Copilot & AI AgentsHelp customers or employees find approved answers and complete defined tasks. We build Copilot Studio and connected AI-agent solutions around the knowledge, tools, identity and handover that each business process needs.
An agent becomes useful when its scope is specific and its answers and actions can be evaluated.
Define supported questions, dialogue, instructions and fallback behaviour around the user’s task.
Connect approved sources and organise the information the agent is allowed to use.
Connect scoped business actions through supported tools, flows or APIs.
Select the intended website, Teams or other supported channel with its deployment prerequisites.
Configure authentication, tool credentials, permissions and environment controls.
Evaluate answers and actions, review usage and assign recurring gaps to an owner.
Choose a useful role for AI, then define the information, access and review needed for that role.
Use generative answers over approved sources. Evaluate source coverage and allow the agent to say when the evidence is insufficient.
Let the agent select and combine permitted tools for supported tasks. Use explicit business rules and confirmation for consequential actions.
Use autonomous-agent patterns for clearly scoped events and tasks. Define execution identity, stopping conditions, monitoring and human review before enabling them.
Combine the agreed product configuration with the systems and development that make the complete experience work.
Help customers choose or change an appointment using current availability and explicit confirmation.
Discuss AI Booking & ReschedulingHelp employees find policy answers and create an appropriate internal request with the context attached.
Discuss an Internal Knowledge & Request AgentLet a verified customer check status, request an eligible change or receive a secure payment link.
Discuss AI Order & Subscription AssistanceAnswer policy, leave and benefits questions in Teams. Hand sensitive or complex requests to the HR team with the conversation attached.
Discuss HR Assistant in TeamsHelp visitors find answers, compare options and start a request on your website. Hand over to a person in Contact Center when needed.
Discuss Conversational Agent on Your WebsiteAdd an agent to your customer and vendor portals. Let users check orders, invoices and case status, and submit requests at any time.
Discuss Self-Service Portals for Customers and VendorsChoose an example to see the work, decision, handover and completion point.
Follow the work through the decision, handover and confirmed result.
Collect the appointment type and necessary customer context.
Use the scheduling tool to check actual eligibility and availability.
Ask the user to confirm the chosen action before writing it.
Return the confirmed reference or hand an exception to staff.
Measures to Agree
Eligible requests reaching a confirmed appointment.
Reviewed bookings matching the confirmed customer request.
Permitted tool calls returning a usable result.
Exceptions reaching the intended staff owner.
Follow the work through the decision, handover and confirmed result.
Use the approved employee identity and access context.
Search the knowledge sources permitted for that employee.
Capture the required details and confirm submission to the correct service.
Return the reference and route unresolved questions to an owner.
Measures to Agree
Evaluated answers supported by the approved policy.
Created requests containing the required information.
Requests reaching the correct internal owner.
Unanswered topics assigned for source improvement.
Follow the work through the decision, handover and confirmed result.
Establish the identity before accessing account or order information.
Retrieve current status and eligible options from the source system.
Obtain explicit confirmation for a change or offer a secure checkout link.
Report only the source-confirmed result and escalate unresolved exceptions.
Measures to Agree
Authorised requests returning the correct customer record.
Confirmed permitted actions accepted by the source.
Provider-confirmed payment results for offered links.
Customers returning about the same unresolved request.
Use the application that owns each record and make the handover between systems explicit.
Agree the business outcome, prepare the foundation and validate the complete experience before expanding it.
Choose the first process, its owner, completion criteria and baseline measures.
Knowledge quality, tool permissions, authentication, evaluation criteria, channel setup and agent capacity determine delivery.
Configure or develop the agreed experience, permissions and system handovers.
Check realistic data, permissions, exceptions and confirmed outcomes. Prepare the team for a controlled launch.
Review source-confirmed results, operational issues and adoption before extending the next use case.
The starting point depends on the process and the systems you already use.
Only the actions deliberately exposed through its tools and permissions. We define which actions are read-only, which require confirmation and which require a person’s approval, then test those boundaries.
Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.
The examples describe configured or custom solutions. The feature cards explain the product or delivery foundation; each use case and process identifies the connections, development and related services it needs.
Knowledge quality, tool permissions, authentication, evaluation criteria, channel setup and agent capacity determine delivery. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.
Explore the applications, data platforms, and development capabilities that can support your requirements.
Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.
Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for Copilot & AI Agents.