AI Agents

AI agents that give your team time back

Copilot and custom AI agents help staff find information.

Problem 01

“Staff can’t find information in our own systems”

Answers are spread across SharePoint, email, the CRM and old documents.

How we fix it

Copilot for internal knowledge

  • Answers drawn from your own documents and systems
  • Existing permissions respected
  • Sources shown so answers can be checked
Problem 02

“Meetings and calls never get written up”

Notes from sales calls, customer meetings and internal catch-ups are patchy or missing.

How we fix it

Call & meeting summaries into the CRM

  • Automatic summaries and action items
  • Notes saved against the customer or deal
  • Follow-up tasks created automatically
Problem 03

“Admin eats into productive time”

Staff spend hours on data entry, email triage, document processing and status updates that follow the same pattern every time.

How we fix it

Task automation agents

  • Email and document classification and extraction
  • Records updated and workflows triggered
  • Human approval where it matters

What changes for your team

Answers in seconds

Better records

Less admin

Higher-value work

Common questions

Do we need Microsoft 365 Copilot licences?

For Copilot inside Microsoft 365 apps, yes. Many agents can also be built in Copilot Studio or as custom solutions with different licensing.

Will Copilot show people documents they shouldn’t see?

Copilot respects your existing permissions, but it can surface files that were overshared.