Knowledge agents
SharePoint-grounded Q&A over policies, SOPs and manuals — with answers cited back to the source document and trimmed to each user's permissions.
Copilot Studio agent development
Custom AI agents grounded in your own data — built on Microsoft Copilot Studio, secured with your existing permissions, and deployed where your people already work: Teams and SharePoint.
- Microsoft Copilot Studio
- Teams & SharePoint deployment
- Permission-aware answers
Why agents
One agent, one job, measurable value
Copilot Studio is Microsoft's platform for building custom AI agents — grounded in your own documents and systems, connected through governed connectors, and deployable inside Teams, SharePoint or public-facing channels.
Traveia designs and builds these agents for Malaysian organisations: a policy assistant that answers from the HR manual, a correspondence agent that finds the right precedent letter, a tender-desk agent that extracts data from bid documents. Each one is scoped to a single job with a measurable saving.
- Custom agent design & conversation flow
- Grounding in SharePoint, Dataverse & line-of-business data
- Connector & Power Automate flow integration
- Generative answers with source citation
- Security trimming & access governance
- Deployment to Teams, web and SharePoint
Agent patterns
Where agents earn their keep
Service agents
IT and HR service-desk assistants that answer routine requests, collect structured details and route cases into your existing ticketing workflow.
Data-grounded agents
Agents connected to Dataverse, SQL and dashboards so leaders can ask questions in plain language and get contextual answers from live data.
Our process
How we build a Copilot Studio agent
Discovery
Identify the specific questions, requests or documents the agent must handle, and which systems hold that data.
Data grounding
Connect the agent to SharePoint, Dataverse or line-of-business systems with permission-aware retrieval.
Conversation design
Build topics, generative answers and Power Automate actions that match how your team actually asks questions.
Security & governance
Apply security trimming so answers respect existing document and system permissions, and document the agent's usage policy.
Deployment & adoption
Publish to Teams, SharePoint or web, then support rollout with usage monitoring and refinement.
FAQ
Copilot Studio — common questions
What is the difference between Microsoft 365 Copilot and a Copilot Studio agent?
Microsoft 365 Copilot works across your mailbox and files out of the box. A Copilot Studio agent is purpose-built for one job — answering policy questions, retrieving contract documents, triaging service requests — and is grounded only in the sources you choose, with its own conversation design and security rules.
Can an agent respect our existing document permissions?
Yes. Agents can be configured so answers are drawn only from content each user is already authorised to see, which is essential for government and enterprise deployments where documents carry different classification levels.
Where can a Copilot Studio agent be deployed?
Most clients deploy to Microsoft Teams or an embedded chat on their SharePoint intranet. Agents can also be published to websites and connected into Microsoft 365 Copilot.
How long does it take to build an agent?
A single-purpose knowledge agent grounded in an existing SharePoint library is typically a matter of weeks, not months. Timelines grow with the number of connected systems and the amount of conversation design and testing required. Contact us for a scoped estimate.
Scope your first agent
Bring one high-volume question or request type — we will tell you whether an agent can handle it and what it would take.