web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Copilot Studio - General
Unanswered

How do you know when documents are being searched?

(0) ShareShare
ReportReport
Posted on by

I've uploaded multiple Excel and PDF documents to my bot. I then try searching in the test window to find that content, even 24 hours later, and I can't find an answer that should be easy to find. How do I know when these docs have been processed? And how can i troubleshoot why answers aren't being found ?

Categories:
I have the same question (0)
  • Audrie101 Profile Picture
    on at
    Re: How do you know when documents are being searched?

    A couple of things I was thinking:

     

    • Start by testing the PDFs to make sure they are OCR ready (which means they can be searched by any normal keyword search).
    • If you are using the upload option on the Copilot settings page, check that the limitations on file size and number of documents has been respected.

    For Excel remember that Copilot won't generate analytical responses (like we do see in the embedded Copilot for Excel), rather it's driven by a keyword search, so double check that the keywords truly exist in the file.


    Easy to follow video: https://www.youtube.com/watch?v=exkFbT9qyCM (check that the box is checked on Generative Answers, and moderation is medium to start)

    Documentation:
    Use offline files as sources in Copilot for Service | Microsoft Learn

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Chiara Carbone – Community Spotlight

We are honored to recognize Chiara Carbone as our Community Spotlight for November…

Leaderboard > Copilot Studio

#1
Michael E. Gernaey Profile Picture

Michael E. Gernaey 471 Super User 2025 Season 2

#2
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 421 Super User 2025 Season 2

#3
Giraldoj Profile Picture

Giraldoj 55 Super User 2025 Season 2

Last 30 days Overall leaderboard