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ClientAdvisor/README.md

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This solution accelerator is a powerful tool that helps you create your own copilots. The accelerator can be used by any customer looking for reusable architecture and code snippets to build custom copilots with their own enterprise data.
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It leverages Azure Open AI Service, Azure AI Search and Microsoft Fabric, to streamline daily tasks and customer meeting preparation for customer-facing roles. As a result, this helps to improve client retention and customer satisfaction. By increasing employee productivity and improving customer conversations, our solution enables organizations to serve more customers and drive increased revenue for the entire company.
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It leverages Azure OpenAI Service, Azure AI Search and Microsoft Fabric, to streamline daily tasks and customer meeting preparation for customer-facing roles. As a result, this helps to improve client retention and customer satisfaction. By increasing employee productivity and improving customer conversations, our solution enables organizations to serve more customers and drive increased revenue for the entire company.
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**Scenario**
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This solution with an integrated copilot helps Client Advisors to save time and prepare relevant discussion topics for scheduled meetings. It provides an overview of daily client meetings with seamless navigation between viewing client profiles and chatting with data. Altogether, these features streamline meeting preparation for client advisors and result in more productive conversations with clients.
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The sample data used in this repository is synthetic and generated using Azure Open AI service. The data is intended for use as sample data only.
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The sample data used in this repository is synthetic and generated using Azure OpenAI service. The data is intended for use as sample data only.
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<br/>
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### Prerequisites
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To use this solution accelerator, you will need access to an [Azure subscription](https://azure.microsoft.com/free/) with permission to create resource groups and resources. While not required, a prior understanding of Azure Open AI, Azure AI Search and Microsoft Fabric will be helpful.
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To use this solution accelerator, you will need access to an [Azure subscription](https://azure.microsoft.com/free/) with permission to create resource groups and resources. While not required, a prior understanding of Azure OpenAI, Azure AI Search and Microsoft Fabric will be helpful.
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For additional training and support, please see:
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1. [Azure Open AI](https://learn.microsoft.com/en-us/azure/ai-services/openai/)
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1. [Azure OpenAI](https://learn.microsoft.com/en-us/azure/ai-services/openai/)
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2. [Azure AI Search](https://learn.microsoft.com/en-us/azure/search/)
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3. [Azure Functions](https://learn.microsoft.com/en-us/azure/azure-functions/)
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4. [Azure App Service](https://learn.microsoft.com/en-us/azure/app-service/)
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You acknowledge the Software is not subject to SOC 1 and SOC 2 compliance audits. No Microsoft technology, nor any of its component technologies, including the Software, is intended or made available as a substitute for the professional advice, opinion, or judgement of a certified financial services professional. Do not use the Software to replace, substitute, or provide professional financial advice or judgment.
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BY ACCESSING OR USING THE SOFTWARE, YOU ACKNOWLEDGE THAT THE SOFTWARE IS NOT DESIGNED OR INTENDED TO SUPPORT ANY USE IN WHICH A SERVICE INTERRUPTION, DEFECT, ERROR, OR OTHER FAILURE OF THE SOFTWARE COULD RESULT IN THE DEATH OR SERIOUS BODILY INJURY OF ANY PERSON OR IN PHYSICAL OR ENVIRONMENTAL DAMAGE (COLLECTIVELY, “HIGH-RISK USE”), AND THAT YOU WILL ENSURE THAT, IN THE EVENT OF ANY INTERRUPTION, DEFECT, ERROR, OR OTHER FAILURE OF THE SOFTWARE, THE SAFETY OF PEOPLE, PROPERTY, AND THE ENVIRONMENT ARE NOT REDUCED BELOW A LEVEL THAT IS REASONABLY, APPROPRIATE, AND LEGAL, WHETHER IN GENERAL OR IN A SPECIFIC INDUSTRY. BY ACCESSING THE SOFTWARE, YOU FURTHER ACKNOWLEDGE THAT YOUR HIGH-RISK USE OF THE SOFTWARE IS AT YOUR OWN RISK.
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BY ACCESSING OR USING THE SOFTWARE, YOU ACKNOWLEDGE THAT THE SOFTWARE IS NOT DESIGNED OR INTENDED TO SUPPORT ANY USE IN WHICH A SERVICE INTERRUPTION, DEFECT, ERROR, OR OTHER FAILURE OF THE SOFTWARE COULD RESULT IN THE DEATH OR SERIOUS BODILY INJURY OF ANY PERSON OR IN PHYSICAL OR ENVIRONMENTAL DAMAGE (COLLECTIVELY, “HIGH-RISK USE”), AND THAT YOU WILL ENSURE THAT, IN THE EVENT OF ANY INTERRUPTION, DEFECT, ERROR, OR OTHER FAILURE OF THE SOFTWARE, THE SAFETY OF PEOPLE, PROPERTY, AND THE ENVIRONMENT ARE NOT REDUCED BELOW A LEVEL THAT IS REASONABLY, APPROPRIATE, AND LEGAL, WHETHER IN GENERAL OR IN A SPECIFIC INDUSTRY. BY ACCESSING THE SOFTWARE, YOU FURTHER ACKNOWLEDGE THAT YOUR HIGH-RISK USE OF THE SOFTWARE IS AT YOUR OWN RISK.

README.md

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This solution accelerator is a powerful tool that helps you create your own copilots. The accelerator can be used by any customer looking for reusable architecture and code snippets to build custom copilots with their own enterprise data.
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It leverages Azure Open AI Service, Azure AI Search and Microsoft Fabric, to create custom copilot solutions.
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It leverages Azure OpenAI Service, Azure AI Search and Microsoft Fabric, to create custom copilot solutions.
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<h2>
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Scenarios

ResearchAssistant/README.md

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This solution accelerator is a powerful tool that helps you create your own AI assistants. The accelerator can be used by any customer looking for reusable architecture and code snippets to build AI assistants with their own enterprise data.
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It leverages Azure Open AI Service, Azure AI Search and Microsoft Fabric, to identify relevant documents, summarize and categorize vast amounts of unstructured information, and accelerate the overall document review and content generation process.
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It leverages Azure OpenAI Service, Azure AI Search and Microsoft Fabric, to identify relevant documents, summarize and categorize vast amounts of unstructured information, and accelerate the overall document review and content generation process.
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**Scenario**
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### Prerequisites
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To use this solution accelerator, you will need access to an [Azure subscription](https://azure.microsoft.com/free/) with permission to create resource groups and resources. While not required, a prior understanding of Azure Open AI, Azure AI Search and Microsoft Fabric will be helpful.
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To use this solution accelerator, you will need access to an [Azure subscription](https://azure.microsoft.com/free/) with permission to create resource groups and resources. While not required, a prior understanding of Azure OpenAI, Azure AI Search and Microsoft Fabric will be helpful.
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For additional training and support, please see:
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1. [Azure Open AI](https://learn.microsoft.com/en-us/azure/ai-services/openai/)
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1. [Azure OpenAI](https://learn.microsoft.com/en-us/azure/ai-services/openai/)
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2. [Azure AI Search](https://learn.microsoft.com/en-us/azure/search/)
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3. [Microsoft Fabric](https://learn.microsoft.com/en-us/fabric/)
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4. [Azure AI Studio](https://learn.microsoft.com/en-us/azure/ai-studio/)

TRANSPARENCY_FAQ.md

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## Build your own copilot Solution Accelerator: Responsible AI FAQ
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- ### What is Build your own copilot Solution Accelerator?
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This solution accelerator is an open-source GitHub Repository to help create copilots using Azure Open AI Service, Azure AI Search, and Microsoft Fabric. This can be used by anyone looking for reusable architecture and code snippets to build copilots with their own enterprise data. The repository showcases sample scenarios for research assistant and client advisor custom copilots.
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This solution accelerator is an open-source GitHub Repository to help create copilots using Azure OpenAI Service, Azure AI Search, and Microsoft Fabric. This can be used by anyone looking for reusable architecture and code snippets to build copilots with their own enterprise data. The repository showcases sample scenarios for research assistant and client advisor custom copilots.
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- ### What can Build your own copilot Solution Accelerator do?
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The sample solution for research assistant focuses on a researcher who wants to explore relevant articles and grants to accelerate submission of a grant proposal. The sample data is sourced from a select set of research and grants published on PubMed and NIH. The documents are intended for use as sample data only. The sample solution takes user input in text format and returns LLM responses in text format up to 800 tokens.
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It uses prompt flow to search data from AI search vector store, summarize the retrieved documents with Azure Open AI.
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It uses prompt flow to search data from AI search vector store, summarize the retrieved documents with Azure OpenAI.
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The sample solution for client advisor focuses on an advisor to save time and prepare relevant discussion topics for scheduled meetings. It provides an overview of daily client meetings with seamless navigation between viewing client profiles and chatting with data. The sample data is synthetic and is generated using ficticious names. This data intended for use as sample data only. The sample solution takes user input in text format and returns LLM responses in text format up to 800 tokens.
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It uses semantic kernel to search data from AI search vector store and Azure SQL Database, summarize the results using Azure Open AI.
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It uses semantic kernel to search data from AI search vector store and Azure SQL Database, summarize the results using Azure OpenAI.
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- ### What is/are Build your own copilot Solution Accelerator’s intended use(s)?
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