Connecting to a data source

In this section, we will focus on connecting Copilot to a data source and building a prompt to enhance user interactions. Integrating data sources is essential for providing relevant and accurate information during conversations. You will learn how to link a data source to Copilot and create effective prompts that utilize this data to boost conversation quality.

Setting up data connections

Let’s look at how to set up data connections within Copilot. This involves selecting and integrating a data source that your virtual agent will use to fetch information.

Selecting a data source

Here are the steps for selecting a data source:

1. Choose a suitable data source, such as Dataverse, SQL database, or an Excel file stored in OneDrive.
2. Ensure you have the necessary permissions and access credentials for the chosen data source.
3. Select the Knowledge tab then select + Add knowledge:

Figure 12.6 –...