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Lab MSA - Understanding SharePoint agents

A SharePoint agent is the easiest way to create an agent specialized on content stored in SharePoint Online. SharePoint agents use the same infrastructure, orchestrator, foundation model, and security controls as Microsoft 365 Copilot, which ensures a consistent and familiar user experience.

SharePoint agent architecture diagram. At the very basis there is the foundational model of Microsoft 365 Copilot, as well as the same orchestrator. The agent provides also custom knowledge and grounding data. The user experience is provided in SharePoint Online, or Microsoft Teams, or Microsoft 365 Copilot.

The SharePoint agents can target:

  • sites
  • libraries
  • documents

A SharePoint agent can be used from within the SharePoint Online user experience either in the library where it was created or at site level. A user needs to have contribute permissions on the target library to create a SharePoint agent. A site owner can promote SharePoint agents at site-level, too.

A SharePoint agent can also be shared in Microsoft Teams to enhance the user experience in chats (one to one or group chats).

The welcome screen when creating a new SharePoint agent in a document library. There is a dialog with the basic information about the new SharePoint agent that is going to be created.

If you are assigned with a Microsoft 365 Copilot license, or a Copilot Studio capacity, or your organization has the Pay-As-You-Go billing set up, you can use SharePoint agents.

Start here with Lab MSA1, where you'll create your first SharePoint agent.