Five kinds of SharePoint agents, grounded in the content your people already have permission to see. No shadow AI.
Five agents. One panel.
Tap through the agents to see what each one knows, what it does, and a real question it already answers.
Swipe to see all 5 agents
Site Agents
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
Document Library Agents
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
Preview
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)
SharePoint List Agents
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
Preview
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)
SharePoint Page Agents
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
Preview
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
Custom SharePoint Agents
Built from your content
Created from whatever content you select (a library, a list, a folder, a file selection, or an entire site), so your agents only ever know what you deliberately gave them.
You choose the sourcesScoped by designLive in minutes
Preview
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 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 five cover? We build custom agents from the ground up, shaped around your processes, your data sources, and the way your teams actually work.
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