Timothy Boettcher

GTM Strategy & Storytelling

Enterprise GTM, Sales, Marketing Leadership

Customer Transformation Stories

Global SaaS & AI GTM

Timothy Boettcher

GTM Strategy & Storytelling

Enterprise GTM, Sales, Marketing Leadership

Customer Transformation Stories

Global SaaS & AI GTM

Blog Post

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
What if you could greet visitors with a custom agent for your SharePoint site, instead of the generic Copilot site agent?

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?

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