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Overview of Store Operations Agent 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 Store Operations Agent is offered as prebuilt solution in Microsoft Copilot Studio. It enhances the efficiency of retail frontline workers by providing easy access to store procedures and policies. This low-code version agent 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 other copilots built from this agent with other data sources. For example, you can look up product inventory, check shipping status, and help initiate a return.

The agent 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.

Store Operations Agent 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:

  • Product search / inventory search: Know your products at any time by directly accessing on-hand information and product details in real time. Search based on product description & attributes (for example, Show me muesli brands without peanuts).
  • Order details: Have informed discussions with your customer by tracking order details at the line level.
  • Incident management: Use the agent to manage incident resolution knowledge and incident management with store by integrating with ServiceNow.
  • Task management: Have all your task-related needs at your fingertips by direct integration to tasking app such as Store Operations Assist.
  • Omni-channel access: Natural language access to the latest prices, promotions, and information available on your commerce website, helping the associates stay on top of the latest information.
  • Policies and procedures: Get your queries on store policies and procedures answered by referring to documents on your company’s SharePoint portal.

For more information, see:

Important

For detailed information, contact the Microsoft Cloud for Retail team at mcfrcommunity@microsoft.com.

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