AI agents that do useful work
Create assistants that find approved information, prepare responses and carry out defined tasks through connected tools. Establish what an agent can access, what it can change and when it must hand work to a person.
West Tech Pilots · AI engineering + managed ITAI agent development.
AI agent development.
Built for your business.
Connect your people, applications and data with custom AI agents, business automation and managed IT that work together.
We design AI solutions around real operations: the requests your team handles, the systems you rely on and the decisions that need a person in control. From an initial workflow to a connected business platform, we build, integrate and support the complete solution.
Custom AI agentsBusiness applicationsMicrosoft platformsMSP support
One connected approach: agents + applications + data + IT operations.
Platforms we build with and integrateOpenAIClaudeMicrosoft CopilotGitHubDynamics 365Microsoft Fabric
The complete picture
Turn disconnected tasks into connected operations.
AI delivers more value when it fits the way your business works. We bring application development, automation, data and IT support into one implementation plan.
Applications built around your workflows
Replace scattered spreadsheets and repetitive handoffs with custom portals, internal tools and integrated business applications. Add AI where it helps users complete a task, understand information or make a better informed decision.
An operational foundation
Keep the underlying environment supported with managed IT, monitoring, identity controls and recovery planning. Treat AI as a business system with owners, maintenance needs and a measurable operating cost.
01 / AI agent engineering
Custom AI agents with a clear purpose.
An AI agent combines a model with instructions, knowledge and tools to carry out a defined workflow. We design the experience around your users, connect the necessary systems and establish boundaries before expanding what it can do.
Start with a knowledge assistant, document intake process or internal service agent. For more complex work, we can coordinate specialized agents with shared task context and explicit handoffs. The design follows the problem; a straightforward workflow does not need unnecessary complexity.
- Knowledge assistants grounded in approved business documents
- Tool and API integrations for defined business actions
- Human approval for sensitive updates and external commitments
- Evaluation scenarios, activity records and ongoing improvements
01Understand
Capture the request and the business context.
02Retrieve
Find relevant information from permitted sources.
03Prepare
Draft a response or propose the next action.
04Approve
Ask a person to review when the workflow requires it.
05Complete
Run the approved step and record the outcome.
01 / repository contextCoding conventions · project instructions · scoped tools
02 / agent-assisted developmentIssue → implementation → tests → pull request
03 / engineering controlsReview checks · branch protection · release approval
Your standards. A repeatable workflow.Illustrative delivery flow, not a live repository.
02 / GitHub + developer workflows
Set up GitHub agents for the way your team ships software.
We configure GitHub Copilot agents and repository guidance so AI-assisted work follows your project conventions. Custom agent profiles can define specialist instructions and permitted tools for development, testing, documentation and review tasks.
Good setup extends beyond prompts. We help organize repositories, connect appropriate tools, establish automated checks and define how proposed changes reach a reviewer. Your team keeps control of approvals, credentials and production releases.
- Repository instructions and custom agent profiles
- GitHub Actions workflows for repeatable build and test checks
- Pull request review, testing and documentation practices
- Tool permissions and development environment setup
03 / Software for your operations
Custom business applications, with AI where it matters.
Build the missing connection between your team and the work they need to complete.
Internal operations tools
Bring requests, approvals, assignments and status into one workspace. Give staff a clear view of what needs action, and use AI to summarize supporting information or prepare the next step.
Customer and partner portals
Create a consistent place to submit requests, exchange documents and track progress. Connect the portal to your existing systems so people can find relevant information without repeated email follow-ups.
Document and knowledge applications
Organize business documents, retrieve relevant passages and produce reviewable summaries. Show source context where practical and design the experience to handle missing or conflicting information.
Reporting applications
Combine approved operational data into dashboards and scheduled reports. Give managers consistent definitions, clear time periods and enough context to understand changes.
System integration
Connect supported CRM, ERP, service desk and line-of-business systems through APIs or connectors. Handle authentication, data mapping, retries and failed transactions as part of the application.
Modernization and ongoing care
Improve existing tools incrementally, with version control, testing and release planning. Define ownership, documentation and maintenance so the application remains useful after launch.
A complete delivery: requirements, user experience, application development, integrations, testing, deployment and an agreed support plan. Discuss your application
04 / The Microsoft business environment
Put AI into the tools your teams already use.
We plan Microsoft AI implementations around your tenant, subscriptions, data access and business processes.
Microsoft 365 Copilot
Plan adoption across eligible Microsoft 365 experiences. Review access to shared information, identify useful employee workflows and support training so teams understand how to use and check AI-generated work.
Microsoft Copilot Studio
Build agents and agent flows with approved knowledge sources, connectors and actions. Define conversation paths, handoffs and operational ownership, then test representative tasks before extending the rollout.
Dynamics 365 AI integration
Configure applicable Copilot capabilities and connected workflows for the Dynamics 365 applications you use. Focus on specific sales, customer service or operational tasks, with appropriate data permissions and review steps.
Start with a readiness check. Features depend on the product, licence, tenant configuration, region and release status. We verify those requirements during solution design and identify preview features separately.
CRM + operations
Connect customer information to the next useful action.
Dynamics 365 automation should support a defined business process. We map the records, people and approvals involved before connecting an agent or automated flow.
A sales workflow might prepare an account briefing from permitted information and draft a follow-up for review. A service workflow might summarize a case, retrieve relevant knowledge and suggest a routing action. Operational workflows can connect requests and approvals to your existing business records.
We plan for the exceptions as well as the standard path: incomplete information, duplicate records, unavailable systems and requests that need specialist attention.
Plan a Dynamics 365 workflowBusiness requestCustomer enquiry · service case · internal request
Context + AI assistancePermitted records · knowledge · instructions
Review + connected actionApproval · record update · task assignment
Example solution pattern. Available actions depend on your applications and access.
05 / Data you can work with
Microsoft Fabric, Power BI and AI reporting.
Useful AI starts with understandable, accessible data. We help plan Microsoft Fabric solutions that bring relevant sources into a governed analytics environment, with data preparation, shared definitions and reporting aligned to business questions.
Build Power BI dashboards and explore suitable Copilot or data-agent experiences where supported. Define who can access each source and test whether answers reflect the underlying information. A polished summary is only useful when the data and context behind it are sound.
- Data integration and preparation for operational reporting
- Semantic models and shared business definitions
- Power BI dashboards and scheduled reporting workflows
- AI-assisted analysis with access controls and result validation
Capacity, regional availability and data processing requirements are assessed before enabling AI features.
06 / Automation that fits
Remove repetitive handoffs across your business.
Use Power Automate, application APIs and custom integrations to connect routine tasks. Bring AI into the steps that benefit from language understanding or synthesis.
Employee onboarding
Coordinate approved account requests, equipment tasks, access reviews and onboarding information. Keep HR and IT responsibilities explicit and require authorization before access is granted.
Document intake and approvals
Extract or summarize submitted information, check required fields and route items to the right reviewer. Handle uncertain results as exceptions instead of silently treating them as correct.
Service requests and follow-ups
Organize incoming requests, prepare summaries and suggest next actions. Connect ticket updates, owner notifications and follow-up steps with an auditable history of what occurred.
Reliable business automation also needs failure handling. We design retries, duplicate prevention, escalation paths and useful logs so an interrupted integration does not become an invisible operational problem.
Choose the right foundation
OpenAI, Claude, Copilots and cloud platforms.
Your platform choice should reflect the task, data requirements, integrations and ongoing cost.
OpenAI and custom agents
Use OpenAI capabilities to build application experiences, assistants and tool-connected workflows. Define instructions, knowledge access and evaluation criteria around the business task.
Claude and alternative models
Integrate Claude or other suitable model providers where supported and appropriate. Compare representative tasks and operational requirements instead of choosing a platform solely on a benchmark or brand.
Microsoft and cloud integration
Connect Microsoft business applications and Azure services, or integrate with your existing cloud environment. Assess supported APIs, identity, deployment requirements and vendor terms before committing to an architecture.
Platform names identify technologies we can work with; they do not imply vendor endorsement or a particular certification. Availability and scope are confirmed for each project.
Designed as a complete system
Complex solutions. Clear responsibilities.
When a business process spans applications, data and infrastructure, each connection needs an owner. We bring the pieces together through a documented architecture that explains how information moves and where decisions are made.
We define the user experience, agent behaviour, data sources, integrations, identity controls and support model together. This helps your team understand what happens when a service fails, a permission changes or an AI response needs correction.
For multi-agent solutions, we use defined responsibilities and handoffs. More agents are useful only when they make the workflow easier to manage or better at its intended task.
Talk through your architecturePeople and experiencesEmployees · customers · internal applications
Agents and automationInstructions · tools · approvals · orchestration
Business systems and dataDynamics 365 · Microsoft 365 · Fabric · APIs
Managed IT foundationIdentity · endpoints · monitoring · recovery
07 / Operational visibility
IT monitoring and reporting that lead to action.
We set up monitoring and reporting around the systems your business depends on. Bring infrastructure signals, endpoint status, backup information and service activity into a clearer operational picture, using supported tools and integrations.
AI can help summarize events or prepare an incident briefing. We keep the source information available so an analyst can check the interpretation and decide what to do next. Alert routing, severity rules and escalation ownership matter as much as the dashboard.
- Monitoring configuration and alert routing
- Scheduled IT health and service reports
- Backup status, patching and asset visibility
- AI-assisted summaries with access to supporting records
From system signals to a useful report
Illustrative reporting categories
Conceptual illustration only. Bars do not represent customer results, uptime or service performance.
08 / MSP services
AI innovation, backed by managed IT.
New applications still depend on reliable devices, secure access and a supported environment. Bring development and daily IT operations into one coordinated plan.
Managed IT and user support
Keep employees supported with help desk coordination, device maintenance and a defined service scope. Agree how AI-related issues, application problems and infrastructure incidents will be routed.
Cybersecurity and identity
Align accounts, access permissions and endpoint protections with the solution. Review how agents authenticate and how credentials, shared files and business data are protected.
Cloud, backup and recovery
Plan hosting, cloud administration and recoverability alongside deployment. Document configuration and data dependencies so recovery does not rely on one person remembering how the solution works.
09 / A more efficient workspace
Reduce avoidable IT costs with a better workspace plan.
Review the full cost of supporting each employee: devices, software, subscriptions, management effort and disruption. We help assess workspace devices and deployment options alongside automation, so equipment choices fit the applications people actually use.
A standardized setup can simplify provisioning and maintenance. Automating repetitive administrative work can also free your team to focus on higher-value tasks. The right combination depends on application compatibility, connectivity, user needs and the existing environment.
Build the business case first. Compare the current baseline with hardware, licensing, migration, support and AI usage costs over the same period. Confirm savings through a measured pilot before expanding the rollout.
Where to start
Choose one workflow with a visible business problem.
These are examples of solutions we can design, not claims of completed customer projects.
Sales and customer service
Prepare account summaries, draft customer responses and organize follow-up tasks. Keep sensitive communications and commitments subject to the appropriate person’s approval.
Operations and administration
Collect requests, check completeness and route approvals across departments. Connect the workflow to the records your team already uses rather than creating another disconnected queue.
IT and engineering teams
Summarize incidents, search internal guidance and assist with code changes. Connect proposed work to reviews, testing and the systems that record ownership and outcomes.
Finance administration
Prepare document summaries and supporting information for review. Preserve access restrictions and the approval controls around invoices, payments and financial records.
Knowledge and employee support
Help staff locate policies, process guidance and internal documentation. Point users to relevant sources and provide a clear route to a person when information is missing.
Management reporting
Turn approved operational data into understandable reporting. Explain changes, link summaries to source information and identify follow-up questions for the responsible team.
Designed for accountable operation
Give AI useful access. Keep people in control.
Security, testing and oversight are part of the delivery, from the first pilot to ongoing support.
Access boundaries
Use scoped permissions and approved knowledge sources. Define which users, agents and integrations can read data or perform actions, and review those boundaries when the solution changes.
Human approval
Set explicit checkpoints for consequential actions. Make it easy to review the proposed change, understand its context and reject or correct it before execution.
Evaluation and traceability
Test representative tasks, ambiguous inputs and failure cases. Keep useful activity records and track recurring errors so improvements are based on evidence.
Lifecycle management
Plan for updates to models, connectors, credentials and business processes. Establish ownership, fallback behaviour and a way to pause automation when it needs attention.
From discovery to daily use
A practical path from your first idea to a supported solution.
Discover the workflow
Map the current process with the people doing the work. Identify delays, handoffs, data sources and the decisions that must stay with a person. Define a useful first scope.
Assess readiness and design
Review access, data quality, application interfaces, licensing and the environment. Document the proposed architecture, acceptance criteria, responsibilities and expected operating costs.
Build a focused pilot
Develop the core experience and integrations for a bounded group of users. Use representative information and test how the system responds when an input or service is unavailable.
Validate with your team
Evaluate task completion, answer quality, exceptions and user feedback. Check that the workflow preserves permissions and approvals, then address gaps before wider deployment.
Deploy and train
Roll out the approved solution with practical documentation, ownership and support routes. Train staff to use the system, recognize limitations and raise issues with useful context.
Monitor and improve
Review agreed measures such as handling time, error rates, adoption and operating cost. Maintain the application and integrations as business requirements and platforms evolve.
A scope that fits your organization
Support for small, medium and large businesses.
Small businesses
Start with one time-consuming process and a manageable support model. Use existing subscriptions and tools where they fit, and establish the baseline before adding new software or infrastructure.
Medium businesses
Connect workflows across teams, reduce duplicate entry and improve shared reporting. Introduce consistent access, deployment and maintenance practices as the number of users and integrations grows.
Large organizations
Work alongside internal IT, development and data teams. Design controlled integrations, environment separation, documented ownership and a rollout plan that reflects your governance requirements.
Your questions, answered
AI development and business automation FAQs.
What AI development services does West Tech Pilots provide?
We design custom AI agents, business applications and automation workflows, and connect them to supported business systems. Our scope can include GitHub agent setup, Microsoft AI implementation, monitoring, reporting and the managed IT needed to support the solution.
What is the difference between an AI agent and a chatbot?
A chatbot is an interaction format, often focused on answering questions. An AI agent can also use permitted tools and follow a workflow to complete defined tasks. Many solutions combine a conversational interface with an agent, approved information sources and human review.
Can you set up custom GitHub Copilot agents?
Yes. We can configure custom agent profiles, repository guidance and tool access, alongside build checks and review workflows. The setup depends on your GitHub plan, development environment and the capabilities supported in that environment.
Do you work with OpenAI, Claude and Microsoft Copilot?
Yes. We build with and integrate suitable OpenAI, Claude and Microsoft Copilot capabilities. We assess the task, available integrations, data requirements and operating cost before selecting a platform. Support for a particular model or feature is confirmed during design.
Can AI work with Dynamics 365 and Microsoft Fabric?
Yes, where the relevant features and integrations are supported in your environment. We can plan applicable Dynamics 365 AI workflows and Fabric or Power BI reporting experiences. Licensing, capacity, region, permissions and release status must be checked for the specific implementation.
Can you connect AI to our existing applications?
We assess the APIs, connectors, authentication methods and data access available in each application. Where integration is feasible, we define data mappings and actions, then test error handling and permissions. Some older or restricted systems may need a different integration approach.
Will our business data remain in Canada?
That depends on the selected services, configurations, regions and contractual terms. We review data flows and processing requirements during design. Canadian hosting for one component does not automatically mean every connected AI service processes data exclusively in Canada.
How much does a custom AI solution cost?
Cost depends on workflow complexity, integrations, data preparation, user experience, security requirements and ongoing support. We separate implementation effort from recurring licences, hosting and model usage, then agree the project scope before work begins.
How long does an AI implementation take?
Timing depends on scope and readiness. A focused pilot with accessible data is different from a deployment spanning several business systems. Discovery establishes dependencies, acceptance criteria and a realistic delivery schedule rather than a universal launch promise.
Can AI reduce our IT costs?
It can help reduce repetitive work and improve resource use, but net savings depend on the baseline and total operating cost. We compare implementation, hardware, subscriptions, usage and support costs with measurable process improvements. Savings should be validated for your environment.
Do you provide managed IT after the AI project launches?
Yes. We can agree ongoing support for the application, integrations and underlying IT environment. Responsibilities, monitoring, maintenance, response expectations and exclusions are documented in the service scope.
Where do you provide AI consulting and implementation?
West Tech Pilots is based in Burnaby, British Columbia. We work with businesses across Metro Vancouver and support suitable projects remotely across Canada. On-site work, delivery scope and service availability are confirmed during consultation.
Based in British Columbia
AI consulting for Vancouver and businesses across Canada.
Work with a Burnaby-based technology team that connects AI development with the practical demands of business IT. We help define the scope, bring the systems together and plan how the solution will be supported.
Discuss an AI agent, custom application, Microsoft implementation or broader automation program. We can collaborate with your existing IT team or include managed services in the delivery.
Learn about West Tech Pilots →Make your next AI investment usefulLet’s build the solution
Let’s build the solution
your business actually needs.
Tell us which process takes too much time, which systems need to connect and what a better outcome would look like. We will help turn that into a practical implementation plan.
West Tech Pilots · Burnaby, British Columbia · [email protected]