Copilot Studio agents that answer from your own content
We build agents that answer staff and customer questions from your documents, and start requests such as leave, IT tickets and approvals, in Microsoft Teams or on your website.
Talk to a Copilot Studio consultant
Clients using Copilot Studio
What we do
Ways we work on Copilot Studio
Pick the one that matches where you are today. Many clients start with one and add another later.
Agent development
Agents for HR, IT, policies and customer questions, grounded in your own content.
Agent development →Actions with Power Automate
Agents that do things: raise a ticket, start a request, look up a record.
Power Automate →SharePoint content
A tidy SharePoint library is the best source for agent answers.
SharePoint consulting →Microsoft 365 Copilot
Rollout and adoption of Copilot across your teams.
Microsoft 365 Copilot →Power BI Copilot and BI agent
Ask questions of your Power BI data in plain language.
Copilot and BI agent →AI strategy
Where agents fit in your business and what to do first.
AI strategy →How it works
How a Copilot Studio agent works
The agent answers from your own content, follows instructions and guardrails, and hands over to a person when it cannot help.
- Answers come from sources you choose
- Guardrails set what it may and may not do
- Available in Teams, on your website and in Microsoft 365
Quick enquiry
Thinking about an agent for your team?
Where to start
Where to start with Copilot Studio
Match your situation to a starting point. If none fits, send us a note and we will point you the right way.
Staff keep asking HR the same questions
Leave, policies, benefits.
Start with an HR agent
Employee productivity →IT gets repeat requests
Passwords, access, how-to questions.
Start with an IT help agent
Support and maintenance →Our documents are hard to search
People cannot find the right policy.
Start with content and an agent
Classic SharePoint modernization →We want an agent that can act
Not only answer questions.
Start with actions
Power Automate workflows →We are not sure where AI fits
Many ideas, no priorities.
Start with strategy
Custom AI development →We need extra hands
The roadmap is clear but you need more delivery capacity.
Add dedicated developers
Staff augmentation →How we work
Useful answers, checked before launch
An agent is only as good as the content and rules behind it. We start there, then test with the questions your people actually ask.
- Grounded in your contentAnswers come from your documents and sources, not from guesses.
- Respects permissionsPeople get answers only from content they are allowed to see.
- Tested with real questionsWe test with questions from your teams and fix weak answers before launch.
- A hand-off to a personWhen the agent cannot help, it passes the person to your team.
Knowledge and testing
An agent is only as good as the knowledge behind it
Most weak agents were given too little or the wrong content. We choose and test the knowledge before launch.
- Sources chosen and checkedOnly current, approved documents and systems are connected.
- Real questions for testingThe agent is tested on questions your staff actually ask.
- A clear handover to a personWhen the agent is unsure, it passes the question on with the context.
- Usage reviewed each monthUnanswered questions reviewed, so the knowledge keeps improving.
Copilot Studio questions we hear often
What is Copilot Studio?
Copilot Studio is Microsoft's tool for building agents: assistants that answer questions from your content and take actions, in Microsoft Teams, on a website and in other channels. It replaced Power Virtual Agents.
Can an agent answer from our own documents?
Yes. Agents can use content in SharePoint and other sources, and respect who is allowed to see what. Clean, current documents give better answers.
Can an agent do more than answer questions?
Yes. An agent can start a process, such as a leave request or an IT ticket, using Power Automate and your systems.
Can agents be wrong?
Yes, like any AI tool. We reduce the risk with clean content, clear limits on what the agent answers, and testing, and we help you decide what needs a human check.
Do we need special licences?
Copilot Studio is licensed separately from Microsoft 365. We check your current licences on the first call and tell you what applies.
How do we get a price?
Book a free consultation. After a short scoping call we send a proposal with one price for the core scope, separate prices for optional add-ons, and the assumptions written down.
Related
More ways we can help
Contact