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Solution accelerator overview

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.

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.

Note: Some features contained in this repository are in private preview. Certain features might not be supported or might have constrained capabilities. For more information, see Supplemental Terms of Use for Microsoft Azure Previews.

Version history:
An updated version of the Build Your Own Copilot solution accelerator was published on [04/24/2025]. If you deployed the accelerator prior to that date, please see the “Version history” in the Version History section for details.

Technical Key Features

Use Case / Scenario

A Woodgrove Bank Client Advisor is preparing for upcoming client meetings. He wants insight into his scheduled client meetings, access to portfolio information, a comprehensive understanding of previous meetings, and the ability to ask questions about client’s financial details and interests.

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.

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.

Below is an image of the solution accelerator.

Follow the quick deploy steps on the deployment guide to deploy this solution to your own Azure subscription.

Click here to launch the deployment guide

⚠️ Important: Check Azure OpenAI Quota Availability
To ensure sufficient quota is available in your subscription, please follow quota check instructions guide before you deploy the solution.

Pricing varies per region and usage, so it isn't possible to predict exact costs for your usage. The majority of the Azure resources used in this infrastructure are on usage-based pricing tiers. However, Azure Container Registry has a fixed cost per registry per day.

You can try the Azure pricing calculator for the resources:

• Azure AI Foundry: Free tier. Pricing
  • Azure Storage Account for AI Foundry: Standard tier, LRS. Pricing is based on storage and operations. Pricing
  • Azure Key Vault: Standard tier. Pricing is based on the number of operations. Pricing
• Azure Storage Account for Content Processing Application: Standard tier, LRS. Pricing is based on storage and operations. Pricing
• Azure AI Services: S0 tier, defaults to gpt-4o-mini. Pricing is based on token count. Pricing
• Azure Container App: Consumption tier with 4 CPU, 8GiB memory/storage. Pricing is based on resource allocation, and each month allows for a certain amount of free usage. Pricing
• Azure Container Registry: Basic tier. Pricing
• Log analytics: Pay-as-you-go tier. Costs based on data ingested. Pricing
• Azure Cosmos DB: Pricing

⚠️ To avoid unnecessary costs, remember to take down your app if it's no longer in use, either by deleting the resource group in the Portal or running azd down.

This template uses Azure Key Vault to store all connections to communicate between resources.

This template also uses Managed Identity for local development and deployment.

To ensure continued best practices in your own repository, we recommend that anyone creating solutions based on our templates ensure that the Github secret scanning setting is enabled.

You may want to consider additional security measures, such as:

• Enabling Microsoft Defender for Cloud to secure your Azure resources.
• Protecting the Azure Container Apps instance with a firewall and/or Virtual Network.

Supporting documents coming soon.

• The Research Assistant project has been moved to a separate branch. You can access it here: Research Assistant Branch.
• This repository now focuses exclusively on the Client Advisor solution scenario.
• The previous folder structure containing both research-assistant/ and client-advisor/ directories has been removed.
• The Client Advisor solution accelerator is now featured directly on the main landing page, with no additional folders associated.

Please refer to Transparency FAQ for responsible AI transparency details of this solution accelerator.

This release is an artificial intelligence (AI) system that generates text based on user input. The text generated by this system may include ungrounded content, meaning that it is not verified by any reliable source or based on any factual data. The data included in this release is synthetic, meaning that it is artificially created by the system and may contain factual errors or inconsistencies. Users of this release are responsible for determining the accuracy, validity, and suitability of any content generated by the system for their intended purposes. Users should not rely on the system output as a source of truth or as a substitute for human judgment or expertise.

This release only supports English language input and output. Users should not attempt to use the system with any other language or format. The system output may not be compatible with any translation tools or services, and may lose its meaning or coherence if translated.

This release does not reflect the opinions, views, or values of Microsoft Corporation or any of its affiliates, subsidiaries, or partners. The system output is solely based on the system's own logic and algorithms, and does not represent any endorsement, recommendation, or advice from Microsoft or any other entity. Microsoft disclaims any liability or responsibility for any damages, losses, or harms arising from the use of this release or its output by any user or third party.

This release does not provide any financial advice, and is not designed to replace the role of qualified client advisors in appropriately advising clients. Users should not use the system output for any financial decisions or transactions, and should consult with a professional financial advisor before taking any action based on the system output. Microsoft is not a financial institution or a fiduciary, and does not offer any financial products or services through this release or its output.

This release is intended as a proof of concept only, and is not a finished or polished product. It is not intended for commercial use or distribution, and is subject to change or discontinuation without notice. Any planned deployment of this release or its output should include comprehensive testing and evaluation to ensure it is fit for purpose and meets the user's requirements and expectations. Microsoft does not guarantee the quality, performance, reliability, or availability of this release or its output, and does not provide any warranty or support for it.

This Software requires the use of third-party components which are governed by separate proprietary or open-source licenses as identified below, and you must comply with the terms of each applicable license in order to use the Software. You acknowledge and agree that this license does not grant you a license or other right to use any such third-party proprietary or open-source components.

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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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