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Applies to: Dynamics 365 Customer Insights - Journeys
Customer Insights - Journeys agents help marketing and event teams streamline customer engagement processes such as event management, invitation handling, and registration workflows. These purpose-built AI agents use Dynamics 365 Customer Insights - Journeys together with Microsoft Copilot Studio and Copilot in Dynamics 365 to automate repetitive tasks, assist with operational follow-up, and improve the consistency and speed of customer interactions. The result is more efficient journey execution with less manual effort.
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The agent templates aren't yet available for download. If you're interested in the customer insights agent templates, fill in this form.
Available agent templates
These agents use capabilities in Dynamics 365 Customer Insights with Microsoft Copilot Studio and Copilot in Dynamics 365.
| Agent | Category | Key benefit |
|---|---|---|
| Event Management Agent | Self-Service, Automation | Model-first, operations-driven execution with a customer-maintained catalog of approved actions |
| Event Registration Agent | Automation | Formless, email-based registration eliminates repetitive data entry for customers who have already received a personalized invitation |