Using Copilot Studio you can create a Copilot for your Intranet (or other SharePoint sites) using your SharePoint content as a data source. Visitors to the SharePoint site, Microsoft Team or even public website can ask questions and get answers from your content. Perfect for employee self-help, researching knowledge bases or finding answers from your information quickly.

The Copilot can use Word documents, PDF files, PowerPoint files and Modern Pages, from a list of SharePoint sites specified in the content source list. In addition to SharePoint, the Custom Copilot can also be accessed from Microsoft Teams, and websites.

Before you begin, review the content you will be using and ensure it is up to date and doesn’t include sensitive information. End users will need access to the sites this to work well.

The starting point is Copilot Studio, if you don’t have a subscription, you can enable a trail license to get started.

Choose “Create a custom Copilot” to get started.

• Give the Copilot a name (note that this name will appear when the Bot starts up, so choose a good name)
• Enter your SharePoint site URL in the website field (you can add more later)
• Create

SharePoint Content will not appear in the Custom Copilot without setting up authentication the Azure Portal.

• Configure an App Registration for your Custom Copilot (instructions).
• Microsoft Graph needs File Read and Site Read permission (instructions)

Once this is configured, you should be able to query the Custom Copilot in Copilot Studio. If this doesn’t work, then it is usually an authentication issue (see steps above). You can identify this by entering a prompt in Copilot Studio that worked when you had the default “Authenticate with Microsoft” option selected, but fails if the “Authenticate manually” configuration. In the Graph API permissions ensure you have Read All Sites and Read All Files approved.

Test the Copilot in Copilot Studio and once you are ready to go, Publish the Custom Copilot.

Now you are ready to add the Custom Copilot to your SharePoint site:

• In Copilot Studio, go to the Channel’s screen and choose Custom Website, then copy the code snippet.
• In Site Settings \ HTML Field Security, add: Copilotstudio.microsoft.com
• Add an Embed webpart and paste the code snippet from step above
• Publish your page

Your Custom Copilot is ready to go. Give it a try!

You can create multiple Custom Copilots, for example one for HR, another for a Knowledgebase or a subject area. Custom Copilot’s are a great way to help people self-serve and discover content.

How much does a Custom Copilot cost? Find out here.

To learn more about building Custom Copilot, check out this article on Microsoft Learn.