Service Delivery Manager Copilot
A daily co-pilot for SDMs that pulls together KPI and escalation data per client, flags at-risk accounts, and drafts client-ready updates.
Where it fits
Becomes the SDM's morning briefing, it consolidates the day's KPI and escalation picture per client so the manager walks into the day already ahead of the issues.
Value & ROI
Improved client satisfaction and fewer service credits paid out.
KPI it moves
Improved client satisfaction · reduced service credits.
Risk & compliance posture
L3, surfaces data and drafts updates; the SDM owns what's sent and how at-risk accounts are handled. Drafts are reviewed before release.
Pain points it removes
- SDMs start the day blind, hunting KPIs across tools before the first client call.
- An at-risk account only surfaces once the client has already complained.
What the L3 · Operate tier means
Executes routine, low-risk actions inside a bounded workflow: classify, route, fulfil, log. Exceptions and anything unusual are handed to a human. Every action is time-stamped. Human role: Owns exceptions.
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.