With the rise of generative AI and Microsoft Copilot, organisations are taking the AI plunge. Rolling out Copilot for Microsoft 365 is a great first step but creating custom copilots that enhance your organisations ability to operate in terms of customer service, productivity and sales success, is a key way of benefiting from AI.

In this article we discuss 5 key custom Copilots your organisation needs.

Copilot Studio

Copilot Studio takes the ability to build custom chatbots or AI assistants using ChatGPT derived generative AI and allows you to build AI assistants to help your business. Copilot Studio uses the familiar Power Platform drag and drop editor and visual approach to building to remove the need for complex coding.

This allows even non-developers to build custom copilots. With the new generative AI features you can design natural and interactive conversations, that flow like a real conversation would, providing a much better and more organic experience for users.

You can connect your Copilot to various data sources to provide it with the information needed to produce insightful answers and recommendations.

5 custom Copilots your business needs

  1. Customer Service Supporter – The idea of having a 24/7 customer service team with the ability to answer customer queries, resolve issues and interact with your customers is a compelling use case. Combine this with the ability to offer customer support via multiple channels such as social media, websites and mobile apps. From answering FAQs to trouble shooting simpler issues and the ability to schedule appointments for anything it can’t resolve.
  2. Data Analyser – Introducing a data analyst chatbot that allows you to interrogate your business data using natural language would benefit almost every decision maker. Being able to ask what was last month’s sales, how does this compare with last year or the previous month. Who was the best seller? What accounts drove the most revenue etc.
  3. IT Helpdesk Hero – IT helpdesks regularly waste lots of time and effort, categorising tickets and dealing with simple issues that have a simple fix. This could all be managed by an IT helpdesk Copilot letting your IT team focus on resolving more complex issues.
  4. Employee Onboarder – Being able to provide your new employees with a personal onboarding assistant will help support them through the stress of a new role. An onboarding copilot that can point them in the right direction, answer their queries and help guide them through company policies.
  5. Sales and lead closer – Boost your sales conversions and automate simple sales processes with a sales copilot. From the ability to answer product and services queries, schedule demos, request qualification information, again with the ability for this to be 24/7. All of this can help make your sales team more efficient and effective.

These are just some of the ways that building custom copilots could be applied to benefit your business. The ability for natural language with real conversations using your business data to the benefit of your employees or customers is a huge draw. Additionally, being able to be 24/7 offers huge value for organisations. The cost of creating these solutions allows for a significant business case and ROI well within the first year.

To discover Copilot or start your custom copilot journey today, contact us.