Add SharePoint as a knowledge source

SharePoint as a knowledge source for generative answers works by pairing your copilot with a SharePoint URL, such as contoso.sharepoint.com/sites/policies. When a copilot user asks a question and the copilot doesn't have a topic to use for an answer, the copilot searches the URL and all subpaths. For example, a URL such as contoso.sharepoint.com/sites also includes subpaths like contoso.sharepoint.com/sites/policies. Generative answers summarize this content into a targeted response.

When you publish your copilot, the calls using generative answers are made on behalf of the user chatting with the copilot, using the authentication settings configured in the copilot. By default, copilots created in Copilot Studio and in Microsoft Teams are configured with the Authenticate with Microsoft authentication option, which works in environments such as Microsoft Teams, Power Apps, and Microsoft 365 Copilot.

To add SharePoint as a knowledge source, perform the following steps:

1. Open the copilot.

2. Select Add knowledge from either the Overview or Knowledge pages.

3. Select SharePoint.

4. Provide the SharePoint URL. Separate multiple URLs with manual line breaks (use Shift + Enter).

   Note

   • It's recommended to omit https:// from the URL. Recognized SharePoint URLs are from the sharepoint.com domain.
   • Only modern pages are supported.
   • Content from classic ASPX pages on SharePoint aren't used to generate answers.
   • Due to memory limitations, generative answers can only use SharePoint files that are under 3 MB. If a file is larger than 3 MB, consider splitting it into multiple smaller files.

5. Add a name (by default, the file's name is used).

6. Add a description. The description should be as detailed as possible, especially if generative AI is enabled, as the description aids AI orchestration.

7. Select Add to finish adding the knowledge source.