Microsoft Copilot Studio Agent Build

Microsoft 365 Copilot is powerful out of the box, but the real ROI comes when Copilot is grounded in your organization's data and processes. FORTÉ's Custom Copilot Agent Build is a fixed-fee engagement that designs, builds, and deploys one production-ready agent using Microsoft Copilot Studio — tailored to a high-value scenario in your business.

Whether you need an HR policy assistant, a sales enablement agent, an IT helpdesk bot, or a customer-facing Q&A agent, FORTÉ's Data & AI team handles the full lifecycle from scenario design through deployment and adoption.

What you'll get

One production-deployed Copilot Studio agent grounded in your selected data sources Connectors to SharePoint, Dataverse, line-of-business systems, or public web content as needed Custom topics, actions, and Power Automate flows Microsoft Teams and/or web channel integration Responsible AI guardrails and content moderation configuration Knowledge transfer and admin training for your internal team 30-day post-launch support and tuning

Three-phase approach

Phase 1 — Design (Weeks 1–2)

Discovery workshop to identify the highest-value scenario and persona Define agent scope, conversation flows, and success metrics Identify data sources, security boundaries, and access controls Architect the solution including connectors, flows, and integration points Establish responsible AI guardrails

Phase 2 — Build (Weeks 3–4)

Configure Copilot Studio environment and security Develop topics, entities, and conversation logic Build Power Automate flows and custom actions Integrate data sources and authenticate connections Conduct iterative testing with stakeholder feedback

Phase 3 — Deploy & Enable (Weeks 5–6)

Deploy agent to Teams, web, or other target channels Configure analytics and usage telemetry Train administrators on maintenance, content updates, and governance Deliver adoption playbook with user communications and training materials Provide 30 days of post-launch tuning and support

Outcome

A working, governed, branded Copilot agent your users adopt — plus the internal capability to build the next one.