How to Add Knowledge to Your Copilot in Copilot Studio

Building a functional and efficient copilot is all about giving it the right knowledge to draw from. In Copilot Studio, you have the ability to integrate multiple knowledge sources, both public and internal, to make your copilot more intelligent and responsive. In this post, we’ll explore how you can add and manage different types of knowledge for your copilot, whether you’re creating a new one or enhancing an existing one.

Adding Knowledge to a New Copilot

When you create a new copilot, you can include knowledge sources right from the start. Copilot Studio supports several types of knowledge sources that can help your copilot provide relevant, accurate responses to user queries. These sources include:

• Public Websites: Incorporating publicly available information by specifying website URLs.
• SharePoint and OneDrive: Leveraging internal documents or data stored in these Microsoft tools.

After entering the relevant URLs or paths, Copilot Studio automatically integrates the knowledge source, allowing your copilot to tap into that information.

Adding Knowledge to an Existing Copilot

You can also add new knowledge sources to an existing copilot, giving it access to even more resources as your needs grow. To add knowledge to an existing copilot, simply navigate to the Overview page, the Knowledge page, or even a Generative answers topic, and click on Add Knowledge.

Here are the available knowledge source types you can add:

1. Public Websites
   Input the URL of the website you want to pull data from, and provide a name and description for the source. Your copilot will now be able to fetch relevant data from that public source to answer user queries.
2. File Upload
   You can upload a wide variety of file formats (Word, PDF, Excel, etc.) for your copilot to use. These files can contain valuable information that will be searchable by your copilot. The file’s name will automatically be used as the source name, and you can add a description to clarify its content.
3. SharePoint and OneDrive
   Provide URLs to SharePoint or OneDrive locations where relevant documents are stored. Your copilot can then use the contents of these documents to form responses.
4. Dataverse
   Copilot Studio allows you to connect to tables in Dataverse, providing your copilot access to enterprise data. You can add synonyms and a glossary to refine the data being used and improve the accuracy of the responses.
5. Enterprise Data
   You can link enterprise data sources like Azure SQL, Salesforce, or ServiceNow, ensuring that your copilot has access to critical business data. These data sources must be configured by your tenant admin via Microsoft Graph Connections.

Supported Document Types for Knowledge Sources

When using the File Upload option, Copilot Studio supports the following document types:

• Microsoft Office formats (Word, Excel, PowerPoint)
• PDFs
• Text files (TXT, MD, LOG)
• HTML files
• CSV and XML files
• OpenDocument formats
• JSON and YAML files
• Apple iWork formats (Pages, Keynote, Numbers)
• LaTeX (TEX)
• Annotated images in PDF files (Preview)

Note: Image, video, executables, and audio files cannot be used, and file sizes are limited to 512 MB.

How to Add Knowledge Sources

To add a knowledge source to your copilot, follow these steps:

1. Public Website:
   • Input the URL of the public website.
   • Add a unique name and description.
   • Click Add to finalize.
2. File Upload:
   • Drag and drop your file or browse to select it.
   • Enter a name and description.
   • Click Add.
3. SharePoint/OneDrive:
   • Input the URL of your SharePoint or OneDrive source.
   • Add a name and description.
   • Click Add.
4. Dataverse:
   • Choose the relevant Dataverse tables.
   • Add synonyms and a glossary, if necessary, to improve response quality.
   • Review and confirm your selections, then click Add.
5. Enterprise Data:
   • Choose the relevant enterprise data source (e.g., Azure SQL, Salesforce, ServiceNow).
   • Provide a name and description.
   • Click Add to finalize.

Editing and Managing Knowledge Sources

Once you’ve added a knowledge source, you can easily manage and update its details by going to the Knowledge page. Click the ellipsis next to the knowledge source you want to edit, and update the name, description, or other details as necessary.