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            AI Agent for SharePoint Support Resolution

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            AI Agent for SharePoint Support Resolution

            Sharepoint Assistance is a conversational specialized AI agent that helps employees manage SharePoint sites and collaborate securely. Use this agent to provision or delete site collections, grant or revoke user permissions, manage access levels, and troubleshoot synchronization errors. This agent facilitates enterprise collaboration.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Service Catalog Items

            This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

            • Request SharePoint Site Access
            • Request Site Deletion

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Answer Questions with Knowledge
            • Get Eligible Service Catalog Items
            • Execute Service Catalog Item Flow
            • Get Product Launch Card
            • Create Incident For Employee
            Example
            Example

            Granting access to a SharePoint site

            Scenario: Project Manager Helen needs to give her new contractor access to the project SharePoint site.

            • Helen: I need to give access to our project SharePoint site for contractor Mike Johnson. He needs to view and edit documents.
            • AI Agent: I can grant that SharePoint access. To confirm before I proceed, which site is this for, and should Mike have "Edit" permissions or "Full Control"?
            • Helen: It's the "Project Phoenix" site, and Edit permissions are sufficient.
            • AI Agent: Mike Johnson has been granted Edit permissions to the "Project Phoenix" SharePoint site. He'll receive an email invitation to access the site and can start viewing and editing documents immediately. His access is configured as a contractor account with a 90-day review period.
             
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