Copilot Studio agents within the Microsoft 365 your business already uses
An agent that responds in Teams, queries sources you authorize, executes steps in your systems and escalates to a person when needed. No new platform to learn, and information stays within your tenant.
Policies, manuals, price lists, and procedures in SharePoint, with sources cited in the response.
Creates requests without forms
Leave, support, purchases, or supplier onboarding requests are made through conversation and recorded where they belong.
Queries your business systems
Order status, customer balances, or stock levels, through workflows connected to your ERP or database.
Lives where your team already works
Published in Microsoft Teams, a SharePoint site, or your website: no additional application to open.
Escalates with context
When a case exceeds its rules, the complete conversation goes to a person, without starting over.
Records every interaction
What was asked, what it answered, which action it executed, and what it escalated: evidence for audits and next month's improvements.
Where it fits and where it doesn't
Copilot Studio offers a low-friction path, but doesn't fit every case
If your operations already run on Microsoft 365, identity, permissions, conversation channels, and governance are already managed: building the agent there avoids a parallel platform. We identify cases where another approach is more appropriate before development.
A good fit when
The organization already uses Microsoft 365. Teams, SharePoint, and Entra ID are used daily: the agent builds on what is already managed.
The knowledge exists in writing. Current manuals, policies, and procedures in SharePoint, even when scattered.
IT requires formal governance. Separate environments, data loss prevention policies, and centralized auditing through the Power Platform admin center.
The agent needs to act as well as respond. System actions are handled through Power Automate workflows rather than improvised integrations.
Another approach is better when
The process is deterministic end to end. If there is no conversation — an email arrives, is recorded, and triggers a notification — you need a workflow. That is Microsoft 365 automation.
Content is outdated or contradictory. An agent working from contradictory documents reflects those contradictions. We curate the content first; that work is part of the project.
The response requires contractual accuracy. For legal or regulatory matters, the agent provides the document and its reference without drafting an interpretation.
The organization does not use Microsoft 365. Then the agent is built on another architecture; the criteria are explained in AI agents and in self-hosted orchestration.
Defining the scope
From real questions to a published agent
Scope is defined by the sources queried, actions executed, and exceptions handled, rather than by the tool: the six factors that determine investment in an AI agent explain why seemingly similar agents receive different quotes.
Bounded knowledge
We define which sources the agent can read and which are excluded, identifying an owner for each one.
Scripted critical topics
Information requiring exactness — prices, deadlines, requirements — uses scripted responses rather than free generation.
Actions with Power Automate
Query, record, or notify in your systems using credentials and boundaries approved by IT.
Escalation and boundaries
Which cases go to a person, through which channel, with what context, and which actions the agent never executes independently.
Publishing and measurement
Published in Teams or on the web, with tracking of unanswered questions and adjustments during the first weeks.
The agent handles the conversation; a person still makes binding decisions.
Who leads the practice. Humberto Henríquez, our founder, oversees the operation of the assistant on this website. Meet the company →
What we need from you
What your organization provides before development
We agree on these requirements at the start: an agent needs a content owner and escalation rules to avoid becoming another unattended inbox.
IT responsibilities
Power Platform environments. Separate development and production environments, with someone authorized to approve publication in Teams.
Data and connector policies. Which connectors are allowed and which sources the agent can reach under your data loss prevention rules.
Service accounts for connections. Least-privilege access controlled by IT, rather than the developer's personal account.
A defined consumption model. Copilot Studio is billed by consumption at tenant level, with prepaid capacity or pay-as-you-go options; the model is sized with IT before commitments are made.
Business responsibilities
A content owner. Someone responsible for identifying the current document when two versions conflict.
Real questions. The history of what people actually ask — emails, chats, tickets — is more valuable than an imagined list.
Escalation rules. Which cases go to a person, to whom, and within what timeframe.
Review during the first weeks. Someone to read conversations and flag incorrect answers: this is where quality improves.
What it integrates with
The agent converses at the front and works behind the scenes
At the front are the channels your team already uses; behind them are the systems storing your data. The agent connects them through its topics, knowledge, and actions.
Channels
Microsoft TeamsWebsiteSharePointInternal applications
When the destination system has no API, a desktop robot handles that segment: the criteria are explained in RPA automation. When systems need to connect to each other, see systems integration.
Objections
What holds back the decision, plainly stated
“AI makes up answers”
We limit knowledge to authorized sources, use scripted responses for critical topics, and configure “I don't have that information; I'll connect you with a person” as a valid response. Our framework is in responsible AI.
“We don't want information leaving our company”
The agent resides in your organization's tenant and queries only IT-authorized sources under your existing data policies. Our policy is published under security and governance.
“We already have Copilot. Why another agent?”
They serve different, complementary purposes. Copilot assists a person in their work; an agent handles a specific process using your rules, sources, and business system actions.
“No one will use it”
That is a real risk when the agent lives in a separate application. Publishing in Teams puts it where your team already communicates, and adoption is measured from the first week through actual questions received.
“Consumption could skyrocket”
We size it in advance: expected conversation volume, capacity allocated by environment, and consumption monitoring in the admin center. The model is decided with IT before the first bill.
“What if we want to change providers tomorrow?”
The agent, topics, and workflows remain in your organization's environment and export as a Power Platform solution. We deliver documentation and training so your team can maintain them.
Frequently asked questions
Before we start
Do we need Microsoft 365 Copilot to have an agent?
Not necessarily. Copilot Studio has its own tenant-level, consumption-based licensing, with prepaid capacity or pay-as-you-go options; Microsoft 365 Copilot licensing is another access route. We review the right option with IT before development, alongside the rest of the licensing for your automation platform.
Where is the information the agent queries?
The agent resides in your organization's tenant and queries only sources authorized by IT. Sources and access permissions are defined during development under your existing data policies and ours, published under security and governance.
What does the agent do when it doesn't know the answer?
It says so and escalates to a person with the conversation history rather than improvising. Every unanswered question is logged and becomes part of next month's improvement list; with managed operations, we take responsibility for that review cycle.
Start with the ten questions your team answers every day
