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With knowledge in Copilot Studio, makers can ground their agent responses with enterprise data available through Copilot connectors.
With Copilot Studio, you can select Copilot connectors previously configured by your tenant administrator, and add them as knowledge sources to your agent.
Open the agent.
Select Add knowledge from either the Overview or Knowledge pages, or the Properties of a generative answers node.
From the Add knowledge dialog, select Advanced.
Select the connector available within your tenant.
Select Add to complete the connection.
The following connectors using enterprise data sources are supported in Copilot Studio:
Note
For better search results with Microsoft Graph connectors, we recommend having a Microsoft 365 Copilot license in the same tenant as your agent, and turn on Enhanced search results.
For most Microsoft Graph connectors, customers can use the same data sources to ground agent responses that are used to augment Microsoft Search. To be displayed in the enterprise data sources, they first must be configured by your tenant admin. However, Salesforce, ServiceNow Knowledge, and ZenDesk are preconfigured and available automatically.
You can request your tenant admin to set up a Microsoft Graph connector. For more information, see Set up Microsoft Graph connectors in the Microsoft 365 admin center. Alternatively, if a Microsoft Graph connector isn't available, you might need to connect to the source system and retrieve data. Then select Create action to use actions instead.
For more information about Microsoft Graph connectors and Microsoft Search, see Microsoft Graph connectors overview for Microsoft Search. This article also lists the currently supported Graph connectors.
Agents that use Microsoft Graph connectors as knowledge sources must be configured with the correct authentication settings when publishing to channels. The ExternalItem.Read.All scope must be provided as part of the manual authentication setting. For more information, see Configure user authentication in Copilot Studio.
Documentation
Knowledge sources overview - Microsoft Copilot Studio
Overview of knowledge sources in Microsoft Copilot Studio.
Add knowledge to an existing agent - Microsoft Copilot Studio
How to add knowledge sources to your agent.
Add a public website as a knowledge source - Microsoft Copilot Studio
How to add a public website as a knowledge source to your agent.
Training
Module
Add knowledge sources to an agent - Online workshop - Training
Learn how to add knowledge sources to your Microsoft Copilot Studio.
Certification
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate - Certifications
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.