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Copilot In Sharepoint Skills

In brief

The article now explains how to create and manage site skills from Settings > Site skills, including uploading, editing, enabling, disabling, copying, restoring, downloading, and deleting skills. It also clarifies storage, ownership, and permissions.

What SharePoint admins need to know

Site owners can use the documented management page and controls to administer site skills. No action is required.

Summaries are generated from the documentation change itself.

Documentation change

The comparison below shows only the changed extract. Use the full-page view for complete context.

Personal and site skills use the same built-in capabilities of Copilot in SharePoint and can chain those building blocks into a sequence of steps. Depending on what Copilot in SharePoint supports on a site, both skill types can understand and summarize content, organize files and folders, and interact with SharePoint content such as lists. Their main differences are ownership, storage, and availability.

NoteImportant

Skills can't connect to external systems or execute custom code. A skill can only perform actions the user already has permission to do and doesn't expand access or introduce new capabilities beyond what Copilot in SharePoint provides.

Personal skills are stored in the skill owner's OneDrive and are available to the owner across supported Copilot in SharePoint experiences.

Learn how to create personal skills.

Site skill storage

Site skills are stored as Markdown (.md) files stored in the site's Agent Assets library,library under /Agent Assets/Skills/<skill-name>/SKILL.md. The site admin owns and manages them, while authorizedthese skills. Authorized site members can create or use them according tobased on their SharePoint permissions.

You can create and manageCreate site skills through chat. YouCopilot chat or from the Site skills page by selecting Settings > Site skills. Site owners can also reviewuse the underlying .md file directly if needed.Site skills page to upload, review, edit, enable, disable, copy, replace, restore, download, and delete site skills. If you edit the .md skill file directly, keep the format intact so Copilot in SharePoint can continue to interpret the skill correctly.

Governance and permissions

Personal skill governance

Personal skillsUsers own personal skills, which are owned by the user and stored in the user'stheir OneDrive. They are subject to applicable OneDrive retention, sensitivity, auditing, and lifecycle policies.

Site skill governance

The site admin owns and manages site skills. The product creates and manages the Agent Assets library is created and managed by the product andlibrary, which can't be deleted. You can, however,However, you can apply standard SharePoint file governance to site skill files (for example,files, such as permissions, retention, sensitivity labels, and auditing)auditing, the same way you would for other content stored in SharePoint.

By default, any user with Edit permissions on the site can create a site skill, and any user with View permissions can use it. If you need a different model, you can break permission inheritance on the Agent Assets library and apply more restrictive permissions.

Prerequisites

  1. Access to a SharePoint site where Copilot in SharePoint is available.

  2. Permissions to the site:

    • Edit to create skills, skills
    • View to run skills.skills

Note

Create a personal or site skill

  1. Open the Copilot in SharePoint chat panel from a site page or a document library. Make sureEnsure the page isn't in edit mode.

  2. Ask Copilot to create a skill. Copilot uses the built-in Create skill capability to guide you through the process.

  3. Describe the reusable workflow, including the steps, inputs, and expected outputs.

  4. Specify whether the skill should be personal or site-specific. If you don't specify a type, Copilot can help you choose based on the workflow and where you want to use it.

    Personal skill example: "Create a personal skill that reviews documents using my preferred structure, checks headings and terminology, and recommends consistent formatting."

    Site skill example: "Create a site skill to review legal contracts to verify whether contract documents mention a lawyer ID in the xxx-xxx format (where x is an alphanumeric character). If a contract is notisn't valid, add the document name to the Invalid Contracts list. Create the list with relevant columns if it doesn't exist."

  5. Review the draft skill definition that Copilot returns. If needed, ask Copilot to refine the steps, inputs, or outputs.

    Screenshot of the draft skill definition returned by the agent for review.

  6. Confirm that you want to save the skill.

Manage site skills

To manage the skills associated with a site, select Settings > Site skills.

The page lists each skill's name, source, status, last modified date, and creator. Use Filters or Search by name or creator to find a skill.

  • To create or upload a site skill, select Create or upload, and then select Create with Copilot or Upload. Use Refresh if a skill created with Copilot doesn't appear in the list immediately. New and uploaded skills are enabled by default.
  • To manage one or more skills from the list, select the skills, and then select Enable or Disable, Copy to sites, or Delete.
  • To review a skill in the Skill detail page, select its name or select Open. On the Overview tab, you can review its instructions and details. From this page, you can try the skill in Copilot, edit it manually or with Copilot, replace its package, copy it to other sites, download it, or delete it.
  • To review or restore an earlier version, open the skill and select the Versions tab. Restoring an earlier version creates a new current version and doesn't overwrite the existing version history.

Note

Some actions, including edit, replace, download, and version restore, are available only in the Skill detail page.

Run a skill

  1. In the document library, select one or more files that you want the skill to work on. This step is optional but recommended for testing.

Built-in skills aren't personal or site skills, and they aren't stored in OneDrive or the Agent Assets library. Users can't edit them directly, but they can extend their functionality by creating their own skills. The built-in Create skill capability guides users through creating personal and site skills.

\ No newline at end of file To view the built-in skills currently available, enter /skills in the Copilot in SharePoint chat and review the skills listed under Built-in skills. \ No newline at end of file

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