Event details

 

Join us for an exclusive Ask Me Anything (AMA) session focused on Agents in SharePoint on Thursday, January 9th, from 9:00 AM to 10:00 AM PT.

 

This session will cover pivotal topics such as setting up agents in SharePoint, understanding user roles and permissions, best practices for scoping content and suggested prompts, understanding security and governance controls, and advanced customization available with Microsoft Copilot Studio.

 

Agents in SharePoint are designed to be super simple to create and use, making them a perfect starting point for integrating AI with your organizational content. This AMA is a unique opportunity to connect directly with our team of product experts, service specialists, and engineers who specialize in agents in SharePoint. They’ll be ready to discuss and answer your questions on the following topics:

 

  • Product overview: Introduction to the benefits of using agents in SharePoint to interact with content
  • Ready-made vs. customized agents: Understand the different ways to leverage agents in SharePoint
  • Selecting content for your agent: Tips and best practices for how to scope sites, folders, and files for your agent
  • Use cases: Get examples of how different roles and functions are utilizing agents in SharePoint
  • Advanced customization: Enhancing your agent with Microsoft Copilot Studio
  • User roles and permissions: Best practices for managing agents for SharePoint admins and content editors
  • Security and governance controls: Best practices to set up your content for agents
  • What Information can agents access: Understand what information agents can access and how agents use this information to assist you
  • Product roadmap: What are some of the features and capabilities coming later this calendar year

 

*Please note, we will not be covering unrelated topics during this session.

 

How Does It Work? 

During this live, chat-based event, our experts will be available to offer personalized advice and discuss the various features and best practices for agents in SharePoint. Whether you're looking to explore advanced functionalities, seeking strategies for better productivity, or have specific questions about the product, our team is ready to assist you.

 

To participate, simply post your questions in the comments section. We encourage you to submit your questions early and continue to engage throughout the one-hour session. However, please note that we haven’t opened the comments section yet. It will be accessible closer to the AMA date, allowing you to post your questions in advance once it becomes available.

 

Don’t miss this opportunity to interact directly with the minds behind agents in SharePoint and gain valuable insights to enhance your experience with this essential tool. Mark your calendars and join us for an informative and engaging session!

 

Note: This is a chat-based event. There is no video or live meeting component. Questions and answers will appear in the Comments section below. Please post each question as a new comment. Comments are open! 
 
Sarah_Gilbert
Updated Jan 06, 2025

108 Comments

Comments have been turned off for this event
  • EvgenijaK's avatar
    EvgenijaK
    Brass Contributor

    When advanced customization in Copilot Studio rolls out, who will it be available to? Everyone with an EntraID in the organization (people who will have access to SharePoint agents as part of the promotional offer), M365 Copilot license holders, or only Copilot Studio license holders?

    • shanemeisner25's avatar
      shanemeisner25
      Brass Contributor

      To continue on with that.
      We 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.
      If so, our users would be able to edit it, but will be unable to publish the changes for others to use.

      • cjtan's avatar
        cjtan
        Icon for Microsoft rankMicrosoft

        The advanced customization in Copilot Studio is in private preview now and currently works with the default environment. We recognize that this is not sufficient for most organizations, so we are adding support for environment selection/control. The goal is to ensure that the user who wants to extend can complete the full flow to publish.

        The advanced customization will be available to M365 Copilot license holders.

  • EvgenijaK's avatar
    EvgenijaK
    Brass Contributor

    Is there/ or will there be an option to disable Copilot from using its own general knowledge in the SharePoint agent builder, or this will only be available if we are customizing the agent in Copilot Studio?

    • jolenetam's avatar
      jolenetam
      Icon for Microsoft rankMicrosoft

      You can edit the agent in the builder tool within SharePoint to change the behavior, which includes customizing the agent to only ground on the files you select. 

    • wbaer's avatar
      wbaer
      Icon for Microsoft rankMicrosoft

      Within a SharePoint agent you can specify in agent instructions to not use general knowledge (example Rules: Do not use general knowledge to respond to questions.)

      • EvgenijaK's avatar
        EvgenijaK
        Brass Contributor

        Trying this out in real-time it does not seem to work, the agent still answers using its own general knowledge. 
        Will this option (meaning I can switch a toggle on and off instead of giving it textual instructions) only be available in Copilot Studio?

  • EvgenijaK's avatar
    EvgenijaK
    Brass Contributor

    Since a custom SharePoint Agent is limited to 20 knowledge sources and the sources can be document libraries, folders, or files, could you explain what the difference is in how the agent processes the various types of sources? 

    A few more questions come to mind with regard to the knowledge sources:

    1. Is there a limit to how many documents can be in a document library or folder supplied as a knowledge base for the SharePoint agent? 
    2. Is there a limit to the size of the libraries, folders, and files uploaded as knowledge sources?
    3. What type of file formats are supported as knowledge sources?

    • RachelSolomonNambi's avatar
      RachelSolomonNambi
      Icon for Microsoft rankMicrosoft

      If you are selecting a site or folder, you can have any number of files underneath, but we recommend capping at 20 items for best results. Grounding the agent to highly curated, accurate, complete and unique content will help the agent provide more accurate and relevant responses. 

      Currently, the following file types are supported: 

      • Office documents: DOC, DOCX, PPT, PPTX, XLSX
      • New Microsoft 365 formats: FLUID, LOOP
      • Universal formats: PDF, TXT, RTF
      • Web files: ASPX, HTM, HTML
      • OpenDocument formats: ODT, ODP ​​​​​​​

      Support for the following file formats is coming soon:  

      • Images
      • Meeting recordings and other videos
      • OneNote notebooks
      • EvgenijaK's avatar
        EvgenijaK
        Brass Contributor

        Thank you for the reply! I have a follow-up clarification question:
        When you are speaking of capping at 20 items, do you mean 20 items per folder selected, or 20 items in total (i.e. the total of the items in the folders combined should be 20?)

  • lantrobin's avatar
    lantrobin
    Copper Contributor

    When extending agents with Power Platform connectors, can you please describe how we can ensure that our business users are routed to the appropriate environment groups in Power Platform?

    We need to have one environment group per business area, considering we have a decentralized operating model. If it isn't supported by your product, please consider feedback and collaborate with the Power Platform product team to ensure it is planned in future release. Currently the environment routing only support development environments, which aren't business specific.

    We have seen in some presentations that the agents end up in the default environment, which isn't optimal as it dos not provide delegated administrators access to the resources for the environments they are responsible for. 

    Thanks in advance

    • jolenetam's avatar
      jolenetam
      Icon for Microsoft rankMicrosoft

      Extending SharePoint Agents to Power Platform is only in private preview right now. The current functionality uses the default environment only.

      Our engineering team understands that there will be a need for additional control with environments so we will release when we can fulfill these requirements.

    • RachelSolomonNambi's avatar
      RachelSolomonNambi
      Icon for Microsoft rankMicrosoft

      Yes, the query limit only applies to unlicensed users. Admins should be able to check remaining queries in the Admin Center - not available just yet but coming soon.