AI tools are everywhere, but few truly understand your business. That’s where Microsoft Copilot custom agents stand out.
Unlike generic chatbots or task tools, Copilot can be trained on your company’s processes, terminology, and documents. That means you’re not just automating tasks, you’re embedding your business logic into every response, every time.
It’s like hiring a digital assistant that actually “gets it.”
What Are Custom Copilot Agents?
Custom Copilot agents are built using Microsoft’s Copilot Studio and securely integrated with your existing Microsoft 365 environment.
They can:
- Access your SharePoint and OneDrive content
- Pull information from emails, chats, and calendars
- Understand your workflows and business context
- Complete tasks like onboarding, customer support, reporting, and internal FAQs
And they do it your way, because they’re trained on your documents, procedures, and preferences.
Real-World Use Cases
Here’s how small and mid-sized businesses are already using custom Copilot agents:
✅ Automated client onboarding – Send documents, schedule appointments, answer FAQs
✅ HR support bot – Answer employee questions about policies, time off, or procedures
✅ Internal knowledge assistant – Help team members find documents, past emails, or SOPs
✅ Project support – Summarize project updates, pull in progress reports, and flag issues
By customizing Copilot, businesses cut down on repetitive questions, increase consistency, and save hours each week.
Why This Matters for Growing Businesses
As your company grows, so do the questions, the files, and the inefficiencies. A custom Copilot agent becomes a central knowledge source and task assistant, without adding headcount.
“We’ve seen clients use Copilot to turn chaotic handovers or new staff onboarding into smooth, automated experiences. It’s not just smart, it’s scalable. And it reflects their way of doing business, not some generic tech setup.” — Adam Bowles, Director of Web Services, ACT360
How ACT360 Helps You Build It Right
Setting up a useful Copilot agent means more than flipping a switch. At ACT360, we:
- Identify high-impact use cases in your operations
- Map your documents, SOPs, and workflows into usable prompts
- Build and test your custom agent in Copilot Studio
- Train your team on using it to full potential
Whether you want to automate internal processes or create a better client experience, we’ll help you make Copilot work for your business.
📞 Ready to Build a Smarter, Custom Assistant?
Let’s design a Copilot agent that understands your business, inside and out.
No AI jargon. Just practical tools that get the job done.
📧 Email: [email protected]
📞 Phone: 705-230-1120
🌐 Learn more: https://act360.ca/it-services/
