copilot studio
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Upload files to create a knowledge base for agents in Copilot Studio.
you can upload individual documents to use as agent-level knowledge sources, which your agent will then use to generate responses using generative ai.
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Add Dataverse tables as agent knowledge sources in Copilot Studio.
when integrating dataverse tables as a knowledge source, you will rely on the data contained in those tables to support your agent. this process includes adding synonyms and defining terms for the tables and columns in your data.
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Add SharePoint as a knowledge source for agents in Copilot Studio.
you can use sharepoint as a knowledge source by pairing your agent with a sharepoint url or sharepoint list.
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Add public websites as knowledge sources for agents in Copilot Studio.
by adding publicly available websites as knowledge sources at the agent level, you are using publicly available information to expand the agent's reach.
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Enhance agent knowledge in Copilot Studio
you can add knowledge sources to an agent when you first create it or after it's created. these sources can be used at the agent level or the topic level.
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Summary of knowledge sources for agents in Copilot Studio
in copilot studio, knowledge sources work in conjunction with generated responses. when you add knowledge sources, agents can use business data from power platform, dynamics 365 data, websites, and external systems.
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Choose an external model as the primary AI model in Copilot Studio.
copilot studio provides models from various suppliers to your agents.
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Top 10 best 'no-code' AI Agent platforms for beginners
discover the top 10 no-code ai agent platforms that help beginners create ai assistants, chatbots, and automated workflows without needing programming knowledge.
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Evaluating agent performance in Microsoft Copilot Studio
creating agents is an iterative process. it involves understanding how your agents work, making changes, and seeing the results. this process helps you build better agents.
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Ensure compliance with Copilot Studio's regulations.
in today's digital landscape, regulatory compliance is more important than ever. organizations must adhere to numerous regulations and standards to protect sensitive data, maintain customer trust, and avoid legal consequences.
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Upgrade to Copilot Studio Unified Authoring
this guide aims to help readers understand some of the key improvements in this release and the issues to consider when your organization transitions to a traditional power virtual agents experience.
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Key Concepts - Security and Administration in Copilot Studio
copilot studio adheres to a number of security and governance processes and controls, including geographic data storage, data loss prevention (dlp), multiple standards certification, regulatory compliance, environmental routing, and regional customization.