Copilot Studio Agent Development

We build custom AI agents using Microsoft Copilot Studio that operate within your Microsoft 365 environment — connected to your SharePoint, Dynamics 365, Teams, and line-of-business data. Purpose-built for specific workflows, with governance and human review built in.

Agents We Build

  • HR self-service agents for policy Q&A, leave management, and onboarding
  • IT service desk agents for ticket routing and knowledge-base resolution
  • Sales enablement agents for CRM lookups, proposal generation, and pipeline insights
  • Finance agents for expense policy Q&A, report generation, and approval routing
  • Operations agents for SOP lookup, inventory queries, and workflow triggers
  • Knowledge agents for internal documentation search across SharePoint and Teams

Our Copilot Studio Process

1. Use-Case Discovery

Identify the highest-value workflow, data sources, and user personas. Define success criteria and governance boundaries.

2. Agent Design & Build

Configure topics, knowledge sources, actions, and generative AI capabilities. Build the conversation flow and integration points.

3. Security & Governance Review

Validate authentication, data access, content moderation, and escalation paths before deployment.

4. Testing & Deployment

Pilot with a small user group, collect feedback, refine, and deploy to production with monitoring.

Ready to build a Copilot Studio agent?

Start with a use-case discovery session to identify your highest-ROI Copilot Studio agent opportunity.

Book a Discovery Session