Question

You are building a Microsoft 365 Copilot agent for your marketing team. The agent needs to answer common questions about the team's brand guidelines and campaign approval process. You have limited experience creating agents and want to get a working prototype quickly, but you also need to point the agent at your team's SharePoint document library as its knowledge source. Which approach best balances speed of setup with meeting the knowledge requirement?

Accepted Answer

Start from a prebuilt template in the Agent Store and then add your SharePoint library as a knowledge source

Answer

Install an existing agent from the Agent Store as-is, since store agents automatically discover your SharePoint content

Answer

Build a new agent from scratch and manually write all responses about the brand guidelines into the instructions field

Answer

Use general Copilot Chat instead, because agents cannot reference SharePoint document libraries