Vervint's Copilot Agent Builder - AI Agent Services Engagement

From Training to Production-Ready AI Agents

The Copilot Agent Builder – AI Agent Services Engagement helps organizations move beyond AI experimentation to deploy governed, production-ready AI agents using Microsoft Copilot Studio, Microsoft 365 Copilot, Azure AI, and the Power Platform.

This structured engagement combines hands-on training, agent optimization, and new agent development to deliver measurable productivity improvements—while ensuring enterprise security, compliance, and long-term scalability.

Customers leave with:

• Two production-ready AI agents aligned to real business workflows
• A repeatable framework for identifying and prioritizing future agent use cases
• Hands-on enablement so internal teams can confidently build, manage, and scale agents

Why Agentic AI — Why Now

The next wave of productivity is not about content generation—it’s about AI that understands workflows, acts on enterprise data, and completes tasks autonomously. Organizations adopting Microsoft Copilot are already seeing tangible ROI. This engagement focuses on translating that potential into real business outcomes by embedding AI directly into day‑to‑day operations.

What’s Included

1. Foundation Training (5 Hours)

A hands-on workshop covering:

• Declarative agents in Microsoft 365 Copilot
• Copilot Studio fundamentals and best practices
• Knowledge source configuration (SharePoint, web, structured data)
• Publishing agents to Microsoft Teams and Copilot Chat

Participants build agents during guided labs using their own business content.

2. Agent Optimization

Audit and enhance existing agents through:

• Instruction and prompt tuning
• Knowledge refinement
• Output accuracy improvements
• Scenario-based testing

3. New Agent Build

Design and deploy a new high-impact agent:

• Use case selection and scoping
• Agent design and instruction authoring
• Knowledge and action integration
• Testing and production deployment

4. Retainer Support (24 Hours)

Post-engagement support including refinements, updates, and guidance on governed expansion.

Sample Use Cases

Operations (work instructions, exception routing),
HR (onboarding Q&A, policy lookup),
Finance (invoice and budget exceptions),
Sales, IT, Supply Chain (RFP support, helpdesk triage, inventory alerts)

Deployment, Security, and Governance

• Deployment: Microsoft Teams, Microsoft 365 Copilot, SharePoint, web
• Authentication: Microsoft Entra ID
• Data protection: Power Platform DLP, Microsoft Purview logging
• Analytics: Usage insights, CSAT, Power BI reporting

Designed for compliance-ready environments, including HIPAA-, SOC-, ISO-, and FedRAMP-aligned architectures.

Target Audience

• Organizations licensed for Microsoft 365 Copilot or Copilot Studio
• IT, Operations, HR, Finance, and Sales leaders focused on automation
• Enterprises seeking governed, scalable AI—not proof-of-concepts

Prerequisites

Customer-provided licenses:

• Microsoft 365 Copilot
• Copilot Studio
• Power Automate

Ready to Put Agentic AI to Work

This engagement is delivered by Vervint’s Microsoft AI practice, combining deep Copilot Studio expertise with real-world enterprise delivery experience. We work alongside your teams to ensure AI agents are not just built—but adopted, governed, and scaled with confidence.

If you’re ready to move from experimentation to production and deploy AI agents that reduce manual effort, accelerate decision making, and integrate seamlessly into Microsoft 365, this engagement offers a fast, practical, low-risk path to measurable results.