This solution accelerator provides reusable architecture and code snippets for building custom copilots, specifically tailored for customer-facing roles to streamline daily tasks and meeting preparation. It leverages Azure OpenAI Service and Azure AI Search to enhance employee productivity, improve customer satisfaction, and drive revenue by enabling more effective customer interactions.

How It Works

The solution processes past conversations using vector embeddings and stores them in Azure AI Search for Retrieval Augmented Generation (RAG), grounding responses in enterprise data. Azure OpenAI Service is then used for summarizing conversations and actions, and for enabling chat with data through Semantic Kernel's autonomous function calling, allowing interaction with both structured and unstructured data.

Quick Start & Requirements

Deployment involves following quick-start steps in the deployment guide, which requires an Azure subscription with contributor-level permissions. Users must also check Azure OpenAI quota availability and ensure necessary Azure services are available in their chosen region. Costs vary based on Azure service usage, with a sample pricing sheet available for estimation.

Highlighted Details

• Data Processing: Scales to process past conversations, creating vector embeddings for an AI search index.
• Semantic Search: Utilizes Azure AI Search for RAG, ensuring application grounding on processed datasets.
• Summarization: Employs Azure OpenAI Service to summarize conversations and identify action items.
• Chat with Data: Enables conversational interaction with structured and unstructured data via autonomous function calling.

Maintenance & Community

Feedback, bug reports, and feature requests can be submitted as new issues on the repository. The solution was last updated on 04/24/2025, with the Research Assistant project now moved to a separate branch.

Licensing & Compatibility

The solution utilizes Microsoft Azure Services and third-party components, each governed by their own licenses. Users must comply with all applicable terms, including Microsoft's Product Terms and export laws and regulations.

Limitations & Caveats

The system generates text based on user input and may produce ungrounded or factually inaccurate content, as the included data is synthetic. It currently only supports English language input and output and is intended as a proof of concept, not for commercial use without thorough testing and evaluation. It is not designed for high-risk use cases where failure could lead to serious injury or environmental damage.