microsoft 365 copilot
205 TopicsCopilot 365 agent does not scan PDF embedded images?
We have a subscription to Copilot 365. I use the app, not the web interface on Windows 11 (upgraded from Win 10). I made a custom agent to scan through one of our PDFs. The agent also has 2 other .DOCX files as knowledge. I asked it about a person's contact info. In the PDF the person's name and contact info is in a box. The agent returned the wrong information which is not even in the PDF itself. I have the agent set to ignore outside sources and use only sources I put in. This is a very simple agent. When opening the PDF in Adobe Acrobat I asked their AI the same question and it found the info. I suspect that this information in the box is an embedded image in the PDF and Copilot 365 cannot scan the image inside a PDF. Can anyone confirm this? We may have more PDFs where we need to get info from an embedded image. Is there a way for Copilot to get this information in the embedded image? I did a workaround as I have another .docx file as a knowledge source for the agent and I put the person's info as text in the Word doc, and it works that way.2Views0likes0CommentsHow to show Copilot custom agent description for every new conversation?
We have a subscription to Copilot 365 (I work with Copilot Studio but this question is about Copilot 365 agents). I use the Copilot 365 app, I don't use it via the web. When I make a custom agent, and do "Try it" it shows the Description I entered in the config screen for every new conversation. This Description is important to show the user what info the agent has and does not have. When I do "Go to agent" which would be more like seeing the agent in production, the Description is never shown. I looked in Settings and Config for the agent and don't see any settings for this. I'm not an admin for Copilot. Is this an admin setting that must be changed? How can I show the Description each time a New Conversation is clicked? Thank you!2Views0likes0CommentsCopilot Download Cards Not Rendering — Files Blocked
Hello, as the title suggests, Copilot cannot share download cards in-chat while the files is already generated and ready. It says there's a problem in the backend and Microsoft Support referred me to here. Is this something they gonna fix or what I should do? The AI is telling me it cannot share the or send the download cards no matter what prompts I use, it is bugging me! Someone help please!26Views0likes0CommentsCopilot Agent ALM and Knowledge Source Management Across Environments
Hello everyone, I currently have an agent in a Dev environment and want to deploy it to a second environment (e.g., Test or Prod). During deployment, we need to change the references to the knowledge sources. I’ve seen some articles where environment variables are used within Conversational Boosting topics to handle this, but I wanted to check if there is a supported or recommended way to manage or update knowledge source references from the Knowledge section itself to make them dynamic by using Environment variable? Any guidance or best practices would help. Thankyou.59Views0likes1CommentChanging copilot rules during python development.
Working on developing an application and copilot (personal) unexpectantly 1) says "I can't post code" 2) shifted from me pasting a code segment that was automatically converted to a compressed code block to avoid the char limit in the chat window, to pasting the text in and then refusing to send since it is outside the char limit. Any help or guidance would be greatly appreciated, i am retired and this application was to be one of my new engineering activities to keep me going. I am a hardware engineer, so AI assisted code development is new to me. thank you in advance?43Views0likes0CommentsTyped input routing stops working after navigating back to Home topic via Action.Submit (Invoke)
We are building a Copilot Studio agent with this structure: Home topic (menu page with icons) FeatureTopicA / FeatureTopicB / FeatureTopicC / FeatureTopicD Routing based on typed text (e.g. “feature A”, “feature B”) using a topic with trigger “A message is received” Navigation between topics using Action.Submit buttons (Invoke), including a Home / Back icon Observed behavior On a fresh conversation: Typing keywords like feature A or feature B correctly routes to the expected topic. From any feature topic, clicking Home (Action.Submit → Go to Home topic): Home page loads correctly. After returning to Home, typing the same keywords: Routing does not happen The conversation remains on Home The “A message is received” router topic is not triggered Restarting the conversation makes typing work again — until Home is reached via button navigation. We already tried following Dedicated router topic with trigger “A message is received” and highest priority Clearing global/custom variables when returning to Home Forcing routing using global flags Ensuring Home topic has no message trigger and no phrases Using Invoke-only navigation topics Handling text via Recognizer.TriggeringMessage.Text, LastMessage.Text, etc. Core questions Is this expected behavior in Copilot Studio? After navigating to a topic via Action.Submit (Invoke), does that topic “own” subsequent typed messages? What is the recommended pattern if users must be able to: Navigate via Home / Back buttons Then type free-text on the Home page Have typed text routed reliably every time Is the intended design: Home topic acts as the router itself? Or only one global message-received router should exist? Or typed input should not be expected to work reliably after Invoke navigation? We want to allow users to: Use menu buttons for navigation Return to Home Still type free-text commands Have routing work consistently without restarting the conversation Any official guidance, known limitations, or best-practice patterns would be greatly appreciated.21Views0likes1CommentCopilot Studio Agent vs SharePoint subfolders
Hi community, We are exploring the Copilot Studio Agents and are running into some issues. When we add the root library of a SharePoint site the agent is able to search the documents within, however when using only a subfolder of the site as a knowledge source it can't find any documents. The agent response is: "I have searched the available knowledge base but could not find any instructions on "Subject XXX". I read it can take up to 24 hours to build the index for subfolders, however after 3 days of waiting the agent still can't find any documents. I've tried making a new agent directly adding the subfolder as a source. The permissions of the user configuring the agent are also correct and the user has full access to all the files. I've also tried working with subagents with no success either. Has someone else experienced the same and is it correct agents can't work properly yet with subfolders of SharePoint sites?Solved128Views0likes1Comment"Draft with Copilot" in Sales Hub Email Activity
Hi everyone, could anyone help me out how to add "Draft with Copilot" option in Sales Hub Email. I have enabled the copilot features in the environment and also enabled Contextual email drafting with AI in the application settings. In my personal tenant account that is working fine, but not here. How do I get that Draft with Copilot option / Modern version of drafting emails?74Views0likes1CommentChat icon disappears in the M365 Copilot Chat
Hi, We are an Education tenant and have an issue where the "Chat" icon disappears from the left hand navigation in the M365 Copilot Chat app (or Web) after you click on e.g. "Search". The only way to get the Chat icon back is to restart the app or refresh the web page. This only happens to unlicensed users while users with a paid license don't have this issue. Version we are running is: bizchat.20251030.51.4 Anyone else experiencing this issue? ** Screenshots ** 1. When starting the M365 Copilot Chat app the "Chat" icon is present 2. Clicking the "Search" (or any other icon) then "Chat" disappears and will not come back until you restart the app. Same behavior in Web.500Views1like7Comments