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Publish an agent to SharePoint

With your agent published, you can make your agent available to your SharePoint users. You must publish the agent before your SharePoint users can interact with the agent.

Configure the SharePoint channel

After publishing your agent, you can configure the agent for the SharePoint channel.

Important

  • To perform this procedure, you must have WRITE access to the SharePoint site.

  • To use a Copilot Studio agent in SharePoint, one of the following must be true:

    • The SharePoint user has an M365 Copilot license, OR
    • SharePoint Pay As You Go (PayG) is enabled in Microsoft Admin Center (MAC) for the user's tenant AND billing capability (prepaid messages or PayG) is set up for the agent's environment in Power Platform Admin Center (PPAC).

  • The agent follows Copilot Studio billing policies and consumes Copilot Studio capacity, despite the agent being used in SharePoint.

  1. On the top menu bar, select Channels.

  2. Select the SharePoint channel to open the configuration window.

    Screenshot of the Copilot Studio user interface, highlighting the Channels page with the SharePoint tile selected.

  3. Select your SharePoint site by either using the drop-down menu or entering the name of your SharePoint site.

    Screenshot of the Select SharePoint panel.

    The drop-down allows the user to select recently used SharePoint sites for easy access. Users can either use the search bar or the drop-down menu.

  4. With the SharePoint site selected, select Deploy, then Confirm to finalize the deployment.

  5. Once confirmed, your SharePoint site displays a successful deployment message.

    Screenshot of the Select SharePoint panel indicating the successful deployment of the SharePoint site as a channel.

Test your deployed agent

Once you deploy your agent to the SharePoint site, you can begin testing it. We recommend you test the agent in both the agent's conversation window and the SharePoint site's Copilot window before promoting the agent to your SharePoint site. To see the agent in Sharepoint, in the Copilot Studio configuration window for SharePoint, select the ellipsis menu in the Deployment Status area, and then select Open Agent in SharePoint.

Screenshot of the Select SharePoint panel indicating the ellipsis and Open Agent in Sharepoint option.

Undeploy the agent from a SharePoint site

Users can choose to remove an agent from a SharePoint site if desired. On the agent's configuration page for SharePoint in Copilot Studio, select Undeploy.

Screenshot of the Select SharePoint panel indicating the Undeploy button.

Enable all SharePoint users to find and use your agent

Once you deploy your agent to SharePoint, it's important to test it directly in SharePoint to verify its usability. If you want your agent to be easily visible to all SharePoint users for the site, marking the agent as Approved is an effective way to highlight it. An Approved agent appears in a dedicated Approved section when using SharePoint and is visible and usable to all SharePoint users in the Agent picker side pane.

For more information, see Manage agents in SharePoint.