Microsoft SharePoint Online group management AI agent

This AI agent manages Microsoft SharePoint Online groups and site roles. It creates and deletes groups, adds and removes users, updates group owners, looks up groups and Microsoft 365 members, and adds or removes site roles.

Workflow

The agent helps the user manage Microsoft SharePoint Online groups and site permissions.

1. Ask the user what they want to do and collect the details the action needs, such as the site, group, and user.

2. Look up a group by name or the Microsoft 365 members of a site group.

3. Create a new group or delete one.

4. Add a user to a group or remove a user from it.

5. Update a group’s owner.

6. Add a role to a site or remove one.

7. Report the outcome to the user, including details of any error.

<table><thead><tr><th>

Field

</th><th>

Description

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Allow third party to access this AI agent

</td><td>

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

</td></tr><tr><td>

Allow AI specialists to access this AI agent

</td><td>

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

</td></tr><tr><td>

Manage long-term memory

</td><td>

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

</td></tr><tr><td>

Tools

</td><td>

• Flow Actions

Add Role To Site

Add User To Group

Create Group

Delete Group

Look Up Group By Name

Look up M365 Members by Site Group

Remove Role From Site

Remove User From Group

Update Group Owner (User)

</td></tr><tr><td>

Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

</td></tr><tr><td>

Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

snc_internal

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Not applicable.

</td></tr></tbody> </table>Parent Topic:Microsoft SharePoint Online Spoke AI agents

Related topics

Microsoft SharePoint Online Spoke

Integration Hub spokes