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Publish an agent to SharePoint

After you publish an agent, you can make it available to your SharePoint users. You must publish the agent before your SharePoint users can interact with it.

Configure the SharePoint channel

After publishing your agent, configure it for the SharePoint channel.

Important

  • This procedure requires you to have WRITE access to the SharePoint site.
  • The agent follows Copilot Studio billing policies and consumes Copilot Studio capacity, even when the agent is used in SharePoint.
  1. Go to the Channels page for your agent.

  2. Select the SharePoint tile to open the configuration panel.

  3. Select your SharePoint site from the list or enter its name manually. You can select from recently used SharePoint sites.

  4. Select Deploy, and then select Confirm to finalize the deployment.

  5. After the success message appears, you can close the configuration panel.

    Screenshot of the Select SharePoint panel indicating the successful deployment of the SharePoint site as a channel.

Test your deployed agent

Test the agent by using both the test chat panel in Copilot Studio and Copilot chat in SharePoint before promoting the agent to your SharePoint site. To see the agent in SharePoint:

  1. In the Copilot Studio, open the configuration panel for the SharePoint channel.

  2. Select the SharePoint site link for your agent in the Deployment Status area.

    Screenshot of the SharePoint site link in the Deployment Status area of the configuration panel for the SharePoint channel.

Undeploy the agent from a SharePoint site

You can remove an agent from a SharePoint site.

  1. In the Copilot Studio, open the configuration panel for the SharePoint channel.

  2. Select Undeploy.

    Screenshot of the SharePoint configuration panel with the Undeploy button highlighted.

Make your agent available to all SharePoint users

Once you deploy your agent to SharePoint, test it directly in SharePoint to verify its usability. If you want the agent to be easily visible to all users of your SharePoint site, mark the agent as Approved. An approved agent appears in a dedicated Approved section in SharePoint and is visible to all SharePoint users in the agent picker side pane.

For more information, see Manage agents in SharePoint.