Copilot Studio Services
Deploying AI agents via Power Platform Copilot Studio
into governed workflows and business-critical processes.
Struggling to identify where AI agents can create business impact?
Many teams lack clarity on high-value use cases, leading to pilots that demonstrate capability but fail to drive operational or financial outcomes.
Explore our ServicesFinding it difficult to integrate agents into real business workflows?
Disconnected systems, unclear process ownership, and poor orchestration prevent agents from moving beyond basic responses to executing tasks.
Explore our ServicesConcerned about giving AI agents access to sensitive enterprise data?
Without a governed data foundation, role-based access controls, and audit mechanisms, security and compliance risks can stall adoption.
Explore our ServicesCreate, Customize, and Launch AI Agents with Confidence
Copilot Studio enables organizations to design and manage AI agents tailored to their business needs. These agents can connect to enterprise data sources, understand natural language, execute tasks, and operate across collaboration tools, websites, apps, and internal systems.
With the right architecture and governance in place, AI agents evolve from simple assistants into accountable digital co-workers—supporting employees, streamlining operations, and improving customer interactions.
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Our Copilot Studio Services
Conversational Agent Design
Autonomous Agent Enablement
Pre-Built Agent Activation and Customization
Voice-Enabled AI Agents
Data Foundation and AI Security for Agents
Industry Use Cases for Copilot Studio Agents
Balance Sheet Reconciliation Agent
Identify discrepancies across financial systems, flag anomalies, and automate corrective workflows to improve accuracy while reducing manual reconciliation cycles.
Recruitment Assistant Agent
Screen applications, rank candidates based on defined criteria, and summarize insights so recruiters can focus on strategic hiring decisions.
Intelligent Upsell Agent
Analyze customer behavior, preferences, and interaction history to recommend relevant cross-sell or upsell opportunities during support interactions.
IT Support Agent
Automate ticket intake, categorize and prioritize issues, provide resolution guidance, and update stakeholders to improve response time and operational efficiency.
Contract Review Agent
Detect clause deviations, identify potential risks, and recommend revisions to shorten review cycles and strengthen compliance oversight.
Why LevelShift
- AI Center of Excellence powered by 50+ AI and data specialists
- 100+ pre-built, industry-aligned agents to accelerate deployment
- Responsible AI framework grounded in security, auditability, compliance.
- Deep Perforce Delphix expertise to ensure compliant, governed data for enterprise AI
FAQs
Copilot Studio is powerful—but value comes from use-case prioritization, governance design, integration architecture, and measurable outcomes. A service partner helps you:
- Identify high-ROI automation opportunities
- Design secure data access and compliance models
- Integrate with Power Platform, Azure, and enterprise systems
- Optimize prompts, guardrails, and agent performance
Without structured implementation, most organizations underutilize AI investments.
We begin with a business impact assessment, not a tool demo. Our approach includes:
- Process mapping and pain-point identification
- Volume and cost-of-delay analysis
- Stakeholder interviews across IT and business teams
- Prioritization matrix (impact vs. complexity)
The result: a clear AI roadmap—not random bot experimentation.
Copilot Studio connects to enterprise data. Governance is critical. We implement:
- Role-based access controls
- Data loss prevention (DLP) policies
- Environment strategy (Dev/Test/Prod separation)
- Responsible AI guardrails and escalation logic
- Integration alignment with Microsoft 365 Copilot where applicable
This ensures AI operates within your compliance framework—not outside it.
Yes—and integration is where service expertise matters most. We enable:
- API-based integrations
- Power Automate workflow orchestration
- Secure data connectors (SharePoint, SQL, Dynamics, custom apps)
- Real-time task execution, not just Q&A bots
Your AI agent becomes an action engine, not a static chatbot.
Ready to Operationalize AI Agents?
Design AI agents that don’t just respond but deliver outcomes.
Talk to our experts