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Make policies easy to find, understand, and follow with an AI-powered assistant 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 need fast, reliable access to the documents and forms that help them do their jobs safely, especially while on-site. Whether it’s reviewing updated procedures during a shift or finding access to the right form, timely access can make all the difference. For many staff, English isn’t their first language, and traditional intranets can feel hard to navigate, especially on mobile.

An AI-powered policy assistant agent makes this easier by delivering the right documents in plain language, translated if needed, and available wherever they are with no desktop required. It’s a step toward a more empowered, informed, and inclusive frontline workforce.

Solution

A conversational AI assistant was deployed to help frontline workers access policy documents through natural language questions. The assistant searches SharePoint to surface the correct documentation, translates content into two agreed languages, and presents simplified summaries. Accessible across devices and embedded in platforms like Teams, the agent ensures instant, intuitive, and inclusive access to critical information.

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

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