RSM boosts customer support efficiency with virtual agent automation
RSM, through its Technology Experience Center in Denver, implemented Microsoft Power Virtual Agents to automate and enhance customer support processes. By adopting a low-code/no-code platform, RSM enabled business users to create and customize interactive chatbots that leverage cognitive services and natural language understanding, allowing for smooth customer interactions and query handling. The virtual agent is capable of understanding a variety of user inquiries, providing immediate information, and escalating more complex requests to human experts by scheduling automated meetings. Integration with internal calendars allows seamless appointment scheduling for expert consultations. Analytics dashboards provide key metrics on user engagement and customer satisfaction, giving actionable insights to improve support operations. Since deployment, RSM observed an increase in satisfaction scores, showing measurable impact. The project reduces IT reliance for continuous bot improvements, as business users can make modifications and extend capabilities independently. The architecture leverages Microsoft Power Virtual Agents coupled with Cognitive Services for natural language understanding and includes analytics for ongoing feedback. The solution demonstrates how professional services can transform digital engagement and streamline support operations.
- Organization
- RSM
- Industry
- Professional Services
- Location
- United States
- Published
- February 2020
Reported outcomes
Strategic outcomes
Primary read
Use case focus
Showing 3 of 3
- 1Automated Customer Support Agent
- 2Customer Inquiry Routing and Scheduling
- 3Low-code Development for Chatbots
- Need for scalable and automated customer support.
- Desire to enhance customer engagement via digital transformation.
- Lack of in-house code expertise among business users.
- Dependency on IT for solutions slowed down innovation.
- Difficulty tracking and improving customer satisfaction with existing processes.
- Implemented Microsoft Power Virtual Agents on a low-code/no-code platform.
- Used Cognitive Services for natural language understanding.
- Automated escalation: the virtual agent schedules meetings with experts via email and calendar integration.
- Business users empowered to build, adapt, and maintain chatbots independently.
- Implemented analytics dashboard for support operations and satisfaction tracking.
- Significant improvement in customer satisfaction scores (from analytics dashboard).
- Real-time, automated handling of customer inquiries.
- Accelerated deployment of new features due to low-code/no-code environment.
- Decreased reliance on IT staff for support improvements.
Architecture
The implementation uses Microsoft Power Virtual Agents as the core platform, enhanced by Cognitive Services for understanding natural language. For escalation, the chatbot schedules expert meetings via Outlook calendar integration. An analytics dashboard tracks satisfaction and engagement in real time. Business users design and modify chat workflows directly in the Power Virtual Agents authoring canvas.
Sources & evidence1
The same organization appears in newer AI deployment evidence.
- Same organization re-documented as recently as 2025.
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