Assistants inside the tools your people already use.
Role-scoped copilots in Teams, Salesforce, ServiceNow, your portals and your case systems. They answer from your data, respect each user's permissions, and are measured on time saved.
Another chat window is not adoption.
Most organisations have tried a general assistant. Usage spikes, then fades, because the assistant lives outside the work and knows nothing about the case on screen.
Copilots earn their place when they appear where the work happens, already know the context (the record open, the customer, the policy in force) and can only see what that user is allowed to see.
We design copilots around specific roles and moments: the claims handler reviewing a file, the officer checking an application, the engineer picking up a ticket.
What we build and run for you.
In-app copilots
Side panels and inline suggestions inside your own applications and portals.
Platform copilots
Assistants inside Microsoft 365, Salesforce and ServiceNow, connected to your data.
Role design
Prompts, tools and guardrails tuned to one role at a time, tested with the people in it.
Adoption measurement
Usage, acceptance rate and time-saved tracking, so value is visible beyond anecdotes.
Production, not pilots. Built to run inside your operations.
Every agent we ship has an owner, an evaluation set and an audit trail before it touches a live case.
Context in, suggestion out.
Context
screenThe copilot picks up what the user is looking at: the record, the case and its history.
Scope
accessRetrieval and tools run under the user's own permissions, never a shared superuser.
Suggest
draftIt proposes the answer, summary or next step, citing where each part came from.
Learn
feedbackAccepted and rejected suggestions feed the evaluation set and the next round of tuning.
- Runs under each user's own permissions
- Citations on every suggestion
- The person accepts or edits; the copilot never auto-sends
- Prompt and data-access changes versioned and reviewed
- Usage and acceptance dashboards
Where it earns its keep.
Illustrative patterns from the sectors we work in. Client details stay anonymised.
Case summary and reply drafts
Summarise the history, suggest the reply and cite the policy, inside the CRM the agent already uses.
Rules assistant in Teams
Staff ask whether a purchase needs a tender or an extension is allowed, and get the governing clause.
Engineer copilot
Suggested diagnosis and runbook steps on each incident, drawn from past tickets and documentation.
Officer assistant
While reviewing an application, the officer sees the relevant rules, prior decisions and missing items.
Chosen for the job, not the vendor.
Work this builds on.
A governed digital platform and partner API layer for a national education authority
A single integration backbone and Centre of Excellence for a global healthcare group
Client details anonymised per delivery agreements.
Questions we get asked.
Should we build our own copilot or extend Microsoft 365 Copilot?
Often both. Where your staff live in Microsoft 365 and the need is document and email work, extending Microsoft's copilot is usually the right start. Where the work happens in a case system, a portal or a line-of-business app, an in-app copilot built for that role does better because it sees the record on screen. We'll tell you which fits after looking at where the time actually goes.
How do you stop a copilot from showing people data they shouldn't see?
Retrieval and tool calls run under the signed-in user's identity, not a service account with broad access, so the copilot can only surface what that person could already open. We test this explicitly with users from different roles before go-live.
How do you prove a copilot is worth what it costs?
We agree the measures up front (time per case, suggestion acceptance rate, rework) and instrument the copilot to report them. If a role isn't getting value after the pilot period, we change the design or stop.
What would you hand to an agent first?
Bring one workflow. In 60 minutes an AI architect maps where an agent helps, what it needs to reach, and what a first working version would take.