To create a chatbot in SharePoint that uses documents held in SharePoint as its data source to produce generative answers, you can follow these steps:
- Open the Data source configuration pane from the Create generative answers node by selecting Edit under Data sources.
- Alternatively, select the
...
in the Create generative answers node, then select Properties to open a pane, and finally select Data source. - Open the Class data options and under SharePoint in the Data source pane, add the SharePoint or OneDrive for Business URLs you want to use. Separate multiple URLs with manual line breaks (with Shift + Enter).
- Select Save at the top to save your topic changes.
- Test your copilot with phrases that you expect to return content.
Note that SharePoint site URLs cannot be more than two levels deep and only modern pages are supported. Additionally, due to memory limits, generative answers can only use SharePoint files that are under 3 MB. If a file is larger than 3 MB, consider splitting it into multiple smaller files.
References: