Dovetail for Copilot for Tech Leaders

You made the right call on Microsoft 365. The infrastructure is sound, the licences are in place and your teams are starting to use Copilot. The challenge is that out of the box, Copilot is a general purpose tool. So is every other AI product your teams might reach for. Without customisation, there is no compelling reason to choose one over another.

The answer is making Copilot specific: to your workflows, your systems, your data and your business. Once it is built around how your teams actually work, nothing else can compete. Not because other tools are worse, but because none of them have been built for you.

The foundations are in place. Now is the time to unlock the capability your teams are craving.

Where you are determines where we start

Every organisation sits at a different point on the AI maturity model. Some are assessing readiness. Some are training teams. Some are ready to build and deploy agents at scale. Dovetail works across all of it, with the right service for where you are right now.

Inside your environment, under your control

Everything runs inside your existing Microsoft 365 tenant. Your data never leaves. Every action is logged, traceable and accountable to the policies you already operate under. No third-party hosting, no external access, no exceptions.

A service, not a product

There is nothing new to buy, install or manage. Dovetail is delivered as a service inside the tools your teams already use every day. No new platforms, no disruption, no IT overhead. Just capability, built around your business.

Your teams stop going elsewhere

Before Shadow tools, paid workarounds, copy-paste into outside platforms.

→

After Everything they need is already inside the tools they use every day.

When Copilot is built around your workflows, your data and your business, there is no reason to look for alternatives. Your teams get better results, faster, inside the secure environment you have already invested in. Consolidation happens naturally.

Your Copilot investment starts paying back

Before Licences live on the shelf. ROI conversations get awkward.

→

After Measurable usage, measurable outcomes, evidence you can take to the board.

The licences were always capable of this. A structured layer around them turns usage into measurable outcomes, and measurable outcomes into evidence you can take to the board with confidence.

AI becomes a capability, not a conversation

Before Endless meetings about what AI could do for the business.

→

After AI quietly doing it, at the pace your organisation is ready for.

The anxiety around what your teams are doing shifts. You stop managing exposure and start building advantage, at whatever pace your organisation is ready for.

Building your foundation

You have made the investment in Microsoft 365 and Copilot. Now you want to make sure you are getting the most from it. Whether you are assessing readiness, up skilling your teams or working out where AI can add the most value, this is where we start.

Copilot Readiness Assessment

A structured review of your current adoption, with a clear scorecard and AI roadmap to move forward with confidence.

Training

Practical, role-based training that turns licence holders into capable, confident users working inside your secure environment.

One-off engagements. No subscription required.

Accelerating your advantage

You have the foundations in place and you are ready to build AI capability around the workflows that matter most to your business. We design, build and deploy agents that are specific to your environment, your data and your people.

Pre-built agents

Proven solutions for common workflows. Deploy in hours.

Tailored Agents

Adapted to your policies, systems and ways of working.

Fully Custom Agents

Bespoke builds for the workflows unique to your business.

Subscription plans available with bundled support and ongoing development.

Enterprise-grade foundations. Dovetail-designed capability on top of them.

This is not a third-party platform sitting alongside your infrastructure. It is capability built inside it.

Everything Dovetail delivers runs entirely within your Microsoft 365 tenant. Your data never leaves your environment and we never have access to it. Every workflow, every output and every interaction is logged, traceable and accountable to the security policies and access controls you already operate through Microsoft Purview.

CIOs

You are accountable for AI strategy across the business. Dovetail gives you the structure, visibility and measurable outcomes to lead that conversation with confidence.

CTOs

You need AI that is operational, not experimental. Dovetail builds capability inside the infrastructure you have already chosen, so you can deliver at pace without compromising on control.

Heads of IT

You are responsible for keeping everything secure, integrated and manageable. Dovetail works inside your existing Microsoft 365 environment, inheriting the policies and controls you have already put in place.

Dovetail Complete

Your full Dovetail partnership, in one engagement.

What's Included

Full access to all pre-built Dovetail agents & services
Priority support & onboarding
Dedicated account manager

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Monthly Copilot update and training sessions
Quarterly business reviews
Access to the latest Dovetail agents

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Readiness Assessment

Know where you stand. Know where to go next.

What's Included

Readiness scorecard report
Environment evaluation
Interactive workshops
Licence & compliance review

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Stack-ranked AI opportunity map
Adoption plan

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Copilot Training

Hands-on training to help your teams use Copilot consistently in everyday work.

What's Included

Hands-on training sessions
How to choose the right model or agent
Build reusable prompts & lightweight agents

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Copilot in Excel, Word, PowerPoint and Outlook
Work with real business files (Excel, PDF, email)
Best practices documentation

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Agents

AI agents built around your workflows deployed inside Microsoft 365.

What's Included

Our pre-built agents: proven solutions for common workflows
Customised agents: adapted to your policies and systems
Fully custom agents: bespoke builds for your business

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Audit trails and oversight built in as standard
Deployed inside your Microsoft 365 environment
Human-in-the-loop on every decision that matters

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AI Transformation

An AI capability embedded across your business in six months.

What's Included

Copilot readiness assessment
End-to-end Copilot adoption plan
User training and enablement

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Three pre-built Dovetail agents
Three fully custom agents built around your business
Ongoing optimisation, executive reporting & priority support

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You have the platform.

Proving the value starts here.

See results in weeks. Everything you need, ready to go.

The problem

Wherever you are on the AI maturity model,

Dovetail guides, supports, and grows with you.

Where you are determines where we start

Inside your environment, under your control

A service, not a product

This is what good looks like.

Your teams stop going elsewhere

Your Copilot investment starts paying back

AI becomes a capability, not a conversation

Where would you like to start?

Building your foundation

Copilot Readiness Assessment

Training

Accelerating your advantage

Pre-built agents

Tailored Agents

Fully Custom Agents

Microsoft-native by design. Enterprise-grade by default.

Your data stays with you

Audit trails as standard

Built on what you already trust

Built for the people responsible for making AI work for their business.

CIOs

CTOs

Heads of IT

Three steps to get started.

Book a call

Get a recommendation

Build from there

Plans for where you are right now.

Dovetail Complete

Readiness Assessment

Copilot Training

Agents

AI Transformation

Give your team back the time they were hired for.