User Guide

Agent Handbook

Last updated: September 25, 2026

Welcome to your digital project office. This handbook explains what the GIABO Digital PMO can do for your team, how to talk to it in Microsoft 365 Copilot and Teams, and which governance rules stay in place so a locked plan is never changed in silence.

1. Welcome & Overview

GIABO is an autonomous digital employee for project administration. It is a team of 27 specialists, not a single chatbot. Each request is handed to the right specialist, the result is saved to your project record, and a person is asked to decide whenever a locked plan or a stage tolerance is at stake.

You meet GIABO in two places. They share the same project record; they are not the same conversation.

Microsoft 365 Copilot

Use Copilot to stand up a project, request a governance brief, or check plan usage. You will never be asked for an internal identifier. Start with Set up a new project, Give me the project brief, or Check my usage and billing tier.

Microsoft Teams

Chat with the digital employee to log progress, raise a blocker, flag a risk, or request a change to the locked plan. A proposed plan change pauses as an approval card for the Project Manager.

The office keeps your RAID log current (risks, assumptions, issues, and dependencies), keeps the schedule honest, follows up on work that is actually overdue, and refuses silent plan changes. It does not replace the Project Manager. It will not approve its own change.

2. The Swarm Capabilities

Four capabilities you will notice in day-to-day work. The rest of the team supports them behind the scenes.

Schedule tracking

Tell GIABO how many hours you spent and how complete the task is. The schedule specialist records progress only. It will not invent a new end date or budget.

Blocker clearing

Impediments and cross-team waits go to the Agile facilitator. You get a recorded blocker and a next step — not a progress rewrite, and not a plan change.

Risk and exception

Budget, scope, timeline, and compliance concerns are scored against the stage tolerance you already agreed. A real breach raises an exception card. A risk that is still inside tolerance is logged, not escalated for drama.

Considerate chasing

Follow-ups are prioritized, not blasted. If someone was contacted in the last 24 hours, GIABO stays quiet — even when the work sits on the critical path.

The 27-role team

Specialists you talk to first; everyone else works in the background or as a safety check.

Specialists you talk to

RoleHow they help
Conversation guideSends each Teams message to schedule, Agile, governance, change control, or a person.
Schedule specialistRecords hours, percent complete, and whether the work is on the critical path.
Agile facilitatorRecords blockers and the next step to unblock the team.
Governance specialistScores the risk and whether a stage tolerance is breached. Does not pause the conversation itself.
Change Control ClerkThe only role that may draft a change to the locked plan. Cannot approve it.
Chasing specialistSends a Teams check-in when follow-up is warranted; stays silent for 24 hours after last contact.

RAID logkeepers

RoleHow they help
Exception masterRecords a formal decision when a stage tolerance is breached.
RAID compliance chaserKeeps assumptions, issues, and actions up to date without creating duplicates.
Risk radarTracks risks and dependencies. Available on the Pro Plan; not included in the Free 14-Day Trial.
Lessons curatorRecords lessons learned only. Will not touch budget or the locked plan.
Dependency mapMaintains dependencies only. Will not rewrite task progress.
Scrum liaisonKeeps sprint records. Available on the Pro Plan; not included in the Free 14-Day Trial.

Analysts (read only)

RoleHow they help
Alignment engineChecks that aims, goals, and objectives still connect (the Golden Thread).
Earned value analystReports schedule and cost performance. Does not change tasks or the locked plan.
Governance synthesizerWrites a RAID summary. Does not add new RAID entries.
Stage-gate guardianEscalates a tolerance breach. Does not rewrite the budget.
Health reporterProduces a status narrative only.

Scheduled reviews and document intake

RoleHow they help
PMO commanderReads SharePoint changes and assigns the right specialists. Scheduled reviewers are not part of that conversation.
Governance auditorRuns a scheduled governance review. Not a Teams chat persona.
Month-end checkpointProduces the end-of-month financial record on a schedule.
Sprint watchdogFlags an overdue sprint boundary on a schedule.
SharePoint intakeBrings new documents and meeting notes into the project record automatically.

Safety checks (always on)

RoleHow they help
Billing guardianPauses work when the trial has ended or a paid subscription is paused, before any further usage.
Clarity checkTwo vague replies in a row escalate to a person, even if a specialist was about to answer.
Quality stopStops the turn after three failed attempts to produce a valid answer.
Project Manager approvalHolds a drafted plan change until a person approves or declines.
Exception holdHolds a tolerance breach until a person acknowledges it or escalates to the board.

3. Conversational Syntax & Commands

You do not need slash commands. Write a normal sentence that includes the facts. GIABO routes from those facts. You do not need an internal project number unless you already have one and choose to use it.

Microsoft 365 Copilot

You sayWhat happensWhat you receive
Set up a new project plus a short name (and optional SharePoint site or digital-employee name) Creates the project A project card. Use View Governance Brief on the card to open that project.
Give me the project brief Builds the brief Open risks, open actions, and a short activity log.
Check my usage and billing tier Reads your plan Whether you are on the Free 14-Day Trial or the Pro Plan, workspace health, project count, and usage versus allowance.

Creating a project needs a project name. If you only tap the starter, add a name in the next sentence (for example Set up a new project called Harbour Cutover). If this workspace is not linked yet, Copilot will say so — it will not invent an organization for you.

Microsoft Teams chat

You say (examples)Who answersWhat is recorded
Logged 6 hours today; the cutover task is 40% complete. Schedule specialist Task progress only. The locked plan is untouched.
The cutover task is blocked waiting on Legal to sign the DPA. Agile facilitator A blocker and a next action. Progress percent is not rewritten.
Stage 2 forecast is 15% over the 10% cost tolerance. Governance specialist A risk score. An exception card appears only if the tolerance is actually breached.
Please change the locked plan end date to 1 September 2027. Change Control Clerk A proposal. The Project Manager must approve the card before anything is written.
not sure, whatever you think (twice) Clarity check The conversation is escalated to a person.

Requests that will not work the way you might expect

RequestWhat GIABO does instead
Asking the Clerk to “check the risk of slipping the date” The Clerk records only what changes on the plan (date or budget). Risk questions go to governance, in a separate turn.
Asking schedule, Agile, or risk specialists to “just move the plan” Only the Clerk drafts a plan change. Everyone else is kept away from the locked baseline.
Typing “approved” to authorize your own plan change Approval is the Project Manager card, not a chat message.

4. Project Tuning & Customization

You steer what GIABO works on by how you write. You cannot change the office rules with a chat message. There is no settings page today that stores chaser aggressiveness or a numeric tolerance slider.

What you can do in conversation

IntentHow to say itWhat happens
Name the work Set up a new project called North Pier, SharePoint site … Creates the project. Optional digital-employee name and email become the persona used in Teams and Outlook.
Share a document Put the file in the linked SharePoint library GIABO picks it up automatically. No extra Copilot command is required.
Correct a fact Send the updated hours, percent, or blocker in Teams The specialist updates the latest record of that type. History stays in your project record.
Ask not to be chased Reply to a chase (any reply counts as contact) The 24-hour quiet window starts again. You cannot set that window to two hours or seven days in chat.

Fixed by policy (not tunable)

Office ruleWhy it stays fixed
24-hour quiet window on chases No follow-up is sent if someone was contacted in the last day, even after a critical-path slip.
The Clerk never evaluates risk A plan-change draft describes the date or budget movement only. Risk discovery belongs to governance.
Background specialists never draft plan changes When governance wakes after a proposed slip, it classifies RAID. It does not edit the pending change.
Project Manager approval is not bypassed Follow-up work never resumes a paused approval. Declining a change does not auto-rewrite it.
Stage tolerance is classified, not bargained Governance uses the facts you gave. There is no “set my tolerance to 20%” setting in chat.
Free 14-Day Trial vs Pro Plan specialists Risk Radar and Scrum Liaison stay on the Pro Plan. That is a plan entitlement, not a prompt you can override.
Billing pause outranks everyone If the trial has ended or the subscription is paused, no specialist continues — including background follow-ups.

A different quiet window or a saved tolerance table would be a product change — not something the digital employee can grant itself. Until then, be precise (the task, the hours, the percent, the locked field you want changed) and let the Project Manager use the approval card.