Power Platform Community Forum Thread Details

Context:

I am using Microsoft Copilot Studio to create a chatbot that recommends educational programs from a CSV file (I have also tested a TXT file) as a knowledge source.

The chatbot initially provides a good response by listing relevant programs based on a subject query. However, when the user asks "Do you have more?", instead of excluding the already recommended resources and providing new ones, the chatbot keeps repeating the same resources (sometimes in a slightly different order).

Expected Behavior:

The chatbot should track previously recommended resources and avoid repeating them in subsequent responses.
If additional resources exist, the chatbot should only display new ones.
If no more resources are available, it should inform the user:
- Example: "There are no more programs available for this topic. Would you like to refine your search?"

What I Have Tried:

Instructions: I have included a guideline stating that if more resources are requested, the chatbot should exclude previously recommended items and only display new ones.
Variables Setup: I suspect I may need to track previous recommendations using variables, but I'm unsure which type of variable to use or how to implement memory storage correctly.
Response Variables: I looked into response variables but I'm not sure how to make them persist across multiple interactions.
Session Memory & Context: I’m wondering if I need to store recommended resources in session memory and filter out already suggested ones in future responses.

Questions:

How can I ensure my chatbot remembers which resources have already been recommended?
Do I need to set up a variable to track previous recommendations? If so, what type and how?
How can I dynamically filter my CSV/TXT-based knowledge source to show only new resources when the user asks for more?
Are there any built-in tools in Microsoft Copilot Studio that can help with memory tracking for multi-turn conversations?

Any guidance, best practices, or sample implementations would be greatly appreciated! Thank you in advance for your help. 😊

Categories:

General topics