General Questions

What are SharePoint Copilot Agents?

SharePoint Copilot Agents are natural language AI assistants connected to SharePoint sites. They provide always-available subject matter expertise by accessing and interpreting content stored within specific SharePoint sites or document libraries.

How do SharePoint Copilot Agents work?

These agents use AI to analyze and understand content stored in SharePoint sites. They can respond to natural language questions by referencing this content, providing answers that are grounded in your organization’s specific information and knowledge.

What makes SharePoint Copilot Agents different from regular search?

Unlike traditional search which returns a list of documents, Copilot Agents:

• Provide direct answers in natural language
• Are 3x faster at finding information
• Achieve 100% accuracy rate (compared to 84% with traditional search)
• Don’t require users to click through multiple documents
• Offer contextual responses based on your specific content

Copilot Agents Implementation & Setup

How do I get started with SharePoint Copilot Agents?

There are two main ways to get started:

1. Use the default agent that comes automatically with every SharePoint site
2. Create custom agents for specific purposes or content collections

Do I need special permissions to create an agent?

You need to have appropriate SharePoint site permissions and Microsoft 365 Copilot licensing to create and manage agents.

How many agents can I create?

There is no strict limit on the number of agents you can create. Organizations are encouraged to create multiple specialized agents rather than trying to build one general-purpose agent.

Copilot Agents Governance & Security

What types of content can SharePoint Copilot Agents access?

Currently supported content types include:

• Office documents (Word, PowerPoint)
• Microsoft 365 formats (Loop)
• PDF files
• SharePoint pages

How is security handled with SharePoint Copilot Agents?

Agents respect existing SharePoint permissions and security settings:

• Users can only access content they’re authorized to see
• Security trimming is maintained
• Explicit sharing prompts appear when crossing site boundaries
• All existing SharePoint security protocols remain in place

Will the agent share confidential information?

No, the agent will only share information that:

• The user has permission to access
• Is within the scope of the agent’s designated content
• Complies with all existing security protocols

Copilot Agents Usage & Integration

Can I use SharePoint Copilot Agents in Microsoft Teams?

Yes, agents can be added to Teams chats as participants. You can @mention them to ask questions while maintaining their connection to specific SharePoint content.

How do users interact with the agents?

Users can:

• Ask questions in natural language
• Request specific information
• Get help with processes and procedures
• Access relevant documentation
• Receive guided assistance for complex tasks

Can agents replace human experts?

No, agents are designed to complement, not replace, human expertise. They are best used for:

• Answering common questions
• Providing initial guidance
• Directing users to relevant resources
• Handling routine inquiries
• Freeing up experts for complex issues

Performance & Benefits

What are the main benefits of using SharePoint Copilot Agents?

Key benefits include:

• Faster information discovery
• Reduced time spent searching
• More consistent answers
• Better self-service capabilities
• Improved knowledge sharing
• Reduced burden on subject matter experts

How much faster is using an agent compared to traditional methods?

Based on Microsoft’s internal testing:

• 50% of answers are found in under 1 minute
• 100% of answers are found in under 2 minutes
• Overall, agents are nearly 3x faster than traditional search methods

How accurate are the agents’ responses?

In controlled testing, agents achieved:

• 100% accuracy rate for finding correct information
• Consistent responses based on authorized content
• Proper citation of sources

Copilot Agents Best Practices

What are the best practices for implementing SharePoint Copilot Agents?

Key recommendations include:

1. Start with ready-made agents
2. Focus on well-defined use cases
3. Maintain current and relevant content
4. Archive outdated materials (use 3rd Party Governance Tools here)
5. Gather user feedback (Viva Glint and Viva Pulse are great choice)
6. Monitor usage and effectiveness (with Viva Insights / Copilot Analytics)

What makes a good use case for SharePoint Copilot Agents?

Ideal use cases include:

• Frequently asked questions
• Standard procedures
• Policy guidance
• Technical documentation
• Training materials
• Common processes

Copilot Agents Troubleshooting & Support

What should I do if the agent provides incorrect information?

1. Verify the source content is accurate and up-to-date
2. Check if the content is properly scoped
3. Review the agent’s configuration
4. Gather specific examples for improvement
5. Update or archive outdated content

How can I improve agent performance?

To optimize performance:

• Maintain clean, well-organized content
• Regular content updates
• Clear content structure
• Specific agent scope
• Regular user feedback collection

What if users can’t access the agent?

Verify:

• User has appropriate licenses
• Correct permissions are in place
• Agent is properly configured
• Site access is granted
• Teams integration is set up (if applicable)

Copilot Agents Licensing & Requirements

What licensing is required for SharePoint Copilot Agents?

SharePoint Copilot Agents require Microsoft 365 Copilot licensing. Contact your Microsoft representative for specific licensing details or talk to us at HanseVision/Bechtle.

Is there a promotion available for trying SharePoint Copilot Agents?

Yes, organizations with 50+ Microsoft 365 Copilot licenses receive 10,000 queries per month for SharePoint agents through June 30, 2025.

What are the technical requirements?

Basic requirements include:

• SharePoint Online environment
• Microsoft 365 Copilot licensing
• Appropriate user permissions
• Supported content types
• Modern SharePoint sites

Copilot Agents Future Development

What new features are planned for SharePoint Copilot Agents?

Planned expansions include support for:

• Additional content types
• Enhanced list integration
• Image content analysis
• Meeting recordings
• Improved analytics
• Advanced management tools
• check out my Blogpost about Copilot Governance Roadmap

Will agents be able to handle more complex tasks in the future?

Development is ongoing for:

• Enhanced content type support
• Improved multimedia handling
• Better database integration
• Advanced analytics
• Automated content management
• Enhanced customization options

How can we provide feedback for future improvements?

You can:

• Share feedback through your Microsoft representative
• Participate in customer programs
• Join community discussions
• Attend Microsoft events
• Engage with product teams

Check Links of these resources at the end of this blogpost.

Copilot Agents Resources & Support

Where can I get help with implementation?

Support is available through Microsoft Partners like HanseVision & Bechtle:
Feel free to contact me and book a meeting

Where can I learn more about SharePoint Copilot Agents?

Official Microsoft Documentation

• SharePoint Copilot Agents Overview: https://learn.microsoft.com/en-us/sharepoint/manage-access-agents-in-sharepoint
• Adoption Guide: https://adoption.microsoft.com/sharepoint-agents/
• Technical Documentation Copilot: https://learn.microsoft.com/en-us/microsoft-365/copilot/
• Success Kit: https://enablement.microsoft.com/en-us/copilot/success-kit/

Community Resources

• Microsoft Tech Community: https://techcommunity.microsoft.com/category/microsoft365copilot/blog/microsoft365copilotblog
• SharePoint Community Blog: https://techcommunity.microsoft.com/t5/sharepoint-blog/bg-p/SPBlog
• Microsoft 365 PnP Community: https://pnp.github.io/

Technical Support

• Microsoft 365 Admin Center: https://admin.microsoft.com
• Microsoft Support: https://support.microsoft.com/
• SharePoint Support: https://support.microsoft.com/sharepoint
• Microsoft 365 Service Health: https://admin.microsoft.com/Adminportal/Home#/servicehealth

Product Teams & Updates

• Microsoft 365 Roadmap: https://www.microsoft.com/microsoft-365/roadmap
• SharePoint Product Blog: https://techcommunity.microsoft.com/t5/sharepoint-blog/bg-p/SPBlog
• Microsoft 365 Blog: https://www.microsoft.com/microsoft-365/blog/
• The Intrazone Podcast https://intrazone.libsyn.com

Training Materials

• SharePoint Training: https://learn.microsoft.com/training/sharepoint/
• Microsoft 365 Training: https://learn.microsoft.com/training/microsoft-365/
• Microsoft Copilot Training: https://learn.microsoft.com/training/paths/copilot-essentials/

Additional Resources

• Microsoft Events: https://events.microsoft.com/
• Microsoft Ignite On-Demand: https://ignite.microsoft.com/
• Microsoft 365 YouTube Channel: https://www.youtube.com/microsoft365