How to Create AI Agents in Microsoft SharePoint & Teams

About this video

Kevin shows Agents in SharePoint, a new feature for turning site content into a question-answering AI agent. Every SharePoint site has a pre-made Copilot scoped to that site — tested on the Kevin Cookie Company Hub by asking how many free cookies employees get each week; it answers five, with citations to the employee handbook and an All Hands deck. For a narrower scope, he goes to Documents, selects three files (cookie recipes, a price list, and customer orders — up to 20 items can be selected, with most file formats supported), and clicks Create an Agent. He then edits the agent’s identity (renaming it ‘Common Customer Questions Answered’, adding a milk-and-cookies image and a description), reviews sources where more sites/files can be added, and edits behavior: welcome message, starter prompts such as cookie price, nuts, and order status, and instructions changing the tone from formal to casual. Advanced customization is available in Copilot Studio, e.g., connecting a CRM or database. The saved agent is tested, creates a .agent file in SharePoint that supports policies and sensitivity labels like other files, and is shared to Microsoft Teams by copying a Teams link, adding it to a group chat, and @mentioning it to ask whether order 1010 to Alex Martin was delivered, with document references in the answer.

Key takeaways

• Every SharePoint site includes a pre-made Copilot scoped to that site’s content, and answers include citations to the source documents
• Create a custom agent by selecting up to 20 sites, folders, or files in Documents and clicking Create an Agent
• Customize identity (name, image, description), sources, and behavior (welcome message, starter prompts, and instructions such as casual tone)
• The agent is saved as a .agent file in SharePoint, so normal file policies and sensitivity labels apply to it
• Share it into Teams by copying the Teams link, adding it to a chat, and @mentioning it to ask questions for the whole team

Episode details: published November 19, 2024 · 9:09 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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