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Add and manage knowledge for generative answers

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Generative answers in Copilot Studio allow your copilot to find and present information from multiple sources, internal or external, without created topics. Generative answers can be used as primary information sources or as a fallback source when authored topics can't answer a user's query. As a result, you can quickly create and deploy a functional copilot. Makers don't need to manually author multiple topics, which might not address all customer questions.

For prerequisites and information on limitations, see Generative answers.

Generative answers as a fallback

When a copilot can't find a matching intent (topic) for the user's query, it uses generative answers and tries to answer the question. This behavior is known as generative answers as a fallback. If the user's intent isn't matched to topics or generative answers, the Fallback system topic is used. System topics can escalate a query for the copilot.

Available knowledge sources

Generative answers aren't limited to fallback scenarios. Your copilot can also use other web sites, external or internal web sources, AI general knowledge, and knowledge sources such as SharePoint or OneDrive.

Generative answers can use these sources:

  • External resources:

  • Internal resources:

    • SharePoint (only specific file formats are supported)
    • OneDrive
    • Documents uploaded to Dataverse
    • Custom data (internal or external): supply your own source, such as a Power Automate Flow or from Skill.

Note

  • You can expand your copilot's use of generative answers by adding a generative answers node.

  • To get the best results from Bing Search, your organization must own the website(s) that Bing will search through Copilot Studio.

Source authentication

In addition to URL considerations, you might need additional authentication for your sources. For example, if you use an internal SharePoint site or OneDrive as a source for generative answers.

For more information, see Information sources.

Increase your copilot's reach

  1. Select Create a copilot on the Home page or New copilot from the Copilots page.

  2. Enter a name for your copilot.

  3. Select a language for your copilot.

  4. Provide a website you'd like the copilot to use for generating answers.

    See the URL considerations section for the types of URLs you can use.

    Screenshot of the copilot creation screen with the option highlighted.

  5. Select Create.

    You now see your copilot's Overview page.

Content moderation

Adjust the content moderation settings from the Generative AI page in your copilot's Settings.

  1. Under How strict should the content moderation be, select the level you want for your copilot.

    Low - More creative Medium - More balanced High - More precise
    Copilot generates the most answers, but might be inaccurate. Copilot generates more answers, but might be irrelevant or undesirable. Copilot’s answers are more relevant. (default)

  2. Select Save at the top of the page.

Test your copilot to see how well it responds to questions related to the content from your website. You might want to test edge case questions to decide if you need a lower moderation to be more inclusive.

URL considerations

The URL used in your copilot represents the scope of content for generating responses. There are requirements and restrictions on some URLs.

URL type and structure

  • The URL can have up to two levels of depth—subpaths indicated by a forward slash /. A trailing forward slash, however, is allowed.

    Valid Not valid
    www.contoso.com
    www.fabrikam.com/engines/rotary
    www.fabrikam.com/engines/rotary/    		 www.fabrikam.com/engines/rotary/dual-shaft

  • If the URL redirects to another top-level site, the content isn't included in results:

    For example, if www.fabrikam.com redirects to www.contoso.fabrikam.com, your copilot doesn't generate responses from content on either of those URLs.

  • URLs that point to a website, requiring authentication or ones not indexed by Bing.

    For example, wikis and SharePoint sites require authentication, therefore can't be used:

    • fabrikam.visualstudio.com/project/_wiki
    • fabrikam.sharepoint.com

URL domain structure

Any publicly viewable content in the URL you specify, including subdomains under a top-level domain, generate content for your copilot.

Examples:

  • If you use www.fabrikam.com/engines/rotary, the content on www.fabrikam.com/engines/rotary/dual-shaft is also used by the copilot to generate responses.

    Content on www.fabrikam.com/tools isn't used, since tools isn't a subdomain of rotary.

  • If you use www.fabrikam.com (the www exists), the content on news.fabrikam.com (the www doesn't exist) isn't used, since news. is a subdomain under the top-level domain fabrikam.com.

  • If you use fabrikam.com, then content on www.fabrikam.com and news.fabrikam.com is used, since they sit under the top-level domain fabrikam.com.

Social network & forum URLs

Your copilot might generate nonsensical, irrelevant, or inappropriate answers if you use a forum or social network site as your URL. Therefore, community content on social networks often increases the risk of more answers being rejected.

For more information, see the FAQ for generative answers. AI is trained to avoid generating malicious and offensive responses.

Search engine URLs

Don't include URLs of search engines like bing.com, as they don't provide useful responses.

Test your copilot's generative answers reach

  1. Select Test your copilot.

  2. In the Test copilot pane, ask your copilot questions that take advantage of the generative answers capability.

Generative answers works well with a large variety of question types.

However, some types might produce less helpful responses, including:

  • Personal questions.
  • Questions that require authenticated access to content.
  • Questions that have no related content at a specified URL.

Forming questions

  • Your copilot has difficulty answering questions that require calculations, comparisons, or form submissions. Your copilot might not understand comparative and superlative terms such as better or best, latest, or cheapest in a question.

  • If the copilot can't generate an answer to a question, it prompts you to rephrase the question. After two of these prompts, the copilot initiates the system Escalate topic. System topics are topics automatically included with each copilot.

  • To learn more about how Bing interprets the question against the URL you specify, add site: \<your URL here> to the end of your question to see the top Bing results for the question.

  • You might need to disable the sample topics, lessons 1-3, that automatically come with a new copilot. They're used before any URLs are accessed.

    Select the ... next to a sample topic on your Topics page and use the Status toggle to enable or disable the topic.

    Location of the sample topic toggle where you can enable or disable a sample topic.

For more information, see Use lesson topics.

Tip

In your chat window, you can provide feedback on how well the AI does by selecting the "thumbs up" or "thumbs down" icon underneath the generated answer.

If you see an irrelevant or inappropriate generated response, select the thumbs down icon to let us know. You can also include more detailed feedback.

We'll use this feedback to improve the quality of the AI.