Welcome to this deep-dive on SharePoint Agent for your Site – a powerful feature that allows you to create custom AI agents within SharePoint, without needing Copilot Studio! 💥
If you have a Microsoft 365 Copilot license, you can:
Instantly activate the default SharePoint agent
Create your own agent using selected document libraries
Customize the agent’s name, behavior, welcome message, and more
Share it with your team and even open it in Microsoft Teams!
📂 Whether you're streamlining HR processes or organizing policies, this SharePoint Agent will boost productivity and deliver AI-powered answers from your site content.
📌 What you'll learn in this video:
Overview of default vs. custom SharePoint agents
Step-by-step process to build your own document-based agent
Live demo with real queries and citations
How to customize and share the agent
Key Takeaways:
SharePoint Agents come built-in with M365 Copilot license.
You can build custom agents using specific document libraries or files.
Agents answer questions with AI-powered citations from your SharePoint content.
No need for Copilot Studio – it’s all done within SharePoint.
You can fully customize the agent’s interface and behavior.
Easy sharing via links, with Teams integration support.
👨💻 Host & Producer: Dhruvin Shah
Follow my other channel for short content: @DigitalDhruvin
Follow me on Instagram: https://www.instagram.com/powerplatformguy/
Looking for a Consultancy? Connect Here! https://powerplatformtrainings.com/contact/
Follow me on all social Media Handles: https://linktr.ee/dhruvin.shah
⏱️ Chapters with Timestamps:
00:00 – Introduction to SharePoint Copilot
00:54 – Types of SharePoint Agents
01:57 – Benefits of Copilot in SharePoint
02:34 – Create Custom Agent in Library
04:52 – Explore Inbuilt Agent Demo
07:52 – Create Agent from Selected Files
10:59 – Customize Copilot Agent
13:00 – Test Custom Agent
17:22 – Share Agent with Users
18:49 – Conclusion & Training Info
#SharePointAgent,#SharePointCopilot,#Microsoft365,#PowerPlatform,#Copilot,#SharePointAI,#CustomCopilot,#SharePointTips,#PowerPlatformTraining,#MicrosoftAI #DhruvinShah #DigitalDhruvni