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Add knowledge to a copilot

  • Article

You can add a knowledge source to a copilot from the following areas in Copilot Studio:

  • The Configuration page
  • The Knowledge page
  • A generative answers topic

Select the Add knowledge button to launch the Add available knowledge sources dialog.

Screenshot of the Add available knowledge sources dialog.

After you add one of the following knowledge source types, you're required to provide a name and description (the knowledge name for each source should be unique).

  • Public website
  • File upload
  • SharePoint and OneDrive
  • Dataverse

Note

Graph connection knowledge sources obtain their knowledge name and description from the graph connection name and description. These are provided by the tenant admin, and are configured in Microsoft 365.

Public website

Note

For more information on how to add a public website with a generative answers topic, see Search public data or use a Bing Custom Search for generative answers.

  1. Select Public websites.

  2. Provide the URL to the public website.

  3. Add a name (by default, the website's URL is used).

  4. Add a description.

  5. Select Add to finish adding the knowledge source.

    Screenshot of the Add public websites dialog.

File Upload

Note

For more information on how to upload a file for use with a generative answers topic, see Use uploaded documents for generative answers.

  1. Select Files.

  2. Upload the file by either drag and drop, or browsing to the file location.

  3. Add a name (by default, the file's name is used).

  4. Add a description.

  5. Select Add to finish adding the knowledge source.

    Screenshot of the Upload files dialog.

Supported document types

  • Word (doc, docx)
  • Excel (xls, xlsx)
  • PowerPoint (ppt, pptx)
  • PDF (pdf)
  • Text (.txt, .md, .log)
  • HTML (html, htm)
  • CSV (csv)
  • XML (xml)
  • OpenDocument (odt, ods, odp)
  • EPUB (epub)
  • Rich Text Format (rtf)
  • Apple iWork (pages, key, numbers)
  • JSON (json)
  • YAML (yml, yaml)
  • LaTeX (tex)

File types, such as images, video, executable files, and audio, can't be used as uploaded documents.

SharePoint and OneDrive

Note

For more information on how to use SharePoint or OneDrive content with a generative answers topic, see Use content on SharePoint or OneDrive for Business for generative answers.

  1. Select SharePoint and OneDrive.

  2. Provide the SharePoint or OneDrive URL.

  3. Add a name (by default, the file's name is used).

  4. Add a description.

  5. Select Add to finish adding the knowledge source.

    Screenshot of the Add SharePoint and OneDrive dialog.

Dataverse

  1. Select Dataverse (preview).

  2. Locate one or more Dataverse tables to add. To narrow your selections, use the search field.

    Screenshot of the Add Dataverse dialog, displaying Step 1 of 3: Select Dataverse tables window.

    Note

    The table recommendation is based on the name of your copilot.

  3. Preview the tables to ensure the appropriate tables were added. The preview only displays 20 rows and a set of columns.

    Screenshot of the Add Dataverse dialog, displaying Step 2 of 3: Preview data window.

  4. Review the knowledge name and description.

    1. Optionally, to help improve the quality of the answers, add synonyms to columns of the tables that you selected. Select the Back button to accept changes.

      Screenshot of the Add Dataverse dialog, displaying the Synonym window.

    2. Optionally, to help improve the quality of the answers, add a glossary to knowledge sources. Select the Back button to accept changes.

      Screenshot of the Add Dataverse dialog, displaying the Glossary window.

  5. Select Add to finish adding the knowledge source.

    Screenshot of the Add Dataverse dialog, displaying Step 3 of 3: Review and finish window.

Enterprise data

Note

For more information about enterprise data, see Use graph connections with knowledge sources.

  1. Choose from one of the supported data sources:

    • Enterprise websites
    • Azure SQL
    • ADLS Gen2
    • MediaWiki
    • Salesforce
    • ServiceNow Knowledge
    • File share
    • SharePoint Server
    • SAP
    • Ado Git
    • CSV
    • Jira
    • Azure DevOps Wiki
    • Oracle SQL database
    • Microsoft SQL server(New)
    • ServiceNow Catalog
    • Confluence
    • ServiceNow Tickets
    • Custom Connector
    • Power Platform connector actions

    Note

    • Graph connection(s) that have been setup by your tenant admin are displayed here.
    • If you want to create a new connection, or your graph connection hasn't been setup yet, select Create Actions to use Actions instead.

  2. Add a name (by default, the connection's name is used).

  3. Add a description.

  4. Select Add to finish adding the knowledge source.