InSearch

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SharePoint agents alternative: cross-app cited search without the 20-source limit

Agents in SharePoint are a genuinely good feature, and most of what is written about them online oversells what they are. A SharePoint agent is a scoped question-and-answer bot that sits on a site, a document library or a set of files you choose. It answers from that content, it respects the permissions on that content, and it took Microsoft roughly one click to make it appear. For a policy library, a project site or an onboarding hub, that is a real win with no procurement cycle attached.

One search · cited answers · permission-aware

Answer Console
Permission-aware · no PII
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Sources

Ask your company anything

InSearch searches across Drive, Slack, Notion, Confluence, Gmail, Jira and Salesforce in one query and returns a written answer with citations, only ever from sources you're allowed to see.

Drive Slack Notion Confluence Gmail Jira Salesforce
↓ one clear, cited answer

Searching connected apps

Working

Answer

Only sources you have access to
Sources

Live, interactive · cited answers

Every answer cited to its source documents · permission-aware · never trains on your data

The limit that decides whether it can be your company search is published in Microsoft's own documentation: you can include up to 20 source items as the knowledge source of an agent, and those source items can be sites, document libraries, folders and files. Twenty. That is a deliberate design decision, not an oversight, because a SharePoint agent was built to be narrow and precise rather than broad. The supported file types are equally specific: DOC, DOCX, PPT, PPTX, XLSX, PDF, TXT and RTF, with images, meeting recordings, videos and OneNote listed as coming later.

Then there is the licensing question, which is where most evaluations stall. To create an agent you need a Microsoft 365 Copilot license and the ability to add files to the site. To use one you need either that license or a pay-as-you-go billing policy your admin sets up as a resource in Azure. With neither, Microsoft's own comparison table says plainly that users cannot create or use agents. And because SharePoint agents are grounded in the tenant graph, Microsoft documents that each interaction with a SharePoint agent uses 12 messages, 10 for tenant graph grounding and 2 for the generative answer, billed through the Copilot Studio meter for anyone without a Copilot license.

InSearch is the alternative for the other requirement, the one that starts with someone asking a question and not knowing which of your dozen apps holds the answer. One search across Google Drive, Slack, Notion, Confluence, Gmail, Jira and Salesforce, a written answer with inline citations back to the exact source documents, item-level permissions enforced live at query time, and a published per-seat price with no meter and no Azure subscription in the setup path. If your knowledge fits in 20 SharePoint sources and everyone already has Copilot, use the SharePoint agent. If it does not, this is the gap it leaves.

SharePoint agents are scoped Q&A bots over up to 20 SharePoint sources, gated behind a Microsoft 365 Copilot license or Azure pay-as-you-go billing. InSearch is the alternative when the requirement is company-wide search across every app, cited and permission-aware, at a fixed per-seat price.

Side by side

SharePoint agents vs InSearch, honestly

A fair look at what each does well. Both are capable tools. Here is where they differ.

What matters InSearch SharePoint agents
Sources it can read Every connected app: Drive, Slack, Notion, Confluence, Gmail, Jira, Salesforce, with no cap on documents Up to 20 source items per agent, and those items must be SharePoint sites, libraries, folders or files
Content outside Microsoft 365 First-class. Slack threads and Notion pages are searched the same as Drive docs Not covered. Agents answer from content in SharePoint sites, pages and selected files
File types Documents, spreadsheets, slides, PDFs plus chat messages, email and ticket text DOC, DOCX, PPT, PPTX, XLSX, PDF, TXT, RTF. Images, recordings, video and OneNote listed as coming soon
Who can create one Nothing to create. Connect a source and ask A user with a Microsoft 365 Copilot license and the ability to add files to the site
Who can use one Anyone with a seat Copilot-licensed users, or unlicensed users covered by a pay-as-you-go billing policy. With neither, no access
Cost shape Published per-seat price. Seats times price is the bill Included for Copilot-licensed users. Otherwise 12 messages per interaction on the Copilot Studio meter
Admin setup Connect apps with OAuth. No cloud subscription required For pay-as-you-go: an Azure subscription, a resource group, SharePoint admin plus Azure Owner or Contributor roles
Permissions Item-level permissions inherited from each source and enforced live at query time Honored properly. Content you cannot open is not used in the answer, even if it is in the agent sources
Best suited for One search box for the whole company across a mixed tool stack A precise assistant on one site or library, for a tenant already standardized on Copilot

Comparison reflects general, publicly understood positioning. Capabilities change, so check each product for the latest.

Why teams pick InSearch

One cited, permission-aware search across every app

The cap is not the problem, the boundary is

Microsoft caps an agent at 20 source items and says you can nest data at a higher level if you need more, so the number itself is rarely the blocker. The real limit is that all 20 have to be SharePoint, in a company where the answer could be in any of forty places.

The bill depends on who is asking

Interactive use by Copilot-licensed users costs nothing extra. Everyone else runs 12 messages per question through the Copilot Studio meter, so the same agent has two completely different cost profiles depending on headcount licensing.

SharePoint is not where the answer usually is

The decision often lives in a Slack thread, the rationale in a Google Doc and the follow-through in a Jira ticket. An agent reading SharePoint alone returns a confident, partial answer, which is worse than no answer.

Good questions

SharePoint agents vs InSearch, answered

SharePoint agents are AI assistants you create on a SharePoint site to answer questions from content on that site, its pages and its document libraries. Microsoft describes them as helping users quickly find information and insights on SharePoint sites, pages and document libraries, responding based on each user's access permissions to the data.
Up to 20. Microsoft's documentation states you can include up to 20 source items as the knowledge source of an agent, and those source items can be sites, document libraries, folders and files. A site counts as one item, so the cap is less restrictive than it first sounds, but it still bounds an agent to a defined slice of SharePoint.
To create an agent, yes. Microsoft requires a Copilot license plus the ability to add new files to the site. To configure and interact with an agent you need either a Copilot license or pay-as-you-go billing set up for you. With no license and no pay-as-you-go policy, Microsoft's comparison table says users cannot create or use agents at all.
Microsoft documents that each interaction with a SharePoint agent uses 12 messages, 10 for tenant graph grounding and 2 for the generative answer, charged through the Copilot Studio meter. Copilot Studio sells prepaid capacity at $200.00 per pack of 25,000 credits per month, which works out to roughly ten cents per agent question. Microsoft's SharePoint blog on consumption-based pricing puts the pay-as-you-go meter at $0.01 per message, or $0.12 per interaction. Interactive use by Microsoft 365 Copilot licensed users is included at no extra cost.
Yes, and this is a point worth conceding clearly. Microsoft states that if you do not have permission to specific content, even if that content is included in the agent's sources, you will not see information from it in your chat with the agent. Agents access data the same way Copilot does elsewhere in Microsoft 365.
No. Agents work within SharePoint, answering from content in SharePoint sites, pages and selected files. Reaching Slack, Notion, Google Drive, Gmail or Jira means a different product: Graph connectors, a custom Copilot Studio agent you build and maintain, or a dedicated cross-app search tool.
Office formats DOC, DOCX, PPT, PPTX and XLSX, plus the universal formats PDF, TXT and RTF. Microsoft lists images, meeting recordings, videos and OneNote notebooks as coming soon rather than available, which matters if a lot of your institutional knowledge sits in recorded meetings.
Pick by scope. If the question set fits inside a handful of SharePoint sites, the built-in agent is the cheapest correct answer. If people need one place to ask anything and your knowledge is spread across Microsoft and non-Microsoft tools, you need a cross-app search layer. InSearch searches Drive, Slack, Notion, Confluence, Gmail, Jira and Salesforce in one query, cites the exact source and prices per seat.

More comparisons

See how InSearch compares

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Find any answer at work with InSearch

One search across all your company apps, a clear cited answer, scoped to exactly what each person can see, and never trained on your data.

See pricing

One search across every app · cited answers · permission-aware · never trains on your data