客户服务场景: Communication logging

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适用于: Copilot 服务 (包括 Microsoft 365 的 Copilot) 场景级别:
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受影响的 KPI

Quality scores

价值效益

节约成本

员工体验

Using Copilot to communication logging


1. Call transcription

Using Copilot in Teams, an agent can ask Copilot for a recap and clarify issues raised. Using Copilot for Service, these insights can be saved directly to the CRM.​

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Copilot 服务

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团队中的副驾驶

Save time with automated summaries of call transcripts and the ability to query the transcript for more details.​

2. Personalized follow-up

In Outlook, Copilot for Service can help draft a customer email that summarizes details of the case history. It can then save those emails to the CRM system.​

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Copilot 服务

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Outlook 中的副驾驶

Logging interactions in the CRM creates a case history, which is invaluable for resolving future queries.​

3. Sentiment analysis

Use Copilot to perform sentiment analysis on transcriptions, identifying customer emotions and satisfaction levels.​

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Sentiment analysis gives insights into the customer’s emotional state, which can guide the approach in service and support.​

4. Data organization

Connect CRM feedback data into a Power BI dashboard and then ask Copilot in Power BI to categorize interactions based on topics, issues, and outcomes for easy retrieval and analysis.​

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Copilot in Power BI

Organized data allows for quick access to relevant information, improving response times and support quality.​

5. Trend identification

Utilize Copilot in Power BI to analyze logged data, spotting trends and patterns in one or more accounts that can inform future support strategies.​

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Copilot in Power BI

Identifying trends helps in anticipating customer needs and proactively addressing recurring issues.​

6. Quality assurance

Use the insights from the trend analysis to identify training materials that need to be updated. Then use Copilot in Word to add new sections to the documents based on knowledge base articles.​

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Word 中的副驾驶

Use the insights from the trend analysis to identify training materials that need to be updated. Then use Copilot in Word to add new sections to the documents based on knowledge base articles.​

1访问 Copilot copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2访问 Copilot copilot.microsoft.com、Microsoft Copilot 移动应用程序或 Teams 中的 Copilot 应用程序,并将开关设置为“工作”