How to Create your first SharePoint agent
Creating a SharePoint Agent to Answer Common Employee Questions
Creating a SharePoint Agent to help employees find information about HR policies, leave, and benefits can significantly improve efficiency and employee satisfaction. Here’s a step-by-step guide to set up an Agent in SharePoint that points to a specific folder, such as HR policies.
- Log into Microsoft 365 to access your account
- Navigate to SharePoint
- Select the Site where you wish to create your Agent
- Select the folder or files you wish to include into the Agents knowledge base.
- Right click and 'Create Agent'
- Edit the Agent to customise the Agent screen and language eg: Make the reponses friendly and courteous'
- Test the Agent by asking some questions of your data
- Share the agent in Teams by clicking on the three dots next to the Agent name and select 'Copy link'
- Open Teams and share into a Chat message - or use @AgentName to ask direct questions to the Agent.
By following these steps, you can create a SharePoint Agent that efficiently answers common employee questions about HR policies, leave, and benefits. This not only saves time for your HR team but also empowers employees to find the information they need quickly and easily
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