Forum Discussion
How do I create a company agent based on 30 Sharepoint files?
I have been extremely disappointed with Copilot after a year plus of struggles. I want to create a company chat bot based on core documents. One for HR, one for company methods, etc.
It seems CoPilot Studio is the only way -- it is arcane, complex, confusing -- i have "something" working but not at all effective. If someone has a streamlined approach to using CoPilot Studio, I am all about it, but I struggled for hours to get a mediocre bot.
The value of O365 is the collection of thousands of documents. CoPilot seemingly has no access to them.
Microsoft is adding small plus up features to excel and ppt, but the power of AI is to process large quantities of data and help a human make sense. This should be microsofts competitive differentiator, but it is totally absent.
Am i missing something?
4 Replies
Hello RobOK ,
Thanks for sharing.
I would use the Copilot Studio builder to create a Copilot Agent which pull its knowledge from a SharePoint document library where you previously store the documents. The great thing about the Copilot Studio builder is that you can conversationally create a Copilot Agent.
How to access the Copilot Studio builder?Very easy, go to M365 Copilot. Locate the right ribbon and click there on "Create agent".
Here's an awesome ressource by Microsoft on how to create an agent which pulls knowledge from a SharePoint document library using the Agent builder:The Sharepoint Agents are a big breakthrough. But for our employees to access they each need a $1500/year CoPilot license? That does not scale well for a small business. Am I missing something?
The easiest way would be to go to the SharePoint Site (or one of the SharePoint sites) that holds the documents. Click on the Copilot icon in the SharePoint ribbon to access that site's SharePoint Agent. Once open, edit it to point to just the folder(s) that house these 30 documents, give it a unique name, and optionally, you can update the prompts so that people know it's value. These Agents are easy to make and provide some better results https://support.microsoft.com/en-us/office/get-started-with-sharepoint-agents-69e2faf9-2c1e-4baa-8305-23e625021bcf
