Faster to value
Working from a pre-built starting point, not a blank canvas. Most kits ship in 2 to 4 weeks rather than 3 to 6 months of custom development.
Service · Agent Kits
Six pre-built AI agents for the work that’s eating your team’s time.
Custom agent builds take months. Our Agent Kits ship in weeks, configured to your workflows, governed with Microsoft Agent 365, and measured against the hours saved and outcomes produced.
Why kits, not custom builds
Working patterns, adapted to your processes.
Custom agents from scratch cost months and produce uncertain ROI. Agent Kits start from working patterns and adapt to your processes, with governance configured before the agent is exposed to users.
Governance built in
Identity controls, sensitivity labels, data boundaries, and Microsoft Agent 365 lifecycle management configured before the agent is exposed to users.
Built on Microsoft, not on us
Each kit is built in Microsoft Copilot Studio, grounded in your data, and operates within the Microsoft control plane. No proprietary platform lock-in.
The six Agent Kits
Six patterns that recur across the mission sector.
Each kit ships with a working prototype, configurable workflows, governance posture, and a measurement framework.
Agent
Donor intelligence agent
Drafts donor outreach, summarizes giving history and engagement signals, and surfaces the briefing your development team needs before every call. Grounded in your CRM (Raiser’s Edge, Salesforce, Microsoft Dynamics) so it never makes up a gift.
Use cases: major gift prep, donor renewal outreach, lapsed donor re-engagement, foundation prospect briefings.
Governance: sensitivity labels on donor PII, access scoped to development staff, audit trail on every draft.
Agent
Intake routing agent
Reads incoming forms, emails, and case submissions, classifies them, routes to the right program team, and drafts an acknowledgment. Turns hours of manual triage into minutes of review.
Use cases: legal services intake, hospital patient services routing, foundation grant LOI review, constituent service requests.
Governance: PII detection, sensitivity labels propagated to drafts, human-in-the-loop confirmation before send.
Agent
Knowledge keeper agent
Answers staff questions grounded in your organizational content: policies, program documentation, board materials, prior board minutes. Knowledge that doesn’t walk out when someone leaves.
Use cases: policy lookup, board document search, program manual reference, onboarding for new hires.
Governance: retrieval grounded only in approved SharePoint sources, sensitivity labels respected on responses.
Agent
Research assistant agent
Drafts grant research briefs, foundation prospect profiles, and program research synthesis. Pairs vetted internal context with external sources you trust, not the open web.
Use cases: grant prospect research, foundation due diligence, program literature reviews, board pre-reads.
Governance: source citations on every output, external sources allowlisted, audit trail for grant compliance.
Agent
Constituent support agent
Handles the routine constituent questions that consume program-team time: eligibility, application status, hours, program details. Hands off to a human the moment the question gets complicated.
Use cases: legal services FAQs, patient services questions, program eligibility queries, hospital wayfinding.
Governance: explicit escalation triggers, human-in-the-loop on anything ambiguous, bilingual where required.
Agent
Board reporter agent
Synthesizes program data into board-ready reports, donor briefings, and grant interim reports, with the human in the editor’s seat, not the assembler’s. Board questions take hours to answer, not weeks.
Use cases: quarterly board reports, grant funder updates, donor impact reports, dashboard narrative drafts.
Governance: source-of-truth data only (Microsoft Fabric, SharePoint, Dynamics), attribution on every number, human edit before send.
What each Agent Kit ships with
An end-to-end engagement, not a starter template.
From identifying the right workflow to operating the agent in production.
Working agent in Copilot Studio
The agent itself, deployed in your Microsoft 365 tenant, grounded in your data, and configured to your specific workflow.
Process discovery & KPIs
We identify the specific workflow where the agent has the most impact, with KPIs defined before any building begins.
Governance configuration
Identity controls, sensitivity labels, and data boundaries configured before the agent is exposed to users. Microsoft Agent 365 lifecycle management included.
Adoption support
Role-based training, prompt libraries, and the change management that drives sustained adoption, not a one-time launch.
Performance framework
Quantifiable measurement of hours saved, cases routed, revenue recovered, or outputs produced: the KPIs that prove the agent is doing the job you hired it for.
Production operations
Agent monitoring, drift detection, cost management, and quarterly improvement, through CompleteCare or your in-house team, supported.
When custom is the right answer
Some workflows don’t fit a kit.
For those, we build custom on Microsoft Azure OpenAI Service and Azure AI Foundry, with the same governance posture.
- Claims Denial Navigator For rural and critical access hospitals: AI that parses 835 denial files, identifies appeal opportunities, and drafts appeals. Eligible for the Microsoft Rural Hospital Resiliency Program. See Healthcare AI →
- Document processing at volume High-volume intelligent extraction, parsing, and routing of forms and correspondence, when the kit pattern isn’t enough and Azure Document Intelligence is the right tool.
- Custom Azure AI applications When the workflow requires a custom application on Microsoft Azure AI Foundry, with data residency, content safety, and audit posture configured to your sector.
Engagement details
At a glance.
- Duration
- 2 to 6 weeks per kit, depending on complexity and integrations
- Aligned to
- Microsoft M365 Agents Activation Kit; Microsoft Copilot Studio
- Built on
- Microsoft Copilot Studio, Microsoft 365 Copilot, Microsoft Agent 365, Microsoft Azure OpenAI Service (when needed)
- Pricing
- Custom to each engagement based on complexity and integrations
- Best paired with
- A two-week Discovery Sprint to identify the right starting kit.
Identify the right Agent Kit.
Tell us about your organization and the workflow that’s eating the most time. We’ll recommend the right Agent Kit, scope the build, and confirm the KPIs before we start. If your starting point is broader strategy, our two-week Discovery Sprint is the right entry point.