What is a SharePoint agent?

A SharePoint agent is an AI-powered automation assistant built with Microsoft Copilot Studio to interact with users and perform tasks within SharePoint environments.

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These agents can answer questions, guide users through processes, retrieve content, or automate tasks using data stored in SharePoint and other connected Microsoft 365 services. SharePoint agents use natural language to understand user intent and can be customized to support internal knowledge bases, workflows, or specific business functions.

They are designed to enhance productivity, reduce support load, and provide contextual assistance directly within SharePoint pages or sites.

sharepoint agent

Here are a couple of examples of SharePoint agents you can create to help people in your organization:

Answers employee questions about leave policies, benefits, onboarding processes, and links to HR documents stored in SharePoint.

Provides instant support for common IT issues (e.g., password resets, software access) and guides users to relevant knowledge base articles hosted on a SharePoint site.

Helps users locate specific documents in large SharePoint libraries by interpreting natural-language queries like “Show me the latest Q4 sales report.”

Guides team members through a complex project site, explaining what each section is for, linking to relevant files, and providing task updates.

Answers questions about regulatory procedures, compliance documentation, or audit readiness using organization-specific content stored in SharePoint.

Walks new hires through onboarding tasks, policies, training modules, and links to required forms or documents—streamlining orientation.

Surfaces answers from internal wikis or FAQs stored in SharePoint by interpreting user questions and pointing to relevant pages or files.

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