AI Agent — dedicated assistant for a specific process in your company

AI Agent — dedicated assistant for a specific process in your company

We deploy AI agents based on Claude (Anthropic), OpenAI or Microsoft Copilot Studio. Each agent designed for a specific process: customer service, documents, HR, sales. Connects AI with company systems and knowledge base. Go-live in 4–10 weeks.

01

Generic AI doesn't know company context

02

Employee loses time explaining the same context to AI

03

AI doesn't execute actions in systems — only suggests

Customer problem

Generic AI doesn't fit your processes — you need a dedicated agent

ChatGPT or Copilot are great general-purpose tools — but they don't know your processes, documents, customers. Every time, the employee has to explain context, provide documents for analysis, copy answers. AI doesn't execute actions in systems — only suggests.

A dedicated AI agent solves this problem. Designed for a specific process, knows your knowledge base (procedures, customers, products), integrates with company systems (CRM, ERP, calendar), executes actions (bookings, data updates, document generation). You pick the model: Claude for longer documents, OpenAI for broad integrations, Copilot Studio for M365 scenarios.

Generic AI doesn't fit your processes — you need a dedicated agent

Why it matters

Generic AI doesn't know company context

Employee loses time explaining the same context to AI

AI doesn't execute actions in systems — only suggests

No governance: employees use randomly and riskily

Mismatched model for scenario (expensive, weak)

What we deliver

What we deliver in the implementation

A dedicated AI agent is a project: model selection, knowledge base, integrations, governance, effectiveness monitoring.

01

Process audit and agent selection

Identifying the process where AI agent gives biggest value. Goal, users, KPIs definition.

02

Model selection: Claude, OpenAI or Copilot Studio

Claude — longer contexts, multi-page documents. OpenAI — broad integrations, ChatGPT. Copilot Studio — M365 scenarios. Justified choice.

03

Knowledge base preparation

Structuring knowledge sources (SharePoint, Confluence, documentation, FAQs). Indexing via Azure AI Search or equivalent.

04

Agent persona and scenario design

Agent persona (tone, communication style), top scenarios, boundaries (what the agent won't do), escalation policy.

05

Company system integrations

Agent integrates with CRM (monday.com, Salesforce), calendar (Outlook), order systems, knowledge base. Executes actions, doesn't just suggest.

06

Governance and AI policy

Agent usage policy, query monitoring, answer audit, conversation retention policy. AI Act and GDPR compliance.

07

User interface

Agent available in Teams (Copilot Studio), on website, as standalone app, or via API. Matched to team's work style.

08

Monitoring and 30 days of support

Dashboard with agent usage metrics: number of queries, top topics, answer quality, NPS, knowledge gaps. 30 days support with calibration.

Technology stack

Technologies we use

We pick the stack for the specific scenario — Claude, OpenAI or Microsoft Copilot Studio.

Claude (Anthropic) — long contexts, documentsOpenAI (current GPT models) — broad integrations, ChatGPTMicrosoft Copilot Studio — M365 scenariosAzure OpenAI Service — enterprise hostingAzure AI Search — knowledge baseMicrosoft Teams / Power Apps — interfaceCRM / ERP integrations (REST API)

Your solution

Typical AI agents in companies

HR Agent — employee question answers

HR Agent — employee question answers

Employee asks about leave, benefit, policy. Agent answers based on current HR procedures. Submits requests on behalf of employee.

Solution fit

Let’s identify which parts of the solution will cut manual work and streamline your processes the fastest.

Free consultation

Impact and metrics

Effects of an AI agent rollout

Clients we have deployed dedicated AI agents for report similar effects in the first 2–3 months.

5h+

weekly per employee reclaimed

24/7

agent availability

70%

queries handled without human

1

audit log of every agent action (who, when, on what basis)

Business benefits

Dedicated to process

Agent knows company context, integrates with systems, executes actions. Doesn't just suggest — actually supports the process.

Model choice for scenario

Claude for documents, OpenAI for broad integrations, Copilot Studio for M365. Each model used where it's best.

Full governance

Query monitoring, AI policy, retention, audit. Safe and controlled AI use in company.

Who this is for

Who this is for

Companies with recurring team questions

Organizations where HR, IT, sales get the same questions daily — AI agent takes them over.

Companies with extensive documentation

Organizations with 500+ documents (procedures, contracts, products) — AI agent gives fast access.

Companies seeking specific AI

Organizations for whom generic ChatGPT or Copilot isn't enough — need a dedicated solution for a specific process.

Companies with strong governance requirements

Regulated organizations (legal, finance, medical), where ChatGPT isn't an option — need controlled, auditable AI.

Implementation process

AI agent implementation process

We implement the solution in a structured model that clarifies project stages, integration with the current environment and further development across the organization.

Stage01

Audit and agent selection (1–2 weeks)

Identifying process with biggest potential. Model selection (Claude / OpenAI / Copilot Studio) justified by scenario.

Stage02

Knowledge base preparation (1–2 weeks)

Knowledge source structuring, Azure AI Search indexing, update policy.

Stage03

Agent build and integrations (2–4 weeks)

Persona and scenario design, prompt engineering, CRM/ERP/company system integrations. Teams / web interface.

Stage04

Pilot with reference group (1–2 weeks)

Pilot with 20–50 users. Quality monitoring, answer calibration, knowledge base completion.

Stage05

Go-live and 30 days of support

Full launch. Training. 30 days of active monitoring with agent calibration.

Stage 1 of 5

Process audit for AI

Model recommendation for scenario

Agent deployment plan with concrete ROI

FAQ

FAQ about AI agent

Claude or OpenAI or Copilot Studio?

Claude for long documents (100+ pages) and demanding analyses. OpenAI for broad integrations and ChatGPT scenarios. Copilot Studio for M365 scenarios (HR Bot, IT Bot available in Teams). Choice always justified by specific scenario.

How long does AI agent take to implement?

Typically 4–10 weeks. Simple agent (FAQ with knowledge base) — 4 weeks. Complex (integrations with 3 systems, actions, approvals) — 8–10 weeks.

Does the agent make up answers (hallucinations)?

Agent uses RAG (Retrieval Augmented Generation) from company knowledge base. RAG with source citations sharply reduces the risk of made-up answers, but does not eliminate it completely — so we measure answer quality on a test set before go-live, and if there is no answer in the base the agent says so directly and escalates to a human.

Will our data end up training models?

No. Azure OpenAI, Claude (via Amazon Bedrock or Microsoft Foundry) and Copilot Studio run on enterprise terms under which the provider commits not to use customer data for model training.

Does the agent execute actions or just reply?

Executes actions. We configure the agent to integrate with systems: create tickets, submit requests, update CRM records, book meetings. With appropriate permissions.

How does AI agent maintenance and scaling work?

Claude/OpenAI is billed per token, Copilot Studio in Copilot Credits (tenant capacity packs or pay-as-you-go) — so the cost model scales smoothly with conversation volume. On our side it's typically a few consultant hours per month — monitoring answer quality, expanding the knowledge base and calibrating the agent.

What happens after 30 days of support?

We can offer development retainer (calibration, knowledge base completion, new scenarios) or leave you with ready agent under your IT's care.

Contact

Let’s talk about your needs!

Filling out the form takes just a moment, and we will get in touch to understand your requirements.

Business advisor discussing an AI implementation

In-depth analysis

AI Agent for business — what to know

Chatbots answer. Agents act. That's one of the most important distinctions in AI terminology. A chatbot grounded in company docs will reply: „Returns policy is 14 days from delivery date”. An AI agent, given the same query, will reserve a return slot in the warehouse system, generate the shipping label, email it to the customer and create a support ticket. It has tools, it has permissions, it makes decisions based on organizational knowledge. That's why agent rollouts actually move the needle on hours reclaimed for the team — not just on response time.

The stack choice matters and depends on the scenario. Claude (Anthropic) beats the competition on tasks requiring deep document understanding and precise citation — contract analysis, due diligence, compliance work. OpenAI's GPT models have the broadest ecosystem of tools and integrations — they win where the agent must call many external APIs. Microsoft Copilot Studio is the natural pick for companies deeply embedded in M365 — SharePoint, Teams and Outlook integration works without an extra layer. Within a single organization we often deploy different agents on different stacks.

In enterprise, standing the agent up isn't enough — it has to be anchored in governance. Every action the agent takes must be auditable (who, when, based on what). Every permission respects Microsoft Entra ID and SharePoint roles. Every knowledge base has an owner, an expiry date and an update process. Without that compliance layer the agent won't pass internal audit, and in regulated industries (finance, healthcare, energy) it won't even be allowed near production. That's why our rollouts include build + governance + monitoring from day one, not as an afterthought.