재무 시나리오: Automate financial query management
시나리오 가이드 다운로드다음과 함께 사용 가능: Copilot for Microsoft | Copilot Studio 시나리오 수준:
영향을 받는 KPI
Spend on systems
가치 혜택
비용 절감
직원 경험
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.
팀의 Copilot
Copilot 스튜디오
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.
팀의 Copilot
Copilot 스튜디오
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.
팀의 Copilot
Copilot 스튜디오
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.
팀의 Copilot
Copilot 스튜디오
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.
워드의 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.
파워포인트의 Copilot
워드의 Copilot
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
1Copilot에 액세스하세요. copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Copilot에 액세스하세요. copilot.microsoft.com, Microsoft Copilot 모바일 앱 또는 Teams의 Copilot 앱을 선택하고 토글을 "작업"으로 설정합니다.
