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Overview of copilot template for store operations in Copilot Studio

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Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

The copilot template for store operations in Copilot Studio enhances the efficiency of retail frontline workers by providing easy access to store procedures and policies. This low-code version template is part of Microsoft Copilot Studio suite of tools that lets you build intelligent, actionable, and connected AI assistants to support employees and customers. You can also integrate Copilots built from this template with other data sources. For example, you can look up product inventory, check shipping status, and help initiate a return.

The template is customizable, so you can tailor it to your organization's specific needs and information sources. It comes preconfigured with Microsoft knowledge sources but you can modify it to reflect your organization's policies and procedures.

Copilot template for store operations in Copilot Studio empowers retail store employees to get answers to their questions from retailer’s knowledge base, search across select internet portal and connect to plugins and 1000+ partner/external connectors.

The template includes integration stubs for order status, item inventory, and initiating a return. You can connect these stubs to enterprise data sources through preexisting connectors or custom integrations. The use cases for the template depend on the knowledge source you use, but generally include:

  • Answering queries about policies and procedures
  • Sharing insights
  • Initiating actions tied to other systems
  • Providing general knowledge for retail workers.

For more information, see:

Important

The Copilot template for store operations has a pro code version built on Azure technologies. For detailed information, contact the Microsoft Cloud for Retail team at mcfrcommunity@microsoft.com.

To get started with the copilot template for store operations in Copilot Studio, see Deploy copilot template for store operations in Copilot Studio.