SERVICE 03 · AI AGENTS
AI agents that work inside your Microsoft 365.
We design and deploy agents using Anthropic technology (Claude models) and Microsoft Copilot Studio: with access to the right knowledge, actions in your systems, and clear rules for security and cost.
● AGENT
example
Proposal assistant
KNOWLEDGEProposal library and price lists in SharePoint
ACTIONSDraft reply in Outlook, CRM entry
TECHNOLOGYAnthropic Claude + Copilot Studio
CHANNELMicrosoft Teams
OVERSIGHTA sales rep approves before sending
WHEN AN AGENT MAKES SENSE
Wherever people keep searching, retyping and answering the same questions.
Internal helpdesk
IT, HR, admin — answers drawn from company procedures, and tickets raised without email.
Sales & customer service
Proposal drafts, replies to inquiries and summaries of customer history.
Employee onboarding
New hires ask the agent, not the team — about policies, tools and documents.
HOW IT GOES
From workshop to an agent in production.
01 · WORKSHOPWe pick the scenario and success metrics
02 · PROTOTYPEA working agent on your data
03 · PILOTTesting with users and refining
04 · SCALEGovernance, cost monitoring and handover to your team
WHAT YOU GET
A deployed agent in the channel of your choice
Environment and DLP policy configuration
A cost model and a way to monitor it
Documentation and training for the agent's owners
FAQ
Frequently asked questions
Do we need Microsoft 365 Copilot licenses?
Not always. It depends on the scenario and where the agent is published. We choose the licensing and billing model during design, before any costs appear.
Will the agent see data it shouldn't?
Not if permissions are in order. That's why every project starts with a review of knowledge sources, permissions and DLP policies.
How long does the first agent take?
[TIMELINE — e.g. typical time from workshop to pilot]
● FIRST STEP
Book a workshop