Many companies are currently in the process of rolling out Microsoft Copilot throughout their organisation. The development and integration of agents offers a customised AI-based solution to increase efficiency and productivity in daily usage. The automation of routine tasks and the procurement of precise information by connecting agents and third-party providers are just some of the benefits.

What is a Copilot agent?

 

Copilot Agents are specialised assistants that can be created as an extension of Microsoft 365 Copilot or Microsoft 365 Copilot Chat.

While the standard Microsoft Copilot contributes significantly as a platform for AI-driven increases in personal productivity, the focus of Copilot Agents is on increasing the efficiency of recurring tasks, especially business processes
These agents connect to your organisation's knowledge and data sources to help users perform various tasks. They offer suggestions, automate repetitive tasks and provide insights that help you make informed decisions.

 

It is possible to build a Copilot Agent as a daily companion that provides support for various tasks. This turns the copilot into a user interface that covers all of a company's AI use cases. In the future, well-built agents will relieve users of pending tasks, accelerate business processes and thus increase efficiency in day-to-day work.

The major advantage of Copilot agents is that they can be connected to third-party systems (e.g. SAP, Salesforce, etc.) in order to interact with them directly.

How can Copilot agent support you in your day-to-day work?

Copilot Agents offer valuable support in various areas and actions of everyday working life. They are characterised by their ability to provide specific information quickly and precisely and to automate recurring tasks. The aim is to optimally support employees in their daily work processes.

Whether compiling information from leading systems such as ERP and CRM or fully automating processes that only require authorisation from the user, Copilot Agents offer a wide range of possible applications.

The complexity of the processes and use cases that can be supported by Copilot Agents is diverse. They create added value in all areas of an organisation.

Functions and application examples of Copilot Agents

Sales and distribution

Copilot Agents support the provision of customised information and documents for responding to customer enquiries. This enables a faster and more precise response to customer needs.

Marketing

In marketing departments, Copilot agents help with the creation of campaign documents by using the corporate language and information. This allows marketing departments to target their channels more effectively and frequently.

Microsoft Copilot: Advantages of the agent extension

The Microsoft 365 Copilot offers comprehensive access to all relevant information within the Microsoft ecosystem and supports your employees in numerous daily tasks. In many scenarios, however, it makes sense to limit the Copilot's knowledge to a very specific subject area or to access information outside of M365 and optimise it in the form of an agent.

  • For example, a well-built HR agent can optimise the quality of the response compared to a generic query on HR topics using Copilot in the standard system. By feeding this with selected content, it can be ensured that employees always have access to the most up-to-date and, in particular, current information. So-called instructions provide the agent with information about their task and create a context for the data.
  • In addition to data from the Microsoft world, information from third-party systems such as SAP or Workday is often important for companies. In such cases, it can be useful to develop an agent that enables access to this external data and also facilitates communication with these systems (both for read and write access).

Copilot Agents: Our offers and solutions

Campana & Schott provides comprehensive support on the subject of agents:

  • Advice on implementation and optimisation:
    We advise you on the implementation and optimisation of individual processes using agents and create an implementation concept, including architecture and cost estimate.
  • Implementation on various platforms:
    When implementing the agents, we rely on the various Microsoft platforms (Copilot Studio, Azure, etc.) and select the best-fit environment based on the use case.
  • Company-wide introduction:
    Once the first agents have been implemented, many customers want to anchor this new technology in the company in the long term - we advise on the company-wide introduction of agents via strategy and governance.
  • Establishing a centre of excellence:
    In order to ensure easy scaling of the implementation of agents, we set up centre of excellence teams & procedures at our customers' premises for the efficient implementation of use cases in line with our customers' AI strategy.

Why with us?

  • Experience from over 100 Copilot projects
  • As a Microsoft partner, we always keep an eye on the latest developments and trends in AI
  • Individual consulting: we offer customised solutions

Our references

Talk to us about your project!

Your personal contact

Jens Paape

Senior Account Executive Microsoft Alliance Management

Ruth Subjetzki

Project inquiries & Account management