Forum Discussion
Copilot for 3rd party system - Advice needed
I am currently working on creating a Copilot intended to be used as a tool for employees to access and retrieve information about customers and the insurances they have in a 3rd party, non-Microsoft, system.
I'm struggling with finding information about some functionalities and best practices and would greatly appreciate your advice:
- The insurances, customer, and claims are queryable via an API and events on a service bus upon changes - we do not have access to the database
- The insurances need to be correlated with the corresponding terms & conditions, which are available in PDFs in a blob-store or Sharepoint.
- Depending on if it is a customer, or a internal administrator, only the relevant insurances/claims-data should be part of the dataset included in the response
- If an insurance is created for a customer, it should be part of the dataset "near realtime".
A quick response time is crucial, which means pre-indexing data is a necessity.
Ideally, the Copilot should operate swiftly and accurately, but I am also tasked with creating a solution that is easy to set up and maintain. We're deciding between using Copilot and AI Studio.
What would be the easiest way to implement this, and what would be the best way?
Thank you,
Malin
Hi
I believe you asking which one to choose copilot Studio vs Azure AI Studio.
I believe Copilot Studio with Power Automate stuff etc can do all this.... [ at no code level ].
if something left over then only move to Azure AI Studio [ Code base ]
you may refer my playlist of Copilot Studio at https://www.youtube.com/@bizzinnovate?sub_confirmation=1Hi, thank you for your response!
Could you reference which video covers the scenario? A single user might have access to one or thousands of customers and their related insurances. It would be nearly impossible to retrieve thousands of rows, send them for indexing, and provide an answer in near real-time.
I'm looking for a solution where the user doesn't have to wait for 30+ seconds for a response, and I'm doubtful that Power Automate, or most solutions, are going to cut it unless you pre-index and real-time update the indexes based on events from the business systems. And how do I combine this data with legal texts and definitions in multiple PDF files?
- Still no progress regarding this. Hope there's someone able to assist me! 🙂
