Exercise 2, Task 3: Use Copilot Studio to build an RFP response agent
While Fabrikam’s sales success with EcoSense 360 generated strong interest from hotels and resorts, it also created a new challenge. The Sales team is spending hours each week responding to early-stage RFPs that ask similar questions about integrations, energy savings, and product capabilities. To address this bottleneck, Fabrikam’s VP of Sales tasked you with developing a Copilot agent that can automatically handle these initial inquiries.
You plan to use Copilot Studio to build an agent that performs two functions: first, it provides preliminary answers drawn from existing EcoSense 360 product materials, and second, it generates a response for a submitted RFP. This agent should reduce response times, free the Sales team to focus on higher-value opportunities, and give prospective clients a faster, more engaging experience.