From the course: Creating Agents and Custom Copilots in SharePoint (No Code Required)
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Create a custom agent
From the course: Creating Agents and Custom Copilots in SharePoint (No Code Required)
Create a custom agent
- [Instructor] There are four different places that you can create a custom agent, and I'll show you where these all are in a moment. You can create a new custom agent from any SharePoint site's homepage. You can create a new agent from the command bar in the document library on a site. In that document library, if you have some files selected, you can also use the context menu to create a new agent. And finally, you can use the agent chat pane, and each of these options gives you slightly different grounding. So if I have files selected, then I'm choosing those files as my grounding for the agent. If I go to the homepage of, again, any of my SharePoint team sites, and I click the new dropdown, top option right now is new agent. So if I create a new agent here, the scope or the grounding for this will be my team site. If I drop into the document library, then on the new dropdown, I have to go down farther. It's almost at the end, but I can create a new agent here for this document…
Contents
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How this agent helps save the business3m 1s
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(Locked)
Create a custom agent4m 33s
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(Locked)
Locate and manage agent files1m 57s
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(Locked)
Edit agent description1m 21s
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(Locked)
Edit agent SharePoint sources3m 25s
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(Locked)
Edit and test agent behavior5m 48s
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(Locked)
Approve an agent or set the default agent3m 23s
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(Locked)
Share your agent3m 58s
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(Locked)
Leverage your agent for efficiency6m 19s
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