Content in one findable place
CitNOW's SharePoint intranet and document management system brought data across from the old setup so dispersed teams can find and co-author work, the kind of structure agents answer well from.
SharePoint agents
Agents that answer from your own SharePoint.
We add SharePoint agents to your sites, libraries and folders so people can ask questions in plain language, find documents and complete routine tasks like leave requests without raising a ticket. Agents respect your existing Microsoft 365 permissions, so people only see what they are already allowed to see.
3 apps
where agents can work alongside SharePoint: Teams, Outlook and Viva
2 hours
for our Copilot readiness workshop
20+ years
of SharePoint experience
The problem
Why people struggle to find answers.
- 1
Searching takes too long
People dig through sites and libraries for a policy or form.
- 2
Helpdesks answer the same questions
Routine requests take up time that could go elsewhere.
- 3
Worries about oversharing
Organisations fear AI will show people content they should not see.
What it does
Agents that answer from your SharePoint.
We add SharePoint agents to your sites, libraries and folders.
Ask
Plain language questions, real answers.
People ask questions and find documents across SharePoint and connected Microsoft 365 apps.
- Answers from your own content
- Documents found quickly
- Scoped to the sites you choose
Act
Routine requests handled.
Agents guide people through forms and automate processes such as leave requests, support tickets and policy acknowledgements.
- Leave and support requests
- Policy acknowledgements
- Escalation to a person
Everywhere
In Teams, Outlook and Viva.
Agents work alongside SharePoint in the apps people already use.
- Teams
- Outlook
- Viva
How we work
How a SharePoint agents project runs.
01
Discovery
We find out which questions and routine requests take up your helpdesk's time, and which sites and libraries hold the answers.
02
Design
We define each agent's scope, tone and escalation path, and which sites, libraries or folders it answers from.
03
Build
We configure and test the agents against your content, checking answers and permissions before anyone else sees them.
04
Train
Training for your administrators so they have full control over each agent's behaviour and performance.
05
Go live
We roll the agents out in SharePoint and in Teams, Outlook and Viva, then refine them as content and usage change.
Built on Microsoft 365
Runs in the Microsoft 365 you already have.
The product sits inside your own tenant, so your data, permissions and security settings stay where they are.
Respects your permissions
People only get answers from content they can already access.
You stay in control
Administrators manage tone, scope and escalation for each agent.
Tested before launch
Answers and permissions checked before anyone else sees them.
Refined over time
We adjust agents as your content and usage change.
Case studies
Case studies we have delivered.
Read the CitNOW case study
Governed content to answer from
Shelter's modern SharePoint intranet uses retention labels and policies to keep content governed, so what people find is kept current.
Related services
AI and SharePoint services.
An agent is only as good as the content it answers from. These services cover the agents themselves and the SharePoint work that makes them useful.
Copilot agents
Agents built in Copilot for specific teams and processes across Microsoft 365.
Intranet AI agents
Agents on your intranet that answer staff questions about policies, processes and news.
Copilot Studio
Custom agents with their own knowledge sources, actions and escalation paths.
Knowledge management
A structured, searchable knowledge base in SharePoint that gives agents good content to work from.
Copilot readiness
Permissions and content checked before AI goes live, starting with a 2 hour workshop.
SharePoint governance
Ownership, permissions and review dates so the content behind your agents stays current.
FAQ
Frequently asked questions.
What can a SharePoint agent do?
Answer natural language questions across SharePoint and connected Microsoft 365 apps, surface policies, guide people through form submissions and automate routine processes such as leave requests, support tickets and policy acknowledgements.
Will an agent show people content they should not see?
No. SharePoint agents respect your existing Microsoft 365 permissions, so users only get answers from content they are already authorised to access.
Can agents work outside SharePoint?
Yes. They can be used in Teams, Outlook and Viva, so people get support wherever they are working.
Who controls the agents once they are live?
Your administrators. We configure tone, scope and escalation paths per department and train your team to manage behaviour and performance.
Talk to our team about SharePoint agents.
Tell us what you are working on and we will come back to you within one working day to arrange a call.