SharePoint Agents in WorkPoint

SharePoint Agents are AI-powered assistants that can be configured to operate within the context of a SharePoint site. They leverage Microsoft 365 Copilot capabilities to understand, retrieve, and act on information stored across lists, libraries, and site content, using natural language interactions.

A SharePoint Agent can be grounded in the content of a specific site, allowing it to interpret user queries in the context of business data such as documents, metadata, and structured information. Depending on configuration, agents can assist with tasks such as:

• Answering questions based on site content and documents
• Retrieving and summarizing information across lists and libraries
• Guiding users to relevant content or data
• Supporting data entry or updates through contextual understanding
• Automating repetitive information-driven tasks

As agents operate directly on top of SharePoint, they respect the existing security model. This ensures that users only receive access to information they are already authorized to view, making them suitable for use in structured and compliance-sensitive environments.

When combined with WorkPoint, the value of SharePoint Agents increases significantly. WorkPoint provides a governed data structure on top of SharePoint, organizing information into well-defined business entities such as cases, projects, customers, and documents. This structured approach enhances the effectiveness of AI agents in several ways:

• Improved data quality and consistency
  WorkPoint enforces structured metadata and controlled processes, enabling agents to work with well-defined and reliable data.
• Context-aware interactions
  Agents can operate within the context of specific business entities (e.g. a case or project), allowing them to provide more precise and relevant responses.
• Process-driven automation
  By integrating with WorkPoint Automate, agents can assist not only with information retrieval but also with initiating and supporting business processes.
• Governance and security alignment
  WorkPoint’s role-based access patterns ensure that agent interactions remain aligned with organizational governance and compliance requirements.
• Scalability across solutions
  As WorkPoint solutions standardize how data is structured across sites, agents can be reused and scaled across multiple business domains with minimal additional configuration.

In relation to WorkPoint, SharePoint agents can be created on SharePoint sites themselves or directly on document libraries or lists. Ideally this would be done on the Master site on a business module, and then synchronized to entity sites. During synchronization, certain parts of the agents are tokenized so that agents configured on the Master site will function on entity sites, and be grounded in the information on those sites - not the Master site they came from.

For example, if the Master Site's agent is set to be grounded in it's Documents library, agents synchronized to entity sites will be grounded in the individual entity sites' Documents libraries.

It is also important to note that settings for the agents, such as welcome texts, instructions, starter prompts, and settings for where the agent gets it's knowledge, are all synchronized to entity sites.

In this article, we will not go through how to create SharePoint agents on sites or in libraries or lists.

In the Master Site settings page for business modules, a new setting has been added:

1. The "Replicate SharePoint Agents" setting controls two things. First, it sets the default setting for whether SharePoint Agents are enabled for master site synchronizations inside the Master Site Synchronization page, and second it controls whether Automatic Master site synchronizations should replicate SharePoint Agents, for example when a new buffer site is created. This setting is disabled by default, but can be enabled be checking the checkbox and saving the Master site settings.

As already mentioned, agents created on the master site or any library on a master site can be synchronized to entity sites using Master Site Synchronization.

In this example, we have created a SharePoint agent on our Projects module's Master Site, and one on the Documents library on the Master site:

We can now synchronize these agents to our entity sites using Master Site Synchronization:

2. In the Master Site section of the Master Site Synchronization page, we enable the "Replicate SharePoint Agents" option to synchronize site-level agents (the ones living in Site Assets/Copilots).
3. To synchronize library level agents, in the Master Site Lists Synchronization section, we enable the library containing the .agent file(s). In this case, we have an agent on our Documents library, so we select the default options for the Documents selection.

Once the synchronization is finished, the agent files should be available on the entity sites: