Ask a question
Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, Microsoft 365 Copilot for Service, and Dynamics 365 Customer Service
When you sign in to any of the Customer Service customer service representative (service representative or representative) apps, Copilot opens in the right side panel with the Ask a question tab ready. Copilot acts as your partner, helping to answer questions without you having to search for the information. Copilot quickly retrieves information, generates summaries for cases, and gets required details about case data, all within the same interface.
Important
The AI-generated content is a suggestion. It's your responsibility to review and edit the suggested content to make sure it's accurate and appropriate before sharing the responses.
Prerequisites
- Make sure that your administrator has turned on the Copilot features.
- To use the summarize cases feature, case summaries through ask a question (preview) is enabled.
Navigation
- In Customer Service workspace or Contact Center workspace, you can access Ask a question from the Copilot help pane once you sign in.
- When you sign in to a non-Microsoft CRM, you can generate case summary as follows:
- Launch the embedded experience and then login to your Dynamics account.
- In the Copilot help pane that appears, select Ask a question.
Draft questions
You can ask free-form questions just as you'd ask your colleague or supervisor who might know the answers.
With Copilot, you can take the following actions:
Ask a direct question: Copilot shows the most relevant answer from the knowledge sources that your organization has provided. Based on the context of the question, Copilot proactively suggests prompts that you can use to ask follow-up questions or get more details.
Ask follow-up turn by turn questions: If Copilot's response isn't immediately useful, you can ask follow-up questions and guide Copilot in a natural, conversational way.
Ask Copilot to attempt a better response: Copilot can also rephrase responses based on more guidance such as, "Can you summarize your response?" or "Can you attempt a response providing details for each of the steps you mentioned?"
Summarize cases and ask about case data
Based on the app you are using, you can use Copilot to generate case summary and ask about case data from the Ask a question tab.
In the Customer Service workspace, Copilot enables you to:
- Ask to summarize cases (preview): Copilot generates case summaries directly within the Ask a question tab, allowing you to access them without disrupting your current workflow. The case summary includes key information such as the case title, customer, priority, case type, and description.
- Ask about case data (preview): Copilot enables you to access and use case data effectively, resulting in improved case management. You can ask questions about your case data to manage case workload in a better way.
You can make the following types of requests:
- Get details on the high-priority cases for a specified date range.
- Show all high-priority cases.
- Show active escalated cases.
- Show cases that are due soon.
- Show cases due the next day.
- Show active cases that service representatives own.
- Show my active cases.
- Get the case details.
- Get the case resolution details for a case.
- Show cases for owner {owner name}.
- Show case history.
Use auto prompts
Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service
When you have an active case or conversation open, Copilot suggests prompts based on the context of the case or the conversation. Copilot generates prompts only for the first question and not for follow-up questions. Copilot generates the prompts as follows:
- For a case, Copilot considers the title, description, notes, and emails linked to the case.
- For a conversation, Copilot considers the intent in the first three messages to generate a prompt, and then every third message to refresh the prompts. You can select a prompt to generate a response.
Note
Copilot generates auto prompts based on case data in Customer Service only.
Use proactive prompts
Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service
Copilot proactively suggests prompts, without you having to type one, that you can use to prioritize cases effectively and solve customer queries quickly.
You can use the default prompts, such as Summarize, Ask, and Discover to get started with Copilot, with just a single click. For example, you can select the Summarize prompt to get a case summary. After you select Summarize, enter the case number to view the case details on the help pane, without having to open the case.
You can also save frequently used prompts for quick access.
You can select View prompts to use one of the following prompts:
- Default prompts
- Prompts set up by your administrator
- Prompts that you bookmarked
You can use Copilot to get summaries of multiple cases in the help pane, that help you decide which case to work on first, based on priority and customer needs.
When you pick your case or a new conversation to work on, the context of Copilot switches to the particular case and suggests new prompts automatically, without you having to type one. Copilot gathers relevant information and provides you with the information, thereby increasing your efficiency in resolving customer issues.
Note
Copilot generates proactive prompts based on case data in Customer Service only.
View responses
Copilot streams the generated responses on the UI incrementally, and you can view the responses as they're generated. You can also select Stop responding for Copilot to stop generating responses, allowing you to start afresh.
In the Copilot's response, you can see citation numbers that show the knowledge base or website links from which Copilot drew the response. When you select the citation, you can see an inline link to the source.
Translate responses
If your administrator enabled translation, you can select Translate and then select your preferred language to translate the response to that language. You can also select Show original to translate the response back to the original language.
Use targeted phrases in Copilot to get responses from plugins (preview)
Applies to: Dynamics 365 Contact Center—standalone and Dynamics 365 Customer Service only
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
If your administrator has configured prompt plugins, you can use targeted keywords to gather quick information about the case that you're working on. For example, you can use the following steps to get the account summary of a case. If Copilot doesn't find any details that match the term, then it falls back to the knowledge source to display the resolution from the configured knowledge articles.
Open the case that you need to work on and then enter Get account summary in the Copilot Ask a question pane. If your administrator has configured authentication, the Authentication needed message appears on the Copilot screen.
Select Go to authentication. The Sign in or connect dialog appears.
Select Continue. The system authenticates, and Copilot summarizes and displays the account details of the customer whose case you opened.
Select Check sources. The plugin that's used for generating the summary is displayed.
You can use the options on the Copilot pane to edit or copy, and provide feedback on the response.
Use the responses
If you're satisfied with the response Copilot provides, you can use the whole thing or a part of it to answer the customer's question:
- Copy part of Copilot's reply into your chat or read from it during a voice conversation. Select the copy icon to copy the entire response to the clipboard.
- When you're in an active digital messaging conversation, select Send to customer to open an editing window where you can revise the response and send it to the customer. You can also change customer keywords to prompt Copilot to generate a more accurate response.
- Select Check sources to see the knowledge base or website links from which Copilot drew the response. You can use this supplemental information as a resource or share it with the customer.
Clear chat to start over
After a customer conversation ends, or if you want Copilot to disregard the conversation so far, select Clear chat at the bottom of the Copilot pane.
Provide feedback
To rate the usefulness of Copilot's responses, select the thumbs-up or thumbs-down icon.