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How to train chatbot with upload document

Posted on by 10

I have one chatbot built by Power Virtual Agent and manual set up some topics. I'm wondering is there any way to train chatbot with some documents like .pdf.  

I know it can be done via generative answers in copilot studio but problem is this feature is disable by my company's admin and not sure when it can be enabled.
Is there other option to do this?

Thanks a lot!

  • BBloveCC Profile Picture
    BBloveCC 10 on at
    Re: How to train chatbot with upload document

    Hello Mani

    Thank you. I had figure out using Azure AL language as solution. It is sort of replacement of QnA maker. I upload document and save it as KB. From PVA trigger power automate to call cloud flow.

  • Pavan_Mani_Deep Profile Picture
    Pavan_Mani_Deep 452 on at
    Re: How to train chatbot with upload document

    Hi @BBloveCC 

     

    I would recommend you to work with your Admin to see if you can work around this issue.

     

    If I have answered your question, please mark your post as Solved.

    If you like my response or got a direction forward to proceed, please give it a Thumbs Up at least. Appreciate your Kudos. You can accept more than one post as a solution.

     

    If you were still facing any issue or challenge, please do let me know so that I can try to check for you. Happy to help you further.

     

    Blog: https://ecellorscrm.com

     

    Cheers,

    PMDY

  • BBloveCC Profile Picture
    BBloveCC 10 on at
    Re: How to train chatbot with upload document

    Hello Mani

    Yes I can upload document here. But problem is my admin disable these features. I test it chatbot cann't answer from my upload document even it had been uploaded. So I am trying to find another way 😣

    BBloveCC_0-1713446752260.png

     

  • Umianta Profile Picture
    Umianta 293 on at
    Re: How to train chatbot with upload document

    Hi @Pavan_Mani_Deep 

     

    An easy method to verify whether Dataverse is enabled for your environment is:

    1. Access make.powerapps.com.
    2. Navigate to Tables.
    3. If you wish to create a custom table in Dataverse, click on "New table."

    Umianta_0-1713443063571.png

     

    If my response has addressed your query, kindly mark your post as Solved.

    If you found my response helpful or it provided you with a direction to proceed, please give it a Thumbs Up. Your Kudos are appreciated. You can accept multiple posts as solutions.

    If you're still encountering any issues or challenges, please don't hesitate to inform me so I can assist you further. I'm here to help.

    Cheers ,

    Umesh Khandelwal

     

  • Pavan_Mani_Deep Profile Picture
    Pavan_Mani_Deep 452 on at
    Re: How to train chatbot with upload document

    Hi @BBloveCC 

     

    The best way you can upload a pdf document is below, I have tested just now and works

     

    Open Copilot Studio --> Settings --> Generative AI --> Upload a document as below highlighted

     

    Pavan_Mani_Deep_0-1713432408751.png

     

    So, this should then your bot will be able to respond based on your content in the pdf document.

     

    Hope this helps..

     

    If I have answered your question, please mark your post as Solved.

    If you like my response or got a direction forward to proceed, please give it a Thumbs Up. Appreciate your Kudos. You can accept more than one post as a solution.

     

    If you were still facing any issue or challenge, please do let me know so that I can try to check for you. Happy to help you further.

     

    Blog:https://ecellorscrm.com

     

    Cheers,

    PMDY

     

     

  • Pavan_Mani_Deep Profile Picture
    Pavan_Mani_Deep 452 on at
    Re: How to train chatbot with upload document

    Hi @Umianta 

     

    May I check if your organization have Dataverse environment and maintaining any apps as part of your implementation?

     

    Cheers,

    PMDY 

  • Umianta Profile Picture
    Umianta 293 on at
    Re: How to train chatbot with upload document

    Hi @BBloveCC 

    Yes , that is feasible

    1. Steps to trigger a flow from the Copilot Studio topic.

    Umianta_0-1713406829568.png

     

    2. For guidance on searching within a SharePoint document library, please refer to the following post:

    https://powerusers.microsoft.com/t5/Building-Flows/Flow-Example-Search-Sharepoint-Document-Library/td-p/1565881

     

    If my response has addressed your query, kindly mark your post as Solved.

    If you found my response helpful or it provided you with a direction to proceed, please give it a Thumbs Up. Your Kudos are appreciated. You can accept multiple posts as solutions.

    If you're still encountering any issues or challenges, please don't hesitate to inform me so I can assist you further. I'm here to help.

     

    Cheers ,

    Umesh Khandelwal

  • BBloveCC Profile Picture
    BBloveCC 10 on at
    Re: How to train chatbot with upload document

    Hello Mani

     

    I am trying to find some low-code way to do it. I see Microsoft said chatbot can trigger power automate and from power automate call cloud flow to read document. Do you think it is feasible?

  • Umianta Profile Picture
    Umianta 293 on at
    Re: How to train chatbot with upload document

    Hi @BBloveCC 

    You have two options to explore:

    1. Utilize the Dataverse table as a knowledge base for the Chatbot and interact with the Dataverse connector in flow.
    2. Employ SharePoint as a knowledge base for the Chatbot and interact with the Graph API in flow.

     

    If my response has addressed your query, kindly mark your post as Solved.

    If you found my response helpful or it provided you with a direction to proceed, please give it a Thumbs Up. Your Kudos are appreciated. You can accept multiple posts as solutions.

    If you're still encountering any issues or challenges, please don't hesitate to inform me so I can assist you further. I'm here to help.

     

    Cheers ,

    Umesh Khandelwal

  • Verified answer
    Pavan_Mani_Deep Profile Picture
    Pavan_Mani_Deep 452 on at
    Re: How to train chatbot with upload document

    Hi @BBloveCC 

     

    Using generative answers to setup topics is the easiest way to follow. But if you don't have that option, you may try Custom question answering solutions using Azure Cognitive Services.

     

    You may refer https://language.cognitive.azure.com/questionAnswering/projects

     

    Read the documentation https://learn.microsoft.com/en-us/azure/ai-services/language-service/question-answering/overview

     

    If I have answered your question, please mark your post as Solved.

    If you like my response or got a direction forward to proceed, please give it a Thumbs Up. Appreciate your Kudos. You can accept more than one post as a solution.

     

    If you were still facing any issue or challenge, please do let me know so that I can try to check for you. Happy to help you further.

     

    Blog:https://ecellorscrm.com

     

    Cheers,

    PMDY

     

     

     

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