Knowledge Agent has contextual awareness of where you are in SharePoint to help find the best answer to your question. 

Select Ask a question in the Floating Button to begin interacting with Knowledge Agent in the chat pane.  

Whether you are asking a question about a page or a specific file/folder, Knowledge Agent uses contextual Q&A to observe where you are in SharePoint and initially scopes to what is selected on canvas. If it cannot find the answer within this scope, it will try searching for the answer within the site.

Here is an example of how Knowledge Agent (KA) is scoped based on what is observed on canvas: 

  • When you are on the site home page, KA will be scoped to the site.

  • When you are on a news post/page, KA will be scoped to the page.

  • When you are viewing search results in SharePoint, KA will be scoped to the site.

  • When you are in the document library, KA will be scoped to all content in the document library.

  • When you have folders selected in document library, KA will be scoped to the selected folders.

  • When you have files selected in document library, KA will be scoped to the selected files.

Lets try it out

  1. Sign in to your SharePoint site with your work or school account.

  2. Open the agent chat pane: On any SharePoint site, page or document library, select Ask a question in the Floating Button or choose the Agents coin icon in the suite navigation on the upper right. The agent chat pane opens on the right side of the screen.​​​​​​​ ​​​​​​​​​​

  3. Select an agent: If Knowledge Agent (preview) isn't selected, select it from the dropdown arrow next to the current agent. Agents here have been approved for the site, along with a personalized list of agents based on your recent activity. You can choose the agent you want to use, from the dropdown arrow.

  4. Select  Show more to expand and see more if available.

  5. Start asking questions: Start asking questions about the site or documents from the Knowledge Agent (preview) agent.

Supported file limit/types 

File limit: 5 files  

Supported file types:  

  • Office documents: DOC, DOCX, PPT, PPTX, XLSX

  • New Microsoft 365 formats: FLUID, LOOP

  • Universal formats: PDF, TXT, RTF

  • Web files: ASPX, HTM, HTML

  • OpenDocument formats: ODT, ODP

  • Audio overviews are only supported for Word and PDF files

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