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Power Platform Community / Forums / Copilot Studio / Using user-uploaded fi...
Copilot Studio
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Using user-uploaded files as Knowledge

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Posted on by 2
Hey all, 
 
My agent works correctly when I upload Knowledge during the design phase (either uploading a PDF or using a public website).
 
However, I want users to provide the Knowledge themselves. So that each time a user activates the agent, they provide a public website or a locally saved file (eg PDF/DOCX) and the agent uses that Knowledge, in that instance.
 
The ability for users to upload a file is already possible; as well as typing in the chat, there is the option to attach files.
 
I can then save that attachment as a file-type variable under the Question node. 
 
Then in the Create Generative Answers node, I can edit the Data Sources to Custom Data and select the variable associated with the attachment.
 
However, this is when the issue arises. The error message says: "Variable is being set to an incorrect type. Assigned: File, expected: Table". 
 
What do I need to do to allow the Create Generative Answers node to use the uploaded file as Knowledge? Might I have to create an Action?
 
I know there is the option for users to save files in Sharepoint and then use that Sharepoint site as Knowledge. But that isn't the ideal option, for example, the agent is public and the user doesn't have access to that Sharepoint site.
 
Any ideas?
 
Thanks
James
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  • Suggested answer
    Artur Stepniak Profile Picture
    1,539 Super User 2025 Season 2 on at
    Hello,
     
    I've recorded a quick video for you, sorry for the lack of sound - I'm sick. :-)
    I wouldn't recommend you this method though, I feel that it's not going to be stable as it uses some old methods. They'll retire them soon probably. It also uses all attachments that the user uploaded. You can test out if it works.
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak
    Interested in GenAI? Visit my site!
  • JL-07011145-0 Profile Picture
    2 on at
    Hi Artur, 
     
    Thanks for taking the time to reply and make a video! Hope you feel better soon. 
     
    Unfortunately, while I no longer get errors in the code, it still doesn't work. When I upload the same PDF I used previously, but this time via the chat box user experience, the message the chatbot sends is "No information was found that could help answer this. Edit knowledge sources". It still doesn't seem to want to use the user-uploaded attachment as knowledge?
     
    Thanks
    James
     
     

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