Customer relationship management software, which keeps track of customer contacts, sales and service. A CRM sales assistant is a common example of an agent made with Copilot Studio.
Also called customer relationship management.
In the Ultra Transcenders books
Each book explains CRM in context, with comparison tables and the common traps.
Terms in this definition
- Chat message roles
Labels on chat messages: instructions go under system, the person's input under user, the model's previous answers under assistant, and results returned by a called tool under tool (or function).
- Agent
A specialised form of Microsoft Copilot set up for one particular job, pairing instructions with knowledge and skills. You can create one in Copilot Studio, SharePoint or Agent Builder, and administrators control them from the Microsoft 365 admin center.
- Copilot Studio
Microsoft's low-code tool for building workflows and AI agents. Its generative agents may hand each tool call they intend to make to an external threat detection service, Microsoft Defender for example, for checking.