Internal work-grounded agents
Internal agents can help staff navigate approved organisational knowledge. They are powerful because they can reduce time spent searching SharePoint and Teams. They are risky because they can make permission problems obvious.
Typical products and features
- Microsoft 365 Copilot agents
- Agent Builder
- SharePoint and Microsoft Graph grounding
- Teams deployment
- Microsoft 365 admin controls
Best-fit users
- Teams with mature SharePoint permissions
- Policy and quality teams
- Customer support teams
- Governance teams
- Product teams
Extra cost risk: Medium to high; depends on grounding, sharing and metering
Watch-outs
- Do not start with HR, malpractice, appeals, complaints, candidate evidence or live assessment materials.
- Every agent should have an owner, scope, knowledge source list, review date and escalation route.
- IT should monitor agent creation, sharing and use.
Example use cases (10)
Published policy assistant
Staff ask questions about approved policies only
Where: Copilot Chat / Agent Builder
Centre support assistant
Support staff find approved responses to common centre questions
Where: Copilot Chat / Teams
Qualification development assistant
Product staff find templates, old decisions and process steps
Where: Copilot Chat
EQA methodology assistant
Quality team asks about EQA approach and approved visit processes
Where: Copilot Chat / Teams
Complaints process assistant
Staff ask what process step comes next
Where: Copilot Chat / Teams
Onboarding assistant
New staff ask about organisational process and terminology
Where: Teams
Product knowledge assistant
Staff ask about qualification rules and public documentation
Where: Copilot Chat
Accessibility guidance assistant
Staff ask for relevant guidance and templates
Where: Copilot Chat
Governance evidence assistant
Staff find evidence for audits and board papers
Where: Copilot Chat
Template assistant
Staff find approved templates and examples
Where: Copilot Chat