Custom GPTs and Copilot agents for operations

AI GPTs & Agents

Designing and building custom GPTs and Copilot agents around work orders and SLAs, grounded in approved content, scoped with guardrails, and paired with the enablement that makes teams actually adopt them.

Custom GPTs
Built for work-order and SLA support
Copilot agents
Grounded in approved operational content
Human-in-the-loop
Review kept in the workflow, not bolted on
Featured GPT

HR Supervisor Coaching Copilot

A concept designed for frontline supervisors: uses approved HR policies and real-world operating scenarios to practice difficult conversations and choose appropriate next steps.

MCP servers
HR Policy & Knowledge MCP server

Gives the GPT grounded answers from approved policies, manager guides, and escalation rules.

Learning / Coaching Resources MCP server

Pulls approved conversation guides, training, documentation templates, and manager resources.

RAG

Retrieves approved HR policies, manager guides, escalation rules, and conversation templates before answering.

What the agent does

  • Generates role-based scenarios across attendance, safety, employee conflict, client complaints, performance, and communication issues
  • Asks decision questions and explains the impact of each choice
  • Drafts coaching language a supervisor can adapt in the moment
  • Flags situations that require HR escalation

Guardrails and delivery

  • Policy-grounded guidance only, sourced from approved HR and training documents
  • No autonomous disciplinary decisions; human judgment and HR review remain required for employee-relations decisions
  • Escalation paths to HR built into the scenario flow
  • Deployable as a custom GPT with approved policy content, or as a Copilot agent inside Teams and SharePoint where supervisors already work
  • Source access is defined as a named connector, HR Policy Library (MCP server: hr-policy-library), scoped read-only to approved HR policy and training content so the connection itself enforces what the agent can see
Related concept

HR Shared Services Quality Copilot

Built on a shared quality framework as the approved source of truth, this concept answers process questions, identifies missing information on a request, categorizes recurring error themes, and produces coaching or QA summaries for team leads. Higher-risk areas involving sensitive personal data or employment decisions are intentionally kept out of scope.

Featured agent

Smart Work Orders, a Copilot agent for frontline teams

Built as part of an enterprise AI innovators team, Smart Work Orders gives technicians one place to pull up a work order, diagnose an issue in plain language, and find the right SOP.

MCP servers
Work Order MCP server

Connection between the AI assistant and the operational system of record.

RAG

Retrieves service manuals, SOPs, site requirements, safety and compliance guidance, and work-order history to suggest the right next step.

Before

Technicians closing out a job had to piece together information scattered across work orders, case history, service records, and internal SOPs.

After

Smart Work Orders puts all of it in one place inside Copilot: pull up any work order by number, diagnose an issue in plain language, and surface the right SOP quickly.

The agent was integrated with the Cove work order management system APIs, so work-order detail is retrieved from the system of record rather than copied into the assistant.

Starter prompt
View Work Order

Show details for work order [enter number]

Starter prompt
Diagnose Issue

Help me diagnose this issue: [describe the problem]

Starter prompt
Find SOP

Show the SOP for [task or equipment]

Example exchange

“The unit is cycling on and off and the space is not holding temperature. What should I check?”

The agent returns a short, ordered set of likely causes drawn from approved documentation, points to the matching SOP section, notes the parts and safety steps associated with that task, and offers to draft closeout notes once the technician confirms what was found. Details are paraphrased; no work-order numbers, sites, or customer names are shown.

  • Find work orders
    Retrieve a work order by number with the details that matter
  • Diagnose issues
    Describe the problem in plain language and get guided next steps
  • Generate work notes
    Draft consistent closeout notes from the job context
  • Get SOP guidance
    Surface the right SOP for the task or equipment
Approach

Useful assistants start with the workflow, not the model

  • An assistant is only as good as the content behind it, so source curation comes before prompt engineering.
  • Operational AI has to fit the existing workflow. If a team has to leave their tools to use it, they will not use it.
  • Accuracy is a review problem as much as a model problem, which is why human validation stays in the loop.
Work samples

What I built

Focused assistants for work-order and SLA workflows, with the scope, sourcing, and training needed to make them dependable.

Work-order support agents

Assistants that help interpret work-order details, surface the right next step, and reduce time spent hunting through documents and screens for context.

SLA interpretation and response guidance

Agents that explain what an SLA commitment means in practice, including priority, response expectations, and escalation paths, in plain language for frontline teams.

Custom GPTs on curated content

Purpose-built GPTs grounded in approved process documentation so answers stay consistent with how the operation actually runs.

Guardrails and scope control

Clear scope, restricted source material, and defined boundaries so an assistant helps with what it knows and defers when it does not.

Enablement and AI literacy

Practical prompting guidance and training so teams learn where an assistant is reliable, where it is not, and how to review output before acting on it.

Pilot-first sequencing

Start with a narrow, high-friction workflow, measure whether it saves real time, then expand only where the value is visible.

Capabilities

What this enables

These describe the intended capabilities of the pattern rather than measured production results.

Faster work-order handling
Less time gathering context before action, with the relevant detail summarized up front.
Consistent SLA answers
The same commitment interpreted the same way across shifts, sites, and teams.
Lower dependency on tribal knowledge
Process understanding captured in a reusable assistant instead of living with a few people.
A repeatable pattern
One proven agent pattern that can be applied to the next operational workflow.

Let's architect your next transformation

Whether you're modernizing platforms, scaling AI, or rethinking your operating model — let's talk about what's possible.