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How to configure Copilot Studio to check ServiceNow KB and then External KBs 

Dewain Robinson - The Copilot Studio Dude
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In this video, I show you how to setup Generative Answers in Copilot Studio to check an internal ServiceNow Knowledge Base and then if nothing is found to check external knowledge bases on the internet. This is to show you how to be able to do advanced configuration of Copilot Studio following the fall back path that you desire.
Please like and subscribe to my channel for more videos like this and don't forget that you can try Copilot Studio at aka.ms/TryCopilotStudio.

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31 мар 2024

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Комментарии : 21   
@PowerPlatformDoug
@PowerPlatformDoug 28 дней назад
Hi Dewain - been in the Power Platform / D365 space for a long time, but new to Copilot Studio and your videos have been excellent to help me get up to speed. This stuff is changing at such a rapid pace, it's not feasible to constantly update videos as changes get pushed. I'm sure you know this, but wanted to call out in case anyone else runs into this. Since you posted this video, the ServiceNow connector has been updated to output both a meta record and an articles table and no longer outputs the 'result' record. I followed all the steps as is in the video with the exception of the variable definition step. All I changed for it to work was remove the 'GetKnowledgeArticles' piece out of the ForAll. "ForAll( Topic.articles, {Content: Concatenate......"
@asgaskins
@asgaskins 3 месяца назад
Fantastic material as always Dewain. Thank you for taking the time to continue our education!
@Dewain27
@Dewain27 3 месяца назад
My pleasure!
@FirmResultsInc
@FirmResultsInc 3 месяца назад
Awesome! Thank you for sharing this updated version. Not only does it reflect the actual UI, the second phase is a cool new feature.
@Dewain27
@Dewain27 3 месяца назад
Glad you like it!
@neilokelly9208
@neilokelly9208 3 месяца назад
Dude your amazing !!! this is excellent, thanks so much. We use service now and my bosses are 100% going to want this.
@Dewain27
@Dewain27 3 месяца назад
Glad I could help!
@lindsayshelton7162
@lindsayshelton7162 3 месяца назад
Hey Dewain! I loved your video and will be following it religiously about connecting Copilot Studio to ServiceNow KBs and then external fallback sources. I had a question that wasn't answered in the video that I hoped you could help me with. So to create the connection, it says we need a username and password for that instance. I would assume we want to do this with a ServiceNow service account, but what levels of permissions and licensing are required for it to just fetch the KB articles? Thanks so much in advance!
@Dewain27
@Dewain27 2 месяца назад
I am not someone that can answer ServiceNow licensing questions... sorry. You could do the pulling of the data with a bearer token if you wanted, but that is something too complicated for most people to understand in a video. I might do something advanced like that in the future, but might have to make a different playlist for it as you are getting into pretty deep AUTH concepts.
@huyfe1347
@huyfe1347 3 месяца назад
Awesome. Thank for this video. Any chatbot use case with voice use and transcription into text and connexion to CRM?
@Dewain27
@Dewain27 3 месяца назад
Not yet... :-)
@jeamibasco4931
@jeamibasco4931 3 месяца назад
As always. Great content
@Dewain27
@Dewain27 3 месяца назад
You do it with the filter on the connector. More details are in the API reference: developer.servicenow.com/dev.do#!/reference/api/utah/rest/knowledge-management-api
@thedatascientist-lg4ls
@thedatascientist-lg4ls 3 месяца назад
Fantastic video Dewain! What about connecting your Copilot to internal databases on SharePoint? Can the datasource be automated using Power Automate in connection to the Copilot?
@Dewain27
@Dewain27 2 месяца назад
I don't think I would need Power Automate to do it... I have direct connector access. I would have to determine the way to search the SharePoint KB. In what format is it in for SharePoint?
@mikkok.4245
@mikkok.4245 3 месяца назад
I keep getting "Requested URI does not represent any resource" with the Get Knowledge Article actions. I can use the List Records action with the same connection, but I keep getting the error with the Get Knowledge Article one. Do you have any ideas about what I might be missing?
@Dewain27
@Dewain27 3 месяца назад
Ahh you have to add the knowledge API plugin in ServiceNow. developer.servicenow.com/dev.do#!/reference/api/utah/rest/knowledge-management-api
@SimplyPsyke
@SimplyPsyke 3 месяца назад
I followed these steps but I have a couple of things that don't quite function the way you're showing. The results show the top 3 results and just a snippet of the body of the KB articles rather than showing the top result with the instructions clearly shown. The link to the SN Instance isn't working because it shows the copilot URL infront of the ServiceNow URL
@Dewain27
@Dewain27 2 месяца назад
There is a formula that constructs the table. In that I make the URL to the article. Don't use the snippet use the body in what you pass into the table as well.
@SimplyPsyke
@SimplyPsyke 2 месяца назад
@@Dewain27 ah perfect that makes it much more usable for our purposes
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