Edit a SharePoint agent
Applies To
Microsoft365.com Microsoft OfficeYou can edit a SharePoint agent so that it's tailored to your team's needs if you:
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Are assigned with a Microsoft 365 Copilot license, or if you are a non-Microsoft365 Copilot license holder, but your organization has pay-as-you-go service enabled for SharePoint agents.
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And have edit permissions on the SharePoint site.
You can edit an agent that is tailored to your team's needs.
Notes:
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The agent only answers your questions using information from sites, pages, and files that you already have access to and have included as the agent's sources. To get information from all the sources you want the agent to use, you may need to update permissions for yourself or the people you want to share the agent with.
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You can only edit custom-built agents. The site's ready-made agent can't be edited.
Where to edit an agent
You can edit a SharePoint agent at th end of its creation, or you can edit an existing agent from the agent chat pane.
At the end of the creation
After you create the agent, you can select Open agent to use it without further editing. Or, if you select Edit, you can begin finetuning the agent's identity, sources, and behavior.
Edit an existing agent
You can also edit an existing agent. To edit an agent, simply select it from the agent chat pane and then select the ellipsis next to it. From the menu, choose Edit agent.
How to edit an agent
You can edit an agent by:
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Customizing its identity
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Specifying knowledge sources
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Refining the agent's behavior by writing customized prompts tailored to the purpose and scope of the agent.
Customize agent's Identity
You can customize the agent's identity by specifying its branding and purpose. Under Identity, give the agent a new name, describe the purpose of the agent and how to use it.
Specify knowledge sources
You can specify knowledge sources of the SharePoint agent beyond the current SharePoint site. Under Sources, you can add or remove SharePoint sites, document libraries and files.
Add or remove SharePoint sites, document libraries and files
Search by the SharePoint site tile or enter a URL to include additional sites, document libraries or files that are outside your current SharePoint site as sources for your agent. It's important to remember that users interacting with the agent will only receive information from sources they already have access to.
Refine the agent's behavior
Under Behavior, create a welcome message for the users of your agent, then provide a few starter prompts and instructions for the agent to follow. Use the test panel on the right to try it out and adjust your instruction and starter prompts.
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Save your agent and publish. Your agent is now available for your later use and Share your agent with others.
Notes:
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You can't edit or share the ready-made-agent.
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When a SharePoint hub site is included as the source for the agent, it automatically includes its associated sites. Your agent will use information from both the hub site and its associated sites to respond.
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If an agent is shared in Teams, once it is edited in Copilot Studio, the original agent won't work in Teams anymore.
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When you share an agent with others, make sure they have access to the sources for optimal experience.
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.
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