Let LBMC help you enable AI solutions for your business!

AI-Powered Agents – Build and manage intelligent AI agents that automate tasks, answer queries, and streamline workflows across various business applications.

Custom AI Models – Utilize cutting-edge AI tools, including natural language processing and machine learning, to build AI Models using context-aware interactions and intelligent decision-making.

Enterprise Data Connectivity – Link AI agents to business data sources, enabling real-time insights, proactive recommendations, and personalized user experiences.

Scalability & Customization – Adapt AI agents to specific industry needs with customizable workflows, pre-built AI models, and the ability to integrate proprietary AI models for enhanced performance.

Automation & Workflow Optimization – Automate repetitive tasks, improve process efficiency, and enhance productivity by embedding AI-driven automation into business operations.

Common AI Agent Use Cases:

Customer Support Automation – AI agents handle customer inquiries, provide instant responses, and assist with troubleshooting, reducing response times and improving customer satisfaction.

Sales & CRM Assistance – AI agents help sales teams by automating lead qualification, managing follow-ups, and providing insights from CRM data to enhance customer engagement and conversions.

IT & Helpdesk Support – AI-powered agents assist employees with IT-related issues, automate ticketing systems, and provide self-service troubleshooting, improving IT service efficiency.

HR & Employee Self-Service – AI agents streamline HR processes by answering employee questions, managing leave requests, and assisting with onboarding, enhancing workplace productivity.

Finance & ERP Process Automation – AI-driven automation helps manage invoices, process expense reports, and provide financial insights, optimizing financial operations and ERP workflows.

Benefits of AI Agents:

Increased Efficiency & Productivity – AI agents automate repetitive tasks, allowing employees to focus on higher-value work, improving overall efficiency and workflow management.

Enhanced Customer Experience – They provide instant, accurate, and personalized responses across multiple channels, reducing wait times and improving customer satisfaction.

Cost Savings & Scalability – AI agents reduce labor costs and scale effortlessly to handle fluctuating demand without the need for additional staffing.

Data-Driven Insights & Decision-Making – They analyze interactions and business data in real time, offering valuable insights that optimize processes and drive smarter decisions.

24/7 Availability & Consistency – AI agents operate around the clock, ensuring uninterrupted service with consistent, rule-based responses that maintain compliance and quality.

Distribution: AI Agent for Inventory Monitoring and Replenishment

Client Profile:
A national logistics and distribution company operating over 20 regional warehouses across North America.

Challenge:
Warehouse managers had no unified way to monitor real-time inventory or anticipate shortages. Stockouts and overstocking were common due to reactive inventory practices and disconnected systems.

Solution – AI Agent:
The company built an AI Inventory Agent using Microsoft Copilot Studio. This autonomous agent continuously monitored inventory levels across locations, analyzed historical sales trends, detected anomalies (e.g., spikes in order volume), and triggered restock requests with recommended quantities. It also communicated alerts to procurement teams in Microsoft Teams and logged all actions in their ERP (Dynamics GP).

Outcome:

• 35% decrease in out-of-stock events
• 20% reduction in excess inventory holding costs
• Shifted inventory control from reactive to predictive

Healthcare: Patient Intake Copilot for Front Desk Automation

Client Profile:
A regional healthcare network with multiple outpatient clinics and a high daily patient volume.

Challenge:
Front desk staff faced frequent bottlenecks during peak check-in hours. Manual insurance verification and incomplete forms often led to appointment delays and claim rejections.

Solution:
The clinic developed a Patient Intake Copilot using Copilot Studio. This guided patients through digital intake via a tablet or kiosk, validated insurance details through API integrations, and synced all data to the EMR system (Epic) in real-time. The copilot also flagged incomplete forms and alerted staff before the patient entered the exam room.

Outcome:

• 60% reduction in check-in times
• 80% fewer insurance input errors
• Improved front desk efficiency and patient experience

Manufacturing: AI Agent for Quality Assurance and Compliance

Client Profile:

A global manufacturer of precision aerospace components with strict quality assurance and traceability requirements.

Challenge:
Defect reporting and compliance audits required manual effort and cross-department coordination, which delayed investigations and risked non-compliance with industry standards.

Solution – AI Agent:
Using Copilot Studio, the company deployed a Quality Assurance Agent that autonomously monitored incoming production data for deviations, initiated incident reports when thresholds were crossed, and proactively retrieved related audit logs, machine telemetry, and operator history. It also generated a pre-filled root cause analysis report for the QA team to review.

Outcome:

• 70% reduction in time to detect and report defects
• 50% improvement in audit readiness
• Empowered QA staff with real-time, contextual decision support

Professional Services: Proposal Generation Copilot

Client Profile:

A consulting firm specializing in IT strategy and digital transformation projects.

Challenge:
The proposal process was inconsistent, with consultants creating drafts manually, reusing outdated content, and often running up against tight submission deadlines.

Solution:
The firm created a Proposal Generation Copilot that leveraged Copilot Studio’s capabilities to accept structured inputs—such as scope, industry, timeline, and key deliverables—and auto-generate tailored proposals. It pulled from a repository of past projects, automatically handled formatting and branding, and supported export to PDF and Word.

Outcome:

• 50% reduction in time spent drafting proposals
• 25% increase in win rates for competitive bids
• Standardized proposal structure and messaging across teams

Customer Service: Knowledge Copilot for Live Chat Agents

Client Profile:

A fast-growing B2C electronics company with a global online presence and 24/7 support operations.

Challenge:
Support agents had difficulty quickly accessing relevant troubleshooting guides or FAQs during live chats, leading to longer response times and inconsistent support quality.

Solution:
The company built a Knowledge Copilot using Copilot Studio, designed to surface the most relevant articles in real time based on chat content. It integrated with the CRM (Dynamics 365) and allowed agents to insert answers or links into chats with one click, speeding up resolution.

Outcome:

• 25% faster average response time
• 18% improvement in first-contact resolution
• Consistent and accurate support across all agents

Custom Copilot & AI Agent Development – LBMC helps businesses build custom Copilots and AI agents that fit their specific needs, making automation smoother and interactions more personalized. Whether it’s streamlining customer support or improving workflows, our AI solutions are designed to boost efficiency.

Seamless System Integration – LBMC connects CoPilot Studio with Microsoft 365, Dynamics 365, ERP, and CRM systems, ensuring AI agents work smoothly with existing business tools. This allows teams to automate tasks, access key data, and improve collaboration without extra hassle.

AI Model Training & Optimization – LBMC fine-tunes AI models by training them with industry-specific data, improving accuracy, natural language understanding, and decision-making. This enhances the AI agent’s ability to provide relevant responses, reduce errors, and improve user experiences.

AI Strategy & Implementation Support – LBMC helps businesses understand how to best utilize AI agents, from identifying the right use cases to setting up long-term automation plans. Our expertise ensures companies get the most out of AI without unnecessary complexity.

Ongoing Support & Maintenance – LBMC offers continuous monitoring, updates, and performance optimization to keep AI agents effective, secure, and aligned with evolving business goals. Our support services include troubleshooting, AI retraining, and enhancements to ensure optimal AI performance.

What can Microsoft 365 Copilot do? 

Copilot combines the power of large language models (LLMs) with the intelligence of the Microsoft Graph. Using your business data, Copilot synthesizes information from documents, emails, and messages to give you summaries, answer your business questions, and generate draft content from your files, messages, and more.

How does Copilot work? 

Copilot uses a large language model that mimics natural language based on patterns from large amounts of training data. The model is optimized for conversation by using Reinforcement Learning with Human Feedback (RLHF)—a method that uses human demonstrations to guide the model toward a desired behavior.

How do I best use Copilot? 

Use natural language to ask Copilot work questions, for help generating content, or for a summary of a topic, document, or chat conversation. The more specific your prompt, the better the results.

Can I trust that Copilot’s answers are always accurate? 

Copilot is designed to provide accurate and informative responses, based on the knowledge and your data available in the Microsoft Graph. However, answers may not always be accurate as they are generated based on patterns and probabilities in language data. Responses include references when possible, and it’s important to verify the information. While Copilot has affordances to avoid sharing any offensive content or potentially harmful topics, you may still see unexpected results.

How is the quality of Copilot’s responses evaluated? 

To ensure quality, Copilot is given test questions, and its responses are evaluated based on criteria such as accuracy, relevance, tone, and intelligence. Those evaluation scores are then used to improve the model. It’s important to keep in mind that the system was designed to mimic natural human communication, but the output may be inaccurate, incorrect, or out of date.

Do I need to link my personal Microsoft account to my work account to use Copilot? 

No, you no longer need to link your personal account to your work account to use Copilot. To use Copilot in Bing for Business, sign into Microsoft Edge with your work account.

Can I use Copilot with my work account and personal account at the same time?  

To use Copilot in Bing for Business you need to be signed into Microsoft Edge with your Microsoft work account. To use Bing for Consumers, sign into Microsoft Edge with your personal Microsoft account. If you want to use both at the same time, you need to open Microsoft Edge in two separate windows, sign into one of them with your work account and sign into the other with your personal account.

Where can I learn more about privacy for Microsoft 365 Copilot?  

Copilot and Microsoft 365 are built on Microsoft’s comprehensive approach to security, compliance, and privacy.

Where can I learn more about Microsoft’s commitment to Responsible AI? 

As AI is poised to transform our lives, we must collectively define new rules, norms, and practices for the use and impact of this technology. Microsoft has been on a Responsible AI journey since 2017, when we defined our principles and approach to ensuring this technology is used in a way that is driven by ethical principles that put people first.

How will Microsoft 365 Copilot handle and protect my sensitive data and information?  

Copilot presents only the data that each individual can access using the same underlying controls for data access used in other Microsoft 365 services. The permissions model within your Microsoft 365 tenant will help ensure that data will not leak between users and groups.