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Copilot (licence) - Agents in SharePoint Tutorial

Unlock the full potential of your SharePoint library! In 'agents in sharepoint', discover how to create targeted agents that effortlessly interact with your files and folders. Learn to generate FAQs, ask for purchase orders, and personalize responses—all in just a few clicks. Don’t miss out on transforming your workflow!

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Parteger

Available in AI - Artificial Intelligence

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you can generate a targeted agent to

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interact directly with selected files or folders

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in just a few clicks.

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In a folder within your library,

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you want to create an agent that utilizes the content of two targeted folders.

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For instance,

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one folder contains invoices and purchase orders.

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And another contains manuals and notices in PDF format.

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Once you have selected your folders,

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choose create an agent from the menu bar.

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In the window that appears,

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you will see that your selected sources will be utilized by this agent.

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From there,

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you can directly open and interact with your agent.

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It is also possible to specify the agent's role,

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which we will discuss later.

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Open the agent and start by requesting the

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creation of a FAQ from the suggested prompts.

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Once this is done,

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write a prompt asking for a list of products purchased or ordered.

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The agent will respond as expected.

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Creating an agent based on SharePoint content will result in

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a clickable link at the root of your folder,

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provided you have a co-pilot license.

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Note that access to the agent is functional if you

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synchronize SharePoint content directly from your Explorer by double clicking.

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In the 3 dots menu,

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access the conversation history,

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where you will also have the option to modify your agent.

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For example,

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you can improve the quality of responses

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by contextualizing your needs more precisely.

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Specify your expectations in the description

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based on the type of request.

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To integrate new folders to index,

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go to the sources tab.

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The behavior tab will be dedicated to personalizing start

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prompts or refining instructions on how to handle data

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or interact with the user.

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Before concluding this tutorial,

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verify if your specifications have been considered.

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Regarding the invoices,

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check if there is a chronological aspect.

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For a technical request,

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ensure that the provided information is correct.

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If everything works as expected,

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your SharePoint agent is already operational,

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even if you plan to enrich it with other instructions.

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Follow the previous steps and enjoy the functionalities of your SharePoint agent.

Mandarine AI: WHAT YOU SHOULD KNOW

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