A knowledge agent for Teams + SharePoint
A Fidelic agent reads your SharePoint pages and OneDrive folders and answers questions in Teams with cited sources: grounded in the docs your team actually wrote.
The work that needs an owner
The answer to most questions in your team's chat already lives in SharePoint, OneDrive, or a wiki page someone wrote eighteen months ago. Nobody remembers the URL. People re-ask the same question every week, and the team's institutional memory fades into Teams chat scrollback that nobody can find later.
This route fits when
Heads of operations, knowledge managers, and IT leads at companies running SharePoint Online or OneDrive for Business with 100+ employees. Especially useful for teams with policy libraries, technical documentation, and an active Teams chat habit.
What gets finished each week
- · Indexes the SharePoint sites and OneDrive folders the admin has authorized
- · Answers @-mentions in Teams channels with quoted text and a link to the source page
- · Updates the index incrementally as pages change
- · Logs unanswered questions to a SharePoint list for the team to triage
- · Flags when two pages contradict each other and surfaces both to the channel owner
- · Posts a weekly digest of the most-asked questions and where the answers live
First useful output
A sourced answer in Teams to a real team question, with a link back to the SharePoint page it came from.
Time to first output
Same day
How the work moves
| Trigger | Action | Outcome |
|---|---|---|
| Someone @-mentions a Fidelic agent in a channel asking a question | A Fidelic agent searches the authorized SharePoint and OneDrive content, finds the relevant passage, posts the answer with a citation | Reader gets a sourced reply in seconds; clicks through to the canonical page if they need more |
| A SharePoint page changes | A Fidelic agent reindexes that page incrementally so the answer stays current | Channel answers reflect the latest doc version; no stale answers from cached indexes |
| A Fidelic agent can't find a confident answer | A Fidelic agent logs the question to a SharePoint list and posts a polite 'no documented answer yet' | Knowledge gaps surface as a list, not a vibe; the team triages and writes the missing doc |
| Monday at 9am | A Fidelic agent posts the week's most-asked questions and where the answers live in the knowledge channel | Lead sees what the team is searching for; identifies docs that need a refresh or a friendlier title |
Connections this work requires
Wire Teams channels and chats
How the agent listens for @-mentions, posts threaded replies, and uses adaptive cards. Base wiring every other use case depends on.
Wire SharePoint and OneDrive
Start with the finished Microsoft 365 work product, then approve only the SharePoint or OneDrive records and operations needed to produce it.
Recommended fidelic agent
AI Knowledge Analyst
What the work costs
A Fidelic agent costs a small fraction of what a mid-market knowledge manager or operations analyst costs. The agent does the parts of knowledge work that scale: the reading, the indexing, the citation. A knowledge manager runs $8 to 12K/month fully loaded; the curation calls and the strategy decisions stay with them. See the math on /pricing.
The boundary around this connection
A Fidelic agent currently does not:
- Read pages the SharePoint admin has not explicitly authorized via Sites. Selected. The agent stays out of unauthorized sites by design.
- Read files behind Microsoft Information Protection labels that block external apps. Those skip silently and surface in the agent's source attribution.
- Author or edit SharePoint pages. The agent reads and cites; humans write.
- Index personal OneDrive folders by default. Only OneDrive for Business folders the admin shares get indexed.
Choose what to inspect next
- → Back to Microsoft Teams Review the complete connection and its related work.
- → See the Agents directory Compare the roles available to hire.
- → All integrations
Follow the connected questions
Start and work together includes this decision and the questions that usually change it.
Which systems should an AI agent connect to?
Connect the smallest set of systems needed to read the source, write the work product, and preserve the record the business already uses.
Inspect supported integrations →What data should an AI agent be allowed to access?
Grant only the systems and records required for the role. Keep credentials, customer boundaries, logs, and approval rules explicit.
Where should an AI agent’s work appear?
Use the environment where the right people can see the result, inspect the source trail, correct it, and make the next decision.