HOW WE HELP

AI Agents

Help people find answers and move work forward with AI connected to your business. We design agents in Copilot Studio and custom solutions on Azure, with clear access, useful boundaries, and people in control.

CONNECTED TO YOUR BUSINESSUseful AI. Clear boundaries.YOUR REQUESTFind an answer. Prepare the next step.Your AI agentCopilot Studio · Custom AzureDefined access · Tested behavior · Human reviewApproved knowledgeRelevant content and sourcesBusiness systemsAuthorized tools and workflows

START WITH A USEFUL JOB

Put AI to work where it can help.

Choose a focused business problem, connect the right information and tools, and define what the agent should do when it needs help.

Make knowledge easier to use

Help people find relevant answers from agreed sources, with a path back to the information behind them.

Connect answers to action

Prepare work or trigger authorized workflows through integrations designed around your business process.

Keep responsibility clear

Set boundaries, approvals, and ownership so people know what the agent can do and when they need to review it.

WHAT WE DELIVER

Agents built around your work and your systems

Use-case discovery and feasibility

Identify a valuable starting point, assess the available knowledge and systems, and define how success will be evaluated.

Copilot Studio agents

Build agents using Copilot Studio, with relevant knowledge sources, conversation design, and suitable connectors and workflows.

Custom agents on Azure

Develop tailored agents on Azure when you need more control over application behavior, integrations, hosting, or the user experience.

Knowledge and system connections

Connect approved content and business APIs with attention to authentication, authorization, and the information the agent actually needs.

Human oversight and governance

Define which actions require approval, how uncertain answers are handled, and who owns access, review, and ongoing decisions.

Evaluation and ongoing improvement

Test realistic tasks and failure cases, review results with users, and improve instructions, sources, and integrations over time.

WHERE IT MAKES A DIFFERENCE

Give the agent a clear role

An internal knowledge assistant

Help employees explore approved policies, procedures, and reference material with source-aware answers.

  1. Ask
  2. Retrieve
  3. Answer
  4. Review

A guided service request

Help users provide the right information, prepare a request, and route it through the agreed process.

  1. Collect
  2. Prepare
  3. Confirm
  4. Submit

An agent connected to business systems

Retrieve relevant records and prepare or perform authorized actions within a clearly defined scope.

  1. Identify
  2. Retrieve
  3. Authorize
  4. Act

A repeatable task with human approval

Prepare drafts or recommendations and hand important decisions to the person responsible.

  1. Gather
  2. Draft
  3. Approve
  4. Continue

FROM IDEA TO EVERYDAY USE

Start focused. Test with real work.

  1. 01

    Understand the work

    Identify the task, users, information sources, and expected outcome. Decide whether an agent is the right approach.

  2. 02

    Shape the solution

    Choose Copilot Studio, custom Azure development, or a combined approach. Define access, tools, approvals, and evaluation criteria.

  3. 03

    Build and validate

    Build a focused pilot and test answer quality, authorized actions, uncertain inputs, and escalation with representative users.

  4. 04

    Launch and evolve

    Launch with clear ownership and user guidance, then review usage, feedback, and performance to improve the agent.

Colleagues working together in a shared digital workspace
Test with the people who will use the agent and own its outcomes.

Engage us at the stage you need

Discovery assessment

Assess agent opportunities, source readiness, platform fit, and a practical pilot scope.

Project delivery

Design, build, connect, evaluate, and launch an agreed agent scope.

Ongoing improvement

Maintain the agent and improve its sources, behavior, and integrations as needs evolve.

PRACTICAL GUIDANCE

An app, an agent, or a combination?

The right starting point is the job you need done. Our guide explores how to decide what to build and what to consider about running it, so the technology choice supports the business need.

Read the guide
Illustrative image accompanying Cloudwell’s app-or-agent decision guide
Choose the approach around the task, the controls, and the ongoing ownership.
Clear business purpose
Appropriate platform
Ongoing ownership

WHY CLOUDWELL

Microsoft expertise.
Practical business outcomes.

Cloudwell’s leaders bring more than 40 years of experience helping organizations get more from Microsoft technology.

For AI agents, we bring Microsoft 365, Power Platform, and custom application expertise together—from choosing a useful business scenario to connecting systems and supporting responsible adoption.

Where could an agent help your team?