Microsoft Copilot Studio Discovery Workshop

As businesses face growing demands for automation, efficiency, and AI-powered workflows, Microsoft Copilot Studio offers a low-code platform to build AI-driven chatbots and autonomous agents that automate customer service, IT support, HR processes, and internal business operations.

This consulting engagement provides a structured Microsoft Copilot Studio Discovery Workshop and Quickstart over 3-4 weeks, enabling organizations to explore Microsoft Copilot Studio for AI-driven automation. It helps organizations get started by providing step-by-step onboarding guidance, initial setup support, and hands-on training to ensure teams can effectively build, deploy, and scale AI-driven automation solutions. The offer includes:

• Conversational AI Discovery Workshop – Define chatbot and autonomous agent use cases. • Prototype Development – Design and configure a pilot chatbot or autonomous agent. • AI-Powered Response Automation – Leverage Generative AI for knowledge-based Q&A. • Deployment Strategy & Planning – Develop a roadmap for production rollout. • Training & Knowledge Transfer – Equip teams to maintain and refine solutions.

This structured agenda guides organizations from the initial exploration of Microsoft Copilot Studio through the full implementation process, ensuring they gain hands-on experience building and deploying AI-driven automation solutions.

Week 1: Discovery & Planning • Understand business needs and identify AI use cases. • Conduct workshops with stakeholders to define chatbot/agent objectives. • Align AI automation with business goals.

Week 2: Design & Prototype Development • Configure Microsoft Copilot Studio and AI models. • Develop a working prototype chatbot or autonomous agent. • Integrate with Microsoft 365, Dataverse, and third-party systems.

Week 3: AI Training & Refinement • Enhance AI-driven responses using knowledge sources. • Test AI workflows for automation efficiency. • Conduct iterative reviews with stakeholders.

Week 4: Deployment & Enablement • Deploy the solution in a test environment. • Develop a scaling and governance strategy. • Provide hands-on training for internal teams.

Anticipated Outcomes • Automated AI-powered self-service capabilities for employees and customers. • Reduction in manual workloads for IT, HR, and customer support teams. • Clear roadmap for scaling AI-driven chatbots and autonomous agents.