Service Review Pack Builder
Generates the content for monthly/periodic service-review packs automatically, pulling performance data into a consistent, client-ready format.
Where it fits
The last step of the service-review cycle, it turns the month's performance data into a draft pack, cutting prep down to review-and-approve.
Value & ROI
Reduces preparation effort for every recurring service review.
KPI it moves
Reduced prep effort · faster time-to-pack.
Risk & compliance posture
L2, assembles a draft from performance data; a human reviews and approves before the pack reaches the client.
Pain points it removes
- Someone loses two days a month assembling the same review pack by hand.
- Every manager’s pack looks different, so reviews start with format arguments.
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
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
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.