Copilot - Manage knowledge sources Tutorial

Unlock the potential of your assistant with our video 'Manage Knowledge Sources'. Discover how to enhance your AI by connecting it to various information sources like SharePoint, Salesforce, and more. Learn to optimize data usage and improve response quality. Dive in and transform your assistant today!

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It is now accessible from the recent section on the homepage or via the agent menu.

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In the overview section,

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you will find suggestions to further enhance your assistant.

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On the right side of the screen,

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you can also test it in real conditions.

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You will get an overview of the main configuration options.

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By clicking on knowledge,

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you can modify or add information sources.

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Including

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public websites,

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SharePoint sites,

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Dataverse,

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files such as PDFs,

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Word documents,

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or PowerPoint presentations.

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You can also connect your assistant to your company's data using connectors,

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allowing it to access tools like Salesforce or Zendesk.

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It is possible to combine multiple knowledge sources within the same assistant.

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Finally,

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once your sources are added,

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you will receive improvement suggestions,

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particularly regarding data usage and response quality.

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