Knowledge sources
We select the documents and systems the assistant will answer from and check that they are current and that access rights are correct. What the assistant must not touch is defined from the start.
Microsoft 365 Copilot assistants
An assistant that knows your policies, price lists and contracts, not the internet. We implement Microsoft 365 Copilot assistants for employees and customers, with your company knowledge, access rules and a clear answer on where the information came from.
Built for ISO 27001NIS2 DORA
- Internal policy assistant
- Sales quote assistant
- Website customer assistant
An assistant that answers from your documents
- Source every answer links to the document
- Permissions employees see only what they are allowed to see
- 2 weeks to a first assistant with your knowledge
- Copilot Copilot Studio, Power Automate, Teams and SharePoint
A generic chatbot answers nicely but does not know your leave policy, what your service costs or what your contract with a customer says. A company assistant must answer from your documents, see only what the employee asking can see, and cite the source so the answer can be checked.
We build Microsoft 365 Copilot assistants with Copilot in Word, Excel, Outlook and Teams and declarative agents grounded in your SharePoint knowledge. We connect knowledge sources (policies, price lists, product descriptions, contract templates) according to existing access permissions, set the tone and limits (what the assistant must not do) and measure how many questions are answered without a person.
Use cases
The scenarios we implement most often with Microsoft 365 Copilot. Each one starts with a single process and is measured.
Internal policy assistant
Answers employee questions about leave, business trips, IT rules and security policies from your documents, with a link to the exact passage. HR gets room to breathe.
Sales quote assistant
Prepares a draft quote in your style from the customer's enquiry and your price list, suggests add-on services and reminds the rep of terms that must not be missed.
Website customer assistant
Answers customer questions about services, prices and timelines from your content, collects contact details and passes the enquiry to a sales rep with a summary.
Contract assistant
Finds terms, liabilities and termination conditions in a contract, compares them with your template and flags deviations, so the lawyer reviews only what is flagged.
New hire assistant
Answers questions about systems, processes and people during the first weeks and knows where everything is. Onboarding is faster and colleagues are interrupted less.
Reporting assistant
An employee asks in plain words, and the assistant prepares a summary from your data or reports and explains where the figures come from. Copilot does not calculate "off the top of its head"; it takes figures from the source.
How we implement it
From the first conversation to a working solution, with measurement and ongoing support.
Building the assistant
We build the assistant with Copilot in Word, Excel, Outlook and Teams and declarative agents grounded in your SharePoint knowledge, and set the tone, language, limits and the requirement to cite the source.
Pilot with a team
A pilot group asks real questions for two weeks. We measure how many are answered correctly and without a human, and fix gaps in the knowledge.
Launch
We launch to everyone, track unanswered questions and refresh the knowledge sources every month.
Frequently asked questions
Can the assistant reveal confidential information?
No more than the employee asking could see anyway: the assistant works with existing access permissions. Data does not leave your Microsoft 365 tenant, your existing SharePoint and Entra ID permissions apply, and Copilot does not train models on your content.
What happens when the assistant does not know?
It says it does not know and points the user to a person. We set this in the rules. We review unanswered questions and add to the knowledge sources.
Can we have several assistants?
Yes. Typically there are separate assistants for sales, HR and customers, because knowledge sources and tone differ. We start with one.
How much does it cost?
A Microsoft 365 Copilot licence is required for each user; agents use Copilot Studio capacity or pay-as-you-go billing. We give the implementation price after the first conversation.
Related services
Process automation with Microsoft 365 Copilot
We automate what repeats: invoices, orders, reports, contract reviews.
Microsoft 365 Copilot agents
An agent is not a chat window but a coworker without hands: it receives a task, gathers data from your systems, takes action and reports back.
Microsoft 365 Copilot integrations
AI is most useful not in a separate window but in your systems: ERP, CRM, helpdesk, document management.
Expertise confirmed by certifications
This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.
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Artificial Intelligence Security Professional
AI systems are deployed with protection against data leakage and model abuse.
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ISACA Advanced in AI Security Management
The AI security programme and its controls are managed following the ISACA methodology.
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Certified Data Privacy Solutions Engineer
Personal data is handled according to privacy by design and GDPR requirements.
Get a quote for your assistant
Tell us which process or system you want to improve with Microsoft 365 Copilot, and we will send a quote within 1 business day.
We reply within 1 business day