Create a Custom Copilot for your SharePoint site

How to create a Custom Copilot for your SharePoint Site or Microsoft Teams that uses your content to answer questions. In the video I do a quick introduction and explain the authentication requirements. Note that you will need to have a Global Admin configure the App Registration in Azure.
This Custom Copilot works like Chat GPT on your Intranet using documents, PowerPoint, PDF and Modern Pages as the source content. If you need to build a solution for staff self-help or customer services, this is a great option.
More details and resources: steveknutson.blog/2024/04/21/...

[@asaadAI]

thanks for the video

[@KalleMlbakPedersen1]

Does anyone have an idea as to when the connecting sharepoint functionality / authentication will work as intended instead of having to follow this manual process?

[@ShawnHolman77]

I have this up and running. However, once you add more files it degrades. and returns inaccurate results

[@anabeebgrp3773]

Can Copilot read text that has been converted to a PDF as an image? If I am correct in my understanding, please clarify whether Copilot can process such text.

[@aysanhaghani5271]

Thanks Steve, I am not sure why my copilot studio theme and options are different, even the new button navigate to a different page :(

[@timelliot8463]

DUDE! Thank you for help! Scrathced my head for days guessing why does it show error about authentification... Turned out auto Authenticate just doesn't work

[@SteveKnutsonNZ]

Took me a while too! I’m glad I wasn’t alone in that one!

[@NickBotha-qg1mx]

Thanks this helped alot !
How do we fix SSO , entering the code is annoying...

[@SteveKnutsonNZ]

Glad it helped!

[@scara1701]

Does the copilot studio respect permissions within the sharepoint site when it recieves a question? For example document libary folders which are restricted to a list of users?

[@SteveKnutsonNZ]

Permissions are delegated from the user making the request, and are restricted to the content they have permission to see. I still recommend using this particular solution with specific sites where you have control over the content.

[@leonard6986]

Great walkthrough. Copilot Studio doesn't allow for seamless integration with .aspx file format as seen in Sharepoint. Do you have any workaround for this for wanting to include +1000 Sharepoint documents in the Copilot's knowledge base that are .aspx format?

[@SteveKnutsonNZ]

Copilot Studio does support Modern SharePoint pages. Are you using classic pages?

[@leonard6986]

I can see that I kept writing the .aspx file extension in the URL, which is not supported. We also run on classic pages and have a ton of documents there, but might need to look into modern then

[@DiddyTwister]

Does need user who is only using copilot in Teams some licence? Or just Access to teams and of course to sharepoint?

[@SteveKnutsonNZ]

You need a Copilot Studio license. Cost is approximately $200 USD per month which allows for 25000 questions. You don’t need any per use licenses except & M365 license.

[@jcw1138]

@@SteveKnutsonNZ does the developer/designer who needs to create and manage the created copilots require a Copilot Studio user license? That's the way I read it on the Microsoft site....

[@sme5678]

Can this work for Microsoft Loop also?

[@SteveKnutsonNZ]

Unfortunately Loop isn’t supported at this stage.