Marketing scenario: Collect and share product feedback​

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Available with: Copilot for Sales and Copilot Studio Scenario level:
Extend

KPIs impacted

Brand value

Value benefit

Cost savings

Employee experience

Using Copilot to collect and share product feedback​


1. Gather customer feedback​

Use Microsoft Copilot to summarize customer interviews, email interactions, and documents about product feedback, enriched with data from your Customer Data Platform with Copilot Studio agents.​

Copilot Studio icon

Copilot Studio Agent

Benefit: Be present during your customer interview by relying on Copilot to summarize feedback points and takeaways.​

2. Continue the conversation

Use Copilot in Outlook to send a timely and thorough follow up email, capturing your earlier interview notes.​

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Benefit: Thank customers by asking Copilot in Outlook to draft a response and drop in bullets from the Copilot meeting summary.​

3. Identify themes

Use Copilot to identify feedback themes from across meeting summaries and notes. Create a follow up survey with Copilot in Microsoft Forms. ​

Microsoft Copilot icon

Business Chat2

Microsoft Forms icon

Copilot in Whiteboard

Benefit: Simply describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before to gather feedback.​

4. Analyze data

Use Copilot in Excel to sort and analyze data gathered from the surveys and website metrics. ​

Excel icon

Copilot in Excel

Benefit: Identify insights with Copilot in Excel.​

5. Share results

Use Copilot in PowerPoint to create a slide deck to share with the leadership and engineering teams. Use Copilot in Teams to capture action items and feedback. ​

PowerPoint icon

Copilot in PowerPoint

Microsoft Teams icon

Copilot in Teams

Benefit: Creating a presentation makes it easier to convey a clear message especially when it’s critical feedback on your product. ​

6. Thank your stakeholders

Starting a new email, prompt Copilot in Outlook to draft a message to all key stakeholders with the results and path forward.​

Outlook icon

Copilot in Outlook

Benefit: Save time preparing emails with Copilot as your drafting partner.​

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.