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Power Platform Community / Forums / Copilot Studio / Regarding Copilot Stud...
Copilot Studio
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Regarding Copilot Studio Trial Version Issues with SharePoint Files

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Posted on by 45

Hello everyone,

Currently, I'm using the trial version of Copilot Studio, but I'm not receiving accurate answers regarding files stored in SharePoint. I've created a custom Copilot and set the resource to a SharePoint link. However, I'm encountering several issues despite all files I've checked being less than 3 MB:

1. It only observes some files, not all of them:
When I inquire about a word and its containing files, I receive a response, but it's not entirely accurate. For instance, my custom Copilot responded with: "The file that contains the word X is 'xxxx .pdf'." Yet, I know it is also contained in other files.

2. It only observes Word and PDF files, not Excel files:
When I ask about a word and its included files, it fails to mention Excel files.

3. It doesn't provide comprehensive answers about my documents:
I can only obtain results regarding whether a word is contained in a file or not. When attempting to inquire about additional content, such as the page where the word X is located, I receive the following responses:
"I’m sorry, I’m not sure how to help with that. Can you try rephrasing?"
or
"Escalating to a live agent is not currently configured for this bot, however, this is where the bot could provide information about how to get in touch with someone another way. Is there anything else I can help you with?"

Now, is this related to the license? In other words, will upgrading to a paid license resolve these issues?

If these issues are related to my custom Copilot, what steps should I take to rectify them and obtain accurate results?

Thank you in advance for your assistance.

Regards,
Farshad

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I have the same question (0)
  • Umianta Profile Picture
    290 on at

    Hi @Farshad1 

    I doubt it's a trial license problem. The issue might be with how Generate Answers is executing the search on SharePoint documents in the background. It's also possible that the documents in SharePoint aren't properly indexed.

    You could experiment with Graph to conduct searches on SharePoint and then utilize Generate Answer Custom Data source to structure the response.

     

    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

  • Farshad1 Profile Picture
    45 on at

    Hi @Umianta ,
    Thanks a lot for your response and help.
    I should check it by using a license. Then we may know is it still because of trial version or not! 

    2 Questions:
    1. What you mean exactly with "Not properly indexed documents in SharePoint" Would you please explain more how they could be well indexed?
    2. Would you please suggest a resource to learn more about conducting a search on SharePoint 
     by using Graph? I mean how this could be done?

    Thanks in advance for your response.

    Best regards,
    Farshad

  • adilei Profile Picture
    Microsoft Employee on at

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