Let’s imagine an educational website has a problem: many users contact human support. However, many questions can be answered with the information on the website, and waiting for feedback takes a long time.

The solution is in Copilot Agent. Users first seek help from the chatbot, and only in the case of serious problems are they escalated to human support. It minimizes the human effort required to answer questions, and many users will receive answers quickly because the Agent is not tied to working hours and operates 24/7.

Brief about Copilot Agent

This is an AI-powered assistant that can manage various tasks and help businesses enhance productivity. Generally, Copilot Agent is a chat agent with an Artificial Intelligence module that can communicate with users in natural language.

In the picture below, we can see a more explicit example of Copilot’s work. The Facility Service Agent searches the Order table in the business database, extracts user-relevant information, and presents it in an intuitive format.

Facility Service Agent

Photo by OntargIT

As a result, the user receives useful information within seconds. As an alternative to such action, a user can search a business database, but it will take them longer to find a table, filter it, and generate a report. Consider Copilot Agent as a unified space where users can freely collaborate with the Agent to perform many business actions, saving time despite manual work.

How is Copilot Agent restricted by the business organization?

Copilot Agent can adapt to various business scenarios. To correctly set the Agent, consider the following three factors:

Which information can the Agent use? – Set the data source

Copilot Agent can use many different data sources for various types of data, including websites, tables, and documents, etc. It allows the Agent to be aligned with up-to-date business or public information and follow relevant guidelines.

Which information can the Agent use?

Photo by OntargIT

Copilot Agent can not only read data but also change it. For example, if the business stored data in Dataverse, the Agent can modify it if allowed.

Which tasks to perform? – Give the Copilot platform

Copilot Agent can connect to different platforms to create actions there. It can modify data, send emails, create tasks, and more.

Here is the list of the most popular platforms the Agent could connect with:

Copilot Agent can connect to different platforms to create actions there

Photo by OntargIT

Below is an example of interaction with Copilot Agent where the user asks for the action – send an email – and the results.

Input

Output

Which users can use it? – Choose the channel

The access to Copilot Agent can be defined using channels. Channel is a place where the Copilot Agent can be located. It can be an internal platform like MS Teams for employees, or publicly accessible on the website.

Below is the list of the allowed channels:

Photo by OntargIT

4 Benefits for Business

  • Reduction of human labor – People will spend less time on the research and manual tasks as the AI Agent can assist with their work.

  • Increased productivity – Using Agent, work can be done much faster, as Agent can help people reduce the time they spend.

  • Accessibility 24/7: Copilot Agent is always available to help. It is especially necessary that the Agent serve as a support bot for users and escalate many urgent questions.

  • Scalability – Copilot Agent is accessible by many people at once. There is no limit on how many people can chat with it, so the agent can help to solve different problems for different people at the same time.

Better than just a chatbot – Autonomous Agent

It is a Copilot Agent itself, but this is the part of the functionality that does not communicate with users. An autonomous agent can still accomplish different tasks. However, it does not do so at the user’s request, but only when the Agent itself determines it is necessary. Businesses can decide what the Agent should do in certain situations.

The example from day-to-day life – you receive many emails every day. Some of them are advertisements, and others are very important and may contain invitations to cooperate. From that big scope, you do not have time to sort it out, what matters and what does not. That’s where Copilot Agent can sort emails using native language and then transmit only relevant emails to the user in a convenient format.

Autonomous Agents in a Single Workspace – Agent Feed

The unified place where users can track the work of many Autonomous Agents – how they accomplish the work, summarize actions taken, and even approve or reject taken actions.

Agent Feed

Here is an example taken from Microsoft documentation

We can see that the business is a travel agency where agents gather useful travel information and propose interesting routes and destinations. Users can review proposed ideas, correct them, and approve or reject them for use. This way, the AI Agent generates new ideas that play a significant part in business improvement.

Summary

Copilot Agent is an AI chatbot designed to help users with their routine by minimizing the effort spent. Can assist many users at once, having access to the most current information and having the ability to accomplish different tasks.

Autonomous Agent and Agent Feed are AI bot that performs manual tasks on their own. They can accomplish many tasks without user intervention, saving the resources spent on manual tasks.

FAQ

Before considering the implementation of the AI feature, ask yourself next questions:
• Why will it be useful for business?
• Which process AI covers that would be done by a standard bot or by people?
• How much time is needed to complete a process with a non-AI method? How often does it happen?
Based on previous evaluations, if the answer for implementing the AI feature is positive, the result justifies the means, then it can be further discussed how to make it work technically, based on all business needs.

Copilot Agent is based on standard Copilot, but it is an advanced version that can adapt to business. Copilot Agent can connect to different storage systems to extract needed data, further assist its internal/external users, and accomplish many manual tasks.

Published On: / Categories: AI, Blog, Copilot /

Upgrade your business strength with Dynamics 365

OntargIT is an official Microsoft partner for the implementation of Dynamics 365 technologies. With our experience in various industries, we will provide an individualized approach and effective solutions that will perfectly meet the needs of your company. Leave a request now, and our team of experts will help you take advantage of all the benefits of Dynamics 365.

Upgrade your business strength with Dynamics 365

OntargIT is an official Microsoft partner for the implementation of Dynamics 365 technologies. With our experience in various industries, we will provide an individualized approach and effective solutions that will perfectly meet the needs of your company. Leave a request now, and our team of experts will help you take advantage of all the benefits of Dynamics 365.