Manage agents in SharePoint

Approve agents

As a site owner, you can approve agents created by other site members. Approved agents are always available from the agent picker for site visitors, with a “badge” in front.  You can approve an agent simply by moving the .agent file from the current content folder to Site Assets > Copilot > Approved:

1. From the current content folder, select the ellipsis (the three dots) to download the .agent file.

   

   Note: if the agent was created from the home page of a site, it is already available in Site Assets > Copilots.

2. From Site settings, select Site contents. Then navigate to Site Assets > Copilots > Approved​​​​​​​

3. Upload the .agent file that you previously downloaded to the Approved folder.
    

   Tip: We recommend that you remove the .agent file from its original folder after adding it to the Site Assets folder to avoid duplications. 

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4. The agent is now approved and can be found by all other site visitors under Approve for this site. Notice now it has an “approved” badge in front.

   

Set an agent as default (coming soon)

You can set an approved agent as the default agent for a site. To do this, select the ellipsis (the three dots) next to the agent. Then select “Assign as site default”. This will be the first agent that loads up for site visitors when they launch the chat pane.  

Delete an agent

To delete an agent, select it from the folder. Then select ellipsis (the three dots) >Delete.

FAQ and data handling

To learn more about agents in SharePoint, see Frequently asked questions.

For more information on how Microsoft 365 Copilot works, see Data, Privacy, and Security for Microsoft 365 Copilot.​​​​​​​