Eight AI Agents, One Unified Experience for an HVAC Enterprise

Operational information was spread across Microsoft 365, Jira, Smartsheet, Atlan, and other enterprise systems, forcing business and leadership teams at a global HVAC manufacturer to switch between platforms and depend on data teams for routine reporting.

An embedded CapeStart engineering pod brought these systems together through eight AI agents covering document search, project tracking, supply chain operations, HR, technical support, and more. Each agent was grounded in the correct enterprise data sources, protected by role-based permissions, and made available through Teams, Outlook, Microsoft 365, and the web.

The agents were delivered using the client’s existing Microsoft 365 licensing, with no separate logins or custom deployment. Explore the case study to see how CapeStart created one secure AI experience across disconnected business workflows.