Microsoft Copilot Agents: Bespoke AI Assistants for Your Organisation

Go beyond general AI assistance with Copilot Agents—specialised AI tools built to tackle your organisation’s unique challenges and workflows. We help you design, build, and deploy custom agents that integrate seamlessly with your data and systems, delivering targeted automation and insights exactly where your teams need them most.

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Copilot Agents Services

Fast-Track AI Value with Copilot Agents

Not ready to clean up your entire Microsoft 365 environment? Copilot Agents offer a practical starting point. By focusing AI on specific tasks, departments, or workflows, you can deliver measurable impact quickly—without needing to perfect your data estate first.

We help you identify high-value use cases, build tailored agents, and deploy them where they’ll make the biggest difference. It’s a focused, pragmatic approach to AI that gets results while you work on broader digital transformation goals.

Our Services

Pinpoint where Copilot Agents can solve real problems in your organisation. We work closely with your teams to identify the business areas, processes, and pain points where a custom agent will deliver the greatest impact.

Identify the Right Opportunities

We analyse your workflows and challenges to find where an agent can automate tasks, improve decision-making, or connect fragmented systems.

Define Clear Objectives

Together, we set specific goals and scope for each agent—ensuring it’s designed to address genuine business needs, not just proof-of-concept experimentation.

Focus on High-Value Processes

From customer support to compliance tracking, we prioritise the processes that benefit most from intelligent automation and tailored AI assistance.

Turn your strategy into a working solution. We handle the technical heavy lifting—preparing your data, configuring integrations, and building agents that fit seamlessly into your existing Microsoft 365 environment.

Prepare Your Data

We assess and structure the datasets your agent needs, ensuring it can access accurate, relevant information without requiring a full estate overhaul.

Build and Configure

Our team designs and develops your agent using tools like Microsoft Copilot Studio, Azure AI Foundry and Power Platform, tailoring its capabilities to your specific use case and user needs.

Integrate with Existing Systems

We connect your agent to the tools and data sources your teams already use—including SharePoint and third-party platforms—for smooth, reliable operation.

Keep your Copilot Agents running smoothly, securely, and delivering ongoing value. We help you establish governance frameworks, monitor performance, and evolve your agents as your business needs change.

Establish Governance Standards
We work with you to define clear ownership, usage policies, and security protocols for your agents—ensuring they operate within your organisation’s compliance and data governance requirements. Using tools like the Copilot Control System (CCS), we help you maintain visibility and control across all your AI deployments.

Monitor and Measure Performance
Track how your agents are being used, identify adoption patterns, and measure their impact on productivity and efficiency through regular reporting and analytics.

Iterate and Scale
As your needs evolve, we help you refine existing agents, expand their capabilities, and identify opportunities to deploy new agents across additional departments or workflows for greater organisational benefit.

Get your teams confident and capable with their new AI assistant. We provide practical training, ongoing support, and iterative improvements to ensure your agent becomes an embedded, valuable part of daily work.

Empower Your People

We run hands-on sessions that show employees how to interact with the agent, what it can do, and how it fits into their day-to-day tasks.

Support Through Adoption

Our team provides ongoing guidance as users get familiar with the agent, addressing questions and refining the experience based on real feedback.

Iterate and Improve

Agents aren’t set-and-forget. We help you track performance, gather insights, and continuously improve the agent’s capabilities to deliver lasting value.

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Copilot Agent Examples & Use Cases

These examples illustrate just a few of the ways Copilot Agents can transform your workflows and tackle everyday business challenges. Every organisation has unique needs, and the possibilities for custom agents are virtually limitless—whether you’re automating approvals, connecting disparate systems, or surfacing insights buried in your data.

Use these as inspiration for what’s possible in your own context.

Document & Policy Management Agent

Challenge: Employees waste time searching for policies or compliance guidance, often unsure if they have the current version—creating compliance risks and unnecessary support queries.

Solution: An agent connects to your document system, helping employees find and understand policies instantly using plain language queries.

Best for: HR teams, legal and compliance, quality assurance, higher education administration, regulated industries

Workflow Automation & Data Integration Agent

Challenge: Specialist teams spend hours manually classifying data, running reports, and extracting insights from multiple systems—slowing decision-making.

Solution: An agent connects to core systems to automate data classification, analysis, and reporting—delivering actionable insights faster and reducing manual admin.

Best for: IT and digital teams, operations, HR analytics, continuous improvement teams, data management functions

Application & Approval Tracker

Challenge: Processing applications for permits, grants, or internal approvals takes too long. Staff are overwhelmed by status enquiries, leaving little time for complex evaluations.

Solution: An agent provides real-time status updates and answers common questions automatically, freeing staff to focus on high-value review work and dramatically reducing processing times.

Best for: Local government, regulatory bodies, HR teams, legal and compliance departments

Market Intelligence Analyser

Challenge: Gathering insights across brands, regions, or data sources takes weeks. Teams duplicate work and struggle to identify trends quickly enough to inform strategy.

Solution: An agent aggregates data, identifies patterns, and delivers strategic recommendations in minutes—enabling faster, more informed decisions.

Best for: Marketing teams, product development, market research, media and communications, retail

Cross-Functional Productivity Assistant

Challenge: Repetitive work across departments drains employee time and stifles innovation. Without scalable solutions, efficiency gains remain isolated.

Solution: Deploy agents across business functions to automate routine tasks, surface knowledge, and support workflows—saving thousands of hours monthly whilst improving employee experience.

Best for: Large organisations, professional services, energy sector, higher education operations.

Financial Reconciliation Agent

Challenge: Finance teams spend significant time on manual reconciliation during month-end or year-end close. The process is labour-intensive and prone to errors.

Solution: An agent automates data preparation and reconciliation, flags discrepancies, and accelerates closing processes with improved accuracy.

Best for: Finance departments, accounting firms, internal audit teams, CFO offices.

Sales Opportunity Finder

Challenge: Sales teams struggle to track funding programmes, partnership schemes, or incentives. Opportunities are missed because eligibility criteria and application processes are complex and constantly changing.

Solution: An agent matches customer profiles to relevant opportunities, automates applications, and surfaces tailored recommendations—accelerating sales cycles and improving client conversations.

Best for: Sales teams, business development, account management, technology resellers.

Looking for inspiration?

We’ve got you covered. Our blogs, guides and how-tos help you get started with Microsoft 365 Copilot.

The Power of Design Thinking & Microsoft Copilot

In our on-demand webinar, learn how Microsoft Copilot can be your personal productivity assistant, saving you time across everything from ideation to data analysis.

Governance & Security Foundations: 5 Ways to Prepare for Microsoft 365 Copilot

Learn key strategies to enhance your organisation’s data security and governance with Microsoft 365 Copilot, ensuring a secure and productive AI integration

Microsoft Copilot: Why SharePoint Data Hygiene Should be Top Priority

See why maintaining good SharePoint data hygiene is crucial for leveraging Microsoft Copilot effectively and avoiding potential data governance issues.

How to Use Microsoft 365 Copilot for Employee Listening

Learn how M365 Copilot can revolutionise your employee listening strategy and save you hours of time.

FAQs

Got questions? We’ve answered some of the common ones here. If you can’t find what you’re looking for, drop us a note.

What are Microsoft 365 Copilot Agents?

Microsoft 365 Copilot Agents are specialised AI assistants designed to automate specific business tasks and workflows within your organisation. Unlike general-purpose Microsoft 365 Copilot, which provides AI assistance across all your Microsoft apps, Copilot Agents are custom-built to address particular challenges—such as processing applications, analysing data, or managing policies. These agents can retrieve information from multiple sources, complete multi-step tasks autonomously, and integrate with both Microsoft 365 and third-party systems.

Silicon Reef helps organisations identify high-value use cases, build tailored agents using Microsoft Copilot Studio, and deploy them where they’ll deliver the greatest impact—without requiring a complete overhaul of your data environment.

What's the difference between Microsoft 365 Copilot and Copilot Agents?

Microsoft 365 Copilot is your personal AI productivity assistant embedded across Teams, Outlook, Word, Excel, and other Microsoft apps, helping you with everyday tasks like summarising meetings or drafting emails.

Copilot Agents, by contrast, are purpose-built AI tools that focus on specific business processes or departmental workflows. While Copilot responds to your prompts and helps you work faster, Copilot Agents can work autonomously in the background—monitoring events, executing tasks, and completing complex workflows without continuous human input.

Silicon Reef works with organisations to determine when a general Copilot implementation meets their needs, and when building custom Copilot Agents will deliver greater operational value and efficiency gains.

Do I need to clean up my entire Microsoft 365 environment before building Copilot Agents?

No, you don’t need to perfect your entire Microsoft 365 data estate before creating Copilot Agents. Agents offer a practical way to gain AI value quickly by focusing on specific datasets, systems, or processes relevant to the task at hand. This targeted approach means you can deliver measurable business impact whilst working on broader data governance and hygiene initiatives in parallel.

Silicon Reef helps organisations identify which data sources and integrations are essential for each agent, preparing only what’s necessary to get your agent operational and delivering results—making AI adoption faster and more pragmatic.

How much do Copilot Agents cost?

Copilot Agents are built using Microsoft Copilot Studio, which offers different pricing models depending on your needs. If you already have Microsoft 365 Copilot licences, using agents within Microsoft 365 apps like Teams or SharePoint is included in your existing subscription. For standalone agent deployments, Microsoft offers usage-based pricing starting at approximately £0.01 per message processed, or message packs at around £158 per month for 25,000 messages.

Silicon Reef provides transparent guidance on licensing, helps you estimate usage based on your specific use cases, and ensures you choose the most cost-effective deployment model for your organisation’s requirements.

How long does it take to build and deploy a Copilot Agent?

The timeline for building and deploying a Copilot Agent varies depending on complexity, required integrations, and data readiness. Simple agents focused on retrieving information or answering FAQs can often be built and deployed within 2-4 weeks. More complex agents that automate multi-step workflows, connect to multiple systems, or require custom integrations may take 6-12 weeks.

Silicon Reef follows a phased approach—starting with discovery and strategy, moving to agent build and data integration, then finishing with training and rollout support. This structured methodology ensures your agent is fit for purpose, tested thoroughly, and adopted successfully by your teams.

Send us a message

Whether you’ve got a Microsoft 365 project in mind or just want to learn more, we’d love to hear from you.