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NHS UK NHS Trust 9 weeks

NHS Trust Deploys Copilot Studio Clinical Support Agent Across 3,200 Clinical Staff

A large NHS Trust deployed a Copilot Studio agent for clinical staff via Microsoft Teams, providing instant access to clinical guidelines, policy documents, and IT support, deflecting 68% of helpdesk calls and saving 14,000 staff hours annually.

68%helpdesk query deflection rate
1

The Challenge

The NHS Trust's 3,200 clinical and operational staff were generating 2,800 monthly helpdesk and knowledge queries across a fragmented landscape of clinical guidelines, IT procedures, HR policies, and operational protocols. Nurses and clinicians were spending 25 minutes per shift searching for the right policy document or IT procedure. The Trust's helpdesk was understaffed relative to demand, with average ticket resolution times of 3.2 days.

2

Our Solution

We deployed a Copilot Studio agent within Microsoft Teams, grounded in the Trust's entire policy, guideline, and procedure library (22,000 documents across SharePoint and the Trust intranet). The agent provides clinical guideline lookups, infection control procedure guidance, IT troubleshooting, HR policy answers, and mandatory training reminders. Built with NHS Digital data governance requirements, no patient data enters the AI system. All responses cite source documents for clinical governance auditability.

3

Key Outcomes

68%

Helpdesk Deflection

Queries resolved by agent without helpdesk ticket creation

14,000 annually

Staff Hours Saved

Clinical and operational time reclaimed from guideline searching

3.2 days → instant

Query Resolution Time

Policy and procedure answers delivered in seconds

+34%

Policy Compliance

Staff more likely to check and follow correct procedure with easy access

Technologies Used

Copilot StudioMicrosoft TeamsAzure AI FoundryPower AutomateSharePointPower BI

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