AI case study

Building a customer support assistant

by
Virgin Money
Context

Virgin Money uses Microsoft Copilot Studio and Azure OpenAI to build "Redi," an award-winning virtual assistant that delivers exceptional customer experiences. Redi handles customer inquiries, triages questions, and directs customers to live agents when appropriate. By involving contact center staff in designing Redi's interactions, they ensure on-brand and natural conversations, including understanding colloquialisms.

Results

Redi has handled over 1 million interactions with high customer satisfaction scores, won "Best application of AI in financial services" in February 2024, and improved employee engagement by freeing contact center staff from repetitive tasks.

Results not reported in the source
Industry
Finance
Region
Europe
Published
August 15, 2024
Agent type
Customer Agents
AI provider
Microsoft
Models/tools
Not disclosed
ICE score
448
The ICE framework in this database provides a quick way to assess the feasibility and potential impact of AI use cases, with higher scores signaling more actionable opportunities.

Impact: Potential benefits to the business.

Confidence: Likelihood of achieving expected results.

Ease: Simplicity of implementation in terms of resources and time.

ICE Score: Calculated by multiplying the component scores.

Note:
Each score is AI-generated based on available data and should be viewed merely as a general guideline for deeper exploration of the use cases.
Impact
8
Confidence
8
Ease
7

53

AI use cases in

Finance

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Rogo

Finance
Data Agents
Quick win
Use case
Automated financial research
Context

Rogo, an AI finance platform, uses OpenAI's GPT-4 to provide real-time financial intelligence to investment professionals, automating tasks like meeting prep, company profiling, and market research. By fine-tuning OpenAI's models and integrating financial datasets like S&P Global, Crunchbase, and FactSet, Rogo helps shift focus from manual work to high-value decision making.

Models/tools
...
1

Morgan Stanley

Finance
Use case
Slow advisor information retrieval
Context

Morgan Stanley integrated GPT-4 and Whisper from OpenAI into their workflows, including an internal chatbot and meeting summary tool, enabling financial advisors to quickly retrieve firm knowledge, generate summaries, and provide timely, tailored client insights.

Models/tools

PIMCO

Finance
Use case
Faster data search
Context

PIMCO built ChatGWM, an AI-powered search platform using Azure AI. ChatGWM is a secure, retrieval augmented generation (RAG) application that searches across PIMCO-approved data sources to deliver relevant information to its teams. It allows associates to find information faster by typing questions and receiving accurate responses along with source references.

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122

companies using

Customer Agents

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Use case
Faster customer issue resolution
Context

Vodafone uses Azure OpenAI Service, Azure AI Foundry, Microsoft Copilot, and Azure AI Search to enhance their virtual assistant TOBi and develop SuperAgent to assist customer service agents. TOBi uses conversational AI to handle customer inquiries, while SuperAgent helps agents solve complex problems faster.

Models/tools
...
4
Use case
Automated customer support tickets
Context

Kodif, a customer support automation platform, uses Anthropic's Claude via Amazon Bedrock to automate up to 90% of support tickets for clients. By integrating Claude 3.5 Sonnet, Kodif powers AI agents that handle complex workflows like refunds and cancellations, enhancing support efficiency and transforming customer support into a revenue source.

Models/tools
...
3
Use case
Scalable personalized customer support
Context

Assembled, a support operations platform, uses Anthropic's Claude models to power Assist, their AI agent and copilot, enhancing customer support by integrating AI and human efforts. They employ Claude for dynamic ticket categorization, intelligent routing between AI and human agents, real-time response generation, and analyzing issues to automatically route cases to the optimal handler—whether AI agent or human with specific expertise.

Models/tools
...
3
Explore agents

143

solutions powered by

Microsoft

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Use case
Faster customer issue resolution
Context

Vodafone uses Azure OpenAI Service, Azure AI Foundry, Microsoft Copilot, and Azure AI Search to enhance their virtual assistant TOBi and develop SuperAgent to assist customer service agents. TOBi uses conversational AI to handle customer inquiries, while SuperAgent helps agents solve complex problems faster.

Models/tools
...
4
Use case
Faster medical report generation
Context

Medigold Health, a UK occupational health provider, used Microsoft Azure OpenAI Service to automate medical report generation, reducing the time clinicians spend on paperwork. By integrating Azure OpenAI Service with Azure App Service, Azure Cosmos DB, and Azure SQL Database, they developed an AI application that generates reports from clinicians' consultation notes in about 15 seconds, allowing clinicians to focus more on patient care.

Models/tools
...
1
Use case
Faster writing of appeal letters
Context

Acentra Health developed MedScribe, a web app that uses Azure OpenAI Service to generate draft letters responding to healthcare service appeals.

Models/tools
...
1
Explore AI providers

105

AI use cases in

Europe

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Use case
Faster customer issue resolution
Context

Vodafone uses Azure OpenAI Service, Azure AI Foundry, Microsoft Copilot, and Azure AI Search to enhance their virtual assistant TOBi and develop SuperAgent to assist customer service agents. TOBi uses conversational AI to handle customer inquiries, while SuperAgent helps agents solve complex problems faster.

Models/tools
...
4
Use case
Faster medical report generation
Context

Medigold Health, a UK occupational health provider, used Microsoft Azure OpenAI Service to automate medical report generation, reducing the time clinicians spend on paperwork. By integrating Azure OpenAI Service with Azure App Service, Azure Cosmos DB, and Azure SQL Database, they developed an AI application that generates reports from clinicians' consultation notes in about 15 seconds, allowing clinicians to focus more on patient care.

Models/tools
...
1
Use case
Scaling personalized recommendations
Context

Zalando worked with OpenAI to develop the Zalando Assistant, an AI-powered tool powered by GPT-4o mini that provides personalized content recommendations and streamlines product discovery across 25 markets in over 20 languages. They enhanced their evaluation framework with component-specific evaluations and improved few-shot prompting, and migrated from GPT-3.5 to GPT-4o mini for better multilingual and instruction-following capabilities.

Models/tools
...
1
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