AI Agents & Copilot Studio

AI agents that understand the work.
Built with Copilot Studio.

Give employees a practical way to find information and move a task forward. MetaDynamic designs Microsoft Copilot Studio agents around approved knowledge, scoped actions and clear human handover.

Business-first design   /   Clear delivery scope   /   Ongoing support
A controlled path from request to action
  1. Understand the request
  2. Retrieve permitted knowledge
  3. Use an approved action
  4. Confirm or hand over
Defined scope · Controlled access · Human review

The business case

From a useful answer to the right next action.

Microsoft Copilot Studio brings together agent knowledge, conversations and actions. Power Virtual Agents is now part of Copilot Studio, giving teams a single place to design agents for focused business tasks.

We start with a bounded business task, define what the agent may access and agree where it must stop for review. Testing covers both the answer and any downstream action.

Copilot Studio consulting and business process planning

Specialist services

AI Agents & Copilot Studio services

01

Knowledge-grounded agents

Connect curated policies, procedures and business information with clear content ownership.

02

Business actions & workflows

Connect approved tools and workflows, with validation before a business record changes.

03

Conversation & fallback design

Define intent, clarification questions, out-of-scope responses and handover routes.

04

Event-driven scenarios

Assess bounded scenarios that respond to business events, with explicit execution limits.

05

Access & environment controls

Align authentication, data access and lifecycle management with your operating requirements.

06

Testing & operational ownership

Evaluate representative requests, monitor failures and agree responsibility for ongoing improvement.

Where it fits

Practical work. Clearly defined.

01

Employee knowledge

Find an approved procedure and identify the next responsible team.

02

Service request triage

Collect the required context, classify the request and route it to an owner.

03

Operational assistance

Retrieve permitted business information and prepare an action for confirmation.

Delivery outcomes

Know what you will receive.

01   Agent design brief

Purpose, users, knowledge sources, permitted actions and escalation boundaries.

02   Tested pilot

Representative scenarios, failure cases and reviewable acceptance results.

03   Operating playbook

Content ownership, monitoring, release controls and support responsibilities.

Our approach

A measured route into production.

  1. STEP 01Define the task
  2. STEP 02Prepare knowledge
  3. STEP 03Build the agent
  4. STEP 04Test and review
  5. STEP 05Release in stages
  6. STEP 06Monitor and improve

Frequently asked questions

What to consider before you start.

Is Power Virtual Agents now Copilot Studio?

Power Virtual Agents is now included in Microsoft Copilot Studio. We design new agents and assess existing Power Virtual Agents deployments using the current Copilot Studio capabilities.

Can an agent update business systems?

Yes, where supported tools and permissions are configured. We define validation, approval and error handling for each action rather than granting unrestricted access.

Can agents work without a user message?

Event-driven scenarios can be designed where the platform supports them. Triggers, permitted actions, limits and monitoring are agreed for each use case.

How do you protect internal information?

The design includes authentication, source permissions, environment boundaries and tests for unintended information exposure. Access is reviewed with your security owners.

Can you work with existing agents?

Yes. An assessment can review knowledge quality, conversation design, actions, failure handling and release practices before recommending changes.

What determines cost?

Scope, channels, knowledge preparation, integrations, usage and support requirements affect cost. Platform licensing and consumption are reviewed separately from implementation.

Start a conversation

Start with one agent your team will use.

Bring a recurring question or bounded task. We will help define the knowledge, actions and pilot scope.