Agents

The answer, without asking a person.

Most of what your team interrupts each other for is already written down somewhere nobody can find. An agent reads that content, answers from it, and does the next step.

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  • Grounded in your documents, not the open web
  • Answers cite the source they came from
  • Built on licences you already hold
01The catalogue29 Copilot Studio agents

29 agents, and what people actually ask them.

Each one is grounded in your own content and wired to your own systems — it reads the current document and can act on what it finds.

3–4 weeks

Employee support

HR Policy Desk

Policy answers without the HR email.

  • “How much annual leave do I have left, and how do I request it?”
  • “What can I claim on expenses, and what needs a receipt?”
  • “What is the policy on working from home?”

~60%

of repeat HR questions answered without a person

Lives in Microsoft Teams

Copilot StudioSharePointPower Automate
What it answers, and how
3–5 weeks

Employee support

IT Help Desk Triage

Tier 1 handled before it becomes a ticket.

  • “I'm locked out — how do I reset my password?”
  • “How do I get access to the finance SharePoint site?”
  • “The VPN keeps dropping on site, what do I try?”

~40%

of Tier 1 tickets deflected or pre-diagnosed

Lives in Microsoft Teams

Copilot StudioTeamsPower AutomateEntra ID
What it answers, and how
3–4 weeks

Employee support

New Starter Guide

Week one, without the shoulder taps.

  • “What am I supposed to do today?”
  • “Where do I find the site induction, and is mine still valid?”
  • “Who do I ask about payroll versus IT?”

~2 weeks

earlier to fully productive, typically

Lives in Microsoft Teams

Copilot StudioPower AutomateEntra IDSharePoint
What it answers, and how
3–5 weeks

Employee support

Payroll & Leave Answers

Timesheet and pay questions, answered.

  • “Why is my overtime different this week?”
  • “What allowance applies to a night shift away from home?”
  • “How do I fix a timesheet I already submitted?”

~1 day

a fortnight back for the payroll officer

Lives in Teams mobile

Copilot StudioSharePointPower Automate
What it answers, and how
3–4 weeks

Employee support

Facilities & Fleet

Rooms, vehicles and site access, sorted.

  • “Which ute is free on Thursday, and who has the keys?”
  • “How do I book the boardroom with video?”
  • “Who do I tell that the air conditioning is out?”

~5 hrs

a week off the office manager

Lives in Teams

Copilot StudioDataversePower AutomateTeams
What it answers, and how
5–7 weeks

Customer facing

Customer Self-Service

Answers at 11pm, without a call centre.

  • “Where is my order?”
  • “Is this still under warranty?”
  • “How do I return something, and who pays freight?”

~35%

of routine contacts handled without an agent

Lives in Power Pages customer portal

Copilot StudioPower PagesDataverse
What it answers, and how
4–6 weeks

Customer facing

Order & Delivery Status

Where is it? Answered instantly.

  • “Has my order shipped?”
  • “What's the ETA on the back-ordered items?”
  • “Can you split the delivery?”

~50%

of status calls removed

Lives in Customer portal

Copilot StudioPower PagesPower AutomateDataverse
What it answers, and how
5–7 weeks

Customer facing

Booking & Scheduling

Appointments booked without the phone tag.

  • “What's your earliest availability in my area?”
  • “Can I move Thursday's appointment?”
  • “What do I need to have ready before the technician arrives?”

~30%

fewer rescheduled or wasted visits

Lives in Power Pages portal

Copilot StudioPower PagesPower AutomateDataverse
What it answers, and how
4–6 weeks

Customer facing

Warranty & Returns

Claims triaged before they reach a person.

  • “Is this covered?”
  • “What proof of purchase do you need?”
  • “How long will an assessment take?”

~4 days

off average claim resolution

Lives in Customer portal

Copilot StudioPower PagesDataverseAI Builder
What it answers, and how
4–6 weeks

Sales & bids

Sales Enablement

Meeting-ready in two minutes.

  • “Summarise this account before my 10am.”
  • “What's our approved positioning against that competitor?”
  • “Which case study fits a 200-person civil contractor?”

~3 hrs

a week back per seller

Lives in Teams

Copilot StudioDataverseSharePointTeams
What it answers, and how
5–7 weeks

Sales & bids

Tender & Bid Assistant

Past answers, found in seconds.

  • “What did we answer last time for this compliance question?”
  • “Which projects can we cite for water infrastructure?”
  • “What insurances and certifications do we hold, and when do they expire?”

~40%

off the time to first full draft

Lives in Teams and Word

Copilot StudioSharePointAzure AI Search
What it answers, and how
4–6 weeks

Sales & bids

Quote & Pricing Guidance

The right price, without asking around.

  • “What's the current rate for this item?”
  • “What discount can I approve myself?”
  • “Do we have a standing agreement with this customer?”

~1 day

off quote turnaround

Lives in Teams

Copilot StudioDataversePower AutomatePower BI
What it answers, and how
4–6 weeks

Operations & field

Operations Status

Live status without the status meeting.

  • “What's overdue across all projects right now?”
  • “Which sites have open safety actions?”
  • “Where is the shipment for the Ipswich job?”

~2 days

a month of status-chasing removed

Lives in Teams channels

Copilot StudioDataversePower BIPower Automate
What it answers, and how
5–7 weeks

Operations & field

Field Service Support

The manual, on site, in your pocket.

  • “What's the fault code on this unit mean?”
  • “What's the service history for this asset?”
  • “Is the part in the van or the warehouse?”

~25%

fewer repeat visits

Lives in Power Apps mobile and Teams mobile

Copilot StudioPower AppsDataverseSharePoint
What it answers, and how
5–7 weeks

Operations & field

Maintenance & Asset

Servicing that surfaces itself.

  • “What's due for service in the next fortnight?”
  • “Is this machine safe to dispatch?”
  • “What's this asset cost us in repairs this year?”

~30%

less unplanned downtime

Lives in Teams and a Power Apps workshop view

Copilot StudioDataversePower AppsPower BI
What it answers, and how
5–7 weeks

Operations & field

Logistics & Dispatch

Loads, runs and exceptions in one place.

  • “What's on the truck for the Toowoomba run?”
  • “Which deliveries are at risk today?”
  • “Do we have capacity for a pickup this afternoon?”

~15%

improvement in on-time delivery, typically

Lives in Teams for the dispatch desk

Copilot StudioDataversePower AutomatePower BI
What it answers, and how
4–6 weeks

Operations & field

Site Induction & Access

Who can be on site, and why not.

  • “Can this subbie start on Monday?”
  • “What inductions does this site require?”
  • “Whose white card expires this month?”

100%

of access decisions traceable

Lives in Teams mobile at the gate

Copilot StudioDataversePower PagesPower Automate
What it answers, and how
4–6 weeks

Finance & procurement

Finance & Procurement

Where's my PO? Answered.

  • “What's the status of my purchase request?”
  • “Do I have budget left on this cost centre?”
  • “Who needs to approve this, and have they seen it?”

~50%

fewer 'where is it up to' emails

Lives in Teams

Copilot StudioDataversePower AutomateTeams
What it answers, and how
4–6 weeks

Finance & procurement

Supplier & Invoice Queries

Supplier chasing, handled.

  • “Has invoice 40218 been paid?”
  • “Why was this invoice rejected?”
  • “What PO should I quote?”

~6 hrs

a week back for the AP team

Lives in A supplier portal on Power Pages

Copilot StudioPower PagesDataversePower Automate
What it answers, and how
3–4 weeks

Finance & procurement

Expense Policy

Claimable or not, decided up front.

  • “Can I claim this meal?”
  • “What's the mileage rate?”
  • “Do I need a receipt for a $40 taxi?”

~35%

fewer claims bounced back

Lives in Teams

Copilot StudioSharePointPower Automate
What it answers, and how
4–5 weeks

Risk & compliance

Compliance & Policy Guidance

The current rule, not the 2019 one.

  • “How long do we have to keep these records?”
  • “What documentation does this process require?”
  • “Who do I escalate a privacy issue to?”

0

answers from superseded documents

Lives in Teams and the intranet

Copilot StudioSharePointPurviewPower Automate
What it answers, and how
4–5 weeks

Risk & compliance

Safety & Incident Guidance

The right first step, on site.

  • “What do I do right now — someone's been hurt?”
  • “Does this near miss need reporting, and to whom?”
  • “What's the SWMS for working at height here?”

90 sec

from hazard spotted to HSEQ notified

Lives in Teams mobile and Power Apps

Copilot StudioPower AppsDataversePower Automate
What it answers, and how
5–7 weeks

Risk & compliance

Contract & Obligations

What did we actually agree to?

  • “What are the notice periods on this contract?”
  • “What are our liquidated damages exposure and caps?”
  • “When does this agreement auto-renew?”

~1 claim

protected usually covers the build

Lives in Teams

Copilot StudioAI BuilderDataverseSharePoint
What it answers, and how
5–7 weeks

Risk & compliance

Quality & ITP

Hold points that hold.

  • “What's the next hold point on this lot?”
  • “What evidence does this ITP require?”
  • “Has this lot been signed off, and by whom?”

~2 weeks

off handover documentation

Lives in Power Apps on site

Copilot StudioPower AppsDataverseSharePoint
What it answers, and how
5–7 weeks

Leadership & knowledge

Executive Briefing

The board pack, drafted for you.

  • “What's changed since the last board meeting?”
  • “What are the top five risks right now?”
  • “Which customers escalated this month, and were they resolved?”

~1 day

a month off board preparation

Lives in Teams

Copilot StudioPower BIDataverseSharePoint
What it answers, and how
4–6 weeks

Leadership & knowledge

Project Reporting

Monthly reports that write themselves.

  • “Draft this month's report for the Ipswich job.”
  • “What variations were approved this period?”
  • “How does actual spend compare to the forecast?”

~2 days

a month back per project manager

Lives in Teams

Copilot StudioPower BIDataversePower Automate
What it answers, and how
3–5 weeks

Leadership & knowledge

Procedure & SOP Desk

How do we do this here?

  • “How do we onboard a new subcontractor?”
  • “What's the process for closing out a defect?”
  • “Which template do I use for a variation?”

~2 hrs

a day of interruptions off your leads

Lives in Teams

Copilot StudioSharePointTeams
What it answers, and how
3–5 weeks

Leadership & knowledge

Training & Competency

Who is qualified for what, and when it lapses.

  • “Who on my crew is qualified to operate this?”
  • “What training do I need for this role?”
  • “Whose tickets expire in the next 60 days?”

60 days

of warning before anything lapses

Lives in Teams

Copilot StudioDataversePower AppsPower Automate
What it answers, and how
3–5 weeks

Leadership & knowledge

Meeting & Action Tracker

Actions that survive the meeting.

  • “What did we agree in last week's site meeting?”
  • “What's still open from the last three toolbox talks?”
  • “Who owns this action and when is it due?”

~70%

of actions closed before the next meeting

Lives in Teams

Copilot StudioTeamsDataversePower Automate
What it answers, and how
02What makes one work5 things, not the technology

Five things separate these from a chatbot.

Copilot Studio will have something answering questions inside an afternoon. Whether anyone still uses it in March comes down to these.

  1. 01

    Grounding

    The agent reads a controlled set of your own documents and records — a policy library, a Dataverse table, a knowledge base. Not the internet, and not whatever the model remembers. If the source is wrong, the answer is wrong, which is why the audit starts with what your documents actually say.

  2. 02

    Citation

    Every answer comes back with the document and clause behind it. This is the difference between something people trust with a compliance question and something they quietly stop using after it makes one thing up.

  3. 03

    Actions

    Answering is the cheap half. The value shows up when the agent can raise the ticket, book the slot, chase the approver or start the incident record — through Power Automate, with the same permissions the user already has.

  4. 04

    Escalation

    A good agent knows what it does not know. Anything outside its grounding goes to a named human with the context attached, rather than being answered plausibly and wrongly.

  5. 05

    The unanswered log

    Every question it could not answer is recorded. That log is the most useful thing an agent produces in its first month — it is your documentation backlog, written by the people who needed it.

  6. Not an agent

    When we’ll talk you out of it

    • Anything with a single right answer and no judgement — that's a flow
    • High-volume data entry with no conversation — that's a Power App
    • Reporting nobody asks questions of — that's a Power BI dashboard
    • A process nobody has written down yet — that's the audit, first

Book a discovery call

Find out what manual work costs you

Twenty minutes, then a written, ranked list of what’s worth fixing. It costs nothing.

Built for 50–500 person operators already running Microsoft 365.

  • 20 minutes — one call, no deck
  • The audit is free — in our first year
  • You keep the findings — hire us or not

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