Power Platform Community Forum Thread Details

We have a few use cases where we'd like to build an agent using Copilot Studio, provide it knowledge from a SharePoint site or other file management storage, and embed it on a page. One use case is a public website, the other is an internal SharePoint.

To embed an agent, you need to set it to No Authentication and then select Channel > Custom Site. Embedding an agent on any page with SharePoint knowledge then returns an error, which Support advised was because an unauthenticated agent is trying to connect to an internal SharePoint knowledge base. As a workaround, we uploaded the files directly to the agent (which stores it in Dataverse) and we were able to successfully embed the agent on a website. However, that isn't a good long-term solution because it makes file management rather difficult - you can't store files in folders, it's just a long list, etc.

For the internal scenario, SharePoint Agents don't meet our team's requirements because they have multiple projects on one SharePoint site, and they would like a project-specific agent to be the default. As you can only set one default agent per site, SP Agents don't work for them. Also, embedding an agent on pages makes it more visible rather than relying on the small Copilot button. So, they'd like to embed agents on SharePoint pages. But like with the above scenario, it returns an error due to being set to No Authentication, even though it's on an internal site. I came across this technical solution provided by Microsoft to embed Copilot Studio agents on SharePoint sites - https://github.com/microsoft/CopilotStudioSamples/tree/main/SSOSamples/SharePointSSOComponent - but our team assessed that it will take several weeks and resources for us to implement that.

Am I correct that there is no way to embed an Agent (whether it be an internal or external page) with SharePoint knowledge? Is there any way we can embed an Agent on a page and have its knowledge files organised into folders?

Categories:

Publish & channel management