Invesco
Live walkthrough

HR Digital Buddy — in Microsoft Teams

Watch a real employee question resolve end-to-end. The buddy verifies identity, reads enrollment context from Workday, grounds its answer in ServiceNow knowledge, and stays inside policy guardrails — all inside the Teams channel employees already use.

TMicrosoft Teams
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JM
🔔Activity
💬Chat
👥Teams
🧩Apps
🤝HR Buddy
HR
HR Digital Buddy
Powered by Copilot Studio · grounded in Invesco HR knowledge
Online
What's the difference between HMO and PPO? Which one am I on?
Jordan Miller · just now
＋😊📎
Under the hood

Orchestration trace

  1. Intent classified
    benefits.compare_plans + identity.lookup
  2. Identity resolved
    Entra ID → Jordan Miller (Atlanta, US)
  3. Workday context fetched
    Plan = PPO Premier · tier = EE+Spouse
  4. RAG retrieval
    Top 4 chunks from 2026 Benefits Guide (SharePoint)
  5. Cost calculation
    Applied 2026 rate card from ServiceNow KB
  6. Policy guardrail
    Write-action blocked → routed to specialist offer
Demo controls

Built in Copilot Studio · surfaced in Microsoft Teams · grounded by Azure AI Search over ServiceNow + SharePoint, with Workday for employee context.