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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 sites and Microsoft Teams.

Examples of SharePoint agents

  • HR knowledge base agent: Answers employee questions about policies, benefits, and onboarding procedures by referencing HR documents stored in SharePoint.
  • IT helpdesk agent: Guides users through common IT issues and submits support tickets automatically.
  • Project assistant: Helps team members find project documentation, status updates, and meeting notes from SharePoint libraries.
  • Compliance agent: Answers questions about regulatory requirements and retrieves relevant compliance documents.

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