Make policies easy to find, understand, and follow with a Copilot agent built for frontline workers.
Agent name:
Policy Assistant
Industry:
Healthcare / Aged Care
Type of agent:
Retrieval
Built with:
Copilot Studio
Deployed:
SharePoint, Teams
Challenge
Frontline workers in aged care and healthcare rely on up-to-date policies and forms to deliver safe, quality care. But finding the right document at the right moment isn’t always simple, especially when English isn’t your first language or you’re working from a mobile device on-site.
Many staff spend precious time searching through intranets or asking colleagues for help. An AI-powered policy assistant changes that by giving every team member fast, plain-language access to the right document, translated if needed, from wherever they are. There’s no need to return to a computer or office base.
Solution
We deployed a conversational Copilot Agent built with Microsoft Copilot Studio to help frontline staff quickly access policy documents using natural language. The assistant searches SharePoint to find the right file, translates it into two agreed languages, and provides simplified summaries to support understanding.
It works across all devices and is embedded in platforms like Microsoft Teams. This means staff can get the information they need quickly, without needing technical knowledge or access to a desktop computer.
Value
- Gave staff back time by making it easier to find the documents they need
- Supported compliance with clear, consistent access to up-to-date policies
- Improved accessibility for team members with English as a second language
- Improved mobile accessibility, supporting frontline staff on-site or without access to their office base
- Flexible enough to scale across other teams and frontline environments
Ready to get started with Copilot agents?
Get in touch today.
Australia
+61 3 9111 0082
New Zealand
+64 9 947 6799
Japan
+81 3 6820 1085
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