copilot su copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Accedi a Copilot su copilot.microsoft.com, l'app mobile Microsoft Copilot o l'app Copilot in Teams e imposta l'interruttore su "Lavoro"
