AI Copilot Pilot: 4-Week Implementation

Accelerate your AI adoption with a custom "Intelligent Agent" or "Copilot" designed to automate business workflows and enhance decision-making. Velvetech's 4-week implementation service delivers a secure, deployable pilot with production-grade security and operational readiness, leveraging Azure OpenAI Service, Azure AI Search, and Semantic Kernel.

Unlike generic chatbots, our Agentic AI solutions can reason, plan, and execute tasks by integrating directly with your ERP, CRM, and proprietary data sources.

Key Benefits

• Automate Complex Workflows: Deploy agents that don't just answer questions but perform actions (e.g., "Draft a quote, populate CRM fields, and prepare an email for approval").
• Enterprise-Grade Security: Deployed inside your Azure tenant using Entra ID (SSO/RBAC), Key Vault for secrets, and Azure logging/auditing (Log Analytics/Sentinel-ready).
• Seamless Integration: Native connections to Microsoft 365, Dynamics 365, and custom SQL databases.
• Data Handling: No customer data is used to train foundation models. Access is limited to approved sources and governed by your permissions.
• Approval Workflow: Optional human confirmation before sending emails, updating records, or executing high-impact actions.

Deliverables

• Week 1: Use Case Definition & Architecture Design (Azure OpenAI resource planning).
• Week 2: Development of the Core AI Agent/Copilot (Prompt Engineering & RAG setup).
• Week 3: Integration with one (1) key business system (e.g., CRM or SQL).
• Week 4: UAT, Deployment to Azure, and Handover Training.