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Generative answers with filtering documents / knowledge bases

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Posted on by kaarloforsman

I am trying to create an assistant bot for our customer service department. We have a fairly large set of documents (mainly pdf) that should be used to ground the bot. Initially, we have tested uploading them for the generative answers, but we are now trying to leverage this a bit further by allowing the knowledge pool to be filtered based on what category questions our cutomer requests are. As an example flow, our customer service employee could first select a category, and then based on the selected category, the generative ai -block in the studio flow would utilize a predefined set of documents on which it bases its answers on.

The "normal" uploading of files for the generative answers does not seem to support any filtering. Additionally, connecting to a specific sharepoint folder prompts an error. Does someone have a suggestion of how to apply this filtering feature to a copilot studio flow? Thank you in advance for your replies!

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citron-truc 394 on at

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Good morning,

I hope you are doing well. In order to do filtering, I would recommend you do something customized using Azure OpenAI and Azure AI Search (but this would mean maybe ditching copilot studio).

A "kinda sneeky way" of doing things would be to wrap up the user prompt depending on the situation. In copilot studio, you can trigger actions based on a number of user phrases. For each of the topic of your document, you could maybe try to create a workflow and in theseworkflow, you wrap the user prompt with something like "Using financial data, Answer this question " + question.

I am not sure it works well when you have a lot of topics but I hope it helps.
Have a great day !

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CU09080723-3 2 on at

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We have a similar need. Engaged Microsoft support. But have been receiving vague answers from them for the last one month ! Their support is very lacking. I suggest moving on to a different producf

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Mahesh Chintha 158 on at

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Follow solution as mentioned in the below post:

You should be able to get the responses from only specific folders based on the selection but need to leverage classic data source in Generative Answers.

https://community.powerplatform.com/forums/thread/details/?threadid=8972588c-d954-ef11-a317-00224825204d

Please Accept as Solution if my reply answered your question. This will help others find solutions to similar questions. If you like my post and find it helpful, please consider giving it a Thumbs Up.

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