Forum Discussion
Copilot in Sharepoint
Hi,
We are trialing Copilot in our business and are experiencing an issue with Copilot searching our Sharepoint folders and files to generate responses. Copilot seems to take information based on the user's activity rather than doing a broad search. This results in information being influenced by projects the user has had direct involvement in, discarding other potentially more relevant information. This is a problem for us as we are a management consulting company and have a vast storage of past projects that we would like used in aspects of future proposals. If the person searching has not had direct, relevant, project participation then Copilot won't retrieve relevant information.
This is not an issue around access as all staff have full access to most of our Sharepoint data with a few exceptions.
Has anyone else found this and worked around the issue?
craigholland By default, I've found that Copilot will preference recent documents. There are a couple of approaches I've used:
- Be more specific with prompting if there are libraries I should be looking in - however this can also be a bit limited with a single prompt.
- Use a Copilot Agent that has been provided with specific SharePoint sites for knowledge
It may be worth thinking about how your SharePoint data is structured to make it easier for Copilot to surface, but an Agent would probably be the best way to approach.
Are you using a SharePoint agent or asking from biz chat?
Good luck it will take time, and I would suggest configuring Term Store for better results.
Thanks Ben and Kelly, really appreciate your responses. We haven't been using an agent, I have had one try since your suggestions but it didn't seem to work but I will keep trying. Any suggestions to created better searches and results would be gratefully received.
