Launch Loyalty Manager Copilot AI in Microsoft 365 Copilot and sign in with your work account.
Start by telling the agent what you want to work on — for example, missing points, a redemption problem, or a campaign that did not trigger. Use plain language; the agent will guide you through the right workflow.
The agent will ask a few questions about your data sources, approval preferences, and how you want the workflow to behave. These shape the recommended action.
The agent presents what it found and what it would do as an operator. If live data is not connected, it will use realistic sample data and clearly indicate this.
Confirm the proposed action when prompted. The agent simulates execution and shows a before/after summary so the workflow feels concrete.
See Support or email
support@intellithing.com.