Copilot Studio
Org-chart copilot for an events company
An internal Copilot Studio assistant that answers org-chart and role questions, routes requests and hands off to the right people, designed to grow into broader internal support.
- Client
- Worldwide Events
- Industry
- Events
- Status
- Delivered
The problem
Employees lacked a fast way to find people, roles and escalation paths across the organisation.
What we built
- Org-chart-aware topic routing and employee directory grounding
- Escalation flows and connector-ready design
- Teams-ready deployment
Challenges we solved
- Keeping org data current
- Permission boundaries
- Role mapping
Results
- Reusable conversation flows ready for new internal use cases
Technology stack
- Copilot Studio
- Microsoft 365
- Dataverse
- Microsoft Teams
“[The West AI team] took on challenges in new tech frontiers and rose to the challenges. Will work with [them] again the next time we need help.”
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