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Copilot Studio
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Sales Call Evaluator

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Posted on by 29
Has anyone created a autonomous Agent in Studio that will take a call transcript txt file, score on based on criteria in 2 other files, have it produce a document with the results and provide a section for areas of strength, areas of opportunity.  I would appreciate any help on this as I am trying to build out this automation process to help our sales agents improve and get more sales.
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  • Michael E. Gernaey Profile Picture
    53,963 Moderator on at
     
    Hmmm, I wish I could tell you that I have, but I have not (at least not yet).
     
    That being said, it does not sound too horrible, I mean based on how you explained in, but as the saying goes, the devils in the details.
     
    1. Creating the intake Agent no problem, uploading a call log. That or if you have a place where call logs can auto trigger that would be no issue either.
     
    2. The other 2 files then you want to use as Knowledge Basis, or is there another... let's call it formula for how you want to score.
    This is the important part. what type of phrases, entities etc are you looking to trigger off to compare against/leverage your 2 knowledge sources so you can get back an answer.
     
    Let's be silly
     
    Hello Sir/Madame my name is Danny/Tiffy and I will be helping you today.
     
    let's just pretend you wanted to score their tone, their introduction etc, is that the type of things that are in those files? Classifications of data? Or are they.... documents you plan to parse somehow?
     
    What types of Categories are you looking to rate them on, which would have an impact on the data either you process automatically in your agent based on data it stores and maybe uses Power Automate or PowerFX, versus leveraging knowledge basis to see if you "get" an answer and that answer has a "score" value that you capture.
     
    Example would be
     
    Column1                                Score
    Hello my name is bla             5
     
    Can you outline in a bit more detail what you are thinking?
  • Suggested answer
    Romain The Low-Code Bearded Bear Profile Picture
    2,818 Super User 2026 Season 1 on at
    Quick answer : yes you can

    Complex answer : you seem to lake a lot of computer science knowledge, it will be very hard to explaine it throught this place. But life is challenge , so let's try !
     
    First : autonomous agent use a sharepoint trigger to start when the file is uploaded there.
    Then : Depend on the complexe of your criteria files
    - Easy way : Use the prompt part of copilot studio , activate deep reasoning, describe your prompt and criteria and ask him to apply them on the transcript to generate an ouput. 
    - More complexe in low code : Use prompt engine (the one in hub IA next to AI builder : it will be soon in the tool part of copilot studio) : use it this way : déclare a prompt like you will done naturally BUT instead of writing criteria, passe you criteria file in parameters (we start to use computer science knowledge sorry) and then generate you result
     
    Then use prompt with deepreasoning to describe how write the resultat.

    Then you want probably send or store the result : need a email action or sharepoint action.

    Anyway : like this it seem easy, but everything here need few understanding of power platform and low code. Best advice here , since it s a very good use case, you d give a try to ask you IT team or partner IT team to give help :)

    if you still wana do it yourself, witch is great :) i recommand to you few tutorial on microsoft learn website about copilot studio, agent flow, prompt, trigger, sharepoint files manipulation from power automate. 

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