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Which AI Approach Is Right for You?

Copilot, Consulting & AI Agents with TSO-DATA

Microsoft Copilot, AI Chat Agents, AI Voice Agents or tailored AI consulting: businesses today have many opportunities to put artificial intelligence to effective use. 

 

The key question is not which technology is currently best known, but which approach fits your specific use case, data, processes and goals.

 

We help you find the right starting point: from quick wins with Copilot in everyday work to custom AI Agents powered by company knowledge, guardrails and process automation.

What Do You Want to Achieve with AI?

Boost Productivity in Microsoft 365

If you want to make meetings, emails, documents and collaboration more efficient, Microsoft 365 Copilot is the right place to start. 

Copilot supports employees directly in familiar applications such as Outlook, Teams, Word, PowerPoint and SharePoint.

 

Copilot for Microsoft 365

Unlock the Benefits of AI in ERP Processes

If you want to use AI directly in your ERP processes, consider Copilot for Business Central. 

Benefits include more productive data handling, support with business documents and analysis, and more efficient processing of commercial workflows.

 

Copilot for Business Central

Automate Phone Calls and Voice Interactions

If you want to answer calls automatically, identify callers’ needs, collect information or initiate workflows in your CRM or ERP system, AI Voice Agents are a suitable solution. 

They combine natural language interactions with structured workflows and Microsoft systems.

 

AI Voice Agents

Make Company Knowledge Securely Accessible

If you want to make company knowledge accessible through internal knowledge sources, AI Chat Agents are the right approach. 

They provide natural-language answers based on approved company sources, with access permissions, guardrails and source references.

 

AI Chat Agents

Use AI in CRM, Sales and Customer Processes

If you want to support sales, marketing or customer-facing processes with AI, Copilot für Customer Engagement is the right place to start. 

Examples include sales productivity, customer communications, and lead and opportunity management.

 

AI for Customer Engagement

Start by Exploring Your Options

If you are not yet sure which AI approach is right for your business, start with a consultation or workshop. 

Together, we identify suitable use cases, prioritize opportunities and define the right next step for your AI journey.

 

AI Consulting & Workshops

Not Sure About Your AI Use Case Yet?
Start with a Consultation or Workshop.

Jannis Wolke-Hanenkamp
Jannis Wolke-Hanenkamp AI Manager (IHK)
> Explore the Workshop
1

Discover

Where is time being lost or workflows interrupted by disconnected systems? Together, we clarify goals, challenges and opportunities.

2

Evaluate

Where can AI add value in a realistic way? We assess the potential, feasibility and business benefits.

3

Prioritize

What should you implement first? You receive a clear roadmap with prioritized use cases.

Standard Copilot or Custom AI Agent?

Microsoft Copilot and existing Microsoft agents provide a quick way to get started with productivity-focused and role-specific AI scenarios. They are particularly useful when your use case is closely related to Microsoft 365, Business Central, Customer Engagement or Power BI.

Custom AI Agents are a good choice when your scenario goes beyond standard features, for example when it involves proprietary knowledge sources, large document collections, custom processes, external channels, guardrails or specific governance and access-control requirements.

Find Your Starting Point in 3 Questions

Answer three quick questions to get an initial indication of which AI approach may be better suited to your business.

1

Do you need a standard feature in Microsoft systems or a custom process?

2

Is existing Microsoft data sufficient, or do you need to connect your own knowledge sources?

3

Should AI only assist users, or also prepare or trigger specific actions?

Result:

Please answer all three questions.

Let’s Find the Right Approach for Your AI Use Case

Whether you are considering Microsoft Copilot, an AI Chat Agent, an AI Voice Agent or tailored consulting, we will work with you to determine which approach makes sense for your business and what the next practical step should be.

David Eggenhofer

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Frequently asked Questions - FAQ

For many standard scenarios in everyday Microsoft 365 work, Copilot is a great place to start. However, if you have many of your own data sources, custom processes, external users, or specific governance requirements, AI agents may be a better fit.

A traditional chatbot often relies on predefined dialogues or FAQ logic. An AI chat agent can understand natural language, incorporate relevant sources, formulate context-sensitive responses, and - depending on the scenario - prepare or trigger processes.

Yes, provided that the data sources are properly integrated and made available. Permissions, role models, data protection, data quality, and governance are key components of the design.

Yes. AI agents can not only provide answers, but also prepare or initiate defined processes—such as tickets, leads, appointments, tasks, or workflows in Microsoft systems.

The best place to start is with our AI Potential Workshop. During the workshop, we’ll work together to assess your target audience, data sources, processes, security requirements, and expected benefits.