Grounded M365 copilots with cited,
auditable answers
Softree built retrieval-augmented copilots with entitlement-aware SharePoint indexes, human-in-the-loop escalation, and weekly knowledge gap reports for ECG's 1,200+ agents.
Business Process Challenges
Pilot enthusiasm without production guardrails
Early copilots answered confidently but could not cite sources — unacceptable for client-facing policy workflows under EBA scrutiny.
We indexed approved SharePoint libraries with Graph-scoped permissions, ran red-team evaluation harnesses, and wired escalation to existing ITSM queues.
Grounded retrieval with human escalation
Chunking strategies respected library sensitivity tiers; every response includes source links and confidence metadata for reviewers.
How we delivered it.
Explore the Solution Through visuals
What changed for the client.
Trust and speed moved together
Median resolution time dropped from 18 hours to 11 while compliance reviewers gained citation trails for every automated response.
Overall, we are satisfied with our collaboration — your last action really makes a difference.
The numbers behind the rollout.
The full integration layer.
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