Canonical: https://instain.ru/en/ai/microsoft-copilot-studio/
Language: en

Microsoft  Designer of working agents

# Microsoft Copilot Studio. 

Agent setup with approved sources from your organization

4.58 / 5    [Directory score](https://instain.ru/en/ai/microsoft-copilot-studio/#editorial-rating) [Official website ](https://www.microsoft.com/en-us/copilot/products/copilot-studio)

Copilot Studio allows you to assemble an agent, configure his area of knowledge and check the answers in the Power Platform environment.

![Microsoft Learn documentation on connecting knowledge in Copilot Studio](https://instain.ru/assets/images/microsoft-copilot-studio-screen-6696d14b93a0-1200.webp)

Microsoft help to add knowledge sources in the Copilot Studio agent.  [Open the source ](https://learn.microsoft.com/en-us/microsoft-copilot-studio/knowledge-add-existing-copilot#use-knowledge-source-suggestions)

## First, select the knowledge boundary.

Prepare a small set of current documents for an assistant handling internal requests. Copilot Studio can connect knowledge sources such as an approved SharePoint section or website. Which sources are available depends on the selected mode and administrator settings. State what each source is for. For two sections with similar titles but different rules, use descriptions that say who each document applies to and when.

## Educational verification of documents and rights

Use a fictional employee handbook and a separate draft for administrators. Ask about a procedure that changed and check the date of the cited source. Then open the agent with ordinary user permissions. If that user should not see the draft, make sure the response does not reveal its contents. Testing from the owner's account does not show what an employee with fewer permissions can see.

## Before publishing

Distribute questions that can be answered on the help, and requests that require action in the connected system. Use a separate test record to act and check what permissions are needed. Ask a question that is not answered in the sources. The result should show the boundary of knowledge and the next available step. After updating the documents, repeat a few initial questions to make sure the agent is accessing the correct version. For acceptance, save the dates and names of the sources used.

## Suitable tasks

- Gather an agent on internal instructions.

- Check the source of the answer and access to it from different roles.

Features 

## Strengths

- Connects different corporate sources of knowledge.

- Administrators can limit the types of sources.

Things to consider 

## Limitations

- A compatible environment and policy setting are needed.

- Licensing and availability depend on the organization.

## Selection and conditions

Free access

Not confirmed

Trial period

Not confirmed

No sign-up required

Not confirmed

Russian interface

Not confirmed

Local installation

Not confirmed

API

Not confirmed

“Not confirmed” means there is not enough information. The feature may still be available; check the developer’s terms.

Input formats

Text, Document

Result

Text

### Terms

Check the document rights and test the response in the target role.

From task to first result

## Practical example

Task

Gather an agent on internal instructions.

What to prepare

Allowed set of documents or saved working context with notes about the project.

### Task brief or prompt

Find out what decisions on the project are confirmed by available sources. Specify the source of each decision, its date, if known, and unresolved issues. Separate the baseline information from the assumptions.

### Expected result

Summary of confirmed decisions with verifiable references or indications to sources.

### How to check the result

- Open these documents or context records.

- Make sure that the outdated discussion is not presented as a decision.

An editorial teaching example of a task brief, not the result of hands-on testing of the service. Check that the required mode is available, that you have rights to the source material and that the intended use of the result is permitted.

Check details

## Official sources

-  [Adding knowledge to the agent ](https://learn.microsoft.com/en-us/microsoft-copilot-studio/knowledge-improve)

-  [Policies for Knowledge Sources ](https://learn.microsoft.com/en-us/microsoft-copilot-studio/choose-knowledge-sources)

-  [Overview of the Copilot Studio platform ](https://www.microsoft.com/en-us/copilot/products/copilot-studio)

This description is based on the developer’s material. Features, prices and availability may change; check the primary source before use.

About the tool

Developer

Microsoft

Category

[Work and study](https://instain.ru/en/category/productivity/)

Access

You need a Microsoft organization environment with access to the Copilot Studio and permissions for the sources used.

Payment

Conditions depend on licensing and consumption. Before connecting, check your access and current Microsoft terms.

API

No separate API specified

[Developer terms ](https://www.microsoft.com/en-us/copilot/products/copilot-studio)

Directory score

4.58 / 5 

Features

4.70 / 5 

Workflows

4.40 / 5 

Ecosystem

4.70 / 5 

Documentation

4.50 / 5 

Scores are an editorial guide to the directory. They are not user reviews or the results of personal testing.

[See the methodology ](https://instain.ru/en/methodology/)

Keep exploring

## For similar tasks

[Full category  ](https://instain.ru/en/category/productivity/)

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