金融场景： Automate financial query management
下载场景指南适用于： Copilot for Microsoft | Copilot Studio 场景级别：
受影响的 KPI
Spend on systems
价值效益
节约成本
员工体验
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.
团队中的副驾驶
Copilot工作室
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.
团队中的副驾驶
Copilot工作室
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.
团队中的副驾驶
Copilot工作室
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.
团队中的副驾驶
Copilot工作室
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 中的副驾驶
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 中的副驾驶
Word 中的副驾驶
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
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”
