A complete guide to the new SharePoint page agent

The SharePoint Revolution: How the New Pages Agent in Copilot Chat is Changing Content Creation

Microsoft’s recent Ignite announcements introduced a groundbreaking feature for content creators and SharePoint AI enthusiasts: the SharePoint Pages Agent in Copilot Chat. This new agent transforms the way you build pages and news posts, allowing you to generate robust content simply by having a natural conversation.

1. Getting Started with the SharePoint Pages Agent

Activation and Access

  1. Deployment (Admin): The agent must first be deployed by an administrator through the Admin Center under the dedicated Agents section. This allows IT to manage who in the organization—from specific teams to the entire company—can use the feature.
  1. User Access: The simplest way for users to find the tool is to open Microsoft 365 Chat (Copilot Chat) and navigate to the Agent Store. Search for “SharePoint page agent” and install it.
  1. Invocation: You can start a new chat directly with the agent, or you can invoke it within an existing M365 Copilot conversation using an @mention (e.g., @SharePoint page agent, create a news post…) to direct the request to the specific tool.
2. The Core Workflow: Conversational Page Creation

The agent’s power lies in its conversational nature, which allows you to build a page iteratively, section by section. The agent can generate either a standard SharePoint Page or a News Post.

The typical workflow involves these steps:

The Core Workflow

  1. Initial Prompt: Start with a high-level request. You can ask the agent to create a regular SharePoint Page or a News Post. A robust capability is the ability to ground the content in existing data—for instance, asking the agent to “Create a news post summarizing my project over the past 7 days” or to “Create a page based on this attached Word document”. And as a hint, you can ask any language, as with any LLM translation is part of the process 🙂
  1. Review and Refine: The agent generates a comprehensive preview. This is a crucial step where the conversational flow truly shines. You can:
    • Edit Sections: “Add a section on best practices.”
    • Adjust Tone: “Rewrite the introduction to be more formal.”
    • Change Layouts: “Present the next section in two columns.”
  2. Web Part Intelligence: The agent intelligently chooses the correct SharePoint web part for the content requested. For example, asking for “helpful resources and links” prompts the agent to automatically use the Quick Links web part, saving the user from needing to know which web part to use.
  3. Drafting to Publishing: Once the content draft is approved in the chat window, the agent asks you to select the target SharePoint site. It then creates a draft page on that site. The page remains unpublished until you click the link, open it in the SharePoint editor, and hit Publish or Post.
3. Practical Use Cases

This demonstrates two practical scenarios for using the agent:

  • Creating a News Post: You can quickly ask the agent to “create a weekly update of summary” or a similar news briefing. The agent will review key points and generate a cohesive post for publication on your site’s News web part.
  • Building a Topic Page (ah, Viva Topics, I miss you!): In a detailed example, the agent was tasked with creating a page on “the main French cheeses”. The agent successfully generated a page with sections on history, varieties, and related expressions. The user was able to refine the request conversationally, asking for more items or specific details.
4. Insights and Current Limitations

The SharePoint Pages Agent is a formidable tool, especially for users less comfortable with the traditional page editor, but it does have some initial quirks:

Strengths (What it does well)Current Limitations
Leverages SharePoint Web Parts: The agent is intelligent enough to choose the appropriate web part based on your prompt. For example, asking for “helpful resources to explore French cheese further” resulted in the agent automatically using the Quick Links web part.Generic Image Handling: The agent often adds general, placeholder images or icons. It may not automatically add images specific to the content you request (like pictures of certain cheeses) and may require you to upload images manually.
Layout Flexibility: Through conversation, you can dictate the layout, such as asking for a specific section to be in two columns, and the agent will format the web parts accordingly.Complex/Data-Driven Formatting: Highly specific or detailed requests—like asking for a two-column section listing the most-liked Sauces on Fries by Belgians alongside the number of Beers (Tripple carmelite) sold annually—can be difficult for the agent to process accurately in its current form.
Guided Content Creation: For people who struggle with creating SharePoint content, the conversational interface and generated previews make the process much easier and more guided than starting from a blank page.Content is Text-Heavy: The initial drafts tend to be rich in text but may not automatically convert into highly filterable web parts such as lists or specialized data tables.

Overall, the SharePoint Pages Agent in Copilot Chat is a game-changer for speed and ease of use. While there is a learning curve in determining the most effective prompts, the ability to generate well-structured, relevant content simply through discussion is a significant step forward for SharePoint content management.

Here is a quick look on how the Page is now looking like:

5. Agent Security & Compliance: Governing the SharePoint Page Agent

This next image that I’m going to show highlights the crucial security and compliance controls for the SharePoint Page Agent, which are managed directly within the Microsoft 365 admin center via Microsoft Purview protections. This Security & Compliance screen is directly taken from the new Agents Admin screen.

For administrators, the key functionalities ensure the safe deployment of this generative AI tool:

Purview ProtectionFunctionalityBenefit to Governance
Monitor agent activityTracks all user interactions (prompts and generated content) with the agent for security and observability.Creates an essential audit trail for accountability and policy enforcement.
Protect sensitive dataApplies existing Data Loss Prevention (DLP) policies to detect and prevent the leak or oversharing of confidential information.Ensures the agent adheres to organizational compliance rules and prevents sensitive data exposure in generated pages.

In short: The Purview integration ensures that the SharePoint Page Agent does not bypass your organization’s established security or data classification policies, allowing for safe and governed use of AI-driven content creation.

6. Deploying the Agent: Targeting Users and Groups

The image below illustrates the first step to make the SharePoint Page Agent available to your organization: the deployment process within the administrative console.

This step confirms two crucial pieces of information and provides options for user targeting:

6.1 Agent and Host Confirmation
  • Agent: The tool being deployed is confirmed as the SharePoint page agent.
  • Host Products: The process clearly states that the agent will run and interact with users within Copilot. This means users will access the agent through the Microsoft 365 Copilot Chat interface, not the traditional SharePoint admin environment.
6.2 User Targeting Options

Administrators have three distinct choices for selecting users or groups who will have the agent automatically pre-installed in their Copilot environment:

Targeting OptionDescriptionUse Case
Just meThe agent is only deployed for the administrator currently performing the action.Testing, piloting, and staged rollouts before wider deployment.
All usersThe agent is deployed to everyone in the organization.General availability once the pilot phase is complete and governance is configured.
Specific users/groupsAllows the administrator to search for and select specific individual users or security groups (e.g., “Marketing Team,” “Content Creators”).Phased rollouts, granting access only to specific teams, or compliance-driven restrictions.

The ability to target specific users and groups is essential for managing phased rollouts, ensuring that only authorized individuals have access to the agent during testing or based on departmental needs.

7. Conclusion

The SharePoint Pages Agent is not just a shortcut; it’s a foundational change that positions Copilot as the starting point for enterprise content creation.

Hope that helps!

Renewed Revolution!

Leave a Reply

I’m Gokan

I’m an independent SharePoint AI & Power Platform Governance consultant at Neoxy, helping organizations build innovative, cloud-driven solutions. Passionate about creativity, automation, and agility, he empowers clients to be more responsive and competitive.

I try to be a humorous speaker, as I’ve presented at global events like Microsoft TechDays, Microsoft Ignite, Inspire, and TechCon 365. Author of books with over half a million downloads and founder of several communities. A community warrior, a Microsoft Regional Director, and MVP.

Discover more from Gokan's Studio

Subscribe now to keep reading and get access to the full archive.

Continue reading