Question

You are building a Microsoft 365 Copilot agent that answers employee questions about company travel policies. The authoritative travel documents live in a single SharePoint site, but that same site also stores unrelated finance spreadsheets and legal contracts that employees should not receive in travel answers. When you configure the agent's knowledge, what is the best approach?

Accepted Answer

Scope the knowledge source to the specific document library or folder containing only the travel policy documents.

Answer

Add the entire SharePoint site as a knowledge source so the agent has maximum context to draw from.

Answer

Add no knowledge source and rely on the agent's instructions to describe the travel policies in detail.

Answer

Add the SharePoint site as knowledge and instruct the agent in its instructions to ignore finance and legal files.