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Configure Copilot to use specific SharePoint folders

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Sales organizations often store documents that are related to products and sales, such as product brochures and specifications, price lists, and sales pitches, in SharePoint. You can configure Copilot to look at specific SharePoint locations when your sellers ask for content recommendations and answers from SharePoint and summaries of sales documents. If you don't configure Copilot to use specific SharePoint folders, it searches all the SharePoint folders that the user has access to.

The results that Copilot returns are based on the permissions that users have in SharePoint. If a user doesn't have access to a SharePoint folder, Copilot doesn't show results from that location.

Prerequisite

Copy the Path URL of the SharePoint folders that you want to configure for Copilot to use. Open the folder in SharePoint and select the information icon to copy the Path URL as shown in the following image.

Screenshot of the details pane in SharePoint with information icon and Path fields highlighted.

Configure SharePoint folders

  1. In the Sales Hub app, go to Change area in the lower-left corner of the page and select App Settings.

  2. Under General Settings, select Copilot.

  3. Select Knowledge sources.

  4. Select + Configure SharePoint locations.

  5. In the Configure SharePoint locations dialog, enter a name to identify the folder, paste the folder URL in the SharePoint URL field, and then select Add more to add more folders.

  6. When you're done, save your changes.