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What's new
Microsoft is introducing Knowledge Agent in SharePoint, with enhanced understanding of metadata in agents and—according to Microsoft’s roadmap—in Microsoft 365 Copilot when you reference files, folders, or libraries. The point is simple: when SharePoint content is structured with metadata, Copilot and agents can provide more precise, contextual responses than if they only read the text of documents.
Why it matters for SharePoint
Metadata such as dates, categories, document type, or customer name enables questions that require complete and traceable answers to be answered more accurately. Knowledge Agent can suggest columns, auto-populate metadata (including from scanned PDFs via OCR), and organize libraries so that filtering, sorting, and grouping work as expected. The result is more accurate answers in scenarios where completeness and compliance are important, such as finance, legal, and audit.
The connection to Microsoft Teams
When SharePoint libraries are rich in metadata, it also affects the experience in Teams, where Copilot and chat-based agents are often used. For teams working directly in channels and meetings, this means faster access to the right document versions and more reliable summaries, because the underlying SharePoint content is better described. The effect is especially noticeable when users ask Copilot in Teams to list, compare, or summarize documents by specific fields.
Practical business impacts
In Microsoft’s example, a query about transactions initially returned an incomplete answer without metadata, but became complete and correct after the library was structured with relevant columns. For many organizations, this is critical to being able to trust AI-generated answers during review and reporting. The recommended approach is to use flat lists when content shares attributes, create and name columns based on how you actually search and filter, and supplement with manual fields where only the business has the knowledge.
How to get started
Knowledge Agent is available as a public preview for customers with a Microsoft 365 Copilot license, and IT can opt into the preview. According to Microsoft, metadata understanding in Copilot will roll out when referencing files, folders, and libraries, further increasing the value of investing in metadata in SharePoint today. For Teams users who rely on Copilot, this will effectively mean better precision in everyday questions about content.
Read more:
- Introducing Knowledge Agent in SharePoint (Microsoft Tech Community): https://techcommunity.microsoft.com/blog/spblog/introducing-knowledge-agent-in-sharepoint/4454154
- Microsoft 365 roadmap – metadata understanding for agents: https://www.microsoft.com/en-us/microsoft-365/roadmap?id=502516
- Microsoft 365 roadmap – metadata understanding in Copilot: https://www.microsoft.com/en-us/microsoft-365/roadmap?id=516044
- Using Context IQ to reference files, folders and libraries in Copilot: https://support.microsoft.com/en-us/topic/using-context-iq-to-refer-to-specific-files-people-and-more-in-microsoft-365-copilot-and-copilot-chat-272ac2c1-c5f7-49c9-8a42-2a8a87846fa0
[Read more here...] (https://techcommunity.microsoft.com/t5/microsoft-sharepoint-blog/sharepoint-showcase-how-metadata-and-the-knowledge-agent-elevate/ba-p/4464079)
