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Responsible AI FAQ for Generative help and guidance with Copilot in finance and operations apps

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This FAQ provides answers to frequently asked questions about the AI technology that's used in the Generative help and guidance with Copilot feature. It includes key considerations and details about how the AI is used, how it was tested and evaluated, and any specific limitations.

What is Generative help and guidance with Copilot?

The Generative help and guidance with Copilot feature helps users by providing in-app help guidance with the help of the power of generative AI.

It uses Dynamics 365 Copilot to directly access the breadth of public documentation so it can offer precise assistance for using the extensive capabilities of Microsoft finance and operations apps.

The feature is built on top of Generative Answers and inherits the Responsible AI FAQ for generative answers in Copilot Studio.

What are capabilities of Generative help and guidance with Copilot?

The capabilities of Generative help and guidance with Copilot include providing real-time, context-aware assistance within finance and operations apps. It simplifies complex tasks by interpreting user queries and pulling relevant information from an extensive pool of public documentation.

Future enhancements might allow direct navigation and suggest actions within the application to further streamline user tasks.

What is the intended use of Generative help and guidance with Copilot?

The intended use of Generative help and guidance with Copilot is to provide users with an interactive, AI-powered support tool within finance and operations apps.

It's designed to aid new users to onboard, assist with problem-solving, and minimize the need for extensive training by offering quick access to information and step-by-step guidance.

How was Generative help and guidance with Copilot evaluated? What metrics are used to measure performance?

The evaluation of Generative help and guidance with Copilot was conducted through rigorous testing across various scenarios within finance and operations apps. Performance metrics include accuracy of information provided, user satisfaction ratings, reduction in support ticket volumes, and overall impact on user productivity and application usability.

If you encounter inappropriate generated content, report it to Microsoft by using this feedback form: Report abuse. Your feedback helps improve the functionality.

Microsoft might disable Copilot-driven features for selected customers if abuse of the functionality is detected.

What are the limitations of Generative help and guidance with Copilot? How can users minimize the impact of its limitations when they use it?

Generative help and guidance with Copilot uses Copilot to generate content for the user question based on public documentation.

The generated guidance should always be used with a critical eye to identify if the answer provided is correct and sufficient to complete your task.

When you use the feature, follow these recommendations:

  • Always review generated content, help and guidance before commencing the steps.
  • Follow reference links to the source documentation in the generated content to look up more details.

What operational factors and settings allow for effective and responsible use of Generative help and guidance with Copilot?

Effective and responsible use of Generative help and guidance with Copilot depends on appropriate user settings, data privacy configurations, content moderation mechanisms, and adherence to responsible AI principles such as fairness, transparency, and accountability.

Users should have clear guidelines on the types of queries suitable for Copilot and understand the importance of critical assessment of the AI-generated guidance.

Additionally, system administrators should monitor usage patterns to ensure the tool is used as intended and to identify any areas for improvement.

See also