財務シナリオ: Automate financial query management
シナリオガイドをダウンロード利用可能な： Copilot for Microsoft | Copilot Studio シナリオレベル:
影響を受けるKPI
Spend on systems
価値のメリット
コスト削減
従業員の経験
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.
TeamsのCopilot
Copilot スタジオ
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.
TeamsのCopilot
Copilot スタジオ
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.
TeamsのCopilot
Copilot スタジオ
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.
TeamsのCopilot
Copilot スタジオ
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.
WordのCopilot
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.
PowerPointのCopilot
WordのCopilot
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
