Supercharge HR Support with SharePoint Copilot Agents

Managing HR information — from leave policies and onboarding guides to workplace procedures — is a common challenge for growing businesses. Staff often struggle to find the right document or form, and HR teams spend valuable time answering the same questions over and over again.

But with Microsoft Copilot Agents in SharePoint, you can now put an intelligent assistant at the fingertips of every employee — one that understands your HR content and can answer questions in plain English.

🤖 What Is a Copilot Agent?

A Copilot Agent is an AI-powered assistant built into SharePoint that can summarize documents, search your internal content, and answer questions based on the data you choose to give it access to.

Imagine your team asking:

“How many weeks of parental leave am I entitled to?”
“Where can I find the new starter checklist?”
“What’s our remote work policy?”

Instead of digging through folders or sending an email to HR, staff simply chat with the Copilot agent — and it provides accurate, secure, and fast answers based on your HR site content.

📂 Use Case: An HR Assistant for Your Team

Let’s say you already have an HR SharePoint site where you store:

• Company policies
• Leave forms
• Onboarding guides
• Workplace health and safety procedures

With a Copilot Agent assigned to this site, your team can now interact with that content like never before — asking questions and receiving answers instantly.

It reduces HR admin time, empowers employees to self-serve, and ensures your team has access to up-to-date information 24/7.

🧭 How It Works (and How We Can Help)

Setting up a Copilot Agent involves connecting it to your HR SharePoint content, choosing what documents or pages it can access, and ensuring only appropriate, non-sensitive content is included. Once active, the agent can be shared with your entire team or specific departments.

While the setup process is straightforward for IT administrators, our team can assist by:

• Reviewing your HR content and structure
• Configuring the agent to match your business needs
• Ensuring permissions and security settings are correctly applied
• Training your staff on how to use it

💬 How Do Staff Use It?

Once enabled, employees can access your Copilot Agent in several convenient ways:

• Via Microsoft Teams – through the Copilot button or sidebar
• Directly in SharePoint – on the HR site itself
• Through copilot.microsoft.com – by logging in with their work account

No special training is needed — just type your question and get helpful, relevant answers.

🔐 Security and Privacy First

Before enabling a Copilot Agent, it’s important to ensure your HR content is appropriate for search and AI access. This includes:

• Reviewing files for sensitive personal information (like tax file numbers, health data, or salary details)
• Organizing permissions so only the right people can access the right information
• Ensuring your SharePoint site is up to date and well-structured

Copilot respects existing Microsoft 365 security and access controls, meaning staff will only see answers based on content they already have permission to view.

We’ll work with you to make sure the system is both safe and compliant with your internal data policies.

📣 Ready to Empower Your Team?

Copilot Agents represent a big step forward in making company knowledge accessible and useful. If you’d like to explore how to bring this to your business — starting with your HR site — we’d be happy to help.

📩 Contact our team to schedule a Copilot readiness review and start building your first AI assistant today.