Copilot in SharePoint: create pages and build agents

With Copilot in SharePoint you create pages faster and find information on your sites more easily. You can also build an agent that answers questions based on a site's content. Copilot only works in SharePoint in Microsoft 365 (SharePoint Online), not in SharePoint Server 2019 or Subscription Edition. Features change quickly, so the exact buttons may differ from what's described here.

What do you need?

• A Microsoft 365 Copilot license for most features in SharePoint.
• Edit permissions on the site if you want to create pages.
• Some features, such as agents, may also be available without a full license on a pay-as-you-go basis. Check Microsoft's current terms.

Create pages with Copilot

1. Open your SharePoint site and choose New > Page.
2. Pick a template or a blank page.
3. Open the Copilot pane in edit mode.
4. Describe what you want, for example: "Create a welcome page for new employees with info about IT, HR and our offices." You can also use an existing document as a starting point.
5. Have Copilot rewrite text: shorter, more formal or in a different tone.
6. Review the content and select Republish or Publish.

An agent for your site

An agent is an assistant that only uses the content of selected sites, libraries or files. Colleagues can then ask questions like "How many vacation days do I have?" based on your HR site.

1. Open the site or document library.
2. Select the Copilot icon, or select files and choose the option to create an agent.
3. Give the agent a name, choose its sources and write short instructions.
4. Share the agent with colleagues, for example in a Teams chat.

The agent respects permissions: users only get answers from files they're allowed to open.

Prepare your sites

• Clean up outdated documents. Copilot gives better answers when content is current.
• Check permissions, especially on sites shared with "everyone".
• Use clear titles and metadata so Copilot finds the right files.
• Admins can use SharePoint Advanced Management to find oversharing.

Also see create a page in SharePoint Online and SharePoint Online governance.

Read also

Create and publish a page in SharePoint Online
Set up good governance for SharePoint Online
What is Microsoft 365 Copilot and which versions exist?

Nederlandstalige versie: Copilot in SharePoint: pagina's maken en agents bouwen

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