One-click AI agents in SharePoint and Teams - focused on files you select (Microsoft 365 Copilot)

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Streamline your workflow and enhance team collaboration with one-click AI agents in Microsoft 365 Copilot. Automate responses, generate detailed documents, and maintain up-to-date content without moving files outside Microsoft 365. Agents utilize your existing content to provide accurate and efficient outputs, saving you time and ensuring consistency. Integrate them into Microsoft Teams to facilitate real-time information sharing and collaboration.

CJ Tan, Microsoft SharePoint and OneDrive GPM, shares the steps to get started building custom AI agents.

► QUICK LINKS:
00:00 - Create specialist agents in one click
00:42 - How to create an agent
02:12 - Data security & version control
02:39 - Customize your agent
04:14 - Access and permissions
05:39 - Test it out
06:23 - Use agents in Teams
07:50 - Agent files
08:25 - Wrap up

► Link References

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This is fantastic! I can see enterprises truly benefiting from this, especially with the seamless reindexing of modified files and the user-friendly UX for end users.
Great work, Microsoft!

JaredWoodruff
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Hi, overall, it's good for demos but still have issues with the quality of responses. For example: It cannot read / know how lines are there in file for particular section. Always gives wrong answers when asking analytical questions. Any plans / roadmaps with regards to this?

rwchecking
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We have Copilot for M365 in our tenant but are not seeing the "Create an Agent" in SharePoint lists (checked to make sure that we're using modern lists) even for global admins. What gives? We're able to do other things like create an agent from inside Copilot for M365 and from Copilot Studio.

ajansari