Curated knowledge sources
Select useful SharePoint content or other supported repositories. Assign document owners, remove obsolete material and agree how changes and deletions reach the assistant's searchable knowledge.
Data & AI / Overview
DIGITAL CLOUD / Data & AI
Company Copilot
Plan an assistant that answers from approved company knowledge. Define source ownership, permission boundaries and escalation when answers are uncertain.
Plan your solution01
Company Copilot
Understanding the solution
A company knowledge assistant should answer from approved information that the current user may access. Digital Cloud designs a tailored copilot using suitable Microsoft services, choosing between Copilot Studio and a custom Azure application. The first scope centres on a defined audience and knowledge domain.
Business AI should begin with a bounded task and a way to judge the output. Good results depend on suitable information, defined access and clear handling of uncertainty or mistakes.
Capabilities and scope
Identity and permissions
Design authentication and source authorization for the chosen connectors. Test different user roles explicitly; access restrictions must be enforced in retrieval and actions, not merely described in a prompt.
Useful answers and handoff
Require source references where supported and define responses when evidence is missing or conflicting. Start with knowledge answers; any later business actions receive separate permissions and confirmation rules.
A practical example
Employees ask how to request equipment and receive the approved procedure; restricted HR records stay outside the knowledge available to ordinary users.
What your project can deliver
- A source inventory with owners and update requirements.
- A pilot assistant with role-based access test cases.
- An answer-quality review and support handover guide.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
02
Requirements and considerations
Identify permitted sources, sensitive data, expected outputs and human review points. Evaluate quality, costs and failure cases before allowing broader access or connected actions.
Company Copilot
Project priorities
Approved sources
Answer citations
Human escalation
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
Your engagement
How Digital Cloud can help
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
Company Copilot
Questions before you start
Will it automatically respect every source permission?
That depends on the architecture and connector. We verify the actual permission path and test restricted documents before the pilot is opened to its audience.
What determines the cost and schedule?
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
What will we receive?
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
Can this work with our existing systems?
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
What happens after the initial work?
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
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