Operations Procedures Assistant
A conversational assistant that lets staff find and follow internal operational procedures on demand instead of searching documents.
Where it fits
Lives wherever staff get stuck mid-task, answering 'how do I…' from the approved procedure set, so the right step is one question away.
Value & ROI
Improves problem-solving efficiency and breaks dependence on tribal knowledge held by a few experienced people.
KPI it moves
Faster task completion · fewer 'how do I…' escalations.
Risk & compliance posture
L2, answers are grounded strictly in approved procedure documents; it informs, it doesn't act. Low risk, fully traceable to source.
Pain points it removes
- Staff ping a senior colleague every time they hit a ‘how do I…’ moment.
- Procedures live in documents no one can find when they actually need them.
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, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
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. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies 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.