Data & insights
Conversational metrics and performance intelligence agent
A conversational assistant that allows staff to query marketing, ecommerce, and customer sentiment metrics directly within Microsoft Teams.
Built for cross-functional staff across marketing, sales, leadership, and customer service at an industrial equipment business.
Rather than requiring staff to navigate standalone analytics dashboards or compile reports manually, the agent delivers verified performance data directly inside conversational workspaces.
The problem
Team members spent significant time searching through separate dashboards to locate Net Promoter Scores, ecommerce analytics, and search performance data. Accessing routine performance figures required navigating specialized reporting sites and manual data extraction. This created delays for operational decisions and placed repetitive reporting burdens on analytical staff.
The solution
The system was implemented as a specialized Copilot agent connected to a governed metrics interface. When a team member asks a natural-language question, the agent routes the query to the correct data source and validates the request. The integration then formats and returns verified performance snapshots directly into the conversation.
The goal
Enable staff to instantly query and retrieve verified operational and customer metrics through natural-language prompts in Microsoft Teams.
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