Knowledge sources overview - Microsoft Copilot Studio | Microsoft ...
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Understanding Knowledge Sources in Copilot Studio
Within Copilot Studio, knowledge sources work alongside generative answers to enhance the functionality of your agents. By integrating knowledge sources, agents can leverage enterprise data from Power Platform, Dynamics 365, websites, and external systems. This integration enables your agents to deliver relevant information and insights to end users.
Knowledge sources play a vital role in grounding published agents that contain knowledge. This knowledge can be incorporated at the agent level or at the topic level using generative answers nodes. Agents can utilize generative answers to retrieve and present information from various internal or external sources, eliminating the need to create specific topics for each piece of information.
Utilizing Knowledge Sources in Agents
When creating an agent in Copilot Studio, the platform automatically generates the Conversational boosting system topic, which includes a generative answers node. This node allows you to start leveraging knowledge sources immediately. All knowledge sources added at the agent level are automatically included in the Conversational boosting system topic.
For detailed information on prerequisites and limitations related to generative answers, refer to the Generative answers documentation.
Authentication and Data Sources
Agent user authentication for knowledge sources ensures that agents only display content accessible to specific users. Currently, knowledge sources in generative answers nodes do not support Bing Custom Search, Azure Open AI, or Custom Data. Instead, utilize the Classic data option for Bing Custom Search, Azure Open AI, or Custom Data sources.
For organizations using websites, extra authentication may be required for sources searched through Copilot Studio. Authentication is also necessary for utilizing SharePoint, Dataverse, or enterprise data via Microsoft Graph connectors.
Orchestration Modes and Knowledge Searching
The orchestration mode used by the agent (classic or generative) determines how knowledge sources are searched. Classic orchestration allows agents to search a limited number of knowledge sources based on type. Generative orchestration filters knowledge sources using an internal GPT and searches all uploaded files, along with the top four knowledge sources.
Generative orchestration does not support custom data or Bing Custom Search as knowledge sources directly. These sources must be embedded in a generative answers node within a topic for utilization.
Configuring Content Moderation
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Content moderation settings in Copilot Studio allow agents to provide more answers, but this can impact the relevancy of the responses. You can configure content moderation settings at both the agent and topic levels to adjust the number and accuracy of answers provided.
Choose the desired moderation level for your agent, ranging from Lowest to Highest, based on your requirements. Saving the settings will apply the selected moderation level to your agent.
For more details on configuring content moderation settings, refer to the Copilot Studio documentation:
