Custom Conversational Agents
Build custom Copilot Studio AI agents grounded in approved SharePoint documents, product catalogs, and ERP data.
Deploy intelligent assistants in Teams, websites, or portals to answer employee questions, look up part specs, and trigger business approvals 24/7 with zero hallucinations.
SmartSoft builds purpose-engineered Copilot Studio bots connected to approved documentation and live enterprise data. Choose an agent profile below:
Eliminate 70% of repetitive internal Slack/Teams pings to HR. Grounded in approved company handbooks, leave policies, and medical insurance benefit schedules.
Experienced managers waste dozens of hours every month answering repetitive questions that already exist in approved documents.
HR and IT teams spend 40% of their day answering identical questions about leave policies, claim forms, VPN credentials, and expense limits.
Employees cannot find specific compliance answers in massive policy manuals, leading to guesswork, non-compliant decisions, or delayed client answers.
Sales reps quote outdated warranty terms or wrong pricing tiers because product specifications are scattered across multiple email chains and shared drives.
We architect secure, intelligent agents connected directly to your existing Microsoft 365 environment.
SharePoint & PDF Knowledge VaultsWe connect the agent directly to approved SharePoint folders, PDFs, internal handbooks, and public product catalogs. Every response includes clickable source citations.
Guided Conversational FlowsWe design guided conversational flows for structured tasks (e.g., submitting equipment requests, travel expense approvals, customer onboarding questionnaires).
Power Automate Action TriggersYour agent can perform real business actions: generate quotation drafts, log support tickets in your CRM, check warehouse inventory, or send email alerts.
Teams, Web Portals & WhatsAppPublish your agent to Microsoft Teams for internal employees, embed it as an interactive widget on your company intranet, or deploy it to public web portals.
Microsoft Entra ID SecurityGrounded via Microsoft Entra ID (Azure AD). When a sales manager queries the bot, they see confidential pricing; a contractor sees only public documentation.
Live Human Agent RoutingIf a customer query requires senior intervention or sentiment turns negative, the agent routes the conversation to a designated human specialist with full context.
Specific examples of autonomous assistants transforming everyday operational workflows.
A proven delivery path that guarantees accuracy, compliance, and user adoption.
We identify your highest-volume question categories, define success metrics, and audit the source documentation for completeness and accuracy.
We connect SharePoint repositories, format PDF files for semantic chunking, and configure generative answer boundaries and moderation rules.
We build multi-turn topics, integrate Power Automate actions for backend tasks, and run comprehensive adversarial testing to eliminate errors.
We roll out to Microsoft Teams or your portal, conduct user training, and monitor conversational telemetry to continuously improve coverage.
Clarifications on capabilities, licensing, and security boundaries.
Microsoft 365 Copilot is an out-of-the-box assistant embedded in Word, Excel, Teams, and Outlook designed for general personal productivity. Copilot Studio is the developer and low-code studio used to build custom, specialized AI agents tailored to specific business processes, custom knowledge bases, and backend automated workflows.
Yes. By integrating Copilot Studio with Power Automate cloud flows, your agent can take actions based on conversational inputs—such as submitting an approval request, logging a support ticket, resetting a password, or querying an inventory database.
Copilot Studio agents run on your organization's Microsoft Cloud environment (Microsoft Dataverse and Azure). All prompts and conversation logs remain inside your tenant boundary and comply with your corporate retention and security policies.
Microsoft Copilot Studio is licensed via tenant-level subscription capacity packs (billed per message consumption) or included for users with a Microsoft 365 Copilot license for building agents in Microsoft Teams. We evaluate your usage volume and recommend the most cost-effective tier.
Schedule an architecture workshop with SmartSoft. We will help you scope your first high-impact AI agent, prepare the knowledge sources, and calculate ROI.