1.2.4 CX Enterprise Coworker with Microsoft 365 Copilot

1.2.4.1 Installing CX Enterprise Coworker in Microsoft 365 Copilot

Open Microsoft Teams and go to Copilot. In the left menu, click the + icon.

Click Manage your apps.

Click Upload an app.

Select Upload a custom app.

Download the manifest file to your desktop.

Select the manifest file and click Open.

You should then see this. Click Add.

You should then see this. Click Open with Copilot.

You should then see this.

1.2.4.2 Sign in to CX Enterprise Coworker in Microsodft M365 Copilot

Enter the following Prompt and click the send button.

login

Click Sign in to CX Coworker M365.

Copy the number you received after logging in using your Adobe account.

Paste the code that you just copied and click the send button.

You’re now successfully logged in to CX Enterprise Coworker in Microsoft M365 Copilot.

1.2.4.3 Set context in CX Enterprise Coworker

Before interacting further with CX Enterprise Coworker through Microsoft M365 Copilot, the context needs to be set.

For this exercise, the context needs to be set to use:

First, change the sandbox to the correct sandbox. If the sandbox isn’t already set to Prod - one-adobe (VA7), then use the following command and click send.

change sandbox to one-adobe

Then, enter the following prompt and click the send button.

list dataviews

Enter the following prompt and click the send button.

change the dataview to AdobeOne - Unified Customer Data View

You should then see this. The context is now set correctly so you can start sending specific prompts next.

1.2.4.4 Start with overall purchase trends to anchor context and zoom into fiber

Intent

Get a toplevel pulse on category demand—Mobile, Landline, Internet, TV, Fiber—specifically for the most recent 60 days. This sets baselines for seasonality, promo effects, and regional variance after the New York rollout.

Enter the following Prompt and click the send button.

Show me purchases by mainCategory over the last 2 months.

You should then see this:

Enter the following Prompt and click the send button.

Show me purchases by mainCategory = Fiber over the last 2 months broken down by week

You should then see this, which drills down into Fiber-specific trends.

1.2.4.5 Correlate Orders with Content Preferences

Intent

Test the hypothesis that a preference for a specific genre (e.g., SciFi, Sports, Drama) predicts broadband upgrade behavior—especially for high bandwidth needs.

First, you need to find out which field is used to store the genre preference.

Enter the following Prompt and click the send button.

Which field is used to store the preferred genre

You should then see this, which shows that the field used for genre is --aepTenantId--.individualCharacteristics.telco.mediaPreferences.favouriteGenre.

With that information, you can start drilling down in the purchase data.

Enter the following Prompt and click the send button.

Show me purchases by preferred genre for the last 2 months until today

You should then see this.

1.2.4.6 Identify Existing Fiber Journeys

Intent

Discover which active or recently concluded journeys include “Fiber” in the title—e.g., “Fiber Upgrade NYC – Sept”, “Fiber Trial – Streaming Bundle”.

Enter the following Prompt and click the send button.

What journeys exist?

You should then see a list of journeys.

Enter the following Prompt and click the send button.

Which of these journeys has 'Fiber' in its name?

You should then see this.

Enter the following Prompt and click the send button.

Show me the details of the journey 'CitiSignal - Fiber Max Launch Promotion'

You should then see this.

1.2.4.7 Validate journey performance via fallout analysis

Intent

You want to understand journey performance fallout to know if there are any nodes or conditions within the journey that are experiencing a large percentage of profiles being dropped. This is helpful in understanding if additional adjustments are needed in the journey.

Enter the following Prompt and click the send button.

Create a fall-out report on the "CitiSignal - Fiber Max Launch Promotion" journey

You should then see this.

You’ve now completed this lab.

Next Steps

Go Back to CX Enterprise Coworker

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