Test one Microsoft 365 agent in a governed workflow.
Define the knowledge sources, test permission-aware answers with a pilot group, and document when a person takes over.
If this sounds familiar
“Our team needs help finding and using approved Microsoft 365 knowledge, but access and escalation rules are unclear.”
What this engagement is
Pilot one Microsoft 365 knowledge workflow with permission boundaries and a human handoff.
We scope the agent architecture and orchestration for one knowledge workflow using approved Microsoft 365 sources and supported product capabilities. The pilot documents access boundaries, security controls, auditability, answer review, human escalation, and an operating decision. Available features depend on the tenant, licenses, and selected Microsoft agent product.
Outcomes you can measure
- A tested decision on whether the agent fits the selected workflow
- Documented knowledge boundaries, escalation path, and follow-up backlog
Engagement snapshot
- Timeline
- Confirmed after scoping
- Billing
- Scope and milestones confirmed in a written proposal
Request a consultation to discuss the right scope. We confirm the proposed fee in writing before any work begins.
20 minutes. No obligation.
What you get
Deliverables.
Everything included in the engagement, in writing.
One agreed workflow, agent architecture, orchestration path, and pilot group
Approved knowledge-source, permission, and security review
Agent configuration and representative answer tests
Human handoff, audit record approach, and exception path
Evaluation notes, risk log, and operating handoff
Scope boundaries
- Unbounded access to tenant content
- Autonomous external actions or enterprise-wide rollout
- Guaranteed answer accuracy or business outcome
Who it is for
Built for teams that need this outcome.
Microsoft 365 teams with a named workflow owner and approved knowledge sources
IT and business sponsors who can review access and pilot answers
What we need from you
Access and people required.
- Named business owner and Microsoft 365 administrator
- Approved source content and test users
- Tenant and license review before configuration
Common questions.
We select the supported Microsoft 365 agent approach after reviewing the workflow, tenant, licenses, and required actions. Agent Builder and Copilot Studio have different capabilities.
Only approved sources within the access available to each pilot user. We test representative permissions and document exceptions before broader use.
We define a human handoff and test unclear or unsupported answers as part of the pilot.
Related
Often paired with.
Custom Azure Agent Pilot
Test one custom Azure agent integration with evaluation, monitoring, and an operating handoff.
Copilot Data Exposure Sprint
Find and prioritize SharePoint and OneDrive exposure before a Copilot rollout.
Secure Copilot Pilot
Run a governed Copilot pilot and make a documented decision to scale.
Ready to start?
Request a 20-minute consultation. We confirm scope and fee in a written proposal.