Best Agentic AI Platforms for Microsoft SharePoint

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Serviceaide is an intuitive service management solution which can be implemented within weeks and not months. You will see a real ROI with low administration costs and rapid implementation. Flexible platform that can be used on-premises or in the cloud. Serviceaide is built on ITIL best practice and has all the components that your team requires. You can select the environment that suits your technology, infrastructure, and compliance needs. Serviceaide is a comprehensive and affordable solution that provides IT staff the tools they need to manage everything, from tickets to incident, change, and asset management. Serviceaide features a virtual agent, self service portals, and AI-based functions to support analyst and user productivity. Automate processes in technical workflows, business processes and services to increase business agility.

Robin by Atera is an autonomous IT support solution that helps organizations resolve device and cloud-related issues automatically. The system functions as an AI-powered IT agent capable of handling support requests from employees across communication channels such as Slack, Microsoft Teams, email, and service portals. Robin analyzes incoming requests, verifies user identity through integrations with systems like Okta, Azure AD, or Google Workspace, and collects the necessary technical data to diagnose the issue. The platform can perform actions directly on endpoints, including installing applications, restarting devices, managing updates, resolving network issues, and troubleshooting system performance problems. Robin is designed to take full ownership of support incidents, investigating the problem, applying approved fixes, confirming resolution, and closing the ticket. The system continuously learns from previous incidents and outcomes, improving its ability to resolve future issues automatically. Through integrations with IT service management platforms and internal tools, Robin can execute workflows securely across an organization’s technology stack. By automating common IT support tasks, Robin helps reduce ticket backlogs, improve employee productivity, and minimize the need for additional IT staff.

Docket is the leading Agentic Marketing platform that turns inbound traffic into qualified pipeline for B2B marketing and revenue teams. Docket unifies and governs your organization's GTM knowledge in the Sales Knowledge Lake™ and activates it with powerful, always-on AI agents. Docket's AI Marketing Agent engages website visitors through real, human-like conversations, answering nuanced product questions from approved knowledge, qualifying intent through live discovery, and converting high-intent buyers into qualified leads and booked meetings. Autonomously. 24/7.

StackAI is an enterprise AI automation platform that allows organizations to build end-to-end internal tools and processes with AI agents. It ensures every workflow is secure, compliant, and governed, so teams can automate complex processes without heavy engineering. With a visual workflow builder and multi-agent orchestration, StackAI enables full automation from knowledge retrieval to approvals and reporting. Enterprise data sources like SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected with versioning, citations, and access controls to protect sensitive information. AI agents can be deployed as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, ServiceNow, or custom apps. Security is built in with SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, and data residency. Analytics and cost governance let teams track performance, while evaluations and guardrails ensure reliability before production. StackAI also offers model flexibility, routing tasks across OpenAI, Anthropic, Google, or local LLMs with fine-grained controls for accuracy. A template library accelerates adoption with ready-to-use workflows like Contract Analyzer, Support Desk AI Assistant, RFP Response Builder, and Investment Memo Generator. By consolidating fragmented processes into secure, AI-powered workflows, StackAI reduces manual work, speeds decision-making, and empowers teams to build trusted automation at scale.

ChatGPT is a powerful AI-driven platform designed to help users work smarter by providing instant answers, creative ideas, and task automation. It supports a wide range of functions, including writing, editing, coding, research, and brainstorming. Users can interact with the platform through text or voice, making it accessible across different devices and workflows. ChatGPT can summarize meetings, analyze data, and generate insights to improve productivity and decision-making. It also offers creative support for tasks such as content creation, planning, and strategy development. A key feature is workspace agents, which allow users to automate entire workflows and repetitive tasks within their organization. These agents can run independently, integrate with tools, and handle actions like updating records, sending messages, or generating reports. Teams can build and share agents across their workspace to standardize processes and improve efficiency. Built-in controls ensure that automation remains secure and manageable with permissions and monitoring. ChatGPT helps reduce manual work while enabling teams to focus on higher-value activities. Overall, it enhances productivity by combining intelligent assistance with scalable automation.

Echobase is a platform that allows teams to create, analyze, and query data directly from files, without any upfront financial commitment -- no credit cards required. Echobase allows you to create AI Agents by leveraging AI models that are tailored to your business needs. These agents can perform a wide range of tasks, from answering simple questions to complex analysis, aggregating information, and completing tasks.

Cohere is a robust enterprise AI platform that empowers developers and organizations to create advanced applications leveraging language technologies. With a focus on large language models (LLMs), Cohere offers innovative solutions for tasks such as text generation, summarization, and semantic search capabilities. The platform features the Command family designed for superior performance in language tasks, alongside Aya Expanse, which supports multilingual functionalities across 23 different languages. Emphasizing security and adaptability, Cohere facilitates deployment options that span major cloud providers, private cloud infrastructures, or on-premises configurations to cater to a wide array of enterprise requirements. The company partners with influential industry players like Oracle and Salesforce, striving to weave generative AI into business applications, thus enhancing automation processes and customer interactions. Furthermore, Cohere For AI, its dedicated research lab, is committed to pushing the boundaries of machine learning via open-source initiatives and fostering a collaborative global research ecosystem. This commitment to innovation not only strengthens their technology but also contributes to the broader AI landscape.

Microsoft Foundry provides a unified environment for building AI-powered applications and agents that reflect your organization’s knowledge, workflows, and security standards. Developers can tap into more than 11,000 cutting-edge models, instantly benchmark them, and route intelligently for real-time performance gains. The platform simplifies development with a consistent API, prebuilt SDKs, and solution templates that accelerate integration with existing systems. Foundry also incorporates enterprise-grade governance, providing centralized monitoring, compliance controls, and secure model operations across all teams. Organizations can embed AI directly into tools they already use — such as GitHub, Visual Studio, and Fabric — to streamline development. Its interoperability with cloud infrastructure and business data ensures every model is grounded, accurate, and production-ready. From automating internal workflows to powering transformative customer experiences, Foundry enables high-impact AI at scale. By combining model breadth, developer velocity, and enterprise security, Microsoft Foundry delivers an unmatched foundation for modern AI innovation.

OpenAI's advanced research tool utilizes artificial intelligence to independently carry out intricate, multi-step research tasks across a range of fields, including science, programming, and mathematics. By processing user inputs—such as questions, textual documents, images, PDFs, or spreadsheets—the tool creates a detailed research strategy, collects pertinent information, and provides thorough answers in just a few minutes. Additionally, it offers summaries of the research process with citations, enabling users to verify the sources of the information. Although this tool greatly enhances research efficiency, it can sometimes yield errors or have difficulty distinguishing between credible sources and false information. Currently, it is accessible to ChatGPT Pro users, marking a significant advancement in AI-assisted knowledge exploration, and further enhancements for accuracy and response speed are in the pipeline. This ongoing development reflects a commitment to refining the tool's capabilities and ensuring users receive the most reliable information.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

Cognigy.AI is an enterprise-grade conversational AI platform designed to automate customer interactions across various channels, including voice and chat. Leveraging advanced natural language understanding (NLU) and large language models (LLMs), it enables businesses to create intelligent AI agents capable of delivering personalized, human-like conversations. The platform offers robust integration capabilities, allowing seamless connectivity with existing contact center and CRM systems to enhance customer experience orchestration. With features like Agentic AI, Cognigy.AI introduces autonomous, goal-oriented agents that can think, adapt, and collaborate with both AI and human agents, navigating complex queries with flexibility and precision. This comprehensive solution empowers organizations to streamline customer service operations, improve engagement, and achieve higher efficiency in handling customer inquiries.

Latenode combines no-code ease, full-code capabilities, and AI-driven insights to facilitate seamless interactions among services equipped with APIs. You can choose to utilize no-code nodes or opt to write your custom code for more tailored solutions. Instead of dedicating time to sift through API documentation, you can simply articulate your needs to the AI assistant and receive pre-built code tailored to your request. This robust data platform is crafted to streamline the integration of diverse marketing tools, providing a cohesive system that minimizes data inconsistencies and boosts operational productivity through effortless integration. With readily available connectors for widely-used SaaS applications or the option to create personalized code, users have the flexibility they need. You can easily send notifications through Slack to your team while also sending email confirmations to clients. Additionally, the platform allows for conditional logic to intelligently manage your scripts based on incoming data, enhancing the overall functionality. With a comprehensive cloud-based API creation toolkit, you can design workflows that connect any applications seamlessly, ensuring a more efficient process overall. By leveraging these capabilities, teams can maximize their productivity and streamline their communication efforts.

Activepieces is an intuitive, open-source automation platform that enables teams to build powerful AI-driven workflows without any coding. With 280+ pre-built automation pieces (MCPs), users can easily integrate various applications, streamline repetitive tasks, and automate business processes. The platform offers no-code tools for creating chat interfaces, automating approvals, and generating AI-powered agents. Whether for small businesses or large corporations, Activepieces supports decentralized innovation and seamless collaboration, empowering teams to automate daily operations, improve productivity, and unlock the full potential of AI in their workflows.

OpenAdapt is a free desktop automation software that learns to streamline your desktop and online tasks by observing your actions. It captures your screen, keyboard, mouse movements, and, if desired, audio from your microphone, all stored locally on your device. The tool then processes this recorded information using various algorithms to create instructions and prompts suitable for AI language models. Before any data is uploaded, it is thoroughly cleansed of Personally Identifiable Information (PII) and Protected Health Information (PHI), and you will have the opportunity to review the sanitized data to ensure it is free of sensitive details. We prioritize your privacy by not storing or collecting any personal data, files, or recordings of your processes. OpenAdapt also integrates robust security protocols in its architecture to effectively protect API keys and payment details, providing users with peace of mind while using the software. This commitment to security and privacy ensures that you can automate your workflows without compromising your personal information.

Action Agent is a self-sufficient AI equipped with robust enterprise controls that can independently reason, execute code, and perform tasks throughout your systems and data without the need for manual intervention. This innovative tool enables the creation of tailored agents that can utilize shared resources for both IT and business teams, facilitating their activation through a centralized interface, while also allowing for comprehensive monitoring and governance of their performance on a large scale. By processing extensive data files, Action Agent is capable of dissecting intricate datasets to produce informative charts, graphs, and presentations; it also extracts valuable insights from market competition and research, culminating in ready-to-use outputs that adhere to high-level directives. Consistently achieving top rankings in GAIA Level 3 and Computer Use metrics, Action Agent showcases its expertise in various areas such as web searching, data analysis and visualization, navigating systems and browsers, orchestrating tasks, generating files, and executing code. Additionally, an upcoming library featuring over 80 connectors will further enhance its capability to operate autonomously within genuine workflows, ensuring seamless integration with essential enterprise systems and expanding its utility. This advancement will significantly contribute to the efficiency of operations across various departments.

Enjo AI is a robust support automation platform designed for enterprises, utilizing generative AI to create intelligent support agents that effectively manage workflows across IT, HR, and customer service from start to finish. Organizations can customize these agents using their own knowledge bases, including documents, tickets, files, videos, and SharePoint visuals, which allows for precise and context-driven responses, automatic ticket creation and routing, and the ability to execute tasks across various systems through natural language commands. The platform also offers AI-powered search capabilities for tailored query responses, automated ticketing to streamline request management, and agent assist features that provide real-time support to human agents. Additionally, it includes AI actions for executing tasks such as database queries or updating records, along with AI Insights that offer valuable visibility into trends, potential bottlenecks, and overall performance metrics. With seamless integration into popular tools like Slack, Teams, Jira, and ServiceNow, it allows for quick implementation, often providing immediate value from day one through a no-code setup process. This innovative approach not only enhances productivity but also revolutionizes how organizations interact with their support systems.

AgentKit offers an all-in-one collection of tools aimed at simplifying the creation, deployment, and enhancement of AI agents. Central to its offerings is Agent Builder, a visual platform that allows developers to easily create multi-agent workflows using drag-and-drop nodes, implement guardrails, preview executions, and manage different workflow versions. The Connector Registry plays a key role in unifying the oversight of data and tool integrations across various workspaces, ensuring effective governance and access management. Additionally, ChatKit facilitates the seamless integration of interactive chat interfaces, which can be tailored to fit specific branding and user experience requirements, into both web and app settings. To ensure high performance and dependability, AgentKit upgrades its evaluation framework with comprehensive datasets, trace grading, automated optimization of prompts, and compatibility with third-party models. Moreover, it offers reinforcement fine-tuning capabilities, further enhancing the potential of agents and their functionalities. This comprehensive suite makes it easier for developers to create sophisticated AI solutions efficiently.

Rebolt is a sophisticated AI platform tailored for enterprises, allowing businesses to develop bespoke applications and intelligent agents through simple verbal commands directed at the AI. It provides seamless integration with various corporate tools like OneDrive, SharePoint, Salesforce, and Slack, as well as custom APIs, and includes essential infrastructure such as databases, file storage, scheduling capabilities (like cron jobs), audit logs, and separate environments for staging and production deployment. Users can generate applications and agents without any need for API key coding, merely by articulating their requirements in natural language, while still ensuring robust enterprise security features, permissions mapping through systems like Azure groups, and role-based access controls. This platform is specifically engineered for constructing operational workflows, internal tools, and automation that link to the firm's existing data and services, thus empowering non-technical users or low-code teams to quickly create solutions that can replace spreadsheets, cumbersome manual processes, and disjointed SaaS solutions. Additionally, Rebolt's intuitive design fosters increased collaboration among teams, enhancing productivity and innovation within the organization.

BotDojo serves as a robust AI enablement platform tailored for enterprises, allowing companies to create, implement, oversee, and expand intelligent agents across various communication channels like chat, voice, email, and web, all through an intuitive low-code visual workflow designer that seamlessly integrates with existing enterprise data systems. It boasts a library of over 100 pre-built templates aimed at streamlining typical applications, including support automation, knowledge retrieval, sales analytics, and internal operations, while also facilitating branching logic, memory capabilities, and the orchestration of tools such as code, RPA, and web browsing. In addition, BotDojo establishes connections with essential business tools like CRMs, ticketing platforms, and databases to enhance its functionality. The platform further fosters continuous improvement and learning for agents through human feedback loops, enabling employees to mentor agents by providing feedback, embedding corrections into agent memory and responses, and assessing performance using comprehensive observability metrics, including deflection rates, first-contact resolution, and cost per interaction. Ultimately, BotDojo not only optimizes operational efficiency but also ensures that intelligent agents evolve and adapt to meet organizational needs effectively.

Knolli serves as an AI copilot platform that allows users to create, deploy, and expand tailored AI copilots and agents without the necessity of coding by converting knowledge, documents, datasets, and proprietary materials into engaging, conversational assistants. This platform features a no-code workspace where individuals, teams, and businesses can articulate their concepts in simple terms, enabling Knolli to automatically organize uploaded materials into a functional AI copilot. Additionally, it ensures data is organized and safeguarded through encrypted private knowledge bases while seamlessly integrating with tools like CRMs, file storage systems, and databases to provide real-time data for contextually relevant interactions. Knolli accommodates a multi-agent framework that allows various specialized agents to operate within a single copilot, offers pre-designed templates for frequent scenarios, and supports custom branding and white-label solutions. Users can also benefit from comprehensive analytics to track performance, usage metrics, and return on investment. Moreover, Knolli enhances productivity by providing workflow automation, which empowers copilots to carry out complex tasks and synchronize with current systems effortlessly. This robust set of features makes Knolli a versatile solution for organizations looking to leverage AI effectively.

Elvex serves as an enterprise generative AI platform tailored to facilitate the adoption, management, and scaling of AI tools within organizations, all while ensuring security and structure. By functioning as a centralized interface, it connects employees with various large language models and AI services while handling authentication, security, and governance seamlessly in the background. Rather than operating as an independent language model, Elvex acts as a management layer that directs requests to external AI providers and relays responses in a controlled environment, safeguarding company data and adhering to compliance standards. Users have the capability to develop custom AI assistants and intricate workflows that work in tandem with internal tools, databases, and productivity platforms, which helps streamline tasks such as data analysis, content creation, and report generation. The platform not only offers pre-built agents but also features tools that allow for the creation of new agents without the need for coding, empowering employees to sculpt AI workflows that align with their specific roles and responsibilities. This flexibility ensures that teams can adapt to changing demands, enhancing productivity and efficiency across the organization.

PRIME BPM, a cloud-based Business Process Management tool, allows you to quickly and accurately map, analyze, improve, and automate your business processes. Our specialized Business Process Management programs will help you take your Business Process Improvement/ Process Mapping skills up to the next level. You will receive high-quality process maps that are standardised and created by experts at a lower price and in a shorter time frame. PRIME BPM is a cloud-based, plug and play BPM software that allows you to map, analyze, improve, and automate your business processes. PRIME BPM is a powerful cloud-based, plug-and-play BPM software that can be used by both business users and business process experts. It has the best-of breed inbuilt methodology and user-friendly interface to meet the needs of both groups. PRIME BPM is based on powerful methodologies such as BPM and Six Sigma, Value Stream Mapping, Six Sigma, Value Stream Mapping, and other. It has helped hundreds of top-ranking organizations achieve their business goals.

By effortlessly handling diverse invoice formats from various channels and seamlessly integrating with your ERP system, Neil automates the entire AP process. This empowers your team to focus on strategic initiatives while Neil ensures accurate and timely invoice processing with an impressive 85%+ accuracy rate. Going beyond conventional RPA and OCR limitations, Neil leverages advanced AI and machine learning to extract critical data, optimize workflows, and maintain open communication with vendors. Result? 90% straight-through processing (STP), significantly reduced human error, strengthened vendor satisfaction, and overall optimized cash flow with better visibility and vendor discounts with timely payments.

AskUI represents a groundbreaking platform designed to empower AI agents to visually understand and engage with any computer interface, thereby promoting effortless automation across multiple operating systems and applications. Utilizing cutting-edge vision models, AskUI's PTA-1 prompt-to-action model enables users to perform AI-driven operations on platforms such as Windows, macOS, Linux, and mobile devices without the need for jailbreaking, ensuring wide accessibility. This innovative technology is especially advantageous for various activities, including desktop and mobile automation, visual testing, and the processing of documents or data. Moreover, by integrating with well-known tools like Jira, Jenkins, GitLab, and Docker, AskUI significantly enhances workflow productivity and alleviates the workload on developers. Notably, organizations such as Deutsche Bahn have experienced remarkable enhancements in their internal processes, with reports indicating a staggering 90% boost in efficiency attributed to AskUI's test automation solutions. As a result, many businesses are increasingly recognizing the value of adopting such advanced automation technologies to stay competitive in the rapidly evolving digital landscape.