Manage agents in SharePoint

Approve agents

As a site owner, you can approve agents created by other site members on the current site. Approved agents are always available from the agent picker for site visitors and can be differentiated from the agents recommended for a user. You can approve an agent simply by selecting the agent you want to approve, then select Set as approved.

1. From the agent picker, select the agent that you want to approve, then select the ellipsis (the three dots) next to the agent.

2. Select Set as approved.
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3. Select Set as an approved agent to confirm.

4. The agent is now approved and can be found by all site visitors under Site Assets > Copilots > Approved.
   

Set an agent as default

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.

The ready-made-agent is always considered approved and can be reset to be the default for a site.

Delete an agent

Site members with edit permissions can delete an agent like deleting other files:

1. Locate the .agent file. Learn more on how to find the .agent file here.

2. Select the context menu by selecting the ellipsis (the three dots) next to the .agent file.

3. Select 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.​​​​​​​