Copilot Agents Discovery Workshop

89% of employees who have access to automation and AI powered tools feel more fulfilled because they can spend time on work that really matters.

92% of leaders agree organizations need to shift to AI-first operating models in 12 months to stay competitive.

This 2-day workshop offers an exciting opportunity to learn about Copilots with agent capabilities. Participants will be introduced to AI Copilots that can now act as independent agents, the next evolution of copilots, and discover how they differ from traditional copilots.

The workshop will include a short introduction to copilots as well as a closer look at the new agent capabilities and their benefits, with an example use case to demonstrate the potential.

We will spend time to understand your business objectives and run a discovery session with participants to identify high value use cases where independent agents can make a rapid impact, orchestrating and automating complex business processes.

What will be covered?

During the workshop, we will help you to understand where you are on your AI journey, your Copilot maturity and your options for accelerating through the Copilot phase to introduce Agents into your business, we will also cover:

• Add-ons, integrations and extensions required to connect Copilots to agents capabilities

• Strategies for enriching data from across your technology ecosystem

• Licensing requirements

How is this different from Copilot?

While Copilot is focused on sourcing, summarizing, and generating information, agent capabilities take this a step further by adding automation; enabling custom copilots to act as agents and take action on behalf of people.

For example, a customer has a faulty product, and the customer service representative has gone through the guidance provided by Copilot but been unable to help the customer resolve the fault. As a result, Copilot recommends the product is either sent for repair, or a replacement offered.

In either case, the customer service representative could ask Copilot, and the asynchronous Copilot agent will take the relevant actions. If the customer requests a replacement, the employee can simply tell Copilot to send a replacement. In the background, all the required processes and activities can be undertaken, from recording that a replacement has been sent, right through to ordering, delivery and arranging collection of the faulty product.

What will the outcomes of the workshop be?

Following the 2-day workshop, participants will have a foundational understanding of how Copilots can act as agents. Specifically, the following items will be delivered:

• A high-level assessment of AI and copilot maturity

• Readiness recommendations for implementation of agent capabilities

• Tailored recommendations and potential use cases for your business

Workshop Agenda:

1. Day 1:

   a.) Intro to copilot – 30 mins

   b.) Intro to agents and one example use case – 1h 30

   c.) Business objectives and use case discovery – 3-hour design thinking

2. Day 2:

   a.) Understanding client AI and Copilot maturity – 2 hours

   b.) Options for going forward (accelerate through copilot to agent) – 1 hour

   c.) The role of agents in your digital transformation strategy – 1 hour

   d.) Licensing requirements – 1 hour

OUTPUTS:

• High level assessment of AI and copilot maturity (informed by findings from 2a)

• Readiness recommendations for Agent implementation (informed by 2a, 2b and 2c) – thinking a simple 3 – 5-point action plan for this?

• Tailored recommendations and potential Agent use cases (informed by 1c) – confirmation of 1-2 use cases and next steps (similar to or incorporated into the above action plan)

*Pricing will vary based on the scope of the engagement.