Six kinds of SharePoint agent, grounded in the content your people already have permission to see. No shadow AI, no invented answers — every reply comes back with the document it came from.
Meet the team
Six agents. One panel.
Tap an agent to see what it knows, what it does, and a real question it already answers.
S
Site Agent
Whole-site Q&A
Answers questions about anything published across the site — policies, news, pages, and resources. It only ever sees what the person asking already has permission to open.
The current expense policy lives in the Company Policies library. Version 4.2 took effect in March 2026 and replaces the 2024 edition. Finance Operations owns it, with the next review due March 2027.
Company Policies › Expense Policy v4.2
D
Document Library Agent
Files & policies
Works with the files, templates, and policies inside a specific library — summarizing documents, locating the right version, and answering questions grounded in that content.
Document groundedMetadata awareVersion accurate
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What’s stored in our Company Policies library?
The library holds 34 policy documents across six categories, tagged by owner, review date, and status. Five are past their review date — the oldest is Travel & Reimbursement, last reviewed in 2023.
Company Policies (document library)
L
SharePoint List Agent
Structured records
Reads and builds structured records — requests, assets, tickets, contacts, tasks — turning raw list data into fast, conversational answers your team can act on.
Reads list dataBuilds new listsFlags what’s overdue
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Which onboarding requests are still open?
There are 7 open onboarding requests. Four are waiting on IT provisioning, two on manager sign-off, and one is overdue by six days — Priya N., Finance, due 20 Aug.
Employee Onboarding Requests (list)
P
SharePoint Page Agent
Create & improve
Supports page creation and page improvement — drafting a portal page from a plain-language brief, or summarizing and sharpening one that already exists.
Page from a promptSummarize on demandLayout suggestions
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Summarize this page for me.
This page announces the Q3 hybrid work update. Three things matter: core hours move to 10–3, desk booking shifts into the portal, and team leads must confirm their office days by 15 September.
This page › Q3 Hybrid Work Update
C
Custom SharePoint Agent
Built from your content
Created from whatever content you select — a library, a list, a folder, a file selection, or an entire site — so the agent only ever knows what you deliberately gave it.
You choose the sourcesScoped by designLive in minutes
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Build a list to track equipment requests.
Created Equipment Requests with columns for requester, department, item, status, approver, and needed-by date. It’s live on the site now and ready for its first submission.
Site Contents › Equipment Requests (list)
✦
Copilot Studio Agent
Advanced & published
The advanced option — for when a custom agent needs more configuration: its own tools, topics, connectors, and a wider publishing footprint than SharePoint alone provides.
Custom topicsExternal connectorsPublish anywhere
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Route approvals to the right manager.
Routing is configured. Requests under $500 go to the team lead, everything above to the department head, and anything untouched for 48 hours escalates automatically.
Back Office Requests · escalation rule
And Copilot is already in the menu
Before you build a single agent, these actions are sitting inside SharePoint waiting to be used.
Summarize this pageCreate a listCreate a document libraryCreate a pageImprove a siteOpen chat
Hire the ones you need.
We scope, ground, and publish agents on your tenant — using the libraries and lists you already trust.
Need something none of these six cover? We build custom agents from the ground up — shaped around your processes, your data sources, and the way your teams actually work.