Introduction Embedding a Copilot Studio Agent within a SharePoint page can significantly enhance user experience by providing seamless access to AI-powered assistance directly within the context of a SharePoint site. While there are examples of achieving this using SPFx (SharePoint Framework), I wanted to explore whether this could be done using out-of-the-box (OOB) features without custom development. In this blog post, I will walk you through the steps to embed a Copilot Studio Agent into a SharePoint page using the Embed Webpart and site settings.

Introduction Balancing AI safety measures and practical functionality for SharePoint Agents is key for some use cases due to the lack of customisation of the inbuilt content safety against the four categories: harm, self-harm, sex, and hate. A particular use case we wanted to explore was its use for mental health support agents in the form of virtual mental health first aiders. My partner in crime Lee Ford and I explored what we could do without tripping the Responsible AI principles and flagging Content Safety categories.

Introduction SharePoint Agent is the easiest way to get started with building your own grounded Agents from your SharePoint data. The possibilities are vast, from HR agents to legal agents. If more configuration and features are required, the Copilot Studio or Azure AI Foundry could help. Each SharePoint site comes with its own default Agent scoped to data within the site. As of today (i.e. March 2025), the default SharePoint agent can’t be modified.