AI & Agents

Put AI to work in your business.

Move beyond experimenting with AI. Circlebox helps organizations find practical opportunities for Microsoft 365 Copilot, agents, and automation—and turn the right ideas into useful workflows.

Microsoft-focused · Security-conscious · Workflow-first
From idea to useful workflow
1
Find the opportunityIdentify repetitive work, information bottlenecks, and processes where AI can create practical value.
2
Prepare the environmentConsider Microsoft 365 data, permissions, licensing, security, and governance before deployment.
3
Build and integrateConnect Copilot, agents, automation, and existing systems around the workflow—not the technology.
4
Learn and improveStart with a useful outcome, measure what works, and expand where it makes sense.
How we can help

Practical AI inside the Microsoft environment you already use.

Start with a business problem, evaluate where Microsoft's AI tools fit, and turn the right use cases into secure, working solutions.

Discover

AI & Copilot Readiness

Identify useful opportunities and review the Microsoft 365 foundation—data, permissions, licensing, security, and governance—that can affect them.

Build

Copilot & Agents

Explore and implement Microsoft 365 Copilot, Copilot Studio agents, and focused AI experiences around real business processes.

Automate

Workflow Integration

Connect AI with automation, APIs, Microsoft 365, and existing business systems so useful outputs become part of the way work gets done.

Govern

Governance & Security

Plan permissions, data access, identity, security, and responsible-use controls so Copilot and agents fit safely into your Microsoft environment.

Where to start

Start with a real workflow.

The best first AI project is usually a specific process with a clear problem—not an open-ended mandate to “use AI.”

Internal knowledge & answers

Help employees find and use information already stored across Microsoft 365 and approved business sources.

Employee request workflows

Reduce manual steps in routine processes by combining agents, automation, approvals, and existing systems.

IT & support agents

Give users a better first stop for common questions and requests while creating a clear path to human support.

Process-specific business agents

Build focused assistants around a defined team, workflow, or business problem instead of trying to automate everything at once.

Real-world AI work

AI built around actual business problems.

Our AI work focuses on useful outcomes: helping people find the right information faster, handling repetitive intake, and connecting AI to the systems teams already use.

AI Search

Plain-language search across rental listings

Built a search experience that loads rental listing data, generates vector embeddings from text content, and combines vector and lexical search. Users can describe what they are looking for in plain language and surface relevant listings without relying only on rigid filters or exact keywords.

Vector embeddingsHybrid searchNatural language
AI Intake

Automated first-contact intake

Built an AI bot to handle initial customer calls, collect information from the caller, and pass that context to a second-level team for follow-up—reducing repetitive intake work while keeping people involved where deeper conversation is needed.

Conversational AIIntake automationHuman handoff
Our approach

Start with the problem, not the AI.

Circlebox works directly inside Microsoft environments, so we approach AI the same way we approach IT: understand the business need first, then choose the technology that fits.

Sometimes the right answer is Copilot. Sometimes it's an agent, workflow automation, an integration, or simply a better existing process. The goal is a useful result—not AI for its own sake.

Microsoft-focused. We center this work around Microsoft 365 and the tools organizations already depend on, with security and practical implementation considered from the beginning.

Have a process that feels harder than it should?

Tell us what you're trying to improve. We'll help determine whether Copilot, an agent, automation, or another approach makes sense.