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2Hi all,
I’m new to Copilot Studio and trying to get a sense of whether what I’m working on is realistic or if I’m overcomplicating things.
The idea is to build an agent for our sales team so they can quickly get answers about competitors...things like earnings commentary, financial info, or highlights from investor presentations. All of the source files already live in SharePoint in a fairly organized way (folders by company and quarter, with transcripts, press releases, investor decks, and filings). Is there a different type of knowledge base that would make it work more effectiviley?
Where I’m struggling is the actual setup in Copilot Studio. Compared to ChatGPT, it feels less intuitive. I’m not sure how well it can handle different file types or know which document is the “right” one to answer from, especially since press releases and presentations are not standardized. Additionally, I do not have the ability to configure the agent via chat like ChatGPT.. or am I wrong?
My question for the group is: does this sound like a project that can be tackled in Copilot Studio by someone without a heavy technical background, or do I need to be thinking about custom connectors, metadata, or even Azure AI Search to make it practical?
Would love to hear how others have approached similar projects, and if you think this is a beginner-friendly build or something that usually requires more advanced setup.
Thanks!
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