Agent definition
Establish users, tasks, knowledge sources and the actions the agent must never take.
AI Agents & Assistants
AI agents for business are AI tools built for a defined task, such as answering policy questions or triaging requests, that use approved information and, where authorised, take actions in connected systems. Umbrella Tech designs, builds and tests agents for Australian organisations using Copilot Studio and other platforms, with clear limits on what each agent may do, so your people get reliable help without unmanaged risk.
The problem
The challenge we help you address
An agent that answers convincingly can still be wrong, or take an action it should not. Moving beyond a demonstration needs an owner, deliberate permission design and evidence that the agent behaves well in ordinary and unusual cases.
The outcome
What the engagement should deliver
You receive an agent with a documented purpose, evaluation results and an operating model that names who maintains it. We distinguish an AI assistant for business, which answers and drafts, from an agent that acts, so you can choose the level of autonomy and control that suits each task. Agents often build on our AI Integration work.
How we can help
Build
Configure the agent in Copilot Studio, Microsoft's platform for building agents that work with Microsoft 365 and other systems, or engineer it on another platform where that fits better.
Connections
Link the agent to approved data and tools through connectors, Power Automate flows or Model Context Protocol (MCP) servers.
Control and evaluation
Test access, answer quality, approvals, escalation to a person and failure scenarios.
Security and governance considerations
Agents need their own identity and the least access that lets them do the job. Sensitive actions such as changing records or sending messages can require explicit human approval, and every action should leave a record. We align agent permissions with your Identity & Access Management controls and your AI Governance & Acceptable Use policy.
Frequently asked questions
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What are AI agents for business?
They are AI tools set up for a specific job, with defined knowledge sources and, in some cases, permission to act in other systems. A simple agent answers questions from approved content; a more capable one can create a ticket or update a record within agreed limits.
When should a business use an AI agent?
When a task is frequent, follows recognisable patterns and relies on information that is already documented, such as internal service requests or policy questions. Tasks that need judgement on every case are usually better served by an assistant that drafts for a person to approve.
Can an agent make changes in business systems?
Only where the integration and permissions support the agreed actions. Sensitive actions can require explicit approval, and the design should provide a record of what occurred.
What does implementation include?
Defining the agent's purpose and limits, building it in Copilot Studio or another platform, connecting approved data and tools, testing it against realistic scenarios and handing it over with documentation and a named owner.
How long does an AI agent project take?
It depends on the number of knowledge sources and connected systems, the actions involved and the testing the risk level requires. We confirm scope and timing during discovery.
Shape your first agent
Tell us which task you would like an agent to handle and what it must never do, and we will help shape a first version.