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Classified under the CAI Score™ · L2 · Draft

Campaign & Project Management Agent

Supports marketing project tracking and communications, keeping campaigns on schedule and stakeholders informed.

CAI tier L2 Sales & Marketing Comms & Marketing

Where it fits

Sits across the campaign timeline, tracking tasks, coordinating comms and surfacing status and risks to keep delivery on schedule.

Value & ROI

Improved KPI performance across marketing goals.

KPI it moves

Improved KPI performance across goals.

Risk & compliance posture

L2, tracks and coordinates; the campaign owner makes the calls. Low risk.

Pain points it removes

What the L2 · Draft tier means

Produces a work product (a document, a query, a report, an outreach message) for a human to review and approve. Nothing the agent makes is used until a person signs off. Human role: Reviews & approves.

How you adopt it

Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, classify it on the CAI Score, and it runs in your own tenant. Customer business content remains in the customer-controlled Microsoft environment; ColleagueAI processes separate governance-layer metadata as described in the Trust Center.

Deployment & data

Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. Customer business content remains in the customer-controlled Microsoft environment. ColleagueAI processes separate governance-layer metadata as described in the Trust Center.

What you get

One-time purchase. Access to your connect packages is arranged after your access request is approved and commercial setup is confirmed.

Price

$7,900 one-time for a perpetual licence to this version, plus $99 / month for Continuous Certification — recommended, and the only route to updated certified releases.

The version you buy is yours forever. The rules it was built against are not: without an active subscription a newer certified release is a new licence purchase, and you follow the covered scope yourself. With it, the package stays listed as a current Colleague AI Certified Release, you get the updated release when a change inside the covered scope requires one at no further licence fee, and you get a Certificate ID a reviewer can check.

Colleague AI’s own programme — not third-party accreditation, and it does not certify how you use the agent. What it covers.

About Colleague AI

Colleague AI is the trust layer for enterprise AI. It classifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.

Request access → Request a demo ⤓ Agent dossier (PDF)