Building Intelligent Agents for Insurance use case with Copilot Studio

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Published on ● Video Link: https://www.youtube.com/watch?v=0ojUtiFW2uM



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In this session, we will explore the development of three types of intelligent agents—Retrieval Agents, Task Agents, and Autonomous Agents—tailored for a simple insurance use case. Using Copilot Studio, you will learn how to implement these agents to automate processes, improve efficiency, and enhance user experience in an insurance context. We'll walk through real-world scenarios, such as claim processing, policy recommendations, and customer support, to demonstrate how each agent type can be leveraged for various tasks.

The session will focus on:
Building Agents like retrieval agent, task agent and autonomous agent.

What will the attendees learn from this session?
Understanding the core differences between Retrieval, Task, and Autonomous Agents.
Building and deploying a Retrieval Agent for fetching relevant data.
Creating a Task Agent to handle insurance-specific processes, such as claim handling or policy generation.
Developing an Autonomous Agent capable of decision-making and end-to-end automation in an insurance workflow.
Gaining hands-on experience with Copilot Studio to create and manage these agents effectively.
Practical insights into applying these agents to improve operational efficiency and customer experience in the insurance industry.

Learn Module - https://aka.ms/Create-Copilot