Interact with agents in SharePoint

When you visit a SharePoint site, page, or document library, you can interact with agents to quickly get information about the site, page and documents that you have permissions with. The agent that comes with the SharePoint site or document library is already set up to assist with general tasks and questions across your SharePoint site.

However, depending on how your site admin set up your site, you may have the option to interact with agents that are tailored to specific projects and teams. These types of agents provide more focused assistance based on a defined set of sites, pages, and files relevant to your work. This allows for a more personalized and efficient user experience.

Interacting with agents in SharePoint streamlines intuitive interaction with your site, pages, and files, enhancing collaboration with your teammates. Here are a few examples:

• A recruitment specialist at the Department of Human Resources wants to quickly screen candidates for an after-school teacher position. They can ask the agent to create a table based on the resumes they have in the document library. This table can list each candidate's information, such as names, experiences, education, skills, and contact information. They can also ask specific questions about these documents, such as:

         Among these candidates, who has worked in school settings?

• A sales manager can leverage the product proposals and performance overviews to better understand the products and to communicate their benefits with potential customer:

         Give me a 5-minute elevator pitch about products X for me to present to the client next week.

• An instructional designer for the organization's professional learning & development can create a course outline based on the files about a product:

​​​​​​​​​​​​​​         Please create a course outline for a one-hour long course to teach internal sales professionals about this product, and how to communicate its benefit with potential customers.

Let's try it out:

1. Sign in to your SharePoint site with your work or school account.

2. Open the agent chat pane: On any SharePoint site, page or document library, choose the Copilot icon on the upper right. The agent chat pane opens on the right side of the screen.

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3. Select an agent: Select the dropdown arrow next to the current agent, you will see agents that have been approved for the site, along with a personalized list of agents based on your recent activity. You can choose the agent you want to use, from the dropdown arrow. Select Show more to expand and see more if available.

4. Start asking questions: Start asking questions about the site or documents by selecting from the suggested prompts or writing your own. You can ask the agent to summarize the documents, give you the point of contact for a project, and tell you the latest updates. Ask follow-up questions if needed.