Internal knowledge
A knowledge agent answers policy, process and how-to questions from approved sources with references, so people stop asking the same colleague and stop guessing from old versions.
Industries / Businesses
UK businesses
AI agents for UK businesses, designed and built inside the Microsoft 365 you already run.
The useful question is no longer whether AI could help your business. It is which jobs to hand to an agent first. We design and build AI agents in Copilot Studio and the Power Platform, running in your own tenant, and train your team to build the next ones.
FiveForward designs and builds AI agents for UK businesses inside their own Microsoft 365 tenant, using Copilot Studio and the Power Platform, so knowledge questions, intake, follow-up and recurring admin move faster while judgement and sign-off stay with people.
Related case study
How this looks in practice.
Worked example · Accountancy
How a UK accountancy firm built an AI agent that reads, understands and files the post
Incoming post read, split, matched against more than 1,500 live clients and filed by client code in about two minutes end to end, with people involved only when a letter needs judgement.
Read the case studyWorked example · Hospitality
How a UK hospitality group standardised property P&Ls with a Copilot Studio agent
Monthly P&Ls arrived from each property in a different layout. A Copilot Studio agent now reformats them into the group standard in seconds, grounded in the group's own Microsoft 365 tenant.
Read the case studyWorked example · Property and professional services
How a property and professional services firm replaced a clunky CRM with a bespoke system inside Outlook
A property and professional services firm replaced a generic CRM and a sprawl of spreadsheets with a bespoke system built on SharePoint, Power Apps and an Outlook add-in.
Read the case studyWorked example · Dynamics 365 licence design
Dynamics 365 visibility in Outlook without buying full licences for everyone
A portable licence-design pattern: full Dynamics 365 for a small number of power users and a lighter Outlook surface for everyone else, all working against the same governed dataset.
Read the case studyWorked example · Cross-sector
How a passwordless booking portal inside Microsoft 365 built the clean booking data a session recommendation agent would need
A booking experience that felt like Eventbrite but lived entirely inside Microsoft 365, with no user accounts to manage and a two-way sync to Microsoft Teams calendar events.
Read the case study Browse case studiesMost UK businesses do not need convincing that AI could take on some of their work. The harder question is which work, and how to hand it over safely. The honest answer starts with tasks you can name: the questions a team answers over and over, the inbox someone sorts every morning, the report assembled the same way each month.
That is the work AI agents are built for. We design and build agents in Copilot Studio and the Power Platform, running inside your own Microsoft 365 tenant, grounded in your own content and bound by your existing permissions. Where a business wants the capability in-house, we train your builder team to build and run its own.
Agents assist staff, they do not replace them. Every agent we build has a named owner, a trusted source and agreed review points, so judgement and sign-off stay with people. We work with UK businesses of typically 10 to 200 staff, with larger organisations scoped individually. If your team sits in a specific sector, the industry pages go deeper on the workflows and language that matter there.
Our work follows the FiveForward Framework, a five-stage method covering Discover, Design, Enable, Automate and Embed.
Business workflows
The workflows agents take weight out of.
Agents earn their place in work you can name. Across most businesses the same workflow areas come up first, whatever the sector.
Intake and triage
An agent reads what arrives in a shared mailbox or form, summarises it, asks for anything missing and routes it to the right owner with the context attached.
Meeting follow-up
An agent turns Teams transcripts and notes into actions, owners and first-draft follow-up emails, ready for a person to check and send.
Recurring reporting
An agent assembles the packs and status updates a team builds the same way every week or month, pulling from named sources rather than memory.
Document drafting
An agent prepares first drafts from approved wording and previous examples. The reviewer stays responsible for the final document.
Handovers into systems
Power Automate flows carry an agent's output into the systems where work is tracked, so the update happens once instead of being retyped.
Jobs for agents and automation
- An internal knowledge agent that answers policy and how-to questions from approved sources, with references
- A guided intake agent that gathers what a request needs and hands over a structured summary
- A triage agent that reads a shared mailbox, summarises each message and routes it to the right owner
- A meeting follow-up agent that turns Teams transcripts into actions, owners and first-draft emails
- A reporting agent that assembles recurring packs and status updates from named sources
- Power Automate flows that carry agent output into the systems where the work is tracked
Risks to manage
- Staff paste company or client data into public AI tools because nothing governed exists inside the tenant
- An agent is granted broader permissions than its job needs and surfaces content people should never have seen
- An agent is grounded in stale or unowned documents, so it gives confident answers based on old versions
- An agent's summary is treated as the source document and nobody goes back to check the underlying record
Where agents fit
Where agents fit across a business
An agent fits where a task is genuinely repeatable, has a named owner and can be grounded in a source the business trusts. Discover and Design exist to find those tasks: together they produce the workflow map, prioritised agent use cases and costed roadmap, so the first build is chosen on evidence rather than enthusiasm.
Everything runs inside your own Microsoft 365 tenant, inherits your existing permissions and keeps agreed review points, so people stay responsible for judgement and sign-off. The same patterns then specialise by sector, which is where the industry pages pick up the detail.
An internal knowledge agent grounded in approved policies and how-to material
A guided intake agent that gathers information and prepares a structured handover
A triage agent for the shared mailbox a team sorts by hand today
A recurring-process agent for the questions a team answers over and over
A starting point that later specialises into a sector-specific agent
Copilot agents, in plain English
When agents help, where they should stop and how to govern them.
Copilot Studio agents
The build service behind every agent on this page: scoped at Design, built in your tenant.
The agent journey
How a business goes from free consultation to working agents, stage by stage.
Power Automate consultancy
The automation layer that carries agent output into the systems where work is tracked.
Related routes
Agents, automation, workshops and proof all connect here.
AI agents for accountancy firms
Agents built around practice work: client follow-up, engagement letters, tax and audit preparation.
AI agent development for law firms
Agents for matter work, with privilege, confidentiality and review handled properly.
AI agents for sales teams
Follow-up, pipeline and proposal agents, with real CRM builds behind them.
Case studies
Agent and automation builds written up honestly: the workflow, the build and the guardrails.
Common questions
Questions businesses usually ask before building.
What is an AI agent, in plain terms?
A piece of software that does a defined job with your systems and your content: answering questions from approved documents, gathering the details a request needs or preparing a first draft for review. We build agents in Copilot Studio and the Power Platform, so they run inside Microsoft 365 alongside the tools your team already uses.
What AI agents do UK businesses usually start with?
An internal knowledge agent grounded in approved policies, a guided intake or triage agent that gathers information and prepares a structured handover, and an agent for a recurring process a team repeats every week. These are common first builds because the job is easy to name, the source content already exists and the output is easy to check. Sector-specific agents follow once the first build has proved the pattern.
Is our data safe with AI agents?
The agents we build run inside your own Microsoft 365 tenant. They inherit your existing permissions, so an agent can only see what the person using it can already see. Your data stays inside the Microsoft 365 service boundary and is not used to train the underlying models. Grounding sources, permissions and review points are agreed and recorded during Design.
Will AI agents replace our staff?
No. Agents take on the repetitive parts of a role: the sorting, summarising, drafting and chasing. Judgement, advice and sign-off stay with people, and every agent we build has agreed review points so a person checks the output before it counts.
What does it cost to build AI agents?
The first paid step is Discover, £1,500 fixed, which covers Discover and Design together and is priced for organisations up to around 50 staff, with larger organisations scoped individually on the free consultation with the same credit terms. The fee is credited back in full once follow-on spend passes £3,500 before VAT within 90 days of the roadmap. Scoped builds typically cost £5,000 to £15,000 depending on the number of agents, the systems they connect to and the state of the source data, with the price fixed at Design before work begins.
How do we get started?
With a free 30 minute consultation. No pitch, no obligation, and it is the same path for everyone. From there Discover and Design map the work and together produce the workflow map, prioritised agent use cases and costed roadmap. Design ends with a playback session of about an hour where you pick the route and the price is fixed.
How long does an agent take to build?
Most scoped builds take two to six weeks from Design sign-off, depending on the number of agents and the systems they connect to. At the other end of the scale, a first declarative agent takes about 15 minutes to build in a workshop, which is why agent workshop sessions end with a working first agent built and running in your tenant.
Can our own team learn to build agents?
Yes, and for many businesses that is the point. One route from the roadmap is a £3,950 fixed engagement where your team ships its first agents and automations from the roadmap with us alongside, over two delivery days with two build reviews and 90 days of async support answered within 2 working days. Agent workshops start from £850 for three hours live, run as a half day or two 90-minute sessions, with a full day at £1,500. After go-live, support continues through Embed, from £750 a month with a three month minimum.
Do you train our staff to use Copilot?
Our work is designing and building agents and training the builder teams who will own them. Where a business also wants end user Copilot adoption training for the wider team, that is arranged through our training partner and slots into the same roadmap.
Recommended starting point
Copilot Studio Agent Builds
Custom agents grounded in the right knowledge and built for defined jobs, in your own tenant.
Most firms start with Discover, a fixed-fee first step that maps your workflows and finds the agent opportunities before any build. Details are on the pricing page.
Other industry pages
AI agents for accountancy firms
For accountancy firms, the gains come from agents with named jobs: reading incoming post, onboarding new clients, drafting engagement letters and chasing missing records. We design and build them in your own Microsoft 365 tenant, with agreed review points that keep professional judgement and sign-off with your team.
AI agent development for law firms
AI agents can take real weight out of drafting, review preparation, intake and internal knowledge in a law firm. They need to be built with grounded sources, agreed review points and boundaries that respect how legal work is done in practice. We design and build them in your own Microsoft 365 tenant, and teach your team to build the next ones.
AI agents for insurance brokers
AI agents can take real weight out of a broking office: renewal preparation, submission drafting, policy summaries and claims chasing. We design and build them inside your own Microsoft 365 tenant, with client confidentiality and FCA record-keeping in view from the start.