Top Business Use Cases for Copilot Studio
In today’s article Conall O’Kane, Modern Workplace Practice Manager at Storm, explores some innovative business use cases for Microsoft’s Copilot Studio, the AI platform that allows businesses to create their own AI-powered assistants to meet their specific needs.
With a multitude of Generative AI-powered tools now on the market and each promising to optimise business processes, supercharge productivity and help unlock competitive advantage, it can be challenging for businesses to know where to start when it comes to adopting AI. This is where Microsoft’s Copilot Studio comes in. Going beyond standardised AI solutions, Copilot Studio offers companies a way to customise how they design, develop and integrate Gen AI.
But What is Copilot Studio?
Copilot Studio is a platform created by Microsoft that allows organisations to create their own custom AI-powered copilots tailored to their unique business needs. Whether your business requires task automation to help with manual processes, data analysis to unlock business insight or intelligent recommendations to help support business planning, Copilot Studio can provide a solution. Seamlessly integrable with Microsoft 365 solutions including Word, Excel, Teams and PowerPoint, as well as other business platforms like ERP or CRM systems, your business’ custom copilot can access the key data it requires to assist with business processes. Users can use natural language to ask the custom copilot questions, give instructions and find information from the organisation’s knowledge base. Further, you can even add a copilot to your external website to help improve customer experience as well as employee experience. Below we discuss some innovative business use case examples for custom copilots built with Copilot Studio.
Customer Service
An external facing customer service copilot can automate customer support queries, handling common issues and questions, even initiating support tickets for complex queries that require human intervention. By integrating the copilot with the company CRM, copilot can access important information like customer history and past orders, to help better understand requests and personalise responses. This means customer queries can be resolved quicker, and they can receive a higher standard of customer service, even outside of working hours. As well as this, a customer service copilot helps reduce both the workload and pressure on customer service agents, meaning both customer and employee experience is improved.
Sales
Create a copilot that integrates with the organisations CRM to automate sales activity such as lead generation, follow-ups and updating lead status on the system. This use of copilot improves lead nurturing and accelerates lead qualification. As well as this, the copilot can be used to automatically generate reports on sales pipelines and uncover sales opportunities with suggestions for next steps for leads. This can dramatically reduce the manual workload of salespeople so they can focus on more valuable and complex tasks like developing sales strategies and customer relationships.
Human Resources
Integrate a copilot to automate human resources tasks such as collecting employee documents, answering questions about HR topics, tracking annual leave requests and assisting with the onboarding of new staff. This can help improve employee experience by essentially providing a 24/7 virtual self-service HR assistant to help with requests. Further, a human resources copilot can help boost productivity and enhance the experience of HR staff by streamlining HR processes and reducing administrative tasks.
Marketing
Streamline marketing processes with a custom copilot that can automate campaign creation, manage ads and social media platforms, and even monitor their performance. By analysing engagement metrics, copilot can provide insights into how marketers can optimise campaigns and spending. By implementing a marketing copilot, companies can maximise their return on investment by creating more targeted, personalised content that resonates with their audience and foster data-driven marketing campaigns.
Compliance
Reduce risk and boost compliance with a custom copilot designed to track updates to industry regulations and notify teams quickly to ensure the organisation’s internal processes and policies are aligned. This means teams can remain agile when it comes to identifying risk and adjusting their strategy accordingly.
Document Generation
Accelerate content creation with a copilot that assists users in outlining and structuring their business documents. Users can tell the copilot the purpose of the document, their intended audience and the main sections they want the document to include and then the copilot will help generate the first draft of the document, streamlining document generation.
If you would like to learn more about what Copilot Studio can do for your business, get in touch with one of our solution specialists today.