AI & Automation
Copilot Studio
Build AI agents grounded in your own data and processes, with specialists who check you're ready before you build. Valto designs, builds and governs Copilot Studio agents for organisations moving from AI experimentation to something that actually gets used. Our specialists manage every stage, from readiness and use case assessment through to agent design, data grounding, security review, cost modelling, launch and ongoing governance.
Trusted by organisations like yours
Move beyond generic AI
Many organisations are somewhere between curiosity and frustration with AI. There's been a pilot, or a licence trial, or an assistant someone built that impressed people in a demo and hasn't been used since. Generic AI tools can't reach your business data, don't know your processes, and can't be trusted with anything that matters, so they stay a novelty. Valto builds the version that works. Our consultants start with whether your data and permissions are ready, identify the use cases where an agent will genuinely be used, then design, build and govern agents grounded in trusted business information. We model the running cost before you commit, because consumption-based AI pricing is where most organisations get an unwelcome surprise. The result is a small number of agents people actually rely on, with security and governance in place from the start, rather than a wider rollout nobody trusts.
Valto's AI maturity model
Where are you on the AI journey?
Most organisations we speak to are further back than they think, and that's not a criticism. AI adoption follows a fairly consistent path, and the work that matters is different at each stage. We use a four-stage model to establish where you are before recommending anything. Being honest about your stage saves money. Most stalled AI projects are prototypes that were treated as deployments.
Envision
You know AI matters but not where it applies to you. The work here is identifying real use cases, assessing whether your data and permissions could support them, and building a business case. Most organisations are here for longer than they expect.
Prototype
You're testing. The work is proving value quickly on a contained use case, with a clear measure of success agreed before you start - so the pilot ends in a decision rather than in limbo.
Deploy
Something works and needs to reach real users. The work shifts to security, grounding, governance, adoption and support - the parts a proof-of-concept skips and production can't.
Productionise
AI is part of how the organisation runs. The work becomes managing cost, monitoring quality, retiring agents that aren't used, and extending into the next set of processes deliberately.
Our Copilot Studio services
Identify the right opportunities
We help organisations identify high-value use cases, prioritise opportunities and create a clear roadmap for practical AI adoption. We also assess readiness - data quality, permissions hygiene, governance position and internal capacity, so the roadmap starts from where you actually are.
Why work with our AI specialists?
Most organisations don't need more AI tools. They need AI that understands their people, processes and information - and someone willing to say when it isn't ready yet.
Readiness assessed before build
We check whether your data, permissions and processes can actually support an agent, because that's the most common reason AI projects stall after the pilot.
Security and oversharing addressed first
An agent can only surface what its permissions allow. We review where your data sits and who can reach it before an agent is pointed at it.
Consumption cost modelled up front
Copilot Studio is billed by usage, not seats. We model likely consumption before build, so cost is a decision rather than a discovery.
Use cases chosen for adoption, not demo appeal
The impressive agent and the useful agent are rarely the same. We prioritise the ones people will return to.
Honest about the right platform
Copilot Studio, Microsoft 365 Copilot, Azure AI Foundry or a Power Platform solution - we'll tell you which fits your requirement, including when the answer isn't Copilot Studio.
Governance for what comes next
Environment strategy, data policies, agent ownership and review processes, so a second and third agent don't become a governance problem.
Common AI challenges we solve
Expertise for the reasons AI projects stall
Most AI projects don't fail in the build. They stall because the data wasn't ready, the permissions were never audited, nobody agreed what success looked like, or the running cost arrived as a surprise. Our consultants surface these before development rather than after the pilot. We help organisations address:
- Business information scattered across systems with no single trusted source
- SharePoint and Teams permissions never audited, so an agent surfaces more than it should
- Pilots with no agreed measure of success, which end in neither adoption nor a decision
- Consumption-based costs that scale with usage in ways nobody modelled
- No governance position on what staff may put into AI tools
Turn Copilot Studio capability into business value
Copilot Studio provides the platform. Valto provides the judgement about where an agent is worth building. Our consultants target AI at the processes where it changes something measurable.
Common Copilot Studio use cases
The most successful AI agents start with a clearly defined purpose. Rather than attempting to solve every problem, they focus on making information easier to access, reducing repetitive work and supporting specific business processes.
Policy & procedure assistant
We build agents that help employees find answers across policies, handbooks and documentation without asking a colleague.
IT support agent
We build agents that resolve common requests and guide users through troubleshooting before a ticket is raised.
Knowledge hub assistant
We build agents that search across trusted business information held in multiple systems.
HR assistant
We build agents that support onboarding, benefits, training and employee questions.
Customer enquiry agent
We build agents that provide immediate answers and route complex requests to a person with context attached.
Project & delivery assistant
We build agents that surface project information, documents and status updates on request.
How we deliver Copilot Studio projects
Our simple five-step process is clear and transparent from start to finish. From establishing readiness and identifying use cases, through to building, governing and supporting AI your teams will trust.
1Discovery
Establish readiness and find the use cases
We work with stakeholders to understand business objectives, identify use cases and assess whether your data, permissions and processes can support them. This is where we're honest about what needs fixing first.
2Design
Define the agent and its boundaries
Together we define user journeys, knowledge sources, interaction patterns and the limits of what each agent should attempt, plus the measure of success it will be judged against.
3Build
Deliver connected, grounded agents
Our specialists develop Copilot Studio agents that connect to business systems and knowledge sources, tested against real questions from real users rather than a demo script.
4Launch
Adoption & governance together
We establish security, governance and responsible AI practices alongside rollout and user education, so adoption and control arrive at the same time.
5Optimisation
Keep it trusted
As AI capabilities evolve, we refine grounding and scope, monitor quality and consumption cost, and identify the next opportunities worth pursuing.
We're one of the UK's few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For our clients, that means working with specialists who understand both the technology and the governance required for successful AI adoption. Whether you're creating an internal knowledge assistant, automating support processes or extending Microsoft Copilot, we help organisations build AI experiences that are grounded in trusted information and focused on measurable business outcomes.
Why organisations choose Valto
Connected, across Microsoft
An agent is only as good as the data it can reach
An AI agent is a way of asking questions of your own information. If that information is scattered, duplicated or wrongly permissioned, the agent inherits every one of those problems and presents them confidently. Valto brings together expertise across Microsoft 365, SharePoint, Dataverse, Power Platform, Dynamics 365, Microsoft Fabric, security and Azure. That allows our specialists to fix what the agent depends on, not just build the agent — and to recognise when the useful work is data and permissions rather than AI at all. Getting that foundation right is what separates an agent people trust from one they stop using after a fortnight.
Case study · Clermont Hotel Group
Valto builds Clermont Hotel Group's AI-ready data foundation with Microsoft Fabric
Clermont Hotel Group strengthens its systems and platform, improving performance and creating the data foundation needed for AI.
- Stronger IT foundation
- Future ready platform
- Data-driven insights
The team driving you forward
“In an industry where expertise and trust are paramount, Valto has repeatedly demonstrated both. I would have no hesitation in recommending Valto Limited to any organisation looking for a highly professional, technically capable, and customer-focused IT partner.”
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Questions, answered plainly
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Free AI readiness review
Ready to build your first AI agent?
Whether you're exploring AI for the first time, restarting a pilot that stalled, or looking to extend existing Microsoft Copilot capabilities, our specialists can help you identify where you actually are and what the right next step is.
AI & Copilot specialists
Speak directly with consultants who design and deliver practical AI solutions.
Practical advice
Clear recommendations focused on business value, not AI buzzwords.
Honest assessment
Understand your readiness, the likely running cost and whether an agent is the right answer, before you commit.