Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to use representat...
Service | Customer Service, Contact Center, Fie...
Unanswered

How to use representative filters for copilot in customer service for questions and emails?

(0) ShareShare
ReportReport
Posted on by VinayN
Hi,
 
In the Copilot Service admin center you can set up representative filters that agents can use in the help pane.
In the learn documentation (link) I find how I can set them up but when I do I don't notice any change when using the help pane.
Is there documentation that describes how these filters actually work?
Or can somebody provide me screenshots of the help pane with these filters enabled?
 
Best regards,
Frederik
Categories:
Customer Service

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Jahanvi Profile Picture

Jahanvi 87

#2
Jatinkumar Profile Picture

Jatinkumar 9

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Liquid error: parsing "/blogs/?blogid=89e27582-7219-4bbb-b0b1-e44e10840643%27+%2F+%28SELECT++UTL_INADDR.get_host_name%28%2710.0.0.1%27%29+from+dual+union+SELECT++UTL_INADDR.get_host_name%28%2710.0.0.2%27%29+from+dual+union+SELECT++UTL_INADDR.get_host_name%28%2710.0.0.3%27%29+from+dual+union+SELECT++UTL_INADDR.get_host_name%28%2710.0.0.4%27%29+from+dual+union+SELECT++UTL_INADDR.get_host_name%28%2710.0.0.5%27%29+from+dual%29+%2F+%27" - Nested quantifier +.