How to create an AI agent in SharePoint

Step

Select your files

Open any folder in SharePoint and select the files you want the agent to learn from. The worked example uses an SOP folder.

SharePoint SOPs folder containing five example SOP documents before file selection — Example SOP folder from the recording, before selecting the files.

Step

Create an agent

Click the three dots and choose "Create an agent". In the recorded SharePoint layout, this option is under the Copilot dropdown.

Step

Name your agent and add instructions

Give the agent a name and add the instruction line below. For this example, call it SOP Buddy.

Instruction line for any agent

Only answer from these files, and if the answer isn't in here, say so.

SharePoint agent builder on the Behavior tab with the file-only instruction entered and SOPs agent in the preview — The recording uses SOPs agent. SOP Buddy is the name for this worked example.

Step

Ask a question

Ask it a question from your files, such as "How do I raise a purchase order?" in this example. It answers only from those files and shows which document the answer came from.

SOPs agent answering How do I raise a purchase order with five steps and a citation to SOP-001 Purchase Order Process — The answer cites SOP-001 Purchase Order Process.

Questions to test an agent with

What is the process for this?
Which document says that?
What are the limits or deadlines mentioned?
Is there anything about this that is not in the files?

The last question tests the instruction line: a good agent says it doesn't know instead of guessing.

Step