Project Overview
Client / Organization: Dew Wealth Management
Industry: HR / Employee Support
Project Type: AI Copilot
Technology Stack: Copilot Studio, Microsoft Teams, Monday.com, Knowledge Base
Summary
Developed a Teams-based Copilot to provide employees with instant access to benefits-related information using internal policy data.
Business Challenge
- Employees relied on HR for repetitive queries
- Information scattered in documents
- Delays in response time
Solution Architecture
Architecture Components
- Copilot Studio
- SharePoint / knowledge base
- Monday.com integration
- Microsoft Teams
System Flow
User Query → Copilot → Knowledge Base + User Context → Response
Key Features Implemented
- Context-aware responses
- Policy-based grounding
- Personalized answers
- Teams integration
Implementation Process
- Policy data structuring
- Copilot setup
- Context integration
- Teams deployment
- Testing
The Benefits Assistant answering a real employee benefits question inside Microsoft Teams
Results & Impact
- Reduced HR dependency
- Faster response time
- Consistent information delivery
Technology Used
- Copilot Studio
- Microsoft Teams
- Monday.com
- Knowledge Base
Key Takeaway
AI copilots can streamline HR operations by delivering instant, consistent, and personalized support.
