West AI Solutions Logo

AI Agents

AI churn-risk detection from Microsoft Teams check-in transcripts

A daily Azure pipeline that scores every coach–VA check-in meeting against a 22-signal churn-risk checklist and lets leadership ask questions like “Which VAs are high risk this week?” in plain language.

Client
Virtual assistant staffing agency
Industry
Professional services
Status
In production

The problem

Early warning signs such as burnout, disengagement or client dissatisfaction were buried in hours of Teams transcripts. There was no consistent way to compare risk across assistants and clients.

What we built

  • Timer-triggered Azure Function pulls the last 7 days of meetings and transcripts through Microsoft Graph, with Azure Speech as a fallback
  • GPT-4.1 scores each transcript 0–100 against a 22-signal checklist (Low, Medium, High, Critical) and writes coaching recommendations
  • Azure AI Search hybrid index plus an Azure AI Foundry agent answer natural-language questions
  • Power BI dashboards and a SharePoint feedback loop that improves scoring through reviewed examples

Challenges we solved

  • Meetings with recordings but no transcript
  • Parsing coach, VA and client names from inconsistent filenames (40+ name mappings)
  • Azure OpenAI rate limits during batch analysis

Results

  • Running daily in production since v2.0, upgraded in v2.1
  • Every meeting scored and searchable; risk visible in Power BI and through the agent

Technology stack

  • Azure Functions (Python)
  • Microsoft Graph
  • Azure OpenAI GPT-4.1
  • Azure AI Search
  • Azure AI Foundry
  • Azure Speech
  • SharePoint
  • Power BI

Need something similar?

Free 30-minute scoping call. We reply within 24 hours.

Talk to us about AI Agents

Related work

AI Agents · Compliance / SaaS

Connie: RAG assistant for compliance documents inside SharePoint

A retrieval-augmented assistant launched from SharePoint that answers questions and helps draft documents from an organisation’s own compliance material, with a delta sync that keeps the index current every six hours.

Working demoCompliance software company

AI Agents · Cybersecurity

AI pentest agent for OWASP LLM Top 10 security testing

A multi-integration Azure AI Foundry agent connected to Xero, Outlook, SharePoint, a helpdesk and web search, built as a realistic testbed for prompt injection, data leakage and excessive-agency testing.

Delivered24by7 Security

AI Agents · Finance

Xero MCP server: AI-ready accounting integration on Azure

A Model Context Protocol server that exposes Xero as 22 AI-callable accounting tools, so Copilot Studio, Azure AI Foundry agents and web apps can ask for invoices, bills and P&L in plain language.

DeliveredAccounting automation client