Loyalty Manager Copilot AI

Loyalty Manager Copilot AI is an AI agent for Microsoft 365 Copilot that helps loyalty managers diagnose issues, make better decisions, and continuously improve loyalty program outcomes—directly within Microsoft 365 Copilot.

Instead of dashboards or static reports, this agent guides you through the most common loyalty management tasks, using your existing customer and transaction data to explain what is happening, why it matters, and what to do next.

Guided workflows built for how loyalty teams actually work

• Diagnose Loyalty Program Issues — Step through guided diagnostics to understand missing points, redemption failures, or data inconsistencies, including scenarios in Dynamics 365 Commerce. The agent surfaces likely root causes, explains impact, and recommends practical resolution steps.

• Assess Loyalty Program Performance — Upload CSV exports from your loyalty platform to calculate key KPIs, validate data quality, and interpret results in business terms. Receive clear summaries and benchmark context without building dashboards or spreadsheets.

• Design or Improve a Loyalty Program — Create or refine a loyalty program for Shopify-based merchants by defining goals and inputs. The agent proposes tier structures, reward economics guardrails, and operating recommendations to support confident program decisions.

Who this agent is for

• Loyalty and retention managers responsible for day-to-day program health
• CRM and operations teams troubleshooting loyalty issues without engineering escalation
• Finance and business partners evaluating loyalty impact and trade-offs
• Mid-market brands managing loyalty programs on Shopify or Dynamics 365 Commerce

Why Loyalty Manager Copilot AI

• Agent-guided reasoning instead of static analytics or dashboards
• Clear recommendations grounded in your own data
• Works with CSV exports from most loyalty platforms
• Built for Microsoft 365 Copilot workflows

The result is faster issue resolution, clearer decision-making, and greater confidence when managing or evolving your loyalty program.

Published by IntelliThing, Inc. | Learn more

Installation note

This app requires approval from your organization's IT admin before it can be added.

When you click Request approval, your admin receives the request in the

Microsoft 365 Admin Center under Agents → All agents → Requests.

Share the IT Admin Approval Guide

to help them evaluate and approve quickly.

Permissions and data

This app requests two standard Microsoft 365 permissions: identity (to identify

the signed-in user) and messageTeamMembers (to send response cards in Teams).

No Microsoft Graph write permissions are requested. The agent cannot read your email,

calendar, files, or contacts. This is a declarative agent with no external backend —

all data stays within your Microsoft 365 tenant.