PRACTICAL HELP FOR EVERYDAY WORK
Help your team find answers to repeat questions.
If the same questions keep interrupting work, an assistant can help people find information in approved resources and guide the next step. We plan for uncertain answers and a clear route to a person.
DEMONSTRATION · SAMPLE DATA
How do I request a monitor?
Use the equipment request form. Your manager reviews the request before fulfillment.
Source: Equipment request guide
Draft request: Monitor · Awaiting your review
Review request · Ask a person
Preparing a draft is not submitting a request.
Illustrative assistant · Sample content
Make everyday questions easier to resolve.
Find relevant answers
Use agreed knowledge sources.
Guide the next step
Help people understand the process.
Connect useful actions
Define permissions and confirmation requirements.
Bring in a person
Agree the destination and handoff behavior.
Clear boundaries make a better assistant.
Agree eligible sources, access, permitted actions, confirmation requirements, and human support routing. Evaluate answers and actions against representative scenarios.
- Approved knowledge
- Action permissions
- Escalation rules
Connect answers to everyday work.
Approved resources → Copilot Studio → Defined actions, with a route to human support. A working handoff needs an agreed destination and supported integration.
Illustrative process · Sample content
Explore workflow automation → · Explore custom integrations →Test the answers. Validate the actions.
01
Define
Agree sources, tasks, and boundaries.
02
Build
Connect approved knowledge and defined actions.
03
Evaluate
Check grounding, access, actions, and escalation.
04
Improve
Agree review and maintenance responsibilities.
Clear expectations before launch.
Sources, channels, integrations, access, and usage shape the project. Licensing and usage, ownership and updates, and training and support are agreed before launch.
- Written scope and deliverables
- Licensing and dependencies explained
- Training and support options agreed
A few questions before we begin.
What will the project include?
We agree users, requirements, deliverables, responsibilities, and acceptance criteria in writing.
What happens after launch?
Handover, documentation, training, and support coverage are defined in the engagement.
What could an assistant help your people do?
Tell us about the process you want to improve.