Build a Copilot Agent in SharePoint in Under 8 Minutes!
Scott Brant
@your365coachAbout
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Video Description
Transform your Microsoft 365 skills with our NEW Your 365 Coach Learning Academy: https://www.your365coach.co.uk/your-365-coach-learning-academy In this tutorial, you’ll learn how to build and customise a SharePoint Knowledge Agent with Microsoft Copilot, all in under 8 minutes. From creating custom instructions and designing an icon with Copilot Create to embedding your Agent in SharePoint and testing its behaviour, this walkthrough gives you everything you need to get started fast. 🔍 What You’ll Learn in This Video ✅ What a SharePoint Knowledge Agent is and why it matters ✅ How to create custom instructions for your Agent using Copilot Chat ✅ How to design an Agent icon quickly with Copilot Create ✅ How to build, customise, and preview a SharePoint Knowledge Agent ✅ How to approve and set your Agent as the default for your site ✅ How to embed a button and App Part for easy Agent access ✅ Key considerations for permissions, access, and licensing ⭐ Additional Resources: 📘 Download our FREE Microsoft 365 Copilot eBook Collection: 👉 https://www.your365coach.co.uk/ebook 📬 Join our weekly Microsoft 365 Newsletter (Coach’s Corner): 👉 https://www.your365coach.co.uk/newsletter 📰 Stay Connected: 📸 Instagram: www.instagram.com/your365coach 🎵 TikTok: www.tiktok.com/@your365coach 🔗 LinkedIn: https://www.linkedin.com/company/your-365-coach 👍 If you found this video helpful, please give it a LIKE 💬 Comment below: Where would a SharePoint Knowledge Agent save your team the most time? 🔔 Subscribe to Your 365 Coach for weekly Microsoft 365 tutorials, tips, and updates ⏱ Video Chapters: 00:00 Explaining our Knowledge Agent 01:46 Creating Custom Instructions for a Knowledge Agent with Copilot Chat 02:35 Creating an Agent Icon with Copilot Create 03:01 Creating the SharePoint Knowledge Agent 03:34 Customising the SharePoint Knowledge Agent's Behaviour 05:20 Previewing & Testing our Knowledge Agent 06:08 Approving the Knowledge Agent in the SharePoint Site 06:29 Setting the Knowledge Agent as the Default Site Agent 06:57 Adding a SharePoint Button and App Part for the Agent 07:49 Using the New SharePoint Knowledge Agent 09:27 Important Points for our SharePoint Knowledge Agent Disclaimer: The instructions and information provided in this video are offered as general guidance only. While every effort has been made to ensure accuracy, Your 365 Coach makes no warranties, guarantees, or representations about the completeness or suitability of this content for your specific environment. Always review your organisation’s policies, permissions, and licensing agreements before implementing any changes. #Microsoft365 #Copilot #SharePoint #Your365Coach #Microsoft365Copilot #CopilotAgent #KnowledgeAgent #SharePointAgent #MicrosoftCopilot #Productivity
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