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[This article is prerelease documentation and is subject to change.]
The new agent experience supports several types of knowledge sources. Each type connects your agent to different kinds of content and data.
Note
This article reflects the new agent experience in Microsoft Copilot Studio, which is currently available as a production-ready preview. Learn about the two experiences in Classic vs. new agent experience.
- Production-ready previews are subject to supplemental terms of use.
- Some capabilities available in the classic experience aren't yet available in the new experience.
- Agents created in the new experience can't be converted to the classic experience.
Knowledge source types
When you select Add knowledge on the Build tab, the dialog presents sources organized into Featured and Advanced tabs, plus a file upload area.
Uploaded files
- Drag and drop or upload documents directly to the agent. Supported file types include PDF, Word, Excel, and PowerPoint.
- The file upload area appears at the top of the Add knowledge dialog.
- Upload files as a knowledge source
Public websites (Featured)
- Add public website URLs. The agent can reference publicly accessible web content.
- Add a public website as a knowledge source
SharePoint (Featured)
- Connect to SharePoint sites, document libraries, and specific files. The agent can search and reference content stored in SharePoint.
- Add SharePoint as a knowledge source
ServiceNow (Featured)
- Connect to ServiceNow to let the agent reference service management content.
Confluence (Advanced)
- Connect to Confluence workspaces to let the agent reference team documentation and knowledge base articles.
Jira (Copilot connector)
- Connect to Jira to let the agent reference issues, bugs, and project tracking content.
Azure DevOps Work Items (Copilot connector)
- Connect to Azure DevOps to let the agent reference work items, bugs, and backlog content.
Note
Other knowledge source types, such as Dataverse, Azure AI Search, and Copilot connectors, might be available depending on your environment and licensing. The sources shown in the Add knowledge dialog can vary.
Dataverse
- Connect to Dataverse tables to let the agent query structured business data.
- Add Dataverse as a knowledge source
Azure AI Search
- Connect to an Azure AI Search index for enterprise-scale search over large document collections.
- Use Azure AI Search as a knowledge source
Copilot connectors
- Use Copilot connectors to bring in data from non-Microsoft services indexed for Microsoft 365 Copilot.
- Use Copilot connectors as a knowledge source
Choose the right knowledge source
| Source type | Best for |
|---|---|
| Uploaded files | Specific documents you want the agent to reference directly |
| Public websites | Product documentation, FAQs, public reference material |
| SharePoint | Internal documents, policies, and team content |
| ServiceNow | Service management content and knowledge base articles |
| Confluence | Team documentation and collaboration content |
| Dataverse | Structured business data (records, tables) |
| Azure AI Search | Large document collections needing enterprise search |
| Copilot connectors | Non-Microsoft data indexed for Microsoft 365 |
| Jira | Issues, bugs, and project tracking content |
| Azure DevOps Work Items | Work items, bugs, and backlog content |