What if you could greet visitors with a custom agent for your SharePoint site, instead of the generic Copilot site agent?
September 13, 2026
Copilot
GTM Strategy & Storytelling
Enterprise GTM, Sales, Marketing Leadership
Customer Transformation Stories
Global SaaS & AI GTM
GTM Strategy & Storytelling
Enterprise GTM, Sales, Marketing Leadership
Customer Transformation Stories
Global SaaS & AI GTM
What if you could greet visitors with a custom agent for your SharePoint site, instead of the generic Copilot site agent?
With the new ‘Site AI’ setting in SharePoint, you can set a custom agent as the default for your entire site, so visitors get an assistant that actually knows your content and processes.
In this week’s tip, I build a quick custom agent for a marketing resources site that helps visitors make the most of the assets, but the best part is:
→ Setting it as the default agent under Site Settings, ‘Site AI’
→ And add a one-click shortcut with the new Agent Link web part
It’s a small feature that can have a big impact in site usability.
What would you build a custom agent for?