Add knowledge to an agent

You can add knowledge sources to an agent when you first create it, or after you create it. These sources can be used at the agent level, or at the topic level.

Add knowledge to a new agent

You can add knowledge at the agent level while you're creating your agent. While responding to the prompts to create your agent, you can specify the following types of knowledge sources:

  • A public website
  • SharePoint

After you enter the URL to the knowledge source, your agent automatically adds the knowledge source. For more information, see Create an agent.

Add knowledge to an existing agent

After the initial creation process, you can add knowledge sources at the agent level from the following areas in Copilot Studio:

  • The Overview page
  • The Knowledge page

Select Add knowledge to open the Add knowledge dialog and the available knowledge source options.

The Overview page showing the Knowledge section with the Add knowledge button.

You can add knowledge sources at the topic-level from the following areas:

After you add one of the following knowledge source types, you're required to provide a name and description. The knowledge name for each source should be unique. The description should be as detailed as possible, especially if generative AI is enabled, as the description aids generative orchestration.

The Add knowledge dialog showing knowledge source options including Public websites, SharePoint, Azure AI Search, Dataverse, and real-time connectors.

Use knowledge source suggestions

To access a list of the top 10 suggested knowledge sources for your agent, select See suggestions on the Add knowledge dialog.

From here, you can discover, search, and add sources:

  • Used in one of your previous agents
  • Used in agents shared with you
  • Used previously while working with Office products

Select Add to add the selected suggested knowledge sources to your agent. A copy of the knowledge source becomes part of your agent.

The Suggested knowledge sources dialog showing a list of suggested knowledge sources with options to add them to your agent.

Note

Knowledge suggestions are currently only provided for the following types of knowledge sources:

  • Files
  • SharePoint
  • Public websites
  • Dataverse (synonym and glossary configurations are preserved)