Custom Copilot Agents and Plugins

A custom Microsoft Copilot agent answers questions and takes actions using your own data and systems. Colture builds the agent and the plugins it calls, scopes what it may read and write, and tests it before your team relies on it.

What We Build

Agents: A Copilot agent with a defined job, the knowledge it may use, and instructions for what it must refuse.
Plugins and Actions: Plugins that let the agent read from, or write to, your other systems through their APIs.
Knowledge Sources: SharePoint, documents, and other approved sources the agent may use, with permissions that follow the user.
Guardrails: Limits on what the agent can do, and a person in the loop for anything that changes a record.
Testing: A written set of test questions, including the ones the agent should decline.

What an Agent Should Not Do

An agent is not a replacement for an owner. We scope it to one job, test it with the questions your team actually asks, and write down what it cannot do, so nobody finds that out in front of a customer.

FAQs

What Is a Custom Copilot Agent?

A custom Copilot agent is a Microsoft Copilot assistant configured for one job, with its own instructions, approved knowledge sources, and plugins that call your systems.

Can a Copilot Agent Change Records in Our Systems?

Yes, through plugins we build. We recommend that a person approves any action that changes a record, and we build that approval in.

Do We Need Copilot Licenses?

Copilot agents run inside Microsoft products and depend on the licenses and settings your organization has. We confirm what you have on the first call.