AI in SharePoint has contextual awareness of where you are in SharePoint to help find the best answer to your question.

Select Ask a question in the Floating Button to begin interacting with AI in SharePoint in the chat pane.

Whether you are asking a question about a page or a specific file or folder, AI in SharePoint uses contextual Q&A to observe where you are in SharePoint and initially scopes to what is selected on the canvas. If it cannot find the answer within this scope, it searches for the answer within the site.

Here is an example of how AI in SharePoint is scoped based on what is observed on the canvas:

  • When you are on the site home page, AI in SharePoint is scoped to the site.

  • When you are on a news post/page, AI in SharePoint is scoped to the page.

  • When you are viewing search results in SharePoint, AI in SharePoint is scoped to the site.

  • When you are in the document library, AI in SharePoint is scoped to all content in the document library.

  • When you have folders selected in document library, AI in SharePoint is scoped to the selected folders.

  • When you have files selected in document library, AI in SharePoint is scoped to the selected files.

  • When you are in a SharePoint list, AI in SharePoint is scoped to items in the list (coming soon).

Let's try it out

  1. Sign in to your SharePoint site with your work or school account.

  2. Open the agent chat pane: On any SharePoint site, page, or document library, select Ask a question in the Floating Button or choose the Agents coin icon in the suite navigation on the upper right. The agent chat pane opens on the right side of the screen.

  3. Select an agent: If AI in SharePoint (preview) isn’t selected, select it from the dropdown arrow next to the current agent. Agents here have been approved for the site, along with a personalized list of agents based on your recent activity. You can choose the agent you want to use from the dropdown arrow.

  4. Select  Show more to expand and see more if available.

  5. Start asking questions about the site or documents using AI in SharePoint (preview).

Supported file limit and types 

File limit: You can select up to 5 files at a time.

Supported file types:  

  • Office documents: DOC, DOCX, PPT, PPTX, XLSX

  • New Microsoft 365 formats: FLUID, LOOP

  • Universal formats: PDF, TXT, RTF

  • Web files: ASPX, HTM, HTML

  • OpenDocument formats: ODT, ODP

  • Audio overviews are supported only for Word and PDF files.

Facebook LinkedIn Email

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Microsoft 365 subscription benefits

Microsoft 365 training

Microsoft security

Accessibility center