Share an agent from SharePoint in Teams
Applies To
Microsoft TeamsAgents help you to quickly get information tailored to your project, team and tasks. When you are on a SharePoint site, you can choose an agent, grab a share link, and share it in Teams (or any other Microsoft 365 apps).
Note: The agent responds based on the permissions of the person asking the question. When you share an agent with others, they can only access the sources for which they have permissions. The permissions for the sites, pages, and files included in the agent do not automatically adjust when the agent is shared. Therefore, you may need to update the sharing permissions on the agent’s resources to ensure others can fully utilize the agent.
Share an agent in Teams
Add an agent to Teams chat
You can add a Copilot agent to Teams chat for your teammates to use.
Here is how you do it:
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Sign into SharePoint with your work account.
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Select the Copilot icon at the upper right from any site, page or document library.
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Find the agent you want to share from the agent list.
Note: The ready-made agent for a SharePoint Site can't be shared.
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Select the ellipsis (the three dots) and then select Add to Teams.
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After you send the share link in a group chat or meeting within Teams, you will be prompted to add the agent to the conversation.
Notes:
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If you don't select Add to this chat, the URL will still be visible to group chat members, but you won't be able to interact with the agent in the group chat.
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SharePoint agents are supported in Teams group chats and meetings in the desktop client and the web. In the future, we have SharePoint agents supported in Channel and Mobile. Users will also be able to chat 1:1 with agents. In addition, external/guest users will be able to interact with agents.
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You can now @mention the copilot to make a query just like you can @mention an individual.
Note: Only one agent can be added at a time. If you attempt to add an agent to a group chat that already has an agent, the former agent will be removed. Multi-agent support will come in future releases.
Remove an agent from Teams
You can remove an agent under “Manage apps” in the ellipses of the thread:
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Locate the chat which contains the agent on in the list of chats on the left rail of the Teams client.
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Select the ellipses and select Manage Apps.
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Select the ellipses next to the agent you want to drop from the chat and click Remove.
FAQ and data handling
To learn more about agent in SharePoint, see Frequently asked questions.
For more information on how Microsoft 365 Copilot works, see Data, Privacy, and Security for Microsoft 365 Copilot.
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