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What are the agent's limitations regarding documents? Does the number of pages, deep folder structure, the amount of text, or just the file size matter?
- mithunas
Microsoft
As of now, there aren't any limitations or upper limit defined except for 20 sources and those can be files or folders.
Currently, we are using the integrated app to control access to SharePoint Agent. -> Manage Copilot agents in Integrated Apps - Microsoft 365 admin | Microsoft Learn, screenshot also included below.
It is stated “ The setting will be available until February 12th, 2025. Over the next 90 days, we’ll introduce additional agent reports and controls in each of the experiences, as well as more comprehensive guidance about how to manage this spectrum of agents across these controls.”
We are aware of the following but want to check with you to see if you have more information to share.
https://learn.microsoft.com/en-us/sharepoint/manage-access-agents-in-sharepoint#with-microsoft-purview-data-loss-prevention-dlpWe only allow Agents built in Copilot Studio to be published from two Environments, and our team controls who has access to those Environments.
We are wondering if the "SharePoint Agent" will go to the Default Environment when someone clicks the "Edit in Copilot Studio" button.
If so, our users would be able to edit it, but will be unable to publish the changes for others to use.- Sarah_Gilbert
Community Manager
Hi everyone, and welcome to the SharePoint Agents Ask Microsoft Anything (AMA)! 👋 I’m Sarah Gilbert, the Community Manager for Microsoft 365 Copilot, and I’m thrilled to host this live, text-based session.
This is your chance to connect directly with Microsoft’s product experts, engineers, and service specialists. We’re here to answer your questions about setting up agents, customizing them, managing security and governance controls, and much more.
To participate, please post each of your questions as its own separate comment thread on this event. This will help us stay organized and ensure every question gets the attention it deserves. Let’s make this hour informative and engaging!
Is there a way we can disable the agents for specific site(s)?
jolenetamhttps://learn.microsoft.com/en-us/sharepoint/manage-access-agents-in-sharepoint
- wbaer
Yes, you can use Restricted Content Discovery to restrict agent access to one or more sites. See Manage access to SharePoint agents - SharePoint in Microsoft 365 | Microsoft Learn for additional information.
- jolenetam
Admins will be able to disable the agents for specific sites using Restricted Content Discovery available through SharePoint Advanced Management, now part of the Microsoft 365 Copilot license.
Thank you . It states that, "The restricted content discovery policy leaves site access unchanged but prevents the site's content from being surfaced in Microsoft 365 Copilot or organization-wide search for all users. " This does not meet our requirements. We need to disable the agents for a specific site while ensuring its content remains searchable in other areas like org wide M365 /SharePoint search.
Once the agents are deployed to the tenant, what will the user experience be when logging into the SharePoint site? Could you provide screenshots or a link detailing the complete user experience, including any notifications, popup windows, and buttons added to the site? We need to understand how this will affect our site UI customizations. Additionally, according to the articles, a popup is shown when a user logs in for the first time after the rollout. Will this popup appear only once per user per tenant, or will it appear every time the user logs into different SharePoint sites?
- ergradel
The only impact you will see in the UI is the agents will show up when users open the Copilot side panel:
How can we control who can create an agent (whether the default SharePoint Agents or custom agents?) Is this controllable by assigning a sublicense of the main copilot license? Is there a role that can be assigned for agent creator? Is this tied to the forthcoming Copilot Control System?
I'd really like to prevent multiple people creating agents for exactly the same thing in SharePoint.
Also, are there any controls over agent naming? If I cannot control who can create an agent, I would, at least, like to prevent many different people from naming their agents AskHR (as an example.)
Since Agents in SharePoint can be shared...keeping with my prior example, how do I make sure that the only "AskHR" agent that is shared is the "official" one?
(SharePoint agents haven't hit my tenant yet that I can see, so forgive what might be basic questions.)
- jolenetam
Any Copilot-licensed user will be able to create SharePoint agents. SharePoint agents are just files (JSON files), so it's like creating a Word doc or PowerPoint.
So if a user comes to my SharePoint site with only 'view' permissions, and they have a Copilot license, will they be able to create a SharePoint Agent (which is then only available for them)? Or is it a requirement that only those with 'full access' permissions to that SharePoint site can create an Agent for that site?
Regarding the SharePoint agents promotional offer started January 6th, 2025: Can administrators restrict access to specific user groups within the organization, rather than having it automatically enabled for all employees?
- jolenetam
At this time, admins can restrict access at the tenant level.
What are some of the most useful/effective use cases for SharePoint agents across departments that easily showcase the value of SharePoint agents to stakeholders and decision makers?
- RachelSolomonNambi
More details on SharePoint agents use cases:
https://aka.ms/SharePoint/CopilotAgentsUsecases
https://aka.ms/SharePoint/AgentsTraining3
- jolenetam
We're seeing information finding and insights discovery as key use cases. For example, Legal departments create agents to field questions from employees about compliance, or to review documents for appropriate verbiage.
Could you share some examples of how agents in SharePoint can be utilised specifically for human resources? I’m particularly interested in use cases that could streamline processes like employee onboarding, document management, or policies.
- jolenetam
HR can reduce onboarding and general support times by creating specific agents for any common HR topics such as leave policies, learning, career development.
