Step 4: Adding your company’s information into the chatbot

Now that you’ve published your bot. You can go back to Copilot Studio to give some more knowledge. You’ll find that the bot is not able to answer any questions initially, so the next few steps involve adding information and training to it.

Let’s start with some basic information about your company. This is a common thing that users will ask the bot and it helps if the responses are relevant. This sets a good impression with the user about the bot’s usefulness.

Company Sites

An easy way to populate your bot with company knowledge is to feed it the corporate website and any major internal Sharepoint sites.

To do this, go to the Generative AI tab within Copilot Studio. Then, enter websites (publicly available) and internal Sharepoint links to key content.

In this example, we have the company site, the Wikipedia page of the company along with several important Sharepoint sites.

Company Documents

Further down the page, you’ll see a section where you can upload documents directly into the copilot so that it ingests the contents. This is useful on occasion, but I recommend housing your important content in a Sharepoint site, and instead feeding it a link to that Sharepoint folder so that you can keep adding and updating the information.

A document can be as simple as a Word file containing a few key contacts

Processing Time

After you add your important sites and documents to the Generative AI tab, go back to the publish page and hit the Publish button. This will make Copilot Studio go and ingest the information you just gave it. Processing this data can take 10-30 minutes so you may not see it right away.

After you’ve done this, give it a try in the interactive bot to see how it responds:

Copilot will respond with information from either your supplied websites or files along with a citation that links to where it found the information.

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