Add real-time knowledge with connectors

For makers with real-time knowledge connectors, you can automatically add enterprise data that resides in your system as a knowledge source. For these systems, Microsoft only indexes metadata, such as table names and column names, and there's no data movement between systems.

Each request is processed at runtime and executed against the target system. In addition, all runtime calls are authenticated using the authentication tokens of the users, so access controls configured in the source system are retained at runtime. This configuration ensures that only users who have access to the enterprise system receive responses to their questions.

These connections are established in Power Platform, and the same connection is used with Copilot Studio. Since the same connections are used, customers govern and manage the use of the knowledge source and actions through the same data loss prevention policies.

Supported real-time connectors

The following real-time connectors are supported:

• Salesforce
• ServiceNow
• AzureSQL
• Azure AI Search
• SharePoint
• Dataverse
• Dynamics 365
• Snowflake
• Databricks
• Zendesk
• Confluence (Cloud only)
• Oracle Database
• SAP OData
• Fin & Ops Apps (Dynamics 365)
• Dynamics 365 Customer Insights
• Dynamics NAV
• Dynamics 365 Business Central
• Freshdesk
• Google Sheets
• Jira
• Excel
• Excel Online (Business)
• MySQL

Add a real-time connector

1. Open the agent.

2. Select Add knowledge from either the Overview or Knowledge pages, or the Properties of a generative answers node.

3. From the Add knowledge dialog, select the real-time connector, and then select Add. If the real-time connector isn't displayed in the Featured list, select Advanced for more selections.

4. Select Sign in.

5. Select the target ___location for the connector, and then provide your credentials for the real-time connector.

6. Select Next.

7. Select the tables that you want to use as your knowledge source.

8. Add a name and description for the knowledge source. The default name reflects the selected tables.

9. Add synonyms and glossary definitions.

   Note

   Currently, only ServiceNow and ZenDesk connectors support adding synonyms and glossary definitions.

10. Select Add to complete the connection.

After you add the connector, it appears in the knowledge sources table. The status displays as In progress while Copilot Studio indexes the metadata in the tables. After the indexing is complete, the status is updated to Ready, and then you can begin testing the knowledge source.