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Configure Store Operations Agent in Copilot Studio (preview)

Important

Legal and regulatory considerations- Organizations need to evaluate potential specific legal and regulatory obligations when using any AI services and solutions, which may not be appropriate for use in every industry or scenario. Additionally, AI services or solutions are not designed for and may not be used in ways prohibited in applicable terms of service and relevant codes of conduct.

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

Important

This feature uses services such as Bing and Azure Maps that transmit data—such as store location, latitude/longitude, and country/region code—outside your compliance boundary to obtain events, holidays, and weather information used to generate recommendations.

Your use of Bing is governed by the Microsoft Services Agreement and the Microsoft Privacy Statement. Noncommercial use limitations don't apply to products available for a fee through Microsoft volume license.

The Data Protection Addendum doesn't apply to your use of Bing within Microsoft Generative AI Services Previews.

After you publish the agent, configure Store Operations Agent in Copilot Studio to meet your organization's requirements. You can update agent details, add knowledge sources, and configure connector actions for topics.

Prerequisites

  • You created and published Store Operations Agent in Copilot Studio.
  • You have permission to edit the agent.
  • If you use Finance and Operations or ServiceNow, you have permission to create connection references.

Configure details for Store Operations Agent

In Copilot Studio, open the agent you created. Update the following settings:

  • Name: Enter the name that users see in your organization.
  • Description: Update the description to match your audience and scenarios.
  • Instructions: Update the instructions to match your use cases.
  • Knowledge: Remove the sample links, and add the public websites that retail associates use.
  • Topics: Review the built-in topics for common store operations tasks. To edit a topic, select Topics.

Add knowledge sources (optional)

Set up Bing search on public websites

To enable your agent to search public websites for answers, follow these steps:

  1. In the agent, select Knowledge, remove the sample websites, and then select Add knowledge.

  2. Select Public websites.

    Screenshot of the knowledge source tab in Copilot Studio.

  3. Enter the URL for each public website that your retail associates use, and then select Add.

    Screenshot of add public websites in Copilot Studio.

  4. Test the knowledge source by asking a question and verifying that the response cites the website.

Activate SharePoint functionality

Set up SharePoint so the agent can generate answers from SharePoint content by using the Conversational boosting topic.

  1. Open the Conversational boosting topic and select Add knowledge.

    Screenshot showing synonym and boost settings.

  2. Select SharePoint as the knowledge source type.

    Screenshot shows option to add SharePoint as a knowledge source for the agent.

  3. In the prompt box, paste a prompt for this topic. For example:

    Primary rule: SharePoint-grounded answers
Answer only by using information from the connected SharePoint knowledge sources.
If you cannot find the answer in the provided documents, respond with: "I could not find this information in our SharePoint content." Do not guess.

Answer style
- Use simple, clear English.
- Keep responses short (2 to 4 sentences) unless the user asks for more detail.
- Use bullet points for steps or instructions.
- Keep procedures concise and operational.

  4. Paste the prompt into the topic and select Save.

    Screenshot showing confirmation in Copilot Studio indicating a prompt is saved successfully.

Review and configure built-in topics

Store Operations Agent in Copilot Studio comes with many prebuilt topics to help employees with guided conversations for the most common store operations and retail associates tasks.

Topics Description
Check inventory This topic is designed to check inventory for a product. It can perform inventory checks even without specific product details.
Order details This topic is designed to check order details. User can specify Order Number, Customer ID or Customer Email to get the order details.
ServiceNow - Create incident This topic allows users to create incidents on user’s behalf. Providing an incident name is optional. It supports requests such as: create incident, report an issue, log a problem, raise a ticket, or submit an incident.
ServiceNow - Action button This topic is for the quick replies action button such as Create incident, show incidents and update incident.
ServiceNow - Update incident This topic helps users update an incident. A valid incident number is required, while priority is optional. It supports requests like update, modify, or edit an incident.
ServiceNow - Get Incidents This topic helps users retrieve incidents. Providing an incident number is optional. It supports requests like get, show, or retrieve my incidents.

Connector actions for topics

The Store Operations Agent in Copilot Studio uses these connectors for the Finance and Operations and ServiceNow topics.

Connectors Topics
Finance and operations Check product inventory
Finance and operations Order details
ServiceNow Create Incident
ServiceNow Update Incident
ServiceNow Get Incidents
ServiceNow Initialize variable
ServiceNow Conversational boosting

Set up Finance and Operations for the agent (optional)

Configure Finance and Operations (F&O) to provide real-time product availability and line-level order details.

  1. Enable the Check inventory and Order details topics. These topics are disabled by default; enable them according to your requirements.

  2. Open the Check inventory topic.

  3. Get the Finance and Operations instance URL from your IT administrator and enter it in the Instance URL field.

    Screenshot showing the Check inventory topic: Instance URL field for Finance and Operations.

  4. Create a Finance and Operations connection reference.

    Screenshot showing the create Finance and Operations connection reference dialog.

  5. Save the topic.

  6. Repeat the steps to update the Instance URL for the Order details topic.

    Screenshot showing the Order details topic: Instance URL field for Finance and Operations.

  7. Refresh your browser to load the updated connection references.

  8. Open the child agent Ask Store Operations Agent and add these two topic references to the You can call instructions.

  9. Open the child agent Local Demand Agent and add these two topic references to the You can't call instructions.

  10. Open the main agent and add these two topic references to the You can't call instructions.

For more information about installing the F&O provisioning app, see Tutorial: Install the Finance and Operations Provisioning app - Power Platform | Microsoft Learn.

Set up ServiceNow for the agent (optional)

Set up ServiceNow so the agent can manage incident resolution knowledge and coordinate incident management with stores.

  1. Enable all ServiceNow-related topics listed in the table earlier.

  2. Open the ServiceNow - Initialize variable topic.

  3. Update the ServiceNow Instance URL with your ServiceNow instance URL, and select Save.

    Screenshot showing the ServiceNow 'Initialize variable' topic: Instance URL field.

  4. Create a ServiceNow connection reference.

  5. Save the topic.

  6. Refresh your browser to load the updated connection references.

  7. Open the child agent Ask Store Operations Agent and add these topic references to the You can call instructions.

  8. Open the child agent Local Demand Agent and add these topic references to the You can't call instructions.

  9. Open the main agent and add these topic references to the You can't call instructions.

Next steps

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