Copilot Agents

We help organisations increase efficiency and lower costs through advanced automation by developing AI-powered agents.

Let's Talk

What is Copilot Studio?

Using Copilot Studio, you can deploy autonomous AI agents that handle complex tasks like generating custom reports, managing approvals, cleansing data, and enhancing decision-making processes.

Implementing agents can result in significant time savings and improved operational efficiency, increasing scale and allowing teams to focus on higher-value tasks.

Copilot agents can autonomously apply reasoning to carry out multi-step processes, exceeding basic automation capabilities. By integrating with Dynamics 365, Power Platform, and SharePoint, these agents can use your organisational knowledge to make informed decisions.

Copilot Agents Consultancy

copilot ai agent consultancy

Steer clear of the hype and exaggerated claims about AI and agents. At ServerSys, we always concentrate on how technology can provide genuine, near-term value for our clients.With our support, you can quickly deploy custom agents to fit your needs. These agents will connect with your data and knowledge to follow your logic and security rules.Our approach includes:

Understanding your business to identify opportunities for automation.

Exploring your time-consuming tasks to assess the potential impact of Copilot agents.

Establishing best practices for ethical AI usage and transparent processes.

Ensuring data loss prevention measures are in place to protect your sensitive data.

Consultancy and insights to help you safely implement autonomous AI agents.

Book a free discovery call today

How  to Get Started with Copilot Agents

Identify use cases

Consider what tasks currently involve excessive manual intervention or seem repetitive.

Potential examples could include time spent reviewing data, making manual updates between systems, or completing a task once something else has happened.

Be realistic

Be realistic about what you want to achieve.

AI will learn and grow as it works alongside us, but the current technology rarely operates like a human. Nevertheless, agents offer valuable skills in performing tasks, making decisions, and interacting with data.

Also, you’ll need to be patient, as ROI from AI won’t happen on day one. Understanding the best ways to apply Copilot agents within your organisation may take some time.

Define the detail

Once you’ve established the need and the desired outcome, outline the actions your AI agent should take, adapting to the various scenarios that could arise. This will involve testing multiple scenarios to determine the logic the AI should apply in each.

Start small

We recommend starting small with AI agents, consistent with our agile approach to Dynamics 365 projects. This will allow you to experiment and understand the value before scaling.

Consider what tasks you could automate rather than attempting to tackle an entire end-to-end process within a single agent.

Focus on internal use cases

AI agents are in their infancy and continuing to improve, so boldly deploying them for multiple customer-facing processes is risky.

We recommend starting with in-house areas where agents can create value. Even if they aren’t perfect, Copilot agents can still generate value for sellers, service teams and other business units.

Work with an experienced partner

While Copilot AI agents represent cutting-edge technology, ServerSys has supported organisations in improving the efficiency of their processes for more than 25 years.

In the emerging era of agentic AI, we are now using Copilot Studio to automate and solve challenges for our clients.

8 Benefits of Copilot Agents

Microsoft Copilot Studio offers a range of benefits for organisations looking to leverage AI agents, with the flexibility to design agents using no-code, low-code, or pro-code approaches.

Here are 8 key advantages:

Autonomous Reasoning

AI agents analyse data, make decisions, and complete tasks without constant human intervention.

Continuous Learning

Agents improve performance, adapting to new scenarios and refine responses based on interactions.

Process Automation

Streamline repetitive tasks, reducing manual workloads and increasing operational efficiency.

Enhanced Decision-Making

Gain real-time insights and data-driven recommendations for informed decisions.

Personalised Assistance

Tailor interactions to individual needs, improving productivity and experiences.

Cross-Platform Integration

Connect Microsoft Business Apps and other tools for comprehensive functionality.

Scalable Operations

Scale to handle increased workloads without proportional resource cost increases.

Knowledge Utilisation

Use your business data to drive accurate, context-aware responses and actions.

Ready to Explore Copilot Agents?

Please complete the form below, and one of our consultants will follow up.