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(Updated) Update to agents in SharePoint: Simpler launch experience and new site AI settings

Message ID
MC1315219
View in Message Center
Services
SharePoint OnlineMicrosoft Copilot (Microsoft 365)
Category
Plan for Change
Tags
Feature updateUser impactAdmin impact
Rollout
November 2024December 2024January 2025February 2025March 2025April 2025May 2025June 2025July 2025August 2025September 2025October 2025November 2025December 2025January 2026February 2026March 2026April 2026May 2026June 2026

Summary

SharePoint agents are updated for a simpler launch and new Site AI settings, giving site owners control over highlighted agents. Custom agent creation requires an M365 Copilot license. Approved agents won’t appear in the Agent Picker and should be placed on site pages. Rollout completes by mid-June 2026.

Details

Updated June 22, 2026: We have updated the content. Thank you for your patience. 

[Introduction]

We’re updating how agents in SharePoint work to provide a simpler experience for agents selected on a site.

As a refresher, Get started with agents in SharePoint - Microsoft Support, there are two types of agents in SharePoint:

  • Ready-made agent - Every SharePoint site comes with a "ready-made agent", automatically scoped to the content on that site. These agents, scoped to the SharePoint site, require no building from site admins or site owners. 
  • Custom-built agent - With site editing permissions, you can create custom agents with a specific content scope, identity, and behavior.

With this update, we're introducing a new Site AI settings to give site owners more control over which agents are highlighted on their sites. Approved agents will no longer appear in the Agent Picker, so these agents should be placed directly on the site page for better discoverability.

There is also a change to who can create custom-built agents from SharePoint. The “Create an agent” menu option is only available to users with the M365 Copilot License. SharePoint Agent Pay-As-You-Go covers consumption usage for custom-built agents only.

[When this will happen]

General Availability (Worldwide): We began rolling out in mid-November 2024 and expect rollout to complete by mid-June 2026 (previously early June).

[How this affects your organization]

Who is affected

  • All Microsoft 365 tenants using SharePoint Online
  • Site owners and content authors managing how custom agents are discovered on their site

What will happen

  • Site owners will manage the site’s "Default" agent through the main agent setting in the new Site AI settings panel in SharePoint site settings.
  • For existing sites, the current "Default" agent will automatically become the site’s main agent.
  • For new sites, the main agent will be the ready-made agent
  • Users no longer access approved agents through the agent picker and overflow menu in the chat pane. All approved agents remain in the Site Assets\Copilots\Approved folder.
  • To help users discover agents, site owners and builders should surface agents directly on pages using supported web parts or shared agent links.
  • Users with SharePoint Agent Pay-As-You-Go access only will no longer see the New Agent or "AI Actions -> Create an agent" menu options. Create an agent in SharePoint | Microsoft Support

This feature is on by default and does not require tenant-level configuration changes.

[What you can do to prepare]

No immediate admin action is required. We recommend the following preparation steps:

  • Ask site owners and builders to review the approved agents on their sites in the Site Assets\Copilots\Approved folder.
  • Encourage site owners to add or update agent links on pages using supported web parts, such as: Agent Link web partEditorial Card web part, and adding shared .agent file links in Text web part
  • Inform users that agents they recently used can be found in:
    • Build “Owned by me” section by choosing the Agents filter,
    • OneDrive web Home > Recent view (filterable by agent), or
    • Microsoft 365 Copilot agents list

Learn more:

[Compliance considerations] 

No compliance considerations identified. Review as appropriate for your organization.

Change History

Show
June 22, 2026 at 8:30 PM Updated
Summary
Previous
SharePoint agents update simplifies agent management with new Site AI settings, letting site owners control highlighted agents. Approved agents won’t appear in the Agent Picker and should be placed directly on pages. Rollout began November 2024, completing by mid-June 2026. No tenant admin action required.
New
SharePoint agents are updated for a simpler launch and new Site AI settings, giving site owners control over highlighted agents. Custom agent creation requires an M365 Copilot license. Approved agents won’t appear in the Agent Picker and should be placed on site pages. Rollout completes by mid-June 2026.
Last Updated Date
Previous
2026-06-15T20:58:54.947Z
New
2026-06-22T18:08:47.437Z
Body Content
Previous
<p>Updated June 15, 2026: We have updated the timeline. Thank you for your patience.&nbsp;</p><p><b>[Introduction]</b></p><p>We’re <b>updating how agents in SharePoint work </b>to provide a simpler experience for agents selected on a site. </p><p>As a refresher,<a href="https://support.microsoft.com/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf" target="_blank"> Get started with agents in SharePoint - Microsoft Support</a>, there are two types of agents in SharePoint:</p><ul><li>Ready-made agent - Every SharePoint site comes with a "ready-made agent", automatically scoped to the content on that site. These agents, scoped to the SharePoint site, require no building from site admins or site owners.&nbsp;</li><li>Custom-built agent - With site editing permissions, you can create custom agents with a specific content scope, identity, and behavior.</li></ul><p>With this update, we're introducing a&nbsp;<b>new Site AI settings </b>to give site owners more control over which agents are highlighted on their sites. Approved agents will no longer appear in the Agent Picker, so these agents should be placed directly on the site page for better discoverability.</p><p><b>[When this will happen]</b></p><p style="margin-left: 25px;"><b>General Availability (Worldwide): </b>We began rolling out in<i> </i><b>mid-November 2024</b> and expect rollout to complete by<b style="font-style: italic;">&nbsp;</b><b>mid-June 2026 </b>(previously&nbsp;early June<span style="font-style: italic;">)</span>.</p><p><b>[How this affects your organization]</b></p><p><i>Who is affected</i></p><ul><li>All Microsoft 365 tenants using SharePoint Online</li><li>Site owners and content authors managing how custom agents are discovered on their site</li></ul><p><i>What will happen</i></p><ul><li>Site owners will manage the site’s "Default" agent through the main agent setting in the new <b>Site AI settings</b> panel in <i>SharePoint site settings</i>.</li><li>For existing sites, the current "Default" agent will automatically become the site’s main agent.</li><li>For new sites, the main agent will be the ready-made agent</li><li>Users no longer access approved agents through the agent picker and overflow menu in the <i>chat pane</i>. All approved agents remain in the <i>Site Assets\Copilots\Approved</i> folder.</li><li>To help users discover agents, site owners and builders should surface agents directly on pages using supported web parts or shared agent links.</li></ul><p>This feature is <b>on by default </b>and does not require tenant-level configuration changes.</p><p><b>[What you can do to prepare]</b></p><p>No immediate admin action is required. We recommend the following preparation steps:</p><ul><li>Ask site owners and builders to review the approved agents on their sites in the <i>Site Assets\Copilots\Approved </i>folder. </li><li>Encourage site owners to add or update agent links on pages using supported web parts, such as:&nbsp;<a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank" style="font-family: sans-serif; font-weight: 400; background-color: rgb(255, 255, 255);">Agent Link web part</a>,&nbsp;<a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Editorial Card web part</a>, and adding shared .agent file links in&nbsp;<a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Text web part</a></li><li>Inform users that agents they <b>recently used</b> can be found in:</li><li><ul><li><i>Build “Owned by me” section by choosing the Agents filter,</i></li><li><i>OneDrive</i> web <b><i>Home &gt; Recent</i></b> view (filterable by agent), or</li><li><i>Microsoft 365 Copilot agents list</i></li></ul></li></ul><p><b>Learn more:</b></p><ul><li><a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank">Use the Agent Link web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank">Use the Editorial Card web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank">Add text, tables, and images to your page with the Text web part | Microsoft Support</a>&nbsp;</li></ul><p><b>[Compliance considerations]&nbsp;</b></p><p>No compliance considerations identified. Review as appropriate for your organization.</p><p><b></b></p>
New
<p>Updated June 22, 2026: We have updated the content. Thank you for your patience.&nbsp;</p><p><b>[Introduction]</b></p><p>We’re <b>updating how agents in SharePoint work </b>to provide a simpler experience for agents selected on a site. </p><p>As a refresher,<a href="https://support.microsoft.com/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf" target="_blank"> Get started with agents in SharePoint - Microsoft Support</a>, there are two types of agents in SharePoint:</p><ul><li>Ready-made agent - Every SharePoint site comes with a "ready-made agent", automatically scoped to the content on that site. These agents, scoped to the SharePoint site, require no building from site admins or site owners.&nbsp;</li><li>Custom-built agent - With site editing permissions, you can create custom agents with a specific content scope, identity, and behavior.</li></ul><p>With this update, we're introducing a&nbsp;<b>new Site AI settings </b>to give site owners more control over which agents are highlighted on their sites. Approved agents will no longer appear in the Agent Picker, so these agents should be placed directly on the site page for better discoverability.</p><p>There is also a change to who can create custom-built agents from SharePoint. The “Create an agent” menu option is only available to users with the M365 Copilot License. SharePoint Agent Pay-As-You-Go covers consumption usage for custom-built agents only.</p><p><b>[When this will happen]</b></p><p style="margin-left: 25px;"><b>General Availability (Worldwide): </b>We began rolling out in<i> </i><b>mid-November 2024</b> and expect rollout to complete by<b style="font-style: italic;">&nbsp;</b><b>mid-June 2026 </b>(previously&nbsp;early June<span style="font-style: italic;">)</span>.</p><p><b>[How this affects your organization]</b></p><p><i>Who is affected</i></p><ul><li>All Microsoft 365 tenants using SharePoint Online</li><li>Site owners and content authors managing how custom agents are discovered on their site</li></ul><p><i>What will happen</i></p><ul><li>Site owners will manage the site’s "Default" agent through the main agent setting in the new <b>Site AI settings</b> panel in <i>SharePoint site settings</i>.</li><li>For existing sites, the current "Default" agent will automatically become the site’s main agent.</li><li>For new sites, the main agent will be the ready-made agent</li><li>Users no longer access approved agents through the agent picker and overflow menu in the <i>chat pane</i>. All approved agents remain in the <i>Site Assets\Copilots\Approved</i> folder.</li><li>To help users discover agents, site owners and builders should surface agents directly on pages using supported web parts or shared agent links.</li><li>Users with SharePoint Agent Pay-As-You-Go access only will no longer see the New Agent or "AI Actions -&gt; Create an agent" menu options.<a href="https://support.microsoft.com/SharePoint/copilot-in-sharepoint/create-an-agent-in-sharepoint" target="_blank"> Create an agent in SharePoint | Microsoft Support</a></li></ul><p>This feature is <b>on by default </b>and does not require tenant-level configuration changes.</p><p><b>[What you can do to prepare]</b></p><p>No immediate admin action is required. We recommend the following preparation steps:</p><ul><li>Ask site owners and builders to review the approved agents on their sites in the <i>Site Assets\Copilots\Approved </i>folder. </li><li>Encourage site owners to add or update agent links on pages using supported web parts, such as:&nbsp;<a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank" style="font-family: sans-serif; font-weight: 400; background-color: rgb(255, 255, 255);">Agent Link web part</a>,&nbsp;<a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Editorial Card web part</a>, and adding shared .agent file links in&nbsp;<a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Text web part</a></li><li>Inform users that agents they <b>recently used</b> can be found in:</li><li><ul><li><i>Build “Owned by me” section by choosing the Agents filter,</i></li><li><i>OneDrive</i> web <b><i>Home &gt; Recent</i></b> view (filterable by agent), or</li><li><i>Microsoft 365 Copilot agents list</i></li></ul></li></ul><p><b>Learn more:</b></p><ul><li><a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank">Use the Agent Link web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank">Use the Editorial Card web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank">Add text, tables, and images to your page with the Text web part | Microsoft Support</a>&nbsp;</li></ul><p><b>[Compliance considerations]&nbsp;</b></p><p>No compliance considerations identified. Review as appropriate for your organization.</p><p><b></b></p>
June 15, 2026 at 10:30 PM Updated
Title
Previous
Update to agents in SharePoint: Simpler launch experience and new site AI settings
New
(Updated) Update to agents in SharePoint: Simpler launch experience and new site AI settings
Summary
Previous
SharePoint updates simplify agent management with new Site AI settings, letting site owners control highlighted agents. Approved agents won’t appear in the Agent Picker and should be placed on pages. Rollout starts mid-November 2024, completing by June 2026, affecting all SharePoint Online tenants.
New
SharePoint agents update simplifies agent management with new Site AI settings, letting site owners control highlighted agents. Approved agents won’t appear in the Agent Picker and should be placed directly on pages. Rollout began November 2024, completing by mid-June 2026. No tenant admin action required.
Last Updated Date
Previous
2026-05-18T21:45:17.163Z
New
2026-06-15T20:58:54.947Z
Tags
Previous
Feature update,User impact,Admin impact
New
Updated message,Feature update,User impact,Admin impact
Body Content
Previous
<p><b>[Introduction]</b></p><p>We’re <b>updating how agents in SharePoint work </b>to provide a simpler experience for agents selected on a site. </p><p>As a refresher,<a href="https://support.microsoft.com/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf" target="_blank"> Get started with agents in SharePoint - Microsoft Support</a>, there are two types of agents in SharePoint:</p><ul><li>Ready-made agent - Every SharePoint site comes with a "ready-made agent", automatically scoped to the content on that site. These agents, scoped to the SharePoint site, require no building from site admins or site owners.&nbsp;</li><li>Custom-built agent - With site editing permissions, you can create custom agents with a specific content scope, identity, and behavior.</li></ul><p>With this update, we're introducing a&nbsp;<b>new Site AI settings </b>to give site owners more control over which agents are highlighted on their sites. Approved agents will no longer appear in the Agent Picker, so these agents should be placed directly on the site page for better discoverability.</p><p><b>[When this will happen]</b></p><p style="margin-left: 25px;"><b>General Availability (Worldwide): </b>We began rolling out in<i> </i><b>mid-November 2024</b> and expect rollout to complete by<i><b> early June 2026</b></i>.</p><p><b>[How this affects your organization]</b></p><p><i>Who is affected</i></p><ul><li>All Microsoft 365 tenants using SharePoint Online</li><li>Site owners and content authors managing how custom agents are discovered on their site</li></ul><p><i>What will happen</i></p><ul><li>Site owners will manage the site’s "Default" agent through the main agent setting in the new <b>Site AI settings</b> panel in <i>SharePoint site settings</i>.</li><li>For existing sites, the current "Default" agent will automatically become the site’s main agent.</li><li>For new sites, the main agent will be the ready-made agent</li><li>Users no longer access approved agents through the agent picker and overflow menu in the <i>chat pane</i>. All approved agents remain in the <i>Site Assets\Copilots\Approved</i> folder.</li><li>To help users discover agents, site owners and builders should surface agents directly on pages using supported web parts or shared agent links.</li></ul><p>This feature is <b>on by default </b>and does not require tenant-level configuration changes.</p><p><b>[What you can do to prepare]</b></p><p>No immediate admin action is required. We recommend the following preparation steps:</p><ul><li>Ask site owners and builders to review the approved agents on their sites in the <i>Site Assets\Copilots\Approved </i>folder. </li><li>Encourage site owners to add or update agent links on pages using supported web parts, such as:&nbsp;<a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank" style="font-family: sans-serif; font-weight: 400; background-color: rgb(255, 255, 255);">Agent Link web part</a>,&nbsp;<a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Editorial Card web part</a>, and adding shared .agent file links in&nbsp;<a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Text web part</a></li><li>Inform users that agents they <b>recently used</b> can be found in:</li><li><ul><li><i>Build “Owned by me” section by choosing the Agents filter,</i></li><li><i>OneDrive</i> web <b><i>Home &gt; Recent</i></b> view (filterable by agent), or</li><li><i>Microsoft 365 Copilot agents list</i></li></ul></li></ul><p><b>Learn more:</b></p><ul><li><a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank">Use the Agent Link web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank">Use the Editorial Card web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank">Add text, tables, and images to your page with the Text web part | Microsoft Support</a>&nbsp;</li></ul><p><b>[Compliance considerations]&nbsp;</b></p><p>No compliance considerations identified. Review as appropriate for your organization.</p><p><b></b></p>
New
<p>Updated June 15, 2026: We have updated the timeline. Thank you for your patience.&nbsp;</p><p><b>[Introduction]</b></p><p>We’re <b>updating how agents in SharePoint work </b>to provide a simpler experience for agents selected on a site. </p><p>As a refresher,<a href="https://support.microsoft.com/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf" target="_blank"> Get started with agents in SharePoint - Microsoft Support</a>, there are two types of agents in SharePoint:</p><ul><li>Ready-made agent - Every SharePoint site comes with a "ready-made agent", automatically scoped to the content on that site. These agents, scoped to the SharePoint site, require no building from site admins or site owners.&nbsp;</li><li>Custom-built agent - With site editing permissions, you can create custom agents with a specific content scope, identity, and behavior.</li></ul><p>With this update, we're introducing a&nbsp;<b>new Site AI settings </b>to give site owners more control over which agents are highlighted on their sites. Approved agents will no longer appear in the Agent Picker, so these agents should be placed directly on the site page for better discoverability.</p><p><b>[When this will happen]</b></p><p style="margin-left: 25px;"><b>General Availability (Worldwide): </b>We began rolling out in<i> </i><b>mid-November 2024</b> and expect rollout to complete by<b style="font-style: italic;">&nbsp;</b><b>mid-June 2026 </b>(previously&nbsp;early June<span style="font-style: italic;">)</span>.</p><p><b>[How this affects your organization]</b></p><p><i>Who is affected</i></p><ul><li>All Microsoft 365 tenants using SharePoint Online</li><li>Site owners and content authors managing how custom agents are discovered on their site</li></ul><p><i>What will happen</i></p><ul><li>Site owners will manage the site’s "Default" agent through the main agent setting in the new <b>Site AI settings</b> panel in <i>SharePoint site settings</i>.</li><li>For existing sites, the current "Default" agent will automatically become the site’s main agent.</li><li>For new sites, the main agent will be the ready-made agent</li><li>Users no longer access approved agents through the agent picker and overflow menu in the <i>chat pane</i>. All approved agents remain in the <i>Site Assets\Copilots\Approved</i> folder.</li><li>To help users discover agents, site owners and builders should surface agents directly on pages using supported web parts or shared agent links.</li></ul><p>This feature is <b>on by default </b>and does not require tenant-level configuration changes.</p><p><b>[What you can do to prepare]</b></p><p>No immediate admin action is required. We recommend the following preparation steps:</p><ul><li>Ask site owners and builders to review the approved agents on their sites in the <i>Site Assets\Copilots\Approved </i>folder. </li><li>Encourage site owners to add or update agent links on pages using supported web parts, such as:&nbsp;<a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank" style="font-family: sans-serif; font-weight: 400; background-color: rgb(255, 255, 255);">Agent Link web part</a>,&nbsp;<a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Editorial Card web part</a>, and adding shared .agent file links in&nbsp;<a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank" style="background-color: rgb(255, 255, 255); font-family: sans-serif; font-weight: 400;">Text web part</a></li><li>Inform users that agents they <b>recently used</b> can be found in:</li><li><ul><li><i>Build “Owned by me” section by choosing the Agents filter,</i></li><li><i>OneDrive</i> web <b><i>Home &gt; Recent</i></b> view (filterable by agent), or</li><li><i>Microsoft 365 Copilot agents list</i></li></ul></li></ul><p><b>Learn more:</b></p><ul><li><a href="https://support.microsoft.com/office/use-the-agent-link-web-part-719ce79c-64c9-4beb-bdea-e283b5e549df" target="_blank">Use the Agent Link web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/use-the-editorial-card-web-part-bd39d68f-b319-41f6-b232-97435fb128ff" target="_blank">Use the Editorial Card web part | Microsoft Support</a></li><li><a href="https://support.microsoft.com/office/add-text-tables-and-images-to-your-page-with-the-text-web-part-729c0aa1-bc0d-41e3-9cde-c60533f2c801" target="_blank">Add text, tables, and images to your page with the Text web part | Microsoft Support</a>&nbsp;</li></ul><p><b>[Compliance considerations]&nbsp;</b></p><p>No compliance considerations identified. Review as appropriate for your organization.</p><p><b></b></p>

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