Build a Copilot Agent in SharePoint in Under 8 Minutes!

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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):
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⏱ 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.

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