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Get started with Knowledge Agent (preview)

Note

This article applies to the preview version of Knowledge Agent in SharePoint.

Knowledge Agent isn't currently supported in Microsoft 365 Government - GCC, GCC High, DoD, or Office 365 air-gapped cloud environments.

Knowledge Agent is a built-in SharePoint capability designed to help your organization prepare content for AI. It enriches, organizes, and maintains SharePoint content in a structured, authoritative format—optimized for Microsoft 365 Copilot agents.

For eligible tenants, a new agent button appears in the lower-right corner of SharePoint surfaces, giving qualifying users access to advanced AI capabilities. These include automated content enrichment, metadata optimization, and intelligent page summarization.

Prerequisites

Role definitions for site access

  • Site Owner: A user with full Site Owner permissions.
  • Content Manager: A user with read, write, and list permissions.
  • Content Creator: A user with read and write permissions to site contents or at least Site Members group access.
  • Content Consumer: Any user with at least Read permissions to site contents or at least Site Visitors group access.

Enable Knowledge Agent

For preview, you configure availability using PowerShell. You use KnowledgeAgent parameters in Set-SPOTenant to enable Knowledge Agent across all sites, selectively include sites, or selectively exclude sites.

For multi-geo tenants, the PowerShell script must be run in each geo to enable Knowledge Agent in that region.

The enablement process will change for general availability.

Use the SharePoint Online Management Shell version 16.0.26615.12013 or later to manage access to the Knowledge Agent preview for users with Copilot licenses. For setup instructions, see Get started with SharePoint Online Management Shell.

If you already have the SharePoint Online Management Shell installed, make sure you're running the latest version by running the following command in administrative mode: Update-Module -Name Microsoft.Online.SharePoint.PowerShell.

To resolve versioning errors

If you get the following error, it might indicate that you have multiple or conflicting versions of the SharePoint Online Management Shell installed:

Set-SPOTenant : A parameter cannot be found that matches parameter name 'KnowledgeAgentScope'

To resolve the issue, follow these steps:

  1. Remove the conflicting SharePoint modules by opening Add or remove programs, and searching for SharePoint. Uninstall any SharePoint admin modules you find.

  2. Check the installed modules by running the following command:

    Get-Module -Name *SharePoint* -ListAvailable

    If multiple versions are listed, remove them using:

    Uninstall-Module -Name <ModuleName>

  3. Manually delete the remaining modules. If you encounter exceptions during uninstall, use this command to locate the module path:

    (Get-Module -Name *SharePoint* -ListAvailable).Path

    Navigate to the parent folder and manually delete it.

  4. Restart PowerShell. Close the terminal and reopen it to clear any modules loaded in memory.

  5. Repeat cleanup. Repeat steps 2 and 3 until no SharePoint Online PowerShell modules remain.

  6. To install the latest SharePoint Online PowerShell module, run:

    Install-Module -Name Microsoft.Online.SharePoint.PowerShell

    Note

    To verify the installed version, use the following command:

    (Get-Module -Name Microsoft.Online.SharePoint.PowerShell -ListAvailable).Version

    If multiple versions appear, repeat the previous cleanup steps.

KnowledgeAgentScope

  • Description: Allows administrators to control which SharePoint sites the Knowledge Agent feature is available on.

  • Valid values:

    • AllSites: Knowledge Agent is available on all sites.

    • IncludeSelectedSites: Knowledge Agent is available only on sites specified in KnowledgeAgentSelectedSitesList 

    • ExcludeSelectedSites: Knowledge Agent is available on all sites except those specified in KnowledgeAgentSelectedSitesList.

    • NoSites: Knowledge Agent isn't available on any sites. (This is the Default value.)

  • Note: Requires Microsoft 365 Copilot license.

KnowledgeAgentSelectedSitesList

  • Description: Allows administrators to pass a list of SharePoint site URLs to include or exclude from the Knowledge agent feature.

  • When KnowledgeAgentScope = ExcludeSelectedSites: the list is treated as sites to EXCLUDE (site opt-out list).

    • When  KnowledgeAgentScope = IncludeSelectedSites: the list is treated as sites to INCLUDE (site opt-in list).

  • By default, this overwrites any existing list with the provided list.

  • This parameter can only be called when KnowledgeAgentScope is set to IncludeSelectedSites or ExcludeSelectedSites.

  • The list of site URLs can't exceed 100 items.

  • Note: Requires Microsoft 365 Copilot license.

KnowledgeAgentSelectedSitesListOperation

  • Description: Specifies the operation to perform on the Knowledge Agent feature's current sites list.

  • Valid values:

    • Overwrite: Overwrite the existing sites list (default).

    • Append: Append the input list of sites to the existing sites list.

    • Remove: Remove the input list of sites from the existing sites list.

  • Note: Calling this parameter without KnowledgeAgentSelectedSitesList has no effect.

Example usage

Enable Knowledge Agent on all sites

# Connect to SharePoint Online admin center
Connect-SPOService https://yourtenant-admin.sharepoint.com

# Enable Knowledge Agent for all sites in the tenant
Set-SPOTenant -KnowledgeAgentScope AllSites

# Verify the configuration
Get-SPOTenant | Select-Object KnowledgeAgentScope

Enable Knowledge Agent on specified sites

# Connect to SharePoint Online admin center 
Connect-SPOService https://yourtenant-admin.sharepoint.com 

# Set Knowledge Agent to be available only on the included sites 
Set-SPOTenant -KnowledgeAgentScope IncludeSelectedSites 

# Specify sites to enable Knowledge Agent (initial inclusion list) 
Set-SPOTenant -KnowledgeAgentSelectedSitesList @("https://yourtenant.sharepoint.com/sites/site5", "https://yourtenant.sharepoint.com/sites/site7") 

# Add additional sites to the existing inclusion list (if needed) 
Set-SPOTenant -KnowledgeAgentSelectedSitesList @("https://yourtenant.sharepoint.com/sites/site3") -KnowledgeAgentSelectedSitesListOperation Append 

# Verify the inclusion configuration 
Get-SPOTenant | Select-Object KnowledgeAgentScope, KnowledgeAgentSelectedSitesList 

Enable Knowledge Agent on all sites except specified sites

# Connect to SharePoint Online admin center
Connect-SPOService https://yourtenant-admin.sharepoint.com

# Set Knowledge Agent to be available on all sites except selected sites
Set-SPOTenant -KnowledgeAgentScope ExcludeSelectedSites

# Specify sites to exclude from Knowledge Agent (initial exclusion list)
Set-SPOTenant -KnowledgeAgentSelectedSitesList @("https://yourtenant.sharepoint.com/sites/site1", "https://yourtenant.sharepoint.com/sites/site2")

# Add additional sites to the existing exclusion list (if needed)
Set-SPOTenant -KnowledgeAgentSelectedSitesList @("https://yourtenant.sharepoint.com/sites/site3") -KnowledgeAgentSelectedSitesListOperation Append

# Verify the exclusion configuration
Get-SPOTenant | Select-Object KnowledgeAgentScope, KnowledgeAgentSelectedSitesList

Disable Knowledge Agent

# Connect to SharePoint Online admin center
Connect-SPOService https://yourtenant-admin.sharepoint.com

# Disable Knowledge Agent for all sites in the tenant
Set-SPOTenant -KnowledgeAgentScope NoSites

# Verify Knowledge Agent is disabled
Get-SPOTenant | Select-Object KnowledgeAgentScope
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