Secure. Embedded. Productivity-Driven AI.

At IntelliQuest, we help organisations design, configure, and optimise Microsoft 365 Copilot agents that enhance employee productivity directly within the tools people already use—Teams, Outlook, Word, Excel, PowerPoint, and SharePoint.

Our focus is on practical, governed M365 agents that deliver immediate value while respecting enterprise security, data boundaries, and compliance requirements.

What Are Microsoft 365 Copilot Agents?

Microsoft 365 Copilot agents are embedded AI assistants that work inside the Microsoft 365 ecosystem, using organisational data (via Microsoft Graph) to:

  • Answer questions using emails, documents, meetings, and chats
  • Summarise content and conversations
  • Draft documents, presentations, and responses
  • Provide contextual assistance inside everyday workflows

They are low-friction, high-impact AI capabilities designed for knowledge workers.

M365 Copilot Agent Services

🤝 Use-Case Discovery & Readiness Assessment

We help you identify where Copilot will drive the most value.

  • Role-based Copilot use-case mapping
  • Data readiness & permissions review
  • Information architecture assessment (SharePoint, OneDrive, Teams)
  • Security and compliance alignment

Outcome: A clear, prioritised Copilot adoption roadmap.

🧠 Knowledge Enablement & Grounding

Copilot is only as good as the data it can access—we help you get it right.

  • SharePoint and OneDrive content structuring
  • Metadata, taxonomy, and permissions optimisation
  • Reducing noise and improving answer relevance
  • Ensuring Copilot uses approved, authoritative content

Outcome: More accurate, trustworthy Copilot responses.

✍️ Copilot Prompt & Scenario Design

We design repeatable, role-specific Copilot experiences.

  • Prompt patterns for common business tasks
  • Scenario libraries for departments (HR, Finance, Sales, IT)
  • Meeting, document, and email workflows
  • Executive and leadership briefing scenarios

Outcome: Consistent, high-quality Copilot usage across teams.

🔐 Security, Compliance & Responsible AI

We ensure Copilot works within enterprise guardrails.

  • Data access and permission validation
  • Sensitivity labels and information protection alignment
  • Responsible AI guidance and usage policies
  • User transparency and AI usage guidance

Outcome: Confident, compliant Copilot adoption.

🎓 Adoption, Enablement & Change Management

Copilot success depends on people, not just technology.

  • User training and enablement sessions
  • Department-specific guidance
  • Usage playbooks and best practices
  • Adoption metrics and feedback loops

Outcome: Faster adoption and sustained productivity gains.

Typical IntelliQuest M365 Copilot Use Cases

  • 📧 Email summarisation and drafting
  • 📄 Document creation and review
  • 🧑‍💼 Executive briefings and meeting summaries
  • 🧠 Employee knowledge assistance
  • 📊 Data insights in Excel
  • 🗂️ Policy, HR, and internal information lookup

What M365 Copilot Is (and Isn’t)

M365 Copilot is ideal when you need:

  • Embedded productivity assistance
  • Minimal engineering overhead
  • Secure, tenant-bound AI
  • Fast time-to-value

M365 Copilot is not designed for:

  • Autonomous task execution
  • Complex multi-step workflows
  • External system orchestration
  • Advanced agentic behaviour

👉 That’s where Copilot Studio or Azure AI Foundry come in—and IntelliQuest helps you connect them seamlessly.

Why IntelliQuest?

  • Deep expertise across Microsoft 365, Copilot, and enterprise AI
  • Strong focus on governance and Responsible AI
  • Proven experience enabling Copilot at scale
  • Clear documentation, playbooks, and adoption frameworks
  • End-to-end agent strategy across the Microsoft ecosystem

Our Delivery Approach

  1. Assess – Use cases, data readiness, and risk
  2. Prepare – Content, permissions, and governance
  3. Design – Prompts, scenarios, and role-based usage
  4. Enable – Training, playbooks, and rollout
  5. Optimise – Adoption tracking and continuous improvement

Ready to Unlock Productivity with M365 Copilot?

Partner with IntelliQuest to deploy secure, effective Microsoft 365 Copilot agents that help your teams work smarter—every day.

👉 Talk to IntelliQuest about your M365 Copilot strategy

Email: consulting@intelliquest.io