Creating Copilot Agent for Document Library Search

To create a Copilot agent named "AskQA" for searching documents in your SharePoint document library, you can follow these steps:

1. Ensure Prerequisites: Make sure you have the necessary permissions and licenses. You need a SharePoint Online license and at least read permission to access the documents in the library.
2. Create the Agent: Use Microsoft SharePoint to create the agent. You can build agents that query content from specific sites, folders, or files within SharePoint.
   • If your organization has the Microsoft 365 Copilot license, you can create agents using the Microsoft 365 Copilot app.
3. Configure the Agent: In the agent configuration, specify the document library URL where your policies and procedures are stored. You can add the URL to the capabilities array in the declarativeAgent.json file. For example:

      {
        "name": "OneDriveAndSharePoint",
        "items_by_url": [
          {
            "url": "https://yourcompany.sharepoint.com/sites/YourSite/YourDocumentLibrary"
          }
        ]
      }
   

4. Provision the Agent: After configuring the agent, select Provision in the Lifecycle pane of the Microsoft 365 Agents Toolkit. This will allow the agent to access the content in your document library.
5. Continuous Updates: To ensure that the agent remains up to date with new document additions, you may need to implement a mechanism that refreshes the agent’s knowledge base periodically. This could involve re-provisioning the agent or setting up automated updates based on document changes in the library.
6. Testing: Once the agent is created and configured, test it by asking questions related to the documents in your library to ensure it retrieves the correct information and links to the relevant documents.

By following these steps, you can successfully create a search feature using the "AskQA" agent in your SharePoint site that allows end users to find relevant policies and procedures without leaving the page.

References:

• Create agents
• Manage agents for Microsoft 365 Copilot