Hello, you choosed a good use case for a first try. SharePoint is a good idea and could help you to understand many way of using copilot studio.
First about documentation : i suggest you this official technical reference with a lot of information about knowledge source :
- Limitation (size , content type, etc)
- way of retrieve information
Copilot studio use Retrieval Augmented generation to answer to the question. (call RAG).
It's a 3 step process :
- First understand the question
- Search and retrieve information
- Generate answer.
To have better answer each of those step are important.
- Search and retrieve -> here is the main and easy part for you : in the link i provided you have many way :
- toggle of "Allow the agent to use general knowledge" : shut it down when you are begining : if you let it "on" it will use "internet information" to answer : better to remove it now
- Tenant graph grounding : in the settings of the copilot studio, in generative AI TAB you could try "Enhanced search results" : look for limits and condition of activation in the previous link
- Generative orchestration : at first you will think it s only usefull to orchestrate "action" but it does many more : it help understanding of the question and use AI to choose the knowledge sources and how to use it
Now what happen if it's not enought ?
Copilot studio is not chatGPT : just giving "a big sharepoint libary" and create a " GPT like" is not the way to go. I will recommand you to imagine to split you sharepoint libary in folder (5 or 10) , each folder for a specific content and create a knowledge source for each of them (when you provided the link you could target a folder)
Then give a description and name for each source.
Then the generative orchestration will use only folder wich are best for the question.
Still not enought ?
Time to look on how topics work and prepare specific question or content type to beeing focus on special document or folder. in the topics, clic edit and select the knowledge source you have (could be a single document or a folder)
Still not enought ?
At this moment it's quiet complicated to go further without going deep in AI understanding :) but there are still solution :)
Hope it help you :) if it s the solution for you : remind to click on "this is the answer" :) it's very important
