Copilot Studio Consulting Australia

Copilot Studio: Custom AI Agents for Your Organisation

Microsoft Copilot for Microsoft 365 is powerful for general productivity tasks but it does not know your specific business processes, proprietary data, or line of business systems. Copilot Studio lets Evocate build custom agents that do. These agents answer questions from your organisational knowledge, execute actions in your business systems, and guide users through your specific workflows using natural language.

A Copilot Studio agent can be as simple as a knowledge base chatbot that answers staff questions about HR policies from your SharePoint content, or as complex as a multi step orchestrator that qualifies sales leads, checks inventory in your ERP, generates quotes, and routes approvals through your existing business rules.

Evocate designs, builds, tests, and deploys Copilot Studio agents that solve real problems for your teams. We connect agents to SharePoint, Dynamics 365, SQL databases, REST APIs, and custom systems through plugins and connectors. We establish governance controls so agents operate within defined boundaries with appropriate human oversight. Call 1300 386 228 to discuss what you want your agent to do.

Knowledge Base Agents

Evocate builds agents grounded in your organisational content. Staff ask questions in natural language and get accurate answers sourced from your SharePoint documents, policies, procedures, and knowledge bases with citations showing where the information came from.

Process Automation Agents

Evocate builds agents that execute multi step business processes through conversation. Users describe what they need in natural language and the agent handles the orchestration across multiple systems, collecting information, making decisions, and triggering actions.

Plugins and System Connectors

Evocate builds custom plugins that connect Copilot Studio agents to your line of business systems. CRM data, ERP records, HR systems, ticketing platforms, and proprietary databases become accessible through conversational AI without users needing to learn each system.

Governance and Deployment

Evocate establishes governance frameworks that control what agents can access, what actions they can take, and how they are deployed across your organisation. Testing, monitoring, and continuous improvement ensure agents remain accurate and useful over time.

Organisation specific AI

Unlike generic AI assistants, Copilot Studio agents are grounded in your documents, connected to your systems, and trained on your workflows.

No code agent building

Copilot Studio provides a visual designer for building agents without programming, while also supporting pro code extensions for complex scenarios.

Enterprise governance

Agents operate within Microsoft 365 security boundaries with DLP policies, access controls, and audit logging.

Multi channel deployment

Deploy agents in Teams, SharePoint, websites, Outlook, and custom applications from a single agent definition.

Agent Strategy and Use Case Design

Evocate identifies where custom agents will deliver the most value in your organisation and designs agent experiences around actual user needs and business outcomes.

Use case identification and prioritisation workshops
Conversation flow design and user journey mapping
Knowledge source assessment and gap analysis
Integration requirements and feasibility validation
Success metrics definition and measurement planning

Agent Development and Knowledge Grounding

Evocate builds agents in Copilot Studio with knowledge grounding, topic design, conversation flows, and testing to ensure accurate, helpful responses from day one.

Knowledge source connection and configuration
Topic and trigger phrase design
Conversation flow development with fallback handling
Response quality tuning and hallucination prevention
Multi turn conversation state management

Plugin and Action Development

Evocate builds custom plugins that connect agents to your business systems enabling data retrieval, record creation, workflow triggering, and multi system orchestration through conversation.

Custom connector development for proprietary APIs
Power Automate cloud flow actions
Dataverse operations for CRM and ERP scenarios
Authentication configuration for secure system access
Error handling and graceful degradation

Testing and Quality Assurance

Evocate tests agents rigorously before deployment including conversation accuracy, edge case handling, performance under load, and governance compliance.

Conversation test case library development
Edge case and adversarial input testing
Knowledge accuracy validation against source documents
Performance testing for concurrent user scenarios
Security and data exposure testing

Deployment and Managed Services

Evocate deploys agents to production channels and provides ongoing managed services including monitoring, knowledge updates, conversation analytics, and continuous improvement.

Multi channel deployment to Teams, SharePoint, and web
User onboarding and awareness communications
Conversation analytics and satisfaction monitoring
Knowledge base maintenance and accuracy reviews
Monthly improvement sprints based on usage patterns

Answer staff questions instantly

Knowledge agents provide immediate, accurate answers from organisational content without staff searching SharePoint or asking colleagues.

Automate routine requests

Process agents handle common requests like IT support, HR queries, and form submissions without human intervention for straightforward cases.

Connect siloed systems

Agents provide a single conversational interface to multiple backend systems without users needing to learn each platform.

Scale expertise

Agent knowledge bases capture expert knowledge and make it available to everyone, reducing dependency on specific individuals.

Improve over time

Conversation analytics reveal what users ask, what works, and what needs improvement, enabling data driven enhancement.

Engage

Identify high value agent use cases through stakeholder workshops, support ticket analysis, and assessment of frequently asked questions and repetitive requests.

Validate

Confirm knowledge source quality, integration feasibility, governance requirements, and expected conversation patterns before building.

Optimise

Design conversation flows, knowledge grounding strategy, plugin architecture, and testing frameworks based on validated requirements.

Launch

Deploy agents to pilot user groups in Teams with monitoring, feedback mechanisms, and human escalation paths for edge cases.

Verify

Measure resolution rates, user satisfaction, answer accuracy, and escalation frequency against defined success criteria.

Evolve

Continuous improvement through conversation analytics, knowledge updates, new capability development, and expansion to additional use cases.

Government

Copilot Studio agents for government agencies providing citizen service assistance, internal knowledge access, and process automation with governance controls.

Utilities & Energy

Copilot Studio agents for utilities and energy organisations automating customer enquiries, field worker knowledge access, and operational process assistance.

Defence

Copilot Studio agents for defence organisations with controlled knowledge access, classification awareness, and audit logging for all interactions.

Transport & Logistics

Copilot Studio agents for transport and logistics companies providing scheduling assistance, status enquiries, and operational knowledge access.

Healthcare & Aged Care

Copilot Studio agents for healthcare organisations providing clinical knowledge access, patient enquiry routing, and administrative process automation.

NDIS & Community Services

Copilot Studio agents for NDIS and community service providers answering participant queries, guiding intake processes, and surfacing policy information.

Mining & Resources

Copilot Studio agents for mining and resources companies providing safety knowledge access, maintenance procedure guidance, and operational assistance.

Professional Services

Copilot Studio agents for professional services firms providing client knowledge access, research assistance, and internal process guidance.

Microsoft Teams

Deploy agents as Teams apps for direct user interaction through chat, providing instant access to knowledge and actions within the collaboration platform.

SharePoint

Knowledge grounding from SharePoint document libraries, pages, and lists provides agents with accurate organisational content.

Dynamics 365

Plugin actions that read and write CRM and ERP records enable agents to assist with sales, service, and operational scenarios.

Power Automate

Trigger complex multi step workflows from agent conversations for scenarios requiring orchestration across multiple systems.

Dataverse

Structured data storage for agent context, conversation history, and custom business data that agents use for decision making.

Azure AI Services

Advanced AI capabilities including custom models, AI Search, and Document Intelligence extend agent abilities beyond native Copilot Studio features.

Delivery that fits your business

Microsoft Partner

Practical guidance across Microsoft 365, Azure, SharePoint, Teams, Dynamics 365, Power Platform, security, and governance.

Certified Consultants

Senior specialists who can move from strategy into delivery, adoption, migration, support, and continuous improvement.

Australian Business

Local consulting for Australian organisations, backed by national experience and a delivery record across the country.

Why Evocate

Experience

Delivering Microsoft consulting outcomes since 2009.

Clients

Trusted by 186 clients across Australia and the Asia-Pacific region.

Delivery

622 completed projects and 1,068 total engagements.

See all our clients

Tell us what you are working on and we will map the right next step, whether that is consulting, licensing, managed services, or all three.

Contact Us

Frequently Asked Questions

Microsoft Copilot is a general productivity assistant built into Microsoft 365 applications. Copilot Studio is a platform for building custom agents that are grounded in your specific organisational knowledge, connected to your business systems, and designed for your specific workflows. They complement each other.

Agents can answer questions from organisational documents, execute actions in business systems, guide users through processes, create records, trigger workflows, and provide conversational interfaces to any system with an API. The scope depends on what you connect and what rules you define.

No. Copilot Studio can be licensed independently through per message pricing or included capacity. You do not need Copilot for Microsoft 365 E3/E5 licences for your users to interact with custom agents built in Copilot Studio.

A simple knowledge base agent grounded in SharePoint content can be built and deployed in 2-3 weeks. Complex agents with custom plugins, multi system integration, and sophisticated conversation flows typically take 6-10 weeks.

We implement citation requirements so agents reference source documents, configure content moderation guardrails, build comprehensive test case libraries, monitor conversation quality metrics, and iterate based on user feedback and analytics.

Evocate is a Microsoft Solutions Partner with deep experience in Microsoft 365 information architecture, Power Platform, and AI implementation. We understand how to ground agents in well governed content and connect them to enterprise systems securely.

Copilot Studio

Copilot Studio: Custom AI Agents for Your Organisation