Get started with agents in SharePoint
Every day, about 2 billion documents are added to Microsoft 365. With the fast-growing volume of workplace content, you need a quick and accurate way to sift through it and get the information you need. Microsoft SharePoint enhances security and efficiency in storing, organizing, and sharing your organization's content. But it offers beyond that. You can use AI-powered agents in SharePoint to streamline workflows and foster collaboration that suits your team or organization. Agents in SharePoint can answer questions about the content on any SharePoint site or document library that the asker has permissions with. If you have edit permissions on a SharePoint site, you can even create agents for specific tasks and share them with your team.
Introducing agent
Every SharePoint site comes with a “ready-made-agent”, automatically scoped to the content on that site. Site visitors can chat with this agent to understand content on this site, ask specific questions, and analyze documents. Here is an example: a sales manager at Contoso Camera can leverage the product proposals and performance overviews from the marketing team’s SharePoint document library to better understand the products and to communicate their benefits with potential customers:
Give me a 5-minute elevator pitch about Digital Mega-300 video camera for me to present to the client next week.
Not satisfied with the result of this ready-made agent? With site editing permissions, you can easily create agents by changing content scope, identify, and behavior. With the agent, the sales manager at Contoso Camera now can include other SharePoint sites other than their own team site, such as the Research & Development site, the Mega-200 product site to create a customized agent for their need:
Based on the content from the marketing team site, the Research & Development site, and the Mega-200 site, create a custom pitch script to compare Mega-200 and Mega-300, communicate the rigor of research and development of Mega-300, and the benefits of Mega-300.
What do you need to experience agents?
-
M365 Copilot license holders can create and use agents in SharePoint without additional charge.
-
Non-M365 Copilot license holders who have Copilot Studio capacity packs or Pay-as-you-go meters enabled can create and use agents in SharePoint.
Interact with agents in SharePoint
When you visit a SharePoint site or a document library, you can interact with an agent about the site and beyond. You can ask an agent to summarize the site or the documents, and chat about the content. Depending on the knowledge sources of the agent, you may ask questions about specific topics, tasks, projects and teams, tailored to the site content and even more.
Create and edit your agent
With site editing permissions, you can create your own agent and edit an existing agent. You can create and edit an agent to:
-
Customize its branding and purpose
-
Specify sites, pages, and files your agent should get information from.
-
Define customized prompts tailored to the purpose and scope of the agent.
Note: You can only edit an agent that is created. You can't edit the ready-made agent that comes with the site.
FAQ and data handling
To learn more about agent, see Frequently asked questions.
For more information on how Microsoft 365 Copilot works, see Data, Privacy, and Security for Microsoft 365 Copilot.
Need more help?
Want more options?
Explore subscription benefits, browse training courses, learn how to secure your device, and more.
Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.
