Store Operations

Publisher: Microsoft

The Store Operations Copilot template improves the efficiency of retail frontline workers by enabling easy access to store procedures and policies. Copilots built from this template can optionally integrate to other data sources, enabling capabilities such as looking up product inventory, checking shipping status, and helping initiate a return.

Watch this video to get an overview of how to use the Store Operations copilot:

Prerequisites

• Maker has a Copilot Studio Account

• Maker has a source of information on policies/procedures (internal documents, websites, and so on)

• Optional: Integration to inventory, shipping, and product return systems

Configuration and deployment

This template is easy to configure and tailor for your organization's needs. For demonstration purposes, the template comes preconfigured with two Microsoft knowledge sources—the Microsoft Store & billing help page and the Microsoft Store website—and with instructions to the LLM (large language model) to constrain responses to just Microsoft Store. Before deployment, a maker can change these URLs and/or upload documents to point to information on their store policies and procedures—while also updating the instructions to reflect their organization name.

1. Modify instructions and replace Microsoft with your organization's name.

   

2. Replace the template's knowledge sources with pointers to your organization's information on policies and procedures.

Integration with other data sources

There are three integration stubs built into the template:

• Order status

• Item inventory

• Initiating a return

Makers can use pre-existing connectors to common enterprise data sources and/or create their own integrations to light up these optional scenarios. Upon doing so, makers can modify the template to map the data for these or other scenarios.

Use cases

The specific use cases and questions that can be addressed are dependent on the knowledge source utilized. However, the template was designed to:

• Provide retail frontline workers with questions on policies and procedures.

  Sample prompts include queries like, "What is our return policy?", "Do we offer a discount to veterans?", and "Help me initiate a return."

• Share specific insights, and initiate actions tied to other systems and processes.

  Sample prompts include queries like, "What is the current inventory for Monitors?","Help me track an order", and "Help me initiate a return."

• Provide general knowledge for Retail workers.

  General knowledge might include queries for common acronyms and terms such as "What is a SKU?", "What is an RMA?", and others to help newer employees ramp up. If desired, a custom knowledge source could also be added to provide corporate specific terminology (department names, for example).

Example: Initiating a return

Example: Tracking an order

Example: Starting a return

Limitations

AI-generated content can have mistakes, so don't forget to make sure it's accurate and appropriate. Review the Supplemental Terms.