Create a connector action

In this exercise you will configure a connector action for a declarative agent in Copilot Studio. You’ll use the “SharePoint - List folder” connector to retrieve a list of files from a Products folder that contains product support files.

This exercise should take approximately 15 minutes to complete.

Before you start

This exercise focuses on adding connector actions to an existing agent. This exercise assumes the following:

1. You’ve already created a Product Support declarative agent in Copilot Studio. If you need instructions for creating a declarative agent, see: Create a declarative agent.
2. You have a SharePoint site titled Product Support that contains a document library named Products containing files with sample product-related data. For instructions, see the section titled Before you start within the exercise: Add custom knowledge.

Create a SharePoint connector action

1. In your web browser, navigate to Copilot Studio at https://www.copilotstudio.microsoft.com.
2. From the Library select your Product Support agent.
3. Under actions select Add action.
4. In the Add action window, enter SharePoint in the Search bar. Wait for relevant actions to be displayed in the window.
5. Browse and select the List Folder SharePoint connector action.
6. The modal window displays a connection for the SharePoint connector. A green checkmark will be displayed next to the connector when your connection is active. You may select the … to view details about the connection.
7. Select Next when the connection is active. You’re taken to the List folder page to configure properties for the action.
8. In the Name text box, enter List product support files.
9. In the Description text box, enter List product support files available in the Products folder.
10. Confirm that End user authentication is set to User authentication.
11. Expand the inputs and outputs section.
12. Select the Site Address input.
13. In the Value text box, enter the URL to your Product Support SharePoint site in the format https://DOMAIN.sharepoint.com/sites/ProductSupport then select Done.
14. Select the File Identifier input.
15. Set How will the agent fill this input? to Set as a value from the drop-down then select Confirm.
16. In the Value text box, enter Products then select Done.
17. Select the Add action button and wait for the SharePoint action to be added to your agent. The action should now be listed in the Actions section of your agent’s detail page.

Configure the action

1. From the Actions section, select the List product support files action to open its details page.
2. Navigate to the Outputs tab.
3. For testing purposes, under Choose how this action’s result will be displayed check the box labelled Send a message immediately after running the action. An additional configuration option will be displayed.
4. Select the dropdown under How do you want to display information to the user? then select You create a message. A text box will be displayed.
5. In the Message to display text box, enter You used the SharePoint connector then select Save at the top of the page.

Modify the agent’s instructions

Let’s also update your agent’s instructions providing guidance to use the connector action.

1. From the Details section of your Product Support agent, select Edit.
2. In the Instructions text box, add the following to the existing instructions text: When asked about available support resources, use the SharePoint connector to list the files in the Products folder.
3. Select Save.

Test your agent with the action

1. Expand the Test your agent pane on the right side of your agent’s detail page.
2. Select the refresh button in the test pane to load your agent’s latest changes.
3. In the message box, enter What product support files are available? then send the message.
4. Notice that your agent responds with the message “You used the SharePoint connector” and then lists the files available in the Products folder.

You’ve validated that your connector action works as expected within your agent.