
AI for SMBs
Microsoft Copilot Setup &
Managed AI Services
Looking to bring the power of AI to your business? Our Canadian-based team helps small and medium-sized businesses across Canada adopt Microsoft Copilot and AI technologies to streamline operations, save time, and improve productivity. From first consultation to full deployment, we make AI simple, secure, and scalable.
What Are AI Agents and Why Do They Matter for Business?

AI agents are more advanced than traditional chatbots. They are autonomous systems designed to understand natural language, make decisions, and take actions—often across multiple business systems.
Unlike basic bots that follow static scripts, modern AI agents are:
- Context-aware - They remember previous interactions and adjust responses over time.
- Integrated with business tools - They connect to APIs, CRMs, ERPs, HRIS systems, and more.
- Goal-driven - They can plan, reason, and carry out complex multi-step tasks without manual input.
Powered by Large Language Models (LLMs) and enhanced with tools like retrieval-augmented generation (RAG) and robotic process automation (RPA), these agents can perform everything from support triage to financial analysis to HR onboarding via chat, voice, or background workflows.
Why it matters:
Custom AI agents help businesses scale operations, reduce repetitive tasks, and improve decision-making while staying secure, compliant, and aligned with enterprise goals.
Our Managed AI Services for SMBs
We don’t just install AI. We make it usable, secure, and impactful for your day-to-day operations.
Here’s what our Copilot & AI onboarding service includes:
AI Strategy & Use Case Discovery
We start by understanding your business, your goals, workflows, and challenges. Then we identify where AI can have the biggest impact, from operations to sales to customer service.
Copilot Setup & Microsoft 365 Integration
Our experts configure Copilot within your Microsoft 365 environment, ensuring secure access, permission controls, and a smooth rollout across your organization
Change Management &
Staff Enablement
We provide training and adoption resources tailored to your team’s needs, so they’re confident using AI to work smarter, not harder.
Security, Governance & Compliance
We ensure that your AI tools are aligned with industry standards, privacy requirements, and internal policies, with built-in monitoring and data protection.
Ongoing AI Support & Optimization
AI is evolving fast. Our managed services include ongoing updates, usage analytics, prompt improvements, and technical support so your AI investment stays effective and secure.
What You Get with Our AI for SMBs Service

- Custom AI roadmap and use case plan
- Copilot configuration for Microsoft 365
- End-user training and support documentation
- AI security and compliance setup
- Post-launch helpdesk and support services
- Strategic reviews to evolve your AI stack
AI ROI: Why SMBs Are Embracing AI Now
Lower operational costs via process automation
Better team productivity without adding new staff
Improved customer experience with smarter tools
Common Questions
about AI for SMBs
Find answers to the most common questions
about our services
What is Microsoft Copilot and how can it help my business?
Microsoft Copilot is an AI assistant integrated into Microsoft 365 applications like Word, Excel, Outlook, and Teams. It helps automate tasks, generate content, summarize information, and improve productivity across departments.
Is AI too advanced for small businesses?
Not at all. AI tools like Copilot are designed for everyday users. We provide onboarding and support to ensure your team can use them with confidence.
What does your managed service include for AI implementation?
Our service covers everything from strategic planning and technical integration to user training, data security, compliance, and ongoing AI support and optimization.
Will my team need technical expertise to use Copilot effectively?
No. Copilot is designed to be user-friendly and integrates seamlessly with familiar Microsoft 365 tools. We provide training and change management support to ensure a smooth adoption.
How do you ensure the AI setup is secure and compliant?
We implement role-based access, data privacy controls, encryption, and continuous monitoring to align your AI deployment with standards like GDPR, HIPAA, and ISO 27001.
How can I start using AI in my business?
Start by identifying key areas where automation or insights could make a difference — like reporting, customer service, or team collaboration. Our team helps assess your workflows, define high-impact use cases, and guide you through secure AI setup using tools like Microsoft Copilot.
Level the Playing Field with AI
Adopt tools that analyze data, predict issues and protect your business so you can compete like a larger enterprise.