How AI agents transform business processes

We hear more and more about chatbots, co-pilots and agents as tools that are redefining the way companies work. But to understand what the characteristics of each are and what need they can respond to, it is useful to start with the evolution of this technology, beginning with the precursor of them all: bots, programs that perform simple, repetitive actions according to fixed rules. Subsequently, they evolved into rule-based chatbots, which are capable of responding to specific inputs following predefined logic, and the more advanced conversational chatbots, which use Natural Language Processing (NLP) to better understand natural language and generate content that simulates human verbal interaction in an extremely realistic way.

A latest evolution of these technologies comes with AI agents, such as those integrated into Copilot Studio. These agents combine NLP, machine learning, and data analytics to manage complex contexts, adapt to new scenarios, and integrate deeply into business processes, automating complex tasks such as consulting, booking, or data analysis.

This technological evolution is not just a technical change; it is transforming business dynamics, offering increasingly powerful tools to simplify operations, automate processes, and innovate the way people work.

In this article we will explore this technology and the potential impact on the enterprise world in detail. The focus will be on the world of Microsoft 365 as it offers a wide range of tools that meet the needs of both SMBs and Enterprises while offering a high level of security and attention to corporate data privacy.

Artificial intelligence technologies are taking business process automation to a new level. Among them, Microsoft ‘s Copilot stands out as a powerful and versatile AI assistant designed to integrate with widely used applications such as Word, Excel and PowerPoint. Copilot uses advanced artificial intelligence models to help users generate content, analyze data and improve workflow. With its simplicity and continuous learning capabilities, it is not only a support for daily tasks, but also a lever to improve efficiency and optimize processes.

For example, a manager can use Copilot in Excel to analyze large volumes of data and automatically generate detailed reports complete with charts. In Word, a human resources manager can quickly draft customized contracts thanks to intelligent language suggestions. Similarly, a marketing team can leverage PowerPoint to create professional presentations: just provide a general description and Copilot will take care of formatting and design. In email management, on the other hand, it enables quick and accurate responses, suggesting replies that maintain a professional tone of voice.

AI agents are artificial intelligence systems designed to perform specific tasks by leveraging advanced machine learning capabilities. These agents can analyze data, answer questions, automate processes and even interact with other business systems autonomously.

An innovative aspect in the evolution of AI agents is the use of techniques such as retrieval-augmented generation (RAG), which combines natural language generation capabilities with real-time database access. Using RAG, AI agents can integrate updated information directly from enterprise sources or relevant external data, thereby improving the accuracy of responses and the quality of analysis. This is a technology that is particularly useful in business contexts where access to dynamic information is crucial, such as customer service, sales management or market analysis. In this way, AI agents not only perform specific tasks, but also become true strategic tools, capable of adapting quickly to changes in the context.

Microsoft Copilot Studio is an extension of Copilot designed for companies that want to build and customize their own AI agents. This platform enables the creation of tailored tools that can perform specific tasks beyond the standard functionality offered by Copilot. In fact, it represents a flexible solution, ideal for integrating AI into existing business systems: for example, companies can develop AI agents to automate customer management, optimize logistics, or improve human resource management.

The introduction of Copilot Studio and AI agents into enterprises offers numerous benefits:

1. Automation of repetitive processes: AI agents handle tasks that would require hours of manual labor, such as processing reports
2. Decision optimization: by analyzing large amounts of data, AI tools offer strategic predictions and insights
3. Increased productivity: with the help of Copilot, employees can focus on more value-added tasks
4. Adaptability: both Copilot Studio and AI agents can be integrated into existing business systems, ensuring a smooth transition

This combination of technology and automation is revolutionizing business processes, making companies more competitive and innovative.

With its expertise with tools such as Copilot and custom AI agents, Orbyta Tech supports organizations in improving their business processes and accelerating digital transformation.

Orbyta Tech consultants analyze the specific needs of each company to implement tailored solutions, which include:

• Purchase and activation of Copilot licenses for Office 365
• Training on AI models, such as those used by Microsoft Copilot
• Ongoing technical support.