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 databaseThe 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 responseIf 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

​ 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 databaseThe 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 responseIf 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  Read More

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