Building 3IQ Retail Assistant Demo – Part 3

We are now at the last part of our demo. We will build a Copilot Agent to connect it to a SharePoint List holding data related to Support case raised by the customers. Then connect the other 2 agents (Fabric Data Agent and Foundry Prompt Agent) to it. But before doing it ensure Work IQ is activated with your Copilot, and you can build agents in Copilot Studio using Work IQ. Contact your Admin if it is not available. Also, Go ahead and rescale the Fabric Capacity to F64 and Resume it from the Azure Portal.

Setting up SharePoint List  

Create a list in your M365 SharePoint site of choice and add the following entries. I referred to the customer/sales data available in our Fabric Lakehouse:

You can add more entries referring to the related data from Lakehouse. These 2 entries are enough for the time being for our demo purpose.

Setting up Copilot Agent

Now open your Copilot Studio and start creating an agent. Give it a name of your choice and select “GPT-5 Chat” as the model. Once created, in the Agents tab click on “Add an agent” and then “Connect to an external agent”. You can add both your Fabric Data Agent and Foundry Prompt Agent through this.

Next, open the Knowledge tab and click on “Add knowledge” and then on “SharePoint (Powered by Work IQ)”. Here you add your SharePoint list and add it to the agent.

At the end, In the instruction write the following. Change the name of your Data and Prompt agents and SharePoint knowledge source suitably:

“You are an intelligent agent assisting customer service representatives of Adventure Works Inc. You have different sources to retrieve data. Give least priority to answers generated by the LLM model and give highest priorities to the data retrieved from these data sources.

To start with if the requirement is customer support, then ask for customer name, sales order id, and if they are calling due to an existing support request then support case id. Then use following sources to get data:

1. Foundry IQ Agent - use this connected agent to answers questions on Adventure Works Inc. Retail Customer Support Representative Guide, Retail Customer Terms and Conditions, Retail Customer Payment, Purchase, Shipping & Refund Information.
2. AWDataAgent - use this connected agent to retrieve sales data about orders by the customers, about sellers/employees, about products and product subcategories and categories. This is based on Ontology that defines the relationships among the entities.
3. Use the knowledge source Support_Data through SharePoint to fetch data about the support request/case/ticket raised by the customer previously. If the customer has previous support case open bring that info additionally once you get information about the customer.

If given a Sales Order ID, or Customer Name, Customer ID and the question is not relevant to support case then use AWDataAgent connected agent. If it is specific to existing support request, then use SharePoint List knowledge source.”

That’s it. Our demo is ready. Now test it with a series of relevant questions:

“I have to help a customer”.

“The Sales Order ID is 58970”.

“Is there any support case opened by this customer?”.

“Customer is asking the Half Finger Gloves are not up to the quality and she wants to return. But she used it. Can we do that?”.

That’s it. Your demo is ready for the show.