In this article, we will explore a scenario of applying Copilot agents in SharePoint environments for Onboarding processes. We assume there is a SharePoint site that serves as the company’s Onboarding hub, containing training materials, welcome guides, and more. This site is essential to ensure that new employees have access to all the necessary information for a smooth and efficient integration.
Copilot Agent
The Copilot agent plays a crucial role in the onboarding process, assisting new employees by answering questions such as, “What are the company’s operational rules?” or “What are the company’s vacation policies?”. Additionally, the agent provides links to relevant documents or pages, facilitating quick and direct access to the necessary information.
Benefits of Using Copilot Agents
- Eficiência: Os novos colaboradores podem obter respostas imediatas para suas perguntas, economizando tempo e reduzindo a necessidade de intervenção humana.
- Acessibilidade: Informações importantes estão sempre disponíveis, independentemente do horário ou da localização do colaborador.
- Consistência: As respostas fornecidas pelo agente são consistentes e baseadas nas informações mais atualizadas disponíveis no SharePoint.
- Envolvimento: Um processo de onboarding mais interativo e envolvente pode aumentar a satisfação e a retenção dos novos colaboradores.
Creating Copilot Agents
Creating Copilot agents can be done through the “Copilot” button in the menu at the top right corner. Clicking the “Copilot” button will bring up a right-side panel that allows you to view the various created agents, which ones have been previously approved for use, and the button to create a new agent.
After clicking “Create an agent,” a floating window will appear where you can open the agent to start interacting with it or edit it.
Configuring the Agent
The configuration is relatively simple; however, in more complex scenarios, you can use the “Copilot Studio.” For this article, we will only explore simple creation.
Identity
In the initial tab, you can define the agent’s name and its purpose.
Sources
In this tab, you can configure the data sources the agent will access. Remember that Copilot agents in SharePoint respect the existing permissions in SharePoint, meaning that during interactions with the agent, the user will only receive information they previously had access to, at least for reading. You can select a site through the address and define whether the data source includes all the information on the current site or only in selected document libraries.
Behavior
No separador de comportamento é possível configurar- Welcome message – Contains the text that appears whenever we start an interaction with the agent.
- Introduction request – Possibility to configure 3 default questions so that the user quickly interacts with the agent. These questions should be relevant and serve as a starting point for the user’s interaction with the agent.
- Agent instructions – Allows us to describe the behavior we want the agent to have in interactions with users. In this case, the possibilities are varied, and you will have to test several descriptions until you find the desired behavior.
Approval and Location
Once the agent configuration is complete, you can approve and set the agent as the default agent for the site through the Copilot menu. All agents are also saved as .agent files in the “Site Resources” library, where a distinction is automatically made between approved agents.
Integration with Teams
Integration with Teams is very simple, just copy the agent’s address through the Copilot menu.
