Project “Sophia” overview (preview)

[This article is prerelease documentation and is subject to change.]

Project “Sophia” is a new generation of AI-first business app that helps users with complex, cross functional tasks, and offers a new way to discover, visualize, and interact with business data.

Project “Sophia” offers an AI- powered, user-friendly research canvas and large language model powered blueprints. The research canvas helps you create exploratory journeys and understand business data with AI-generated charts and insights without the need to manually mine data and create visuals. The app provides quick insights and recommends the next steps. You can start with a question and explore different options and can continue to iterate until you get the best possible outcome.

Important

• Project “Sophia” is available only in the European Union (EU) and United States region.
• While Project "Sophia" is based on large language models that work with multiple languages, the product has been validated only in the English (United States) language. Other languages are currently not supported.
• This is a preview feature. Preview features aren’t meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
• By accessing or using the Project “Sophia”, you accept the Microsoft Preview Terms of Service.
• Project “Sophia” uses Microsoft Bing and your research queries will be directed to Bing, which is governed by the Bing section of the Microsoft Privacy Statement.
• This capability may be subject to usage limits or capacity throttling.

Onboarding screen

The first time you sign in, you see the Onboarding screen where you can interact with Project "Sophia" using the Exploratory and Guides options. The following screenshot provides more details about the interaction:

You can also go back to the Onboarding screen, by going to the Home screen and then select Go on the Onboarding tile.

Legend

1. Exploratory: Offers a blank canvas where you can explore and ask questions related to your business. Or you can add business data, by uploading files or connect to your business data sources such as Dynamics 365 Sales, and ask questions about the data. Project "Sophia" uses the data to generate insights and suggests next actions.
2. Guides: Helps you through the process of gathering relevant data to tackle specific role-based business tasks. For preview, only the account planning guide is available. Guides for sales territory planning, supply chain optimization, and others are coming soon.
3. Question: Enter your question in the text box and then select Generate.
4. Blueprint: The results that are generated when you ask a question. You can also generate a new blueprint by selecting one of the suggested next steps.
5. Block: Example of the different blocks of content that is generated.

Home screen

The next time you sign in to Project "Sophia", you'll see the Home screen. The following screenshot shows how to navigate it:

Legend

1. Home: Takes you to the Home screen as shown in the screenshot.
2. New workspace: Opens a blank canvas where you can explore and ask questions related to your business. You can also upload data, or connect to data sources, and ask questions about the data. When you ask a question, a workspace is created that you can access from the Home screen.
3. Guides: Helps you through the process of gathering relevant data to tackle specific role-based business tasks. For preview, only the account planning guide is supported. Guides for sales territory planning, supply chain optimization, and others are coming soon.
4. Documentation: Access online help documentation.
5. Onboarding: Select Go to go to the Onboarding screen.
6. Workspace: When you ask a question or add data and inquire about the data, a workspace is generated. You can access all your workspaces from the Home screen.
7. Workspace name: The name of your workspace. The default title of a workspace is Untitled. You can select the title and rename it.

Waiting room

If Project "Sophia" reaches its full capacity during the preview period, you're placed in a waiting room queue until there's more capacity. You can remain in the waiting room or sign up to be notified when Project "Sophia" is available to everyone without getting redirected to the waiting room.

Note

If you choose to stay in the waiting room, don't refresh your browser as this will put you at the back of the queue.

Authenticated and unauthenticated experience

If you don't sign in to Project "Sophia", you can't ask questions or add any data. However, you can still access a limited unauthenticated experience where you can use sample data and get a feel for Project "Sophia", and view suggested next steps.