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Get started with SharePoint agents

SharePoint agents, powered by AI, help users quickly find information and insights on SharePoint sites, pages, and document libraries. These agents access your organization's data the same way Copilot in other Microsoft 365 apps does, responding to users based on their access permissions to the data. This article discusses how admins can get started with SharePoint agents, including setting up pay-as-you-go billing and managing Azure resources for agents.

Understand who can set up and use agents

Action Requirements for the user
Create and configure an agent - Assigned with a Copilot license or your organization has the pay-as-you-go billing set up
- Ability to add new files to a SharePoint site
Interact with an agent - Assigned with a Copilot license or your organization has the pay-as-you-go billing set up

Important

If your organization hasn’t adopted Microsoft 365 Copilot, it’s recommended to review the requirements and learn how to adopt it for your organization. Learn more.

Use agents with Copilot licenses

Users can use SharePoint agents after being assigned a Copilot license. You can use the Microsoft 365 Copilot setup guide in the Microsoft 365 admin center to assign the required licenses to users. For more information, see Assign licenses to users in the Microsoft 365 admin center and Microsoft 365 Copilot requirements. See more about controlling user access through licensing.

Use agents with pay-as-you-go billing

To use pay-as-you-go billing, you need to first set up SharePoint agents as a resource in Azure. That resource is used whenever a user without a Microsoft 365 Copilot license uses a SharePoint agent. For more information, see Use agents with pay-as-you-go billing.

Comparison of Copilot licenses, pay-as-you-go billing, and the trial promotion

What does the user get with pay-as-you-go billing, a Copilot license and the trial promotion? Here is a comparison:

Licensed for Microsoft 365 Copilot Pay-as-you-go Enabled Trial promotion access opted In What does the user get?
No No No Cannot create or use agents
No Yes No All unlicensed users get to create and use agents and are billed per pay-as-you-go billing.
No Yes Yes All unlicensed users can create and use agents up to 10,000 queries per month and then pay-as-you-go kicks in once the user exceeds the 10,000 queries limit for the month; or once the six-month promotion is over.
Yes Yes Yes - Licensed users can create and use agents without using the trial promotion or pay-as-you-go billing.
- Unlicensed users can create and use agents up to 10,000 queries per month and then pay-as-you-go kicks in once the user exceeds the 10,000 queries limit for the month; or once the six-month promotion is over.
Yes No No - Licensed users can create and use agents.
- Unlicensed users can't create or use agents.