Solution Capability · 4.2
Create custom agents and copilots that use approved knowledge, actions, and workflows inside the Microsoft ecosystem.
Standard productivity copilots do not cover every business process. Teams may need a purpose-built agent connected to specific knowledge, systems, rules, and escalation paths.
Microsoft platform and Power Platform teams
Digital and AI product owners
Operations and service teams
Knowledge management teams
Application and integration owners
Define the agent purpose, users, scope, knowledge, actions, and controls.
Select topics, generative behavior, tools, connectors, authentication, and channels.
Build a focused prototype.
Connect SharePoint, Microsoft 365, Power Platform, APIs, or enterprise systems.
Test quality, permissions, failure modes, escalation, and analytics.
Deploy with environment, release, monitoring, and support practices.
Employee knowledge and service agents.
Customer or partner service agents.
Workflow and approval agents.
Case triage and routing.
Microsoft Teams or website conversational experiences.
Microsoft Copilot Studio and Power Platform.
Microsoft 365, Teams, SharePoint, Dataverse, and Dynamics 365.
Azure AI services, APIs, Salesforce, ERP, and other connected systems.
Security & Governance
Design includes authentication, environment strategy, connector governance, data access, DLP policies, logging, human escalation, release control, and ongoing evaluation.
A readiness workshop is the fastest way to find out if this is the right starting point.
