Summary

Completed

Agents extend Microsoft Copilot with focused instructions, knowledge, and, when configured, actions. Business users can create knowledge-focused agents in SharePoint and with Agent Builder without writing code. Advanced scenarios can use Copilot Studio or pro-code tools.

In this module, you learned that:

  • Agents in SharePoint use sites, pages, and document libraries as knowledge sources.
  • Microsoft Copilot Chat users can invoke agents that their organization makes available.
  • Licensing, pay-as-you-go billing, organizational policy, agent file permissions, and source permissions determine access.
  • Knowledge-focused agents help users find, summarize, compare, and reason over approved content.
  • Actions, workflows, or custom engine agents are required for task automation, proactive behavior, and complex integrations.
  • Governance includes data protection, access controls, agent management, lifecycle review, and responsible AI practices.

An agent doesn't grant access to restricted Microsoft 365 content. Its responses reflect the sources configured for the agent and the content that each user has permission to access.