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Designing your own copilot using Copilot Studio

Exercise 05: Knowledge sources, AI knowledge, and custom instructions

Goals for this lab

After this lab you will be able to:

  • Make your bot instantly smart by pointing to your website and other knowledge sources.
  • Navigate to the Generative AI settings
  • Navigate to the Conversational Boosting system topic
  • Set custom prompt instructions

Knowledge sources

Knowledge in Microsoft Copilot Studio allows you to add enterprise data from Power Platform, Dynamics 365 data, and external systems, so your copilots provide relevant information and insights for your end users. In addition, knowledge can be incorporated with Generative answers in copilots. Published copilots that contain knowledge use the configured knowledge sources to ground the published copilot.

Supported knowledge sources

Name Source Description Number of inputs supported in general answers Authentication
Public Website External Searches the query input on Bing, only returns results from provided websites 4 public URLs (for example, microsoft.com) None
Documents Internal Searches documents uploaded to Dataverse, returns results from the document contents Limited by Dataverse file storage allocation None
SharePoint Internal Connects to a SharePoint URL, uses GraphSearch to return results 4 URLs Copilot user's Microsoft Entra ID authentication
OneDrive for Business Internal Connects to a OneDrive URL, uses GraphSearch to return results 4 URLs Copilot user's Microsoft Entra ID authentication
Dataverse Internal Connects to the connected Dataverse environment and uses retrieval-augmented generative technique Two Dataverse knowledge sources (and up to 15 tables per knowledge source) Copilot user's Microsoft Entra ID authentication
Enterprise data via graph connections Internal Connects to the connected Dataverse environment and uses retrieval-augmented generative technique Two per custom copilot Copilot user's Microsoft Entra ID authentication

Websites

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