OpenText Core Experience Insights - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Core Experience Insights and Microsoft Copilot

OpenText Core Experience Insights helps organizations measure how users interact with content, applications, and digital experiences, while Microsoft Copilot helps employees create, analyze, and act on information inside Microsoft 365 and connected enterprise systems. Together, they can turn usage data into actionable guidance, automate follow-up workflows, and improve adoption across teams.

1. Copilot-Assisted Adoption Reporting for Digital Workplace Teams

Data flow: OpenText Core Experience Insights to Microsoft Copilot

Usage and engagement metrics from OpenText Core Experience Insights can be surfaced to Copilot so workplace and IT teams can ask natural-language questions such as which applications have low adoption, where users drop off in a process, or which content types drive the most engagement. Copilot can summarize trends into executive-ready reports and recommend next actions.

• Reduces manual analysis of adoption dashboards
• Helps digital workplace teams prioritize training and change management
• Improves reporting speed for leadership reviews

2. Personalized Employee Guidance Based on Usage Patterns

Data flow: OpenText Core Experience Insights to Microsoft Copilot

OpenText Core Experience Insights can identify where employees struggle with specific content or workflows. Copilot can use those insights to generate contextual guidance, such as suggested next steps, knowledge articles, or process tips inside Microsoft Teams, Outlook, or SharePoint. This is especially useful for onboarding, policy updates, and process-heavy functions.

• Supports just-in-time employee assistance
• Reduces repeated support requests
• Improves completion rates for key workflows

3. Content Optimization for Internal Communications Teams

Data flow: Bi-directional

Communications teams can use OpenText Core Experience Insights to see which announcements, documents, or intranet pages are being read, ignored, or revisited. Copilot can then help rewrite subject lines, shorten content, or create alternate versions tailored to different audiences. Updated content can be republished and measured again in OpenText Core Experience Insights to validate improvement.

• Improves effectiveness of internal communications
• Enables test and learn content optimization
• Supports audience-specific messaging

4. Executive Summaries of Customer or Employee Experience Trends

Data flow: OpenText Core Experience Insights to Microsoft Copilot

Business leaders often need concise summaries of experience trends without reviewing raw analytics. OpenText Core Experience Insights can feed engagement and adoption data into Copilot, which can generate plain-language summaries for monthly business reviews, steering committees, or transformation programs. Copilot can highlight changes in behavior, adoption risks, and areas needing intervention.

• Speeds up leadership reporting
• Translates analytics into business language
• Supports faster decision-making

5. Workflow Improvement Recommendations for Process Owners

Data flow: OpenText Core Experience Insights to Microsoft Copilot

Process owners can use OpenText Core Experience Insights to identify where users abandon forms, skip steps, or spend excessive time in a workflow. Copilot can analyze those patterns and suggest practical improvements, such as simplifying instructions, removing unnecessary steps, or adding help content. This is valuable for HR, finance, procurement, and service operations.

• Identifies friction in business processes
• Helps teams prioritize process redesign efforts
• Improves efficiency and user satisfaction

6. Targeted Training Content Creation Based on Adoption Gaps

Data flow: OpenText Core Experience Insights to Microsoft Copilot

When OpenText Core Experience Insights shows low engagement or poor adoption for a specific application or content area, Copilot can help learning and development teams draft targeted training materials, FAQs, quick reference guides, or Teams posts. This creates a faster response loop between insight and enablement.

• Accelerates training content development
• Aligns learning materials with real usage gaps
• Improves adoption of new tools and processes

7. Continuous Improvement Loop for Digital Experience Programs

Data flow: Bi-directional

OpenText Core Experience Insights can measure the impact of changes made to content, applications, or workflows, while Copilot can help teams interpret the results and propose next actions. This creates a continuous improvement cycle where teams test changes, review engagement outcomes, and refine the experience over time.

• Supports ongoing optimization of digital experiences
• Connects analytics with action planning
• Helps teams validate the business impact of improvements

These integrations are most valuable when organizations want to move from passive reporting to active experience management, using OpenText Core Experience Insights to identify what is happening and Microsoft Copilot to help teams respond quickly and effectively.