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Filter copilot content sources to generate responses

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Sep 25, 2023 - -

Business value

By filtering the content sources, you can make sure that copilot responses are appropriate to the agent's questions and the responses aren't mixed across different source types. In this way, you can reduce the probability of displaying incorrect responses.

Feature details

In this release:

  • Agents now have the option to select filters that are mapped to their specific business content. These filters are configured by an administrator so that specific filter values are visible, and are appropriately mapped to the knowledge base content.

  • Filter values selected by the agent persist across sessions and devices, but can be changed for each question that the agents asks, each email the agents drafts, or each customer-facing answer the agent generates using copilot.

  • When the agent doesn't select any filter or selects all, copilot uses all content sources to create responses to agent questions, requests to draft email, or requests to generate an answer for the customer.

Filtering capability available in the Copilot pane

Filtering in Copilot provides the ability to choose from multiple options

See also

Apply filters (docs)