Table of Contents

Introducing Altus Copilot

Altus Copilot is a tailored AI assistant embedded within the Altus platform, designed to enhance productivity, provide contextual help, and streamline key tasks across the solution. Positioned in the right-hand panel of the application, Altus Copilot offers an experience that goes beyond the standard Microsoft Copilot, with features specifically built for Altus customers.

With AI now an integral part of Microsoft’s ecosystem, Altus Copilot leverages the power of Copilot Studio and Power Platform agents to deliver a context-aware, secure, and scalable solution. It helps users engage with their data, complete actions more efficiently, and access embedded knowledge throughout the Altus experience.

Technical Architecture & Capabilities

Altus Copilot is built with flexibility, governance, and extensibility in mind. Key aspects include:

  1. Built on Microsoft Copilot Studio & Power Platform

    • Altus Copilot is created using Microsoft Copilot Studio, supporting multiple topics and user interactions.
    • A dedicated Copilot Agent is included as part of the Altus solution, ensuring consistency across environments.

  2. Embedded Directly in Altus

    • Copilot appears in the right-hand side panel of the Altus app and is accessible via two entry points.
    • Currently, only one agent slot is available in this panel, but this does not limit future extensibility.

  3. Security & Compliance

    • All data interactions remain within your Microsoft 365 tenancy, adhering to your organisational policies.
    • No data is sent externally—the agent operates within the Power Platform environment, inheriting safety features such as eDiscovery, sharing restrictions, and data loss prevention policies.

  4. Agent Expansion & Customisation

    • Altus Copilot includes a new Agents tab, allowing sub-agents to be added.
    • Users can extend Copilot with additional agents created in Copilot Studio.
    • In future releases, organisations will be able to integrate external Azure AI Foundry agents, such as OpenAI or other advanced models hosted in Azure, enabling more sophisticated task distribution and capabilities.

Altus Copilot blends smart automation with enterprise-grade security to deliver a powerful digital assistant tailored to your delivery workflows. Whether you're using it to pull insights, complete actions, or expand it with custom agents, Altus Copilot brings intelligent support directly to where you work.

How to enable Altus Copilot

How to turn off Altus Copilot

How to customise ours

Adding capabilities to the Altus Agent

Adding Altus capabilities to your own Agent

What happens to Client Agents if we change the Altus Copilot layer?