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JackArnott's avatar
JackArnott
Copper Contributor
Aug 04, 2025

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 are visiting Sharepoint pages - even better if it can start a conversation like a customer service chatbot.

Could someone let me know if this is possible? Using iFrames looks really clunky, and we're not convinced users will know to click the Copilot icon that's currently in the top right.

Copilot itself thinks it's possible but the Javascript it gives me doesn't seem to work!

Thanks

Admin & Set up
Features

1 Reply

  • Kidd_Ip's avatar
    Kidd_Ip
    MVP
    Oct 07, 2025

    May consider this as UX enhancement:

     

    1. 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.”
    1. 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.
    1. Viva Connections Integration
    • If your intranet uses Viva Connections, you can surface Copilot-powered cards or adaptive experiences that guide users to the agent.

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