Grounded on your content
The agent is grounded on the knowledge hub, so its advice reflects the company's own policies.
Case Studies / HR Policy Assistant
HR Policy Assistant
Built with Copilot Studio
A company wanted staff to get answers about HR policy straight away, drawn from its own knowledge hub rather than from whoever happened to be free to ask.
The problem behind the work
Staff regularly had questions about HR policy, and the answers sat in documents on a SharePoint knowledge hub that people had to find and read for themselves.
Questions that could have been answered from those documents still went to people, and the advice given depended on who was asked.
Policies spread across documents
The answer was in the knowledge hub, but finding the right document took time.
The same questions, repeatedly
Routine policy questions kept returning to the people who knew the answers.
Advice that varied
Different people could give different answers to the same question.
Hard to search
Staff had to know where to look before they could find what the policy said.
What was delivered
A Copilot Studio agent grounded on the company's SharePoint knowledge hub, so staff can ask a question and be advised according to the company's own policies.
Ask in plain language
Staff engage with the agent as they would a colleague, and ask their question in their own words.
Advice on policy
Users are advised accordingly, rather than being left to interpret the documents themselves.
Inside your Microsoft environment
Built with Copilot Studio and SharePoint, using the content the company already maintains.
What changed
Answers when staff need them
Policy questions can be asked and answered at any time, without waiting for a person.
More consistent advice
Answers draw on the same source documents every time.
Less searching
Staff no longer need to hunt through the knowledge hub for the right document.
Content stays where it lives
Policy owners keep maintaining their documents in SharePoint, and the agent draws on them.
Platform components
Copilot Studio
SharePoint
Questions your team keeps asking?
If the answers already exist in your documents, an assistant can help people reach them. Tell us what your team asks most and we will explain how we would approach it.