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Ver downloadsCenário financeiro: Automate financial query management
Baixar guia de cenárioDisponível com: Copilot for Microsoft | Copilot Studio Nível do cenário:
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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.
Copilot em equipes
Estúdio 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.
Copilot em equipes
Estúdio 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.
Copilot em equipes
Estúdio 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.
Copilot em equipes
Estúdio 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.
Copilot em 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.
Copilot no PowerPoint
Copilot em Word
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
1Acesse Copilot em copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Acesse Copilot em copilot.microsoft.com, o aplicativo móvel Microsoft Copilot ou o aplicativo Copilot no Teams e alterne para “Trabalho”
