The AI Agent — ask the question, get the fix
A copilot session that diagnoses 861 failures, finds the 90% cause, and closes its own loop.
The empty state is the tutorial
Opening the agent shows four suggestion cards rather than a blank prompt. Each is a question the agent knows how to answer well, which is a better introduction than any help text — you learn the shape of a good question by clicking one. Notably, one of those four cards turns out to be the fix for the problem the session is about to find.
Diagnose: what is actually failing?
The first question is the broad one — what are the most common failure reasons? The agent comes back with four, and the distribution is the finding.
- unknown_carrier — 777 failures · 90.2%
- load_number_missing — 63 failures · 7.3%
- missing_pod — 13 failures · 1.5%
- pod_incomplete — 8 failures · 0.9%
Nine of every ten failures are one thing
777 of 861 is 90.2%. That single number reframes the whole backlog: this is not a document-quality problem, an OCR problem, or a carrier-behaviour problem. It is a configuration gap. No carrier profile matched the sender email, so 777 perfectly readable documents were never read.
Fix: the answer was already on screen
The fix is "add a new carrier profile" — which is the third of the four suggestion cards the agent offered on its empty state before any question was asked. The copilot's default suggestions already pointed at the highest-leverage action in the tenant. Following it opens the Carriers flow covered in its own guide.
Verify: ask again, differently
The session closes the loop by asking which documents need review right now. Twenty rows come back, all carrying the same reason. That confirms the diagnosis from a second direction — the same cause seen through a different question — rather than taking the first answer on trust.
How to run your own session
The pattern is worth copying whole: ask for the distribution before asking about any single document, act on the largest slice rather than the loudest one, then re-ask from a different angle to confirm. Three questions. The agent is a diagnostic instrument, and diagnosis beats triage when 90% of a queue shares one cause.
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