Forum Discussion
How to use Copilot Agents in SharePoint [All You Need To Know]
The creation of Copilot Agent is now enabled in SharePoint 🚀.
Users holding M365 Copilot licenses will notice a new Copilot feature in the Suite Navigation bar, tailored to the site they are currently viewing. Additionally, they will find options to create Copilot agents from the 'New' menu on the homepage and within their document libraries.
These features are accessible only to users with existing creation and editing rights on the site or document library.
Moreover, they have the option to share a Copilot agent link with other users, who, if they possess a Microsoft 365 Copilot license, will be able to interact with it.
#SharePoint #MicrosoftSharePoint #Microsoft365 #MPVbuzz #Copilot #AI
Can you please explain this discrepancy in MS documentation?
This page (https://support.microsoft.com/en-us/office/create-and-edit-an-agent-d16c6ca1-a8e3-4096-af49-67e1cfdddd42) states you can edit an existing agent by adding/removing site, PAGES, and files the agent should reference. However, the only options for sources are ENTIRE sites (not just single pages), libraries and files.
Additionally, this page (https://support.microsoft.com/en-us/office/frequently-asked-questions-about-copilot-in-sharepoint-eb1b7668-3d98-4a93-98ef-f0c6dfc694f0) under the question "What files are supported by agents?" there is a note that you can't add pages from the Site Pages library as a source.
To me, these don't match up and I have not been able to find a way to scope an agent to a specific SharePoint page. What am I missing here?
Hi,
You have the ability to target document libraries which potentially can contains the files listed in the doc that you shared.
Here I made a video how you can ground a SharePoint list:
https://youtu.be/3_lyjF1w1Dc?si=L4by7avuxge_ijMJ
JustinPitermanMicrosoft
Hello, I understand that every new SharePoint comes with a Copilot Agent grounded on the entire site. I created a new page with an embedded PPT deck and I stored the file in my SharePoint's Documents folder. However, my agent is having trouble pulling info directly from the PPT when prompted. How can I add this PPT file to my agent's grounding?
Thanks! GiulianoDeLuca
GiulianoDeLucaI have a copilot license, yet I dont have any of these options available ...
Hi,
Microsoft is still rolling out this feature
Hello, Giuliano. Thanks for all your effort on this subject.
It's now Feb14, 2025 and I still do not see the Copilot options. Is this still being rolled out, or do I need to spend some time troubleshooting this issue? Thank you!
How can you get the Agent to read the information in a SharePoint List and bring back information from the list, e.g. how many rows are in the status of "Live" where a choice field of Status exists?
Hi crossjdesign ,
Nice question.
You have to create your own agent using actions (Power Automate Flow), check this sample out:
https://youtu.be/JjM9mck8Wds
Thanks GiulianoDeLuca
That video is helpful but what I am struggling with is the following scenario;
I have a SPO List that has information in it about Projects.
I want a copilot where the user can ask for information about Project “123”. Specifically the user may ask who is the Project Manager, or what is the Status of the said project.
I can not see how to implement/set this type of Co Pilot Agent to interrogate an SPO list of data anywhere on the web and it seems strange considering the amount of people who use SPO lists. Most tutorials on agents are about pointing them at document libraries.
Any help or advice greatly appreciated!
is there a way to iterate thru a file of questions (aka bulk ask questions) to the agent and save the agent's answers in the file? I tried this action to my agent but didn't work...
open test1.xlsx, iterate the entire document's rows, ask agent each column a of the file, enter the answer from agent in column b of the fileHi jredden31
This is not covered with the out of the box capabilities, you need to build your own Copilot agent, you can follow this other video that I made:
https://youtu.be/JjM9mck8Wds
How to disable it for all user or from sharepoint site
Hi o365buddy1
This is possible using Restricted Content Discovery, check this out:
Manage access to agents in SharePoint - SharePoint in Microsoft 365 | Microsoft Learn
Thank you GiulianoDeLuca for overview, I have a question- As a site Admin, how can I configure the site to ensure that only a single Copilot agent is published, or that the Copilot agent can only be created and published by the Site Admin, while preventing Site Owners and Members from creating or managing any agents? the idea is preventing unnecessary creations of multiple agent.
Hi Brajendra
Only the site owner can approve and publish agents.
Thanks for the in-depth overview. So the way I follow, if site visitors/members want to use the agent created, they need a M365 Copilot license?
That's correct
