Question

You lead the HR team at a mid-sized company. New employees repeatedly ask the same questions about benefits enrollment, PTO policies, and IT setup, and these answers all live in a specific set of internal HR documents on SharePoint. You want a solution in Microsoft 365 Copilot that consistently answers onboarding questions using only those approved HR documents, without HR staff manually responding each time. Which approach best fits this need?

Accepted Answer

Build a custom Copilot agent grounded in the approved HR SharePoint documents so it answers onboarding questions from that specific knowledge source

Answer

Tell employees to use the general Copilot chat experience and rely on its web search to find benefits and PTO information

Answer

Email the HR documents to all new hires and ask them to paste relevant sections into Copilot chat when they have questions

Answer

Turn off enterprise data protection so Copilot can access the HR files more quickly during onboarding