Custom Copilots with Copilot Studio
Build branded, grounded copilots for your own processes and data with Copilot Studio, deployed to Teams, your website or apps.
Solution Overview
The Challenge
Generic assistants know the public internet but nothing about your products, policies, pricing or systems, so the answers they give are confidently wrong in exactly the places that matter.
- 1Generic assistants have no knowledge of your products, policies or systems
- 2Custom-built bots take months of engineering and ongoing maintenance
- 3Answers cannot be traced to a source, so business owners will not sign off
Our Approach
CloudGate builds low-code copilots on Microsoft Copilot Studio grounded in your SharePoint, document and knowledge sources, connected to line-of-business systems through secure actions and connectors.
- Low-code copilot build on Copilot Studio with generative answers over your content
- Grounding in SharePoint, Dataverse, websites and document libraries
- Secure actions and connectors for real transactions in line-of-business systems
Typical Outcomes
Typical outcomes for this solution pattern, not the results of a named client engagement.
Technologies Used
More Success Stories
View all case studies
AI Agents for Business Process Automation
Autonomous AI agents that carry out multi-step business processes end to end, with human approval where it matters.
Enterprise Knowledge Assistant (RAG)
A grounded chat assistant over your own documents and systems that answers with citations. No hallucinations.
Unified Data Estate on Microsoft Fabric
One governed lakehouse foundation on OneLake that powers all your BI and AI. The starting point for every use case.