Knowledge Assistants
AI Knowledge Agent for Microsoft 365
Cited answers from SharePoint and OneDrive content, delivered in Teams or a web app, inside the permissions you approve.
Years of SharePoint sites and OneDrive folders hold your organization's knowledge, but finding it is slow. This agent answers staff questions from SharePoint and OneDrive documents, citing the source file each time, in Teams or a web app. An Azure app registration with Microsoft Graph permissions limits exactly what it reads. Outlook and Teams data are only included where approved.
- Cited answers from SharePoint and OneDrive documents
- Ask in Teams or a web app, where staff already work
- Graph permissions approved by IT limit what it reads
$10,400
20–30 working days
Optional maintenance $520/mo
What it is
AI Knowledge Agent for Microsoft 365 answers staff questions from SharePoint and OneDrive documents, and from Outlook or Teams data where approved, citing the source file each time. An Azure app registration with Microsoft Graph permissions limits what it reads. It covers up to 2,000 documents and 3 permission groups.
Why businesses buy it
In Microsoft 365 organizations, the right document usually exists, but it sits in one of hundreds of sites and folders. Staff give up and ask colleagues, or use an old copy. This agent answers with a citation to the current file, so people move faster and act on the right version. The written scope sets the sources, Graph permissions, groups and the accuracy benchmark before you order, which makes the IT and security review simple.
Problems this solves
SharePoint sites and OneDrive folders make documents hard to track down
The agent answers staff questions from SharePoint and OneDrive documents and cites the source file each time. People reach the right document without browsing site after site.
Knowledge is split between documents, Outlook and Teams chats
Where approved, the agent can also draw on Outlook or Teams data. It covers up to two thousand documents, plus one more source if you need it.
IT needs firm control over what an assistant can read
An Azure app registration with Microsoft Graph permissions limits what it reads. Up to three permission groups decide what each person sees, and access uses keys you control.
A good fit if
Your organization stores policies and procedures across SharePoint sites and OneDrive folders.
IT can create an Azure app registration and approve only the Microsoft Graph permissions you agree.
Staff already work in Microsoft Teams and would ask questions there.
You need up to 3 groups, such as staff, managers and HR, to see different answers.
Not the right fit if
You want AI-ranked search results across Microsoft 365 rather than written answers. See AI Internal Search for Microsoft 365.
You want documents, wikis and drives from more sources unified into one hub. See AI Company Knowledge Hub for Microsoft 365.
You want a Teams helpdesk for IT and service requests that routes what it cannot answer. See AI Helpdesk Agent for Microsoft Teams.
Your files are in Google Drive. See AI Knowledge Agent for Google Workspace.
How it works
- Your IT team registers an Azure app and grants the agreed Microsoft Graph permissions. The agent reads nothing beyond them.
- Named SharePoint sites and OneDrive folders, plus Outlook or Teams data only if approved, are indexed up to 2,000 documents.
- Content is split across up to 3 permission groups, so HR files only inform answers for the HR group.
- Up to 50 users ask in Teams, Slack or a web app and receive answers linked to the source file.
- A monthly refresh re-reads the agreed sites and folders.
- 60 benchmark questions are scored before launch and written up in an accuracy report.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- An Azure app registration with the agreed Microsoft Graph permissions.
- A Microsoft 365 admin for a 30-minute setup call.
- The SharePoint sites and OneDrive folders to include, and whether Outlook or Teams data is in scope.
- Your user list and up to 3 permission groups.
- 30 sample questions with expected answers.
- A tenant admin for sign-in on Teams, Slack or the web app.
- One decision-maker for approvals.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; Graph permissions, sites and groups agreed.
Weeks 1–2
SharePoint and OneDrive content indexed.
Week 3
Permission groups and the Teams, Slack or web interface connected.
Weeks 3–4
60 benchmark questions scored, accuracy report shared.
Week 4
Your review and two rounds of changes.
Go-live
Live, mapping documented, recorded handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $10,400 |
| Express | 15–25 working days | $11,450 |
| Rush | 10–20 working days | $12,500 |
What you receive at handover
- The AI knowledge agent for Microsoft 365, live in a web app, Slack or Microsoft Teams
- A Microsoft 365 connection through an Azure app registration, with documented field mapping
- Cited Q&A over up to two thousand documents, with three permission groups and a monthly refresh
- A test report on sandbox or test records, with sixty benchmark questions and an accuracy report
- An admin guide and the recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can make SharePoint content easier to reach
- Helps IT approve AI use through permissions it already manages
- Gives staff cited answers they can check
- Time to find a document
- Time a set of real lookups in SharePoint before launch. Repeat the set with the agent.
- IT helpdesk 'where is' tickets
- Count tickets asking where to find documents, for a month before and after launch.
- Benchmark accuracy
- Re-run the sixty benchmark questions after a few months and compare with the launch report.
Before you start: List the SharePoint sites in scope and time a sample of document lookups. Note how many 'where is' requests reach IT.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build itself is a one-time payment, shown before you buy. Afterwards the agent costs roughly $50 to $300 a month in your own accounts for AI model usage, the vector database and hosting, rising with indexed volume and question count.
Microsoft 365 licenses are unchanged. Build and testing AI usage is billed to your accounts.
Ask about running costsCustom requirements
More SharePoint content than 2,000 documents, a fourth permission group, a second interface or custom Microsoft 365 objects outside the mapping are quoted in writing. Add a note at checkout for a Change Quote. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance for this edition. It covers monitoring, fixes and monthly hours for adding a SharePoint site, changing group membership or extending the benchmark, and the change hours scale with the build. Maintenance starts after the included support period and can be cancelled any month.
$520/mo (5% of the build price a month, includes 5 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A suite AI assistant is licensed per user monthly | A Microsoft partner quotes after discovery | Ours is one fixed price, shown before you buy |
| What it reads | A vendor-defined scope | Agreed in discovery | Ours reads only the Graph permissions you grant |
| Accuracy | Rarely measured on your files | Depends on the contract | Ours is scored on 60 of your questions |
| Delivery | License today, tune for months | Several weeks of project time | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which Microsoft Graph permissions does the agent need?
Only those agreed at intake for the SharePoint sites, OneDrive folders and any Outlook or Teams data you include. Your IT team grants them through an Azure app registration, and the list is written into the documented mapping. Anything not granted is simply out of the agent's reach.
Can it answer from SharePoint document libraries?
Yes. SharePoint sites you name are indexed, including the documents stored in their libraries, up to the 2,000-document limit across all sources. Each answer links back to the SharePoint file it used, so staff can open the original and check the wording themselves.
Is Outlook email included by default?
No. Outlook and Teams data are included only when your admin approves those scopes, and the build can run on SharePoint and OneDrive alone. If you include a shared mailbox, it is listed in the mapping and assigned to a permission group like any other source.
Can staff ask the Microsoft 365 knowledge agent inside Teams?
Yes. Teams is one of the three interface options, alongside Slack and a web app, for up to 50 users. Sign-in is set up with your tenant admin, and the permission group each person belongs to decides which content their answers draw on.
What does the Microsoft 365 knowledge agent cost to run?
Roughly $50 to $300 a month in your own accounts for AI model usage, the vector database and hosting. A large SharePoint index and frequent use sit toward the top of that range. Microsoft 365 licenses are separate and unchanged by this build.
What are the delivery options for the Microsoft 365 edition?
The standard, Express and Rush delivery times are shown in the price panel before you order, and the clock starts after a verified intake. Every option includes indexing, permission groups and the 60-question benchmark with an accuracy report before anyone relies on it.
Answers from SharePoint, without the folder hunt.
Order AI Knowledge Agent for Microsoft 365 and up to 50 staff get cited answers from SharePoint and OneDrive, inside the permissions IT approves.
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