Forum Discussion
Copilot Agent in Sharepoint - customisation options
Hi there, I've been asked by a client to design and deploy a Copilot Agent as part of a Sharepoint intranet build. The client would like the Sharepoint pane to be persistently open when their users...
May consider this as UX enhancement:
- Welcome Banner or Pop-Up
- Use a SharePoint web part or banner to prompt users to click the Copilot icon.
- Include a friendly message like “Need help? Click the Copilot icon in the top-right to chat.”
- Embed Copilot Studio Bot
- If persistent interaction is critical, consider embedding a Power Virtual Agent (now part of Copilot Studio) directly into the page layout.
- This bot can mimic Copilot behavior and remain visible, though it won’t have full access to Copilot’s native document reasoning.
- Viva Connections Integration
- If your intranet uses Viva Connections, you can surface Copilot-powered cards or adaptive experiences that guide users to the agent.