Define the job of the agent
We help you decide what the agent should answer, who it is for, where it should stop, and how success should be measured.
Training is often the start, not the finish. We help small business owners, operations teams and finance teams plan, build and improve Microsoft 365 Copilot agents so they answer questions more accurately and support real workplace tasks.
Chatting to AI is useful, but it is not the same as designing a proper business agent. The value comes from clear instructions, reliable knowledge sources, good testing and the right Microsoft 365 setup.
Now that you have finished your training, you might be wondering where to go next. Your team may have built a first agent, tried it with real questions and found that some answers are vague, incomplete or too dependent on messy source information.
That is a normal stage in the process. Consultancy helps you move from "we know the buttons to press" to "we have an agent that is useful for our business". We can help review the agent's purpose, instructions, knowledge sources and test questions so the next version is more reliable.
We help you decide what the agent should answer, who it is for, where it should stop, and how success should be measured.
Agents rely on the quality of the information they can use. We help review documents, SharePoint content, web pages and spreadsheets so the agent has clearer material to work from.
Once your team starts testing, we help troubleshoot poor answers, missing information, confusing instructions and knowledge gaps.
The agent itself is only part of the work. The bigger job is often getting the right business knowledge into a form the agent can use sensibly.
Draft replies, summarise incoming requests and help staff respond more consistently while still keeping a human in control.
Let staff ask questions about policies, processes, product information, procedures or internal documentation without hunting through folders.
Support pricing, reporting or process questions by improving the source documents and spreadsheets that the agent depends on.
Because this is a newer area for many organisations, we keep the approach practical. Start with training, build something useful, then come back when real business testing shows what needs improving.
Learn what Microsoft 365 Copilot and Copilot Studio can do before committing time to an agent build.
Clarify the use case, audience, knowledge sources, instructions, risks and limits.
Create a first version, test it with real questions and identify where answers are weak or unreliable.
Improve the instructions, data structure, knowledge sources and testing process with expert guidance.
If your team is not ready for consultancy yet, training is the best place to start. These courses give delegates the foundation needed to build and improve agents confidently.
Learn how to design, build, test, publish and improve AI agents using Microsoft Copilot Studio.
A practical introduction to using Microsoft 365 Copilot across everyday business tasks.
Understand what Copilot Chat can do and where a proper agent becomes more useful than one-off prompts.
Short online sessions for Excel, Outlook, PowerPoint and Word with Copilot.
Our consultancy work builds on the same practical, friendly approach that clients already value in our instructor-led training.
"Really informative training with a clear focus on practical use."
"The training was well paced, easy to follow and relevant to what we needed at work."
"Clear explanations and useful examples that helped us understand how to apply the software properly."
It is practical support for planning, building and improving Copilot or Copilot Studio agents so they work with your organisation's real documents, data and processes.
Training is usually the right first step. Consultancy becomes useful when you start applying the training to real business files, workflows and agent testing.
Yes. We can help improve instructions, test questions and knowledge sources. For example, if a messy spreadsheet is used for pricing, it may need restructuring before the agent can use it reliably.
At the moment, this consultancy is focused on Microsoft 365 Copilot and Microsoft Copilot Studio.
Tell us what you are trying to build, where you are now, and whether your team has already had Copilot training. We will come back to you with a sensible next step.
Useful details include the kind of agent you want, where the information lives, whether your content is in SharePoint, documents or spreadsheets, and what is currently going wrong.
We usually reply within 1 business day.
That is normal. Tell us what you want the agent to do and we will help you decide whether to start with a course, a short consultancy conversation, or a more focused Copilot Studio agent build.