Your staff are emailing HR for answers that are already in SharePoint.
We build a custom Copilot Studio agent that reads your SharePoint sites and answers policy, HR, and procedure questions instantly — inside Microsoft Teams. No new tools. No training. Live in 2–3 weeks.
Your knowledge exists. Your staff just can't find it quickly.
Most Microsoft 365 businesses have hundreds of policy documents, procedures, and guides sitting in SharePoint — accurate, up to date, and completely underused. Staff raise tickets, email HR, or Slack a colleague instead of finding the answer themselves.
HR answers the same questions every day
Leave policy, expense claims, probation periods — the same 20 questions, asked hundreds of times a year by different staff members.
New starters are overwhelmed at onboarding
There's no easy way to navigate 300 pages of policy documentation. New employees either bother colleagues or guess.
Your M365 licence is being underused
Most organisations use less than a third of the AI capability included in their Microsoft 365 plan. The tools to fix this are already paid for.
A Copilot agent that knows everything in your SharePoint — and can answer any question about it.
Built on Microsoft Copilot Studio, grounded in your SharePoint document libraries, deployed directly into Teams. Staff ask questions in plain English. The agent answers — with the source document cited.
Connected to your SharePoint sites and document libraries. Answers drawn from your actual documents, not hallucinated.
Available to staff inside Microsoft Teams — where they already work. No new app, no training required.
Every answer links back to the specific document and section it came from. Staff can verify and read further.
The agent respects your existing SharePoint permissions. Staff only see content they're authorised to access.
Handles follow-up questions in context — 'What about for part-time staff?' — without losing the thread.
See what questions are being asked most frequently. Use it to identify gaps in your documentation.
What you get when the agent goes live
- Staff get instant answers to policy and procedure questions — without raising a ticket or emailing HR
- HR and ops teams spend less time answering repetitive questions
- New starters self-serve onboarding information from day one
- Consistent, accurate answers drawn directly from your authoritative documents
- Full audit trail of questions asked and sources cited
Agent built, connected to SharePoint, initial knowledge testing
Refinements, edge case testing, UAT with your team
Deployed to Teams, staff rollout, documentation handed over
Everything you need to know about building a Copilot SharePoint agent
What is a Copilot Studio SharePoint agent?
A Copilot Studio SharePoint agent is a conversational AI assistant built on Microsoft Copilot Studio that reads and understands your SharePoint document libraries. Staff can ask it questions in plain English — 'What's our annual leave policy?' or 'How do I submit an expenses claim?' — and it responds with accurate answers pulled directly from your documents, with links to the source. It runs inside Microsoft Teams, so there's nothing new for staff to learn.
What types of content can the agent answer questions from?
The agent can be connected to any SharePoint site or document library — HR policy manuals, IT procedures, health and safety documentation, onboarding guides, compliance frameworks, product knowledge bases, and more. It supports Word documents, PDFs, and SharePoint pages. You decide which libraries it has access to.
How is this different from just searching SharePoint?
SharePoint search returns a list of documents. The Copilot agent reads those documents and gives you a direct, conversational answer — with the exact passage highlighted and a link to the source file. Staff don't need to open five PDFs to find a policy; they get the answer in seconds. It also handles follow-up questions in context.
What Microsoft 365 licences are required?
You need Microsoft 365 licences that include Copilot Studio (formerly Power Virtual Agents). This is typically included in Microsoft 365 Business Premium, E3, or E5 plans, or available as an add-on. If you're unsure what your organisation has, we'll confirm this during the scoping call before any work begins.
How long does it take to build and deploy?
Typically 2–3 weeks from kickoff to live deployment in Teams. Week one: we connect the agent to your SharePoint, configure knowledge sources, and build the conversational flows. Week two: testing, refinements, and user acceptance. Week three: deployment and staff rollout. The timeline depends on the number of knowledge sources and any custom workflows required.
Can it handle multiple SharePoint sites or departments?
Yes. We can configure the agent to draw from multiple SharePoint sites and apply permissions so different departments only see content relevant to them. For example, HR staff might access the full policy library while general staff access only public-facing procedures.
How much does a Copilot SharePoint agent cost?
A standard Copilot SharePoint knowledge agent is typically £8,000–15,000 fixed price, depending on the number of knowledge sources, custom flows, and integration complexity. You receive a clear build plan and fixed price before any work starts — no hourly billing.
What happens when SharePoint documents are updated?
The agent automatically re-indexes connected SharePoint libraries on a configurable schedule (typically daily or on document change). When a policy document is updated, the agent picks up the new version within hours — ensuring answers always reflect your current documentation.
Ready to build your SharePoint Copilot agent?
Tell us about your SharePoint setup and what questions your team asks most. We'll send a clear build plan and fixed price within 24 hours.
Get a Fixed-Price Quote