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Understanding SharePoint agents

A SharePoint agent is the easiest way to create an agent specialized on content stored in SharePoint Online. Tha SharePoint agent 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.